SettleSettle

Settle for consulting and professional services

Bill the way you work — without billing being the work.

Settle handles the AR side of relationship-sensitive client engagements. Invoices land right, disputes resolve quietly, and your senior team stops being the collections team.

Senior people doing collections work.

I bill on milestones, but I'm chasing project leads to confirm before send.

A senior partner is the one calling clients to ask about payment status.

Disputes get debated in email for weeks before we even respond to the client.

Our AR aging is built from memory by an analyst, then redone every Monday.

Billing that stops pulling rank.

Partners stop chasing.

The follow-up work that lands on senior people during the day shifts to Settle's workflow. Their billable hours go back to billable work — not collection calls.

Approvals don't slow billing.

Settle routes pre-send approval to the right reviewer with a clear ask. Milestones bill the day they're done, not the week after the partner signs off in their inbox.

Disputes resolve in days.

Settle types disputes by reason and threads them on the invoice. The client raises, the team responds — both on the same record. No more two-week debate over what was said.

AR aging that's current.

Settle tracks every invoice, dispute, and settlement in real time. The aging report is the truth, not a Monday-morning reconstruction.

Bill by milestone, retainer, or hour.

Milestone and retainer billing

Schedule the cadence once. Settle handles generation, approvals, send, and follow-up across every project structure.

Approval flow with reviewer routing

Right invoice to the right partner. Outcome tracked. Audit trail on every send. No more bouncing around inboxes.

Typed disputes with resolution tracking

Pricing, scope, deliverable, timing. Routed by who needs to act next. Resolution outcome closed on the invoice.

Recurring invoices for retainers

Set monthly or quarterly. Pause for sabbaticals. Resume on return. The cadence runs without a calendar reminder.

Commitments tracked as objects

Promised payments suppress chasing until due. Auto-fire if missed. Nothing slips through the relationship's politeness.

Real-time AR aging and DSO

Daily-current reports. Show partners how their book is doing. Show the firm where the working capital sits.

Questions, answered

Let your team bill — not chase.

Start free in minutes, no credit card. Or grab 15 minutes and we'll run it on your own invoices.