Software for management consulting firms
Run your consulting firm on a unified platform that connects projects, people, and finances. Improve project profitability, plan resources smarter, and bill clients with confidence.
Tackle your biggest consulting challenges with one platform
Management consulting firms face a distinct set of pressures. Margins depend on how well you plan and staff engagements. Projects shift scope constantly. Clients expect full transparency in billing. And disconnected systems make everything harder than it needs to be.
Unit4 brings your project management, resource planning, financials, and HR into a single cloud platform designed specifically for professional services. Your teams spend less time on admin and more time delivering value to clients.
Protect and grow project profitability
Every consulting engagement is different, but the goal stays the same: deliver great work and protect your margins. Unit4 gives project managers and finance teams real-time visibility into project costs, budgets, and forecasts, so you can spot margin risk early and act on it.
Track project KPIs including estimate to complete (ETC), time, and expenses
Monitor budgets across fixed-price and time-and-materials engagements
Run post-project evaluations to improve future estimates and pricing
Smarter consultancy resource planning
Your people are your product. Getting the right consultant on the right project at the right time is the difference between a profitable engagement and a costly one. Unit4 connects your resource planning with your project pipeline, skills data, and workforce availability, all in one view.
Match consultants to projects based on skills, availability, and location
Reduce bench time with centralized workforce planning
Build long-term staffing plans informed by your project pipeline and growth targets
Simplify complex client billing
Global projects, multiple entities, mixed billing models: consulting firms deal with billing complexity most ERP systems weren't built to handle. Unit4 was. From time capture through to invoice generation and credit control, the entire billing cycle is connected and accurate.
Manage billing across multiple legal entities and currencies
Support fixed-price, time-and-materials, and milestone-based billing
Improve cash flow with end-to-end invoice tracking and credit control
Better manage projects and professional services engagements
Right for your industry, right for your firm
Our next-gen cloud solutions are designed to help management consulting firms
reduce the administrative burden on their teams and deliver a better people experience.
Get the most from your Unit4 solutions
Unit4 Success4U
Your investment in our solutions is more than a transaction; it’s a partnership.
Discover how we deliver on that promise, through our Success4U SaaS methodology – a personalized and industry-informed partnership that helps turn your goals into meaningful results. Using our proven methodology, we simplify your SaaS journey through proactive, value-driven services that deliver measurable impact.
Resources and downloads
Challenges and solutions
Manage smarter, to boost profits
Explore how investing in future-proof digital solutions can help firms compete in a changing world.
Built for growth
Find out what’s holding organizations back, plus how to build a future-ready finance function for growth, agility & resilience.
Reimagining the service game
See how professional service firms can use Cloud ERP solutions like Unit4’s to tackle key challenges and unlock long-term success.
Resilience and agility for management consultancies
Making M&A simpler
Onboarding an acquired company or looking for PE investment? Here's a collection of practical tips on how we can help.
Webinar: Take the complexity out of M&A integration
Reduce the friction of bringing together separate business entities:
- Integrate new entities quickly and efficiently
- Collaborate and manage from central data
- Streamline financial consolidation & reporting
Leaving legacy software behind
What's the true cost of not replacing outdated finance, HR or ERP solutions? Learn how to protect your people and profits.
Click to read Leaving legacy behind to build business resilience
Customer success stories
Unit4 helps people-focused leaders in professional services around the world innovate through business change.
Bringing best practice
“Our success is dependent on the success of our people, which is why we have taken a bold approach for our next-generation system’s architecture.”
Denis Delmaire
CIO at Levio
Global cloud solution
“As a global business advisory firm, we needed a modern operational system that would meet our specific accounting and billing requirements.”
Gary Richardson
Vice President at FTI Consulting
Smarter operations and decision support
One of the world’s leading enterprise solution providers automated transactions, provided mechanisms of control and risk management to refocus efforts on supporting decision-making.
Frequently asked questions
What is professional services automation (PSA) software?
Professional services automation software connects project management, resource planning, time tracking, and billing into a single system. For consulting firms, this means less manual admin, better visibility into project performance, and more accurate billing across every engagement.
How does Unit4 help consulting firms improve project profitability?
Unit4 gives project managers and finance teams real-time visibility into budgets, costs, and forecasts across every engagement. You can spot margin risks early, adjust resource allocation on the fly, and make data-driven pricing decisions for future bids.
Can Unit4 handle complex, multi-entity billing for global consulting firms?
Yes. Unit4 supports billing across multiple legal entities, currencies, and billing models, including fixed-price, time-and-materials, and milestone-based. The platform connects time capture through to invoicing and credit control in one workflow.
What makes Unit4 different from generic ERP systems?
Unit4 is purpose-built for people-centric, service-based organizations. Pre-configured industry models for professional services mean faster implementation. And every feature is designed around how consulting firms actually operate: project by project, with people at the center.
How does consultancy resource planning work in Unit4?
Unit4 connects your project pipeline with employee skills profiles, availability, and capacity data. Resource managers can match the right consultant to the right engagement, reduce bench time, and plan ahead based on forecasted demand.
Webinar: Achieve financial clarity for smarter project decisions
Discover how financial clarity can simplify complex projects,
improve decisions and boost profitability with confidence.
Watch our webinar Read our eBook