Introduction to Effici

Effici is a business management platform for service businesses that run client projects - agencies, consultancies, studios, and professional services teams that bill by project, time, or deliverable.

Its core job is to help you stay on top of project delivery: budgets, tracked time, costs, and profitability. Quotes and invoices stay connected, but you do not have to stitch numbers together across separate tools to understand whether the work is healthy.

Who Effici is for

Effici is designed for:

  • Agencies - web, design, marketing, PR, development
  • Consultancies - management, IT, financial, HR
  • Studios and specialist teams - creative, production, and implementation work delivered in projects
  • Professional services firms - architecture, engineering, legal

If you run client projects and bill for your time, expertise, or deliverables, Effici is built for you.

The three modules

Finance

Manage the full commercial lifecycle of every client engagement:

  • Create and send quotes with line items, payment terms, and VAT
  • Convert accepted quotes to orders and then to invoices
  • Track payment status and send automated reminders
  • Generate VAT reports and P&L statements

Projects

Run projects without losing track of profitability:

  • Set up projects with budgets and cost rates
  • Log time and expenses against each project
  • Monitor budget usage in real time
  • View per-project P&L to understand which work is profitable

Invoicing

Turn completed work into revenue faster:

  • Invoice proposals surface what is ready to bill automatically
  • Track billable hours from projects and convert them to line items
  • Automate payment reminder sequences
  • Support multiple currencies and custom invoice templates

How it all connects

The real value of Effici is that the modules work together. A quote becomes an order. An order has a linked project. The project tracks time. The time flows into an invoice. The invoice is paid. No data entry between steps, no reconciliation between tools.

Next steps