Automate your business’s revenue pipeline: bring high-value billing and retainer management together, and trigger contract and invoice workflows automatically with Guru’s billing platform for consulting firms.
Established consulting and advisory firms face invisible barriers created by rigid payment systems that hold back business growth.
Your team wastes valuable time opening multiple bank statements to reconcile incoming transfers. On top of that, there’s the emotional strain of messaging clients every month to chase an overdue payment or invoice.
Finance loses days to manual reconciliation, causing chronic cash-flow delays, and your professional image takes a hit when you play debt collector, adding unnecessary friction to the client relationship.
Your sales process is consultative, one-on-one, with a tailored scope. But when it’s time to bill, the system forces you into a workaround: creating a “fake product” in the catalog just to generate a payment link.
While finance deals with distorted reports, your high-ticket client lands on a generic-looking checkout. Your premium service ends up looking like an off-the-shelf product, undermining the personal touch of the close.
You spend weeks in strategy meetings, design a tailored scope and finally get the client’s “yes.” But when the payment goes through, a poorly calibrated anti-fraud system blocks the transaction as “suspicious” because of the high amount.
The embarrassment comes right after: calling the client to say their card was declined, or worse, having your money held by platforms that ask you to “prove the value” of your expertise.
Putting a high-ticket client through cold checkouts, manual billing and declined transactions conveys a deep sense of insecurity and a lack of professionalism.
That’s the exact opposite of the premium service your firm just sold.
With Digital Manager Guru acting as a service layer that automates your entire revenue pipeline, retainer billing runs without you opening a single spreadsheet or sending payment reminders by message. You gain the administrative quiet your team needs to focus on onboarding and strategic delivery.
Put your “Paid, Signed, Invoiced” workflow on autopilot with Guru’s technology. Everything runs in the background, in seconds, protecting your profit margin and your time.
Generate payment links with custom amounts for every closed proposal. Present a clean, professional page on your brand’s URL, with a secure payment experience built for high-ticket transactions.
Manage monthly or annual plans with a flexible recurring billing engine and smart retries to recover overdue invoices. Adjust amounts mid-project when scope, hours or deliverables change, with proration based on the billing cycle and no need for clients to re-enter their card.
Close the gap between the signed-off proposal and legal security. Guru’s post-sale engine detects the approved payment and automatically sends the personalized draft agreement to the client’s business email.
Payment approved, invoice issued. We connect your transaction flow to leading invoicing platforms to issue invoices automatically, eliminating manual data entry for finance and reducing accounting errors.
Testimonials
With Guru, we can solve operational and tracking issues, which frees up time for other tasks.
We used one of the most expensive solutions on the market. With Guru, a few clicks are all it takes to connect our services to other sales platforms, increasing our profit margin overnight.
Guru’s integration system with other platforms doesn’t lock you into any one thing. It adapts to every need your business has.
No. Guru can be rolled out in stages, connecting the billing flow first and then the contract, invoicing, CRM and recurring billing integrations. Our team can support the setup to reduce risk during the transition.
Yes. Digital Manager Guru is Developer Free: your revenue pipeline is configured with visual blocks, intuitively and with no code. To keep your active contracts risk-free, you get our consultative, human onboarding. A real team is available to support the setup of your CRM, gateway and billing integrations, ensuring a smooth transition.
Guru lets you create checkouts and offers for high-value sales using the payment gateway or processor your company chooses. Final approval depends on the processor, the buyer’s limit and the account settings. To reduce the risk of losing the sale, Guru also lets you work with multiple payment processors. So if a transaction fails or is blocked by one provider, your team can quickly send a new payment link with another processor and keep the negotiation going without starting over.
No. Guru is the technology layer that manages your sales operations. Payment processing is handled by the gateway or acquirer your company chooses. This gives you the autonomy to negotiate fees directly with your bank or payment partner, and the flexibility to switch providers when it makes sense, without breaking your sales flow or rebuilding your entire sales operation.
Guru sends sale data to connected tools through integrations, webhooks or automations. That way, an approved sale can update your CRM, trigger the contract workflow and issue an invoice, according to the setup your team defines.
Yes. Guru lets you structure products and offers for different scopes, amounts, payment terms and contract models. You can create a new product for each service, or use the Dynamic Offers feature to change only the payment rules you need, such as the amount.
Yes. Guru can trigger workflows with contract signing tools such as DocuSign to send contracts once the payment is approved. The signing itself happens in the integrated legal tool.
No. Guru doesn’t charge a commission on your revenue. You pay a fixed fee (monthly or annual) based on the number of sales (transactions) you expect to make during the contracted period. Payment processor fees are negotiated between your company and the gateway you choose.
Yes. Guru has specialists available during business hours and a virtual assistant for simple questions. At more strategic moments, such as onboarding and your first billing, recurring payment and integration setup, we can hold a free video call if needed. The goal is to reduce risk and speed up implementation.
