Introduction to Effici

Effici is a business management platform built for service companies — agencies, consultancies, and professional services firms that bill clients by project, time, or deliverable.

Most service businesses run on a patchwork of disconnected tools: a spreadsheet for quotes, a separate app for invoices, another for time tracking. Effici replaces all of that with a single integrated system where every piece of client work flows from first quote to final payment.

Who Effici is for

Effici is designed for:

  • Agencies — web, design, marketing, PR, development
  • Consultancies — management, IT, financial, HR
  • Professional services firms — architecture, engineering, legal

If you bill clients 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's 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