The ops platform for consultants who bill through firms — and on their own
Your consulting business,
finally under control
Invoicing, reimbursables, AR tracking, cash forecasting, and proposals — one system built for how contractors actually work.
14-day free trial. No credit card required.
See it in action
From invoice creation to cash forecasting — explore the full platform.
LeanTrack| Report ID | Client | Amount | Status |
|---|---|---|---|
| INV-047 | Meridian Partners | $12,600 | Paid |
| INV-046 | Atlas Consulting | $8,400 | Client Paid |
| INV-045 | Beacon Health | $15,200 | Submitted |
| INV-044 | Summit Financial | $9,800 | Draft |
| INV-043 | Pinnacle Group | $7,500 | Paid |
Real-time KPIs, cash position, and activity at a glance
Built for the way consultants actually work
Not another generic freelancer tool. LeanTrack is purpose-built for consultants who bill through firms and on their own — with firm-specific templates, reimbursable tracking, and real AR visibility.
Invoice Templates & Presets
Reusable presets, output templates per billing entity, and a draft-to-send workflow that handles CSV, PDF, and email.
Reimbursable Queue
Capture receipts continuously, approve reimbursables, then pull them into the next invoice draft with one click.
AR & Payout Visibility
Track outstanding receivables with aging buckets, expected payment dates, and estimated contractor payout timelines.
Cash Flow Forecasting
30/60/90-day forward-looking forecast from outstanding invoices, expected payments, and recurring expenses.
Engagement Profitability
See where money is made, delayed, or lost per engagement. Track reimbursement timing and payment lag.
Proposals & E-Sign
Lightweight proposals and SOWs with send-for-signature. Signed documents stored in client records automatically.
AI Receipt Capture
Snap a photo or upload a receipt. AI extracts merchant, amount, date, and category — routed to your queue.
Financials & Tax Prep
P&L, quarterly tax estimates, Schedule C export, and client profitability — built for year-end clarity.
Plus firm-specific output templates, mobile-native experience, and full PDF/Excel/CSV export across every workflow.
Up and running in minutes
Set up your billing entities
Add clients, configure output templates and net terms, and set reimbursement policies per engagement.
Capture work & expenses continuously
Log time, snap receipts, and approve reimbursables throughout the billing period — no more end-of-month scramble.
Invoice, track, and forecast
Build invoices from presets, track AR and payout timelines, and forecast cash flow across your entire book of business.
Why contractors switch to LeanTrack
Generic invoicing tools weren't built for contractor operations. LeanTrack fills the gaps.
| Feature | LeanTrack | FreshBooks | HoneyBook | QuickBooks SE | Harvest |
|---|---|---|---|---|---|
| Invoice presets & templates | |||||
| Reimbursable queue | |||||
| AR & payout visibility | |||||
| Cash flow forecasting | |||||
| Proposals & e-sign | |||||
| Firm-specific output templates |
Stop juggling spreadsheets and email threads
14-day free trial. See what your consulting operations look like when everything is in one place.