effitrio
Built for independent consultants

Consulting billing that keeps up with your projects

Milestone invoices, retainer billing, hourly work — Effitrio tracks it all and Effi catches anything overdue or unbilled. You approve every action before it reaches a client.

Start free — no card neededTry the free e-invoice tool →
  • No credit card
  • EU-hosted data & AI
  • ZUGFeRD-ready
  • Milestone & retainer billing
  • Overdue reminders drafted for you
  • Hourly project tracking
  • Receipt OCR for expenses
  • ZUGFeRD-ready

Consulting work is complex. Every billing gap costs you directly.

Long project cycles, delayed milestones, and multi-month retainers mean invoices slip — and every delayed invoice is an interest-free loan you gave your client without agreeing to.

A forgotten milestone invoice is revenue you earned but didn't collect

Effitrio tracks unbilled project milestones and surfaces them in the Action Center the moment they're ready to bill. Effi prompts you to invoice before the money is forgotten.

Every day a client sits on an unpaid invoice is a day you're financing their business

Effi drafts a professional payment reminder the moment an invoice goes overdue. One-click approval — no awkward emails to write, no payment dates left to slip.

Unclaimed expenses are margin you paid out of pocket

Travel, subcontractors, tools — if they're not logged to the project, you absorb them. Photograph receipts as they happen. OCR captures every billable cost before it disappears.

What Consultants use most

Invoices, expenses, and Effi's Action Center — connected in one workspace.

Projects & Milestones

Track work and bill by milestone or time

Link invoices to named projects and clients. Track hourly work or project phases. Invoice directly when a milestone is complete.

Action Center

Nothing unbilled, nothing forgotten

Effi watches for unbilled hours, overdue invoices, and stale drafts. Every alert comes with a drafted next action for you to approve or edit.

Invoices

Retainer, milestone, or T&M — all invoice types covered

Recurring retainer invoices generate on schedule. One-off milestones and time-and-materials invoices go out in PDF, email, or ZUGFeRD e-invoice format.

Expenses

Every billable expense captured

Drop a receipt photo and OCR fills the details. Tag expenses to a client project for accurate billing and clear records at tax time.

How Effitrio works

Effi prepares. You control every outbound action.

  1. Step 1

    Watch

    Monitors invoices, receipts, drafts, and due work in the background.

  2. Step 2

    Detect

    Flags risk, delay, or missing information before it becomes costly.

  3. Step 3

    Draft

    Prepares reminders, follow-ups, and next steps — ready for your review.

  4. Step 4

    Approve

    You review and send with one click. Nothing goes out automatically.

Start with the workflow. Upgrade when the watcher matters.

Try the approval-first workflow on Free. Upgrade to Pro for unlimited records, DATEV export, and the full Effi watcher. Need one invoice now? Use free tools — no account. Billing regularly? Create a free workspace below, then upgrade to Pro for unlimited records, DATEV export, and the full watcher.

Free

Occasional invoicing and trying the workflow

€0/month

Includes 30-day Pro trial — full Pro features, no card

  • 10 invoices, expenses, clients & projects/month
  • 50 AI actions — watcher proposals & receipt scans
  • AI chat assistant
  • PDF templates & Custom logo
  • 10 emails/month
  • Standard PDF & E-invoice
  • CSV export
Start Free — 30-Day Pro Trial

Pro

Full Effi watcher, DATEV export, and higher limits

€14.99
€11.99/month

30 days free, then €11.99/month

✓ Save 20% — Regular price €14.99

Or €180.00 €144.00/year after trial

  • Unlimited invoices, expenses, clients & projects
  • 250 AI actions — watches your workspace, expense OCR, and more
  • Full AI chat assistant
  • Custom invoice numbering
  • Custom PDF templates & Custom logo
  • Bulk receipt upload — AI scans & automatically categorises
  • 100 emails/month with delivery tracking
  • Standard PDF & Advanced E-invoices
  • CSV export
Coming Soon

ZUGFeRD e-invoices · DATEV export · GDPR-native EU architecture. Germany E-Rechnung guide

Questions from consultants

Straight answers about what Effitrio does for consultants. Full FAQ →

Can I invoice by milestone AND have a monthly retainer with the same client?
Yes. Each invoice is independent — you can run a recurring monthly retainer alongside ad-hoc milestone invoices for the same client.
Will Effi remind my client if they haven't paid?
Effi drafts a payment reminder for your approval the moment an invoice goes overdue. You review, personalise if needed, and approve. Nothing is sent automatically.
How do I track unbilled hours before creating an invoice?
Log time against a project as you go. When you're ready to bill, Effitrio surfaces unbilled hours and lets you invoice directly from the project record.
Does it support German e-invoice formats for public-sector clients?
Yes. ZUGFeRD PDF is available on all plans. XRechnung XML is on Pro — the format required for invoices to German federal and state public bodies.
Can I use Effitrio across multiple concurrent consulting clients?
Yes. There is no limit on clients or projects in the workspace. Each client's invoices, expenses, and projects are tracked separately.

Focus on the consulting. Let Effi watch the billing.

Create a free workspace. Track projects, raise milestone invoices, and let Effi catch anything overdue before it costs you.

  • Free tier — no time limit
  • No credit card required
  • EU-hosted data & AI
Create free consultant workspaceTry the free e-invoice tool →