Engagements, time billing, invoicing. All from your phone.

If you run a small Australian agency, a boutique consultancy, or a solo advisory practice, you already know how the tool stack creeps. Accelo or WorkflowMax for practice management. Xero for accounting. DocuSign or PandaDoc for engagement letters. HubSpot or Pipedrive for the client pipeline. Maybe Toggl or Harvest for time. None of them talk properly, the per-user pricing stacks up faster than billables, and somehow you still end up updating a spreadsheet to work out which client is profitable. OneBookPlus replaces that lot with one app designed around the way professional service firms actually earn — engagement, scope, time, invoice, cash.

The platform covers the full lifecycle from first contact through paid invoice. A prospect comes in via your booking page, an inbound email, or a referral. You add them to the CRM, qualify the engagement, and draft the SOW from a template you have already tuned — fee structure, deliverables, payment terms, out-of-scope rates. The client e-signs on their phone in under a day; the signed PDF lives against the contact, version-stamped. From there the engagement converts to a project with a budget, an assigned consultant or team, and a billing cycle. Your team tracks time against the project from the phone or desktop. At the end of each cycle the invoice is generated automatically — hourly time blocks itemised, fixed-fee milestones applied, retainer drawdown shown — with 10% GST applied and your ABN on every line. Clients pay online via the invoice link. The dashboard rolls up realisation, utilisation, AR aging, and margin per project so the principal is never guessing.

Your daily workflow

Picture a typical Wednesday at a four-person Sydney consultancy. The principal opens OneBookPlus at 7:30am over a coffee — three active engagements visible on the dashboard, one with a change order awaiting client approval, one at 78% of budget with two weeks left, one freshly signed. The change-order client approves it in their portal at 9:12am with one tap; the principal gets a push notification and the new rate flows through to the next invoice automatically. The two associates open their phones and see the day's allocation — Associate A is on the strategy piece for Client A, billed at $280/hour against a fixed-fee milestone. Associate B is splitting the day between two retainer clients. Both hit start on the timer when they open a deck and stop when they switch tasks. Idle prompts on the phone catch the calls they would otherwise have forgotten to log. By 4pm the principal reviews the day's logged time, approves it for next week's invoice run, and books two intro calls with new prospects. At 5pm the dashboard shows the firm is on track for 84% utilisation this week, AR aging is down to 28 days, and one expense receipt — a $340 user-research subscription — is queued for client pass-through with a 10% admin markup. No spreadsheet open.

Bank feeds & accounting

OneBookPlus connects to your business bank account and pulls in transactions automatically. When a client pays an invoice, the system matches the payment to the invoice for you — no manual reconciliation, no opening Xero on a different tab. Expenses are pulled in alongside, GST-coded as you tag them, and matched to projects for either at-cost pass-through or marked-up disbursement. Subcontractor payments are tracked against the TPAR you will need to lodge with the ATO each August. Software subscriptions, travel, professional development — all categorised against revenue so you can see real margin per project, per client, and per consultant, not just what you invoiced. When BAS time arrives, the quarterly summary exports as a single PDF — GST collected, GST paid on expenses, PAYG instalments — and your accountant has what they need in two clicks. Many sole-trader consultants and freelancers self-lodge the BAS directly out of the dashboard.

Getting started

Sign up in under a minute — no credit card required. Add your ABN, upload your firm logo, set your default payment terms (NET14 is standard for boutique advisory; NET30 for retainer agencies), and pick or customise an engagement-letter template. Import your client list from a CSV, Xero export, or HubSpot export. Most consultants send their first engagement letter within fifteen minutes of signing up and have a signed SOW back inside a day. The free plan covers solo operators with unlimited invoices, quotes, engagement letters, and up to five active clients — enough to try it on real engagements before committing. When you are ready for multi-user time tracking, retainer management, the client portal, and bank feeds, upgrade to Growth at $69/month — still a fraction of what Accelo + Xero + DocuSign + a CRM would cost for the same firm, with the same data in one place instead of four.