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Business OS for Consulting firms

Give your consulting firm more time for the work clients depend on.

Keep engagement scope, deliverables, consultant time and invoices in one business OS. Your team can pick up the next action, and your AI agents have the context to help.

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Your consultants and AI agents can’t see the whole engagement when scope, hours and client decisions live in different tools.

Keep the brief, deliverables and commercial details together, so every consultant starts with the same client context.

Northstar ConsultingWork / Operating model review
Task created

Operating model review

Workshop follow-up

LeoDue Friday

From the brief

  • Summarize stakeholder interviews
  • Update the current-state process map
  • Prepare the recommendation deck

Task and 3 subtasks created

ChatGPTwith BOSS*
You

Create the Northstar workshop follow-up for Leo, due Friday. Add a brief and subtasks for the interview summary, process map and recommendation deck.

ChatGPT

Added the workshop follow-up to Operating model review, with Leo as owner, Friday as the deadline, a brief and three subtasks.

✓ Task and 3 subtasks created
BOSS* connected
Northstar ConsultingWork / Operating model review
Handover complete

Operating model review

Recommendation deck

LeoDue Friday

Everything Leo needs

  • Read the latest client notes
  • Check the outstanding decisions
  • Prepare the Friday handover

Owner and deadline updated

ChatGPTwith BOSS*
You

Elena is away. Give Recommendation deck to Leo for Friday, keeping the brief and client notes with the task.

ChatGPT

Leo now owns Recommendation deck, due Friday. The brief and client notes stay attached.

✓ Owner and deadline updated
BOSS* connected
Northstar ConsultingMoney / Operating model review
Expense recorded

Operating model review

Train fare for Northstar workshop

$240.00

Category
Travel
Project
Operating model review

The expense stays with the work it belongs to.

Project expense recorded

ChatGPTwith BOSS*
You

Record the $240 train fare for the Northstar workshop against Operating model review.

ChatGPT

Recorded a $240 travel expense against Operating model review.

✓ Project expense recorded
BOSS* connected
Northstar ConsultingMoney / Operating model review
Follow-up assigned

Operating model review

Northstar AdvisoryUnpaid

$8,000.00

Invoice INV-1042

Follow up on discovery invoiceAssigned to you · Tomorrow

Invoice follow-up assigned

ChatGPTwith BOSS*
You

Is Northstar's discovery invoice still unpaid? If it is, add a follow-up for tomorrow.

ChatGPT

Invoice INV-1042 is recorded as unpaid: $8,000. Added a follow-up task for tomorrow.

✓ Invoice follow-up assigned
BOSS* connected

Start with your next client engagement.

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Works with connected AI toolsChatGPTClaudeCodexCursorGemini CLIGitHub CopilotWindsurfCline

One connected business = more useful AI

Model optionality
Switch AI models without rebuilding your workflows. Your business context stays in Aqtos.
Faster setup
Reuse integrations and permissions for each new AI workflow, instead of setting them up again.
Shared company knowledge
Your team and AI use the same projects, clients and finances, without re-entering the details.
Role-based permissions
AI uses each employee’s permissions. It can only view or change what their role allows.
Company-owned knowledge
Your business records and shared history stay in Aqtos.

Sound familiar?

The questions that pull you out of client work.

They’re reasonable questions. Answering them shouldn’t take half your afternoon.

“How many hours have we used before the next milestone?”

Managing partner

“Who owns the client follow-up after the workshop?”

Engagement lead

“Why do we rebuild the engagement history before every invoice?”

Project coordinator

Aqtos BOSS* helps consulting firms manage client engagements: scope the work, assign deliverables, record time and expenses, and prepare invoices. Connected AI tools can help update the records around that work.

Some of the features you get with Aqtos BOSS*:

View all features

We’ve all been there

BOSS* helps you quiet the noise
and spend less of your day switching tools.

You open the inbox, then a task spreadsheet, then the chat where the latest decision was made. The work is there, but your consulting firm still has to piece it together before anyone can take the next step.

Too many places to keep up.

Built around your business

Your consulting firm works better
when everything connects.

Consolidate your consulting firm into one easy-to-use business operating system. Then operate it the way you always imagined, with teams and AI agents.

BOSS*One connected workspace.
Keep the numbers connected.
A place for company life.
Your teamPlan, deliver and stay in sync.
ChatGPTClaudeCodexCursorGemini CLIGitHub CopilotWindsurfCline
Your AI agentsWork with the same context.

Deliverables

A workshop becomes assigned work.

Put the agreed deliverable, next client decision and responsible consultant on the engagement board. Keep the discussion with the task so a partner can review it without another briefing.

Use these BOSS* features

Client-linked projectsTasks and subtasksTask discussions
Start with your next project
Northstar Consulting

Create the Northstar workshop follow-up for Leo, due Friday. Add a brief and subtasks for the interview summary, process map and recommendation deck. Added the workshop follow-up to Operating model review, with Leo as owner, Friday as the deadline, a brief and three subtasks.

Fee and effort

Review the fee against the effort.

Compare planned hours with recorded time before agreeing extra work. Keep travel expenses and invoice records nearby when preparing the billing review.

Use these BOSS* features

Project budgetsTime trackingExpenses and invoices
See it with your team
Northstar Consulting

Show the recorded hours against the planned effort for Operating model review. 49 hours recorded out of 64 planned. Review the remaining scope before adding more work.

Engagement handover

Hand over the engagement, with context.

Check assigned work and planned leave before moving a deliverable to another consultant. Change the owner and deadline while the brief and client discussion stay attached.

Use these BOSS* features

Team SyncLeave calendarTask owners and due dates
Get a consulting demo
Northstar Consulting

Elena is away. Give Recommendation deck to Leo for Friday, keeping the brief and client notes with the task. Leo now owns Recommendation deck, due Friday. The brief and client notes stay attached.

