BillKeepr is the invoicing tool for consulting partnerships and agencies: edit the invoice right on the sheet, assign every line item to a partner, and track transfers to each partner’s own business. All in one place.
No credit card required · set up in 5 minutesNot an accounting suite, not a spreadsheet. Just what a consulting partnership needs every day.
You edit the very document your customers receive – no form, no separate preview. Pick the customer on the sheet, click a line, change rate or quantity, flag expenses: net, VAT and gross update as you type. Every change is saved immediately; there is no save button. For a second look, switch to the preview and see exactly what the PDF will be.
In consulting partnerships, several people often work on one invoice. Bookings assign each piece of work to the person who delivered it, with their own quantity and rate. Lines without a booking count toward the author automatically. The revenue split is settled the moment the invoice is: visible internally in the revenue list, never on the customer’s PDF.
What the firm earns is passed on to each partner’s own business. BillKeepr shows per person what has already been transferred, what is still transferable from paid invoices and whether the annual fixed-cost contribution has been made. Record transfers with date, invoice reference and amount – the side spreadsheet goes away.
Tax advice, meals, office, IT: enter receipts straight into the list, no dialog. Assign category and author, switch the VAT rate with one click, gross calculates itself. Filter by category or person, duplicate receipts, compare yearly totals – the largest cost blocks appear right on the dashboard next to revenue.
When the invoice is done, switch to the preview, generate the PDF and send it straight to the stored contact, with a copy to you. The status moves to Open and the due date starts running. Overdue invoices surface on the dashboard, and BillKeepr can remind you seven days before the due date. Record the payment, done.
Enter company name, address, bank account and VAT ID once – they appear automatically on every invoice and in the PDF footer. Then invite your partners by e-mail. Each person gets their own login, sees the same invoices and customers and can start right away. Fixed-cost contributions per partner are set up here as well.
Open a new invoice and pick the customer right on the sheet – address and contact fill in. Add line items with description, quantity and rate, flag expenses, choose the VAT rate. With bookings you assign each line to the person who delivered it. Net, VAT and gross update live, and the preview shows the finished PDF.
As soon as an invoice is paid, its share appears in the revenue list of the respective partner: revenue, open amounts, what has been transferred and what is still transferable – minus the fixed-cost contribution. Record the transfer to the partner’s own business with date and amount and the list reconciles. The dashboard shows at any time what is open, overdue and already distributed.
No per-seat licences, no hidden modules. Cancel monthly.