Agencyflo for consultants

The operating system for independent and boutique consultants who sell their time and lose it to admin.

Overview

AgencyFlo is an AI-native operating system built for independent and boutique consultants selling expertise: strategy, advisory, fractional and project engagements. It replaces the usual stack (a notes app, a time tracker, a contacts list and a separate invoicing tool) with one closed loop, so a signed engagement becomes a tracked project and every billable hour flows straight to an invoice without rekeying. FloAI drafts proposals and statements of work from a discovery call, chases the follow-up and turns your tracked time into an invoice you can send in a click. Pricing is flat: $50/month for teams up to 25, with $500 one-time lifetime access. For a consultant whose inventory is hours, the win is simple: stop losing the unbillable evening to admin and stop letting good work go uninvoiced because the paperwork felt like a chore.

The challenge for consultants

The admin tax on a one-person practice

There is no operations person. So the scheduling, the proposal, the contract, the time log, the invoice and the chase are all you, squeezed into the evening after the billable work is done. Every hour on admin is an hour you cannot sell. For a consultant that is the whole business model working against you.

Billable time that quietly goes unbilled

A call ran long. A scope of work needed two extra revisions. A client emailed three questions over the week. None of it gets logged in the moment, so when the invoice goes out it reflects what you remember, which is always less than what you did. The leakage is invisible and it compounds every month.

Tool sprawl for an audience of one

Docs in one app, hours in another, contacts in a third, invoices in a fourth and the engagement history scattered across all of them. There is no single place that says what you agreed with a client, what you have delivered and what you are owed. Reconstructing it for a renewal conversation costs you an afternoon.

How Agencyflo helps

One loop, from first call to paid

An engagement lives as a project with its scope, hours, documents and invoices in one place. Track time against it as you work, then turn those hours into an invoice without copying anything across. The admin that used to fill an evening becomes a few minutes at the end of the week.

Catch every billable hour in the moment

Logging a call, a revision or a block of advisory time takes seconds, so the work you actually did is the work you bill. Real margin per engagement becomes visible too, which tells you which clients are worth renewing and which are quietly costing you more than they pay.

FloAI does the paperwork you keep putting off

Paste a discovery call and FloAI drafts a proposal and a statement of work in your voice. It can draft the follow-up email, prompt you when a proposal has gone quiet and turn your tracked time into a ready invoice. The chasing and the drafting that you dread stop being your job.

Features that matter

Projects + tasksList, Kanban, Gantt and calendar in one place.

Time trackingHours that update margin as they're logged.

Clients CRMA light CRM for pipeline and client records.

Proposals + contractsDocuments that turn into live projects.

InvoicesInvoicing that closes the loop on the books.

FloAIAI built into the operating system.

Pricing

Flat: $50/month covers a solo practice or a boutique team up to 25, $100/month for 26 to 249 (custom for 250+), or $500 one-time for lifetime access. Every feature is included with no per-seat charges, so if your boutique grows from one to five the price does not move. For a solo consultant, $500 once for the lifetime plan often pays for itself the first time it catches an unbilled engagement.

See pricing Start for free

FAQ

Is AgencyFlo overkill for a solo consultant?+

No. The closed loop is the point for a one-person practice: proposal, contract, time and invoice in one place means the admin that usually fills your evenings collapses into minutes. You use only the parts you need and there is one tool to learn instead of four, which is exactly what a solo operator wants.

Can it handle fractional or retainer-style advisory work?+

Yes. An engagement can be a fixed project, a monthly retainer or a fractional arrangement capped in hours or value. Time draws down against whatever you sold, FloAI flags when a retainer is heading over cap and invoicing runs from the same record so what you bill matches what you delivered.

How does AgencyFlo help me stop leaving money on the table?+

By making it trivial to log billable time the moment it happens, the calls that run long and the extra revisions get captured instead of forgotten. Your invoice then reflects the real work and live margin per engagement shows you which clients are genuinely worth your time.

What does the $500 lifetime option include?+

Lifetime access is a one-time $500 payment for the full system: projects, time tracking, CRM, proposals, contracts, invoicing and FloAI, with every feature included and no per-seat charges. For a solo consultant it removes the monthly line item entirely and typically pays for itself the first time it catches work that would have gone unbilled.