Your team, on the same page

Keep every consultant in the loop between engagements.

Share practice updates, ask for input and pass on lessons from client work. Personalized feeds help each consultant follow relevant updates, based on their role and access.

  • Personal posts

    Share an idea, ask a question or recognize a teammate.

  • Polls that give everyone a voice

    Collect the team’s input without another meeting.

  • Company announcements

    Keep official updates pinned and trackable.

Explore team communication See it with your team
Company announcementPinned
New engagement handover checklist

Use the updated checklist before the next client handover.

8 5 3 117 people reacted
Keep everyone in the loop
Northstar Consulting
Good morning, LeoYour personalized feed
For you

Riley shared the workshop follow-upOperating model review · Engagement update

Happy birthday, Clara!

A little celebration in the working day.

2Elena and Riley2 comments

ElenaHappy birthday, Clara! 🎉

RileyCake in the kitchen? I’m in.

Elena’s time off was approvedPeople · Thursday and Friday

Clara · Personal post

A useful lesson from today’s workshop: agreeing the decision first made the discussion much clearer.

♡ 83 comments
Team poll12 votes
Which session would help the team most?
Workshop facilitation67%
Presenting recommendations33%

Connected to the way your consulting firm works

Connect BOSS* to the tools your consulting firm already uses.

Turn a discovery call into a qualified lead, agreed workshop actions into delivery tasks, and a consultant’s travel receipt into an engagement expense. Use n8n to connect the systems around your client work.

Connect with 1,000+ apps and services through n8n, or extend a workflow to your own systems through their APIs. Open up new possibilities for the way your consulting firm works.

Explore Aqtos on n8n Talk through your workflow
n8nVerified by n8n

Built and maintained by Aqtos, an n8n integration partner, and verified by n8n.

In Aqtos BOSS*
Discovery form submittedOperating model review · $20k fee
Create a leadNew advisory engagement
Workshop actions approvedInterview synthesis + process map
Create a taskPrepare recommendation deck
Travel claim approvedClient workshop · $240 train fare
Create an expenseRecord engagement travel
See the verified integration on n8n

More ways to keep your consulting firm connected

SlackProject updates for your teamGitHubDevelopment tied to client projects
View all integrations

From our customers

What teams say about BOSS*

“Aqtos has revolutionized the way we operate as a growing startup by consolidating our CRM, finances, task planning, project management, and HR into one central platform. The project management module stands out as the best we’ve tested…”

Momir PolenakovikjOperations Manager, Synapse Aviation

“Aqtos has been a game-changer for consolidating tasks and communication within our office, ensuring everything stays organized and efficient. The public board feature has been particularly impactful, allowing our clients to view and track requests in real-time.”

Dejan AleksovLawyer, ALME Law

The cost of separate subscriptions

What do 10 seats actually cost?

Compare the tools your consulting firm uses with one connected business OS.

Separate subscriptions USD / year
Subscription and monthly rateAnnual cost in USD
Asana Starter10 seats × $10.99 / month $1,318.80
Slack Pro10 seats × $7.25 / month $870.00
Toggl Starter10 seats × $9.00 / month $1,080.00
Your stack total$3,268.80

Each tool is priced for your whole team.

USD, billed annually. Paid plans for your whole team. Free plans and discounts can change the comparison.

Prices and calculation details

Prices checked 6 October 2026. Vendor names above link to their pricing pages.

Asana Starter $10.99, Slack Pro $7.25, Toggl Starter $9.00 per paid seat per month on annual billing. Each row is paid seats × monthly rate × 12.

Asana offers 2–5 individual seats, then blocks of 5 up to 30, and blocks of 10 up to 100, under its published seat bands. The other tools use the selected team size.

This example assumes every seat stays active for the full year.

Aqtos BOSS* Pro is $1,552 per year for up to 100 users. Taxes, promotions, add-ons and separate AI-provider subscriptions are excluded. These are different products with different features; this compares subscription costs, not identical plans.

Before you move your work

Questions consulting teams ask.

What should consulting project management software include?

For a consulting firm, the essentials are engagement deliverables, client context, task ownership, time records and billing information. BOSS* brings those records into one workspace so the delivery review and invoice review start from the same engagement.

Can we manage fixed-fee and time-based engagements in BOSS*?

You can organize either type as a client project with tasks, time records and a budget. For a fixed fee, compare the planned effort with hours used. For time-based work, review recorded time against your agreement before preparing the invoice.

Can BOSS* show whether a consulting engagement is profitable?

BOSS* gives you project budgets, recorded time, expenses and invoice records to support the review. Profit depends on your fee, consultant costs and overhead allocation; recorded hours alone are not a profit calculation.

How can consultants use AI agents with BOSS*?

A connected AI tool can help with the records used during delivery, such as creating follow-up tasks, changing an owner or due date, recording an expense and checking invoice status. The examples on this page show an illustrative consulting workflow.

How should a consultancy start with BOSS*?

Bring one active engagement to the demo: its scope, next milestone, team, time-recording routine and billing process. Set up that engagement first, check the records your team needs, then expand to the rest of the client portfolio.

Explore the workflowProject management Time & attendance Project budgets Invoicing

In good company

A few of the teams already working with Aqtos.

  • IWM Network
  • CTRL+ALT+DEL
  • Zikol
  • Synapse Aviation
  • ALME Law
  • Glitch Agency
  • Sportlife
  • Xessable
  • FINKI, Faculty of Computer Science and Engineering

Bring one real project

See how BOSS* would handle your next client engagement.

See how the deliverables, recorded hours and invoice review connect in BOSS*.

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