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Finance & Profitability

From deal to profitability report. One connected path.

Yojivo connects every financial touchpoint in your consulting firm — quoting, invoicing, time billing, payments, and profitability — so nothing falls through the cracks.

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Win Deal
 
Create Project
 
Staff Team
 
Track Time
 
Generate Invoice
 
Collect Payment
 
Measure Profitability
 
QUOTING & DEAL FLOW

Win the deal. The project is already set up.

Your team sends a quote for a 6-month advisory engagement. The client accepts. Yojivo automatically advances the deal to won, and the quote’s line items are ready to convert into project phases — no re-keying, no copy-paste errors.

  • Multi-line quotes with revision tracking
  • Quote acceptance syncs deal to won
  • Quote-to-invoice conversion
  • Rich-text terms and introduction
  • Email send tracking with audit trail
QUOTING & DEAL FLOW
Quote accepted → deal closed in 0 seconds
TEAM & COST RATES

Staff the project. Know the cost before you start.

You assign three consultants to the project. Each has a cost rate and a billing rate already configured. Before a single hour is logged, you can see the projected margin on this engagement.

  • Per-member cost rate and billing rate
  • Per-entry billing rate override
  • Hiring salary flows into cost-rate planning
  • Billable vs non-billable classification
TEAM & COST RATES
Cost: $85/h | Bill: $195/h | Margin: 56%
TIME BILLING & INVOICING

Track time. Generate invoices. No spreadsheet in between.

Your team logged 142 billable hours this month across 4 projects. Each time entry carries its billing rate. When you’re ready to invoice, Yojivo pulls the approved hours into invoice line items — T&M, fixed-fee, or retainer, matched to the project’s billing model.

  • Billable time entries with per-entry rates
  • Six invoice line item types
  • Auto-numbered invoices (INV-YYYY-NNNN)
  • Multi-currency with tax/GST auto-computation
  • PDF generation and email send
  • Recurring invoices for retainer clients
TIME BILLING & INVOICING
142h tracked → 4 invoices → $27,690 billed
PAYMENTS & COLLECTIONS

Collect faster. Chase less.

An invoice is 15 days overdue. Yojivo sends a reminder automatically — with a 3-day cooloff so your client isn’t spammed. When payment arrives, the invoice status updates to partially paid or paid. Your accounts receivable is always current.

  • Multi-method payment tracking
  • Partial payment support with running balance
  • Automatic dunning with cooloff period
  • Payment-to-invoice status sync
  • Credit notes for adjustments
  • WIP aging buckets (0-30, 31-60, 61-90, 90+ days)
PAYMENTS & COLLECTIONS
DSO reduced from 45 → 28 days
PROFITABILITY & ANALYTICS

Know which projects make money. Know which don’t.

End of quarter. You open Yojivo and see — Project Alpha delivered 62% gross margin, Project Beta is at 18% because of unplanned pre-sales hours. You know exactly where to adjust pricing, staffing, or scope for next quarter.

  • Per-project and per-phase profitability
  • Gross margin: (Revenue - Labor Cost) / Revenue
  • Utilization rate: billable hours / total hours
  • Realization rate: invoiced hours / billable hours
  • Budget planning with variance analysis
  • Fiscal period closing with audit lock
PROFITABILITY & ANALYTICS
Utilization: 78% | Realization: 91% | Margin: 54%
Consulting KPIs

The metrics that drive consulting profitability.

78%
Utilization
Billable / total hours
91%
Realization
Invoiced / billable hours
54%
Gross Margin
(Revenue - Cost) / Revenue
28d
DSO
Days to collect payment
The Full Picture

Every step connected. Every dollar accounted for.

Quote sent
Deal won
3 consultants staffed
142h tracked
4 invoices ($27,690)
DSO 28d
54% margin

Yojivo is a professional services automation platform that connects the entire financial lifecycle of a consulting firm. From winning a deal and quoting the engagement, through staffing, time tracking, and invoicing, to payment collection and profitability analysis — every step feeds the next. Consulting firms using Yojivo track utilization, realization, WIP aging, and DSO in one workspace, eliminating the reconciliation overhead of disconnected tools.

FAQ

Finance questions, answered.

Yojivo generates multi-line invoices from tracked billable time, fixed-fee milestones, or expenses. Each invoice is auto-numbered, supports multi-currency with tax and GST auto-computation, and can be sent as a PDF via email. For retainer clients, recurring invoices generate automatically on a monthly or quarterly schedule — no manual creation needed.
Yes. Yojivo calculates per-project profitability by combining invoice revenue, expense costs, and labor costs derived from billable time entries and team member cost rates. You see gross margin, pre-sales hours, and realization rate for every project phase — so you know exactly which engagements are profitable and which need attention.
Yojivo tracks the four KPIs that matter most to consulting firms: utilization rate (billable hours divided by total hours), realization rate (invoiced hours divided by billable hours), work-in-progress with aging buckets (0-30, 31-60, 61-90, and 90+ days), and days sales outstanding (average days from invoice issue to first payment). All are filterable by date range.
Set up a recurring invoice by specifying the client, line items, frequency (monthly or quarterly), and payment terms. Yojivo automatically generates and numbers each invoice on schedule. You can pause, resume, or end any recurring invoice at any time. Each generated invoice is a standard invoice you can edit, send, and track payments against.
Yes. Every transaction, invoice, quote, and payment in Yojivo carries its own currency and exchange rate, stamped at the time of creation. This preserves historical accuracy — when you look back at a transaction from six months ago, you see the exact exchange rate that applied, not today’s rate.
Each time entry in Yojivo has a billable flag and a billing rate. When you create an invoice, you can pull billable time entries directly into invoice line items — the hours, rate, and total are pre-filled. This eliminates the spreadsheet step between tracking time and billing clients.
Work-in-progress (WIP) represents billable time your team has logged but you haven’t yet invoiced. WIP aging breaks this into buckets: 0-30 days, 31-60 days, 61-90 days, and 90+ days. The longer WIP sits uninvoiced, the harder it becomes to bill — clients dispute old charges, and your cash flow suffers. Yojivo tracks WIP aging so you can invoice promptly.
Yes. Yojivo supports month-level fiscal period closing. Once a period is closed, no transactions can be created or edited within that month — protecting your books from accidental changes. If a correction is needed, authorised users can reopen a closed period, make the adjustment, and close it again with a full audit trail.
Quotes in Yojivo are linked directly to CRM deals. When a client accepts a quote, Yojivo automatically advances the deal to the won stage and sets the probability to 100%. Quotes support revision tracking — you can create multiple versions of the same quote, and each revision links back to the original. Accepted quotes can then be converted into invoices.
Yojivo reduces DSO through three mechanisms: faster invoicing (billable time flows directly into invoices without manual assembly), automated dunning (overdue invoices trigger reminder emails with a configurable cooloff period to avoid over-contacting clients), and payment tracking (partial and full payments update invoice status automatically, so your accounts receivable is always current).

See how it all connects

We'll walk you through a live demo of the AI assistant, platform capabilities, and how it all connects — tailored to your firm's needs.

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