Underboss for Coaches & Professional Services

Your expertise
makes you money.
Your admin shouldn’t take it away.

Underboss helps coaches, consultants, and independent professionals turn completed client work into collected revenue — without spending hours managing invoices and payments. Record the service or session you’ve provided. Underboss handles the revenue workflow that follows.

Less time administering your business. More time building it.

+
Underboss,
at your service
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· "Rachel completed her session"
· "What's Marcus's balance?"
· "Show me retainer revenue this quarter"
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Built for professionals who bill for their time and expertise

Built for professionals who bill for their time and expertise.

🎯
Executive & Business Coaches
Record completed coaching sessions and keep client billing and payments organized automatically.
💼
Consultants
Connect completed client services to the right pricing, invoices, and payments.
🧑‍💻
Independent Professionals
If you provide recurring services to clients and bill based on sessions, services, or agreed rates, Underboss can eliminate much of the administrative work between doing the work and getting paid.

Most software starts with an invoice. Underboss starts with the service you provided.

Your clients aren’t all the same. Your billing doesn’t have to be either.

Your clients aren’t all the same.
Your billing doesn’t have to be either.

One client may pay by the session. Another may have a package. Another may have a different negotiated rate. Underboss keeps those arrangements connected to each client.

Record the work you’ve completed and Underboss can:

01
Apply the correct pricing
Keep client-specific rates and service arrangements straight. Underboss applies the right price automatically — no manual calculation required.
02
Create and send the invoice
Reduce the risk of completed work never getting billed. Every service you record generates an invoice automatically.
03
Track payments
See which clients have paid and which balances remain outstanding — in real time, without maintaining a separate spreadsheet.
04
Follow up automatically
Routine payment reminders don’t have to come personally from you. Underboss handles follow-up so the relationship stays professional.
05
Keep revenue records current
See what you’ve billed, collected, and are still owed. Your books stay organized automatically — no end-of-month scramble required.

“The automatic matching of payments is a life-saver. I save hours each week and can finally focus on my clients instead of chasing invoices. It just runs in the background and everything stays straight.”

DH
Executive & leadership coach, 18 active retainer clients
Desktop & Mobile

One system. Every screen.

Underboss works on desktop and as a mobile app — so whether you're between sessions or at your desk, your clients, billing, payments, and bookkeeping are always with you.

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Today · Sep 28
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All set! You're ready to go.
Recent transactions
DateNameActivityAmount
Sep 27 SunRachel OdomSession · Executive coaching$1,200
Sep 25 FriMarcus WebbRetainer · Leadership Q2$2,500
Sep 24 ThuDiane ForsytheSession · Strategy intensive$900
Sep 22 TueJames ParkSession · Business coaching$750
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Get Started

Stop using your professional time
for billing administration.

Do the work. Record the service. Let Underboss handle what comes next.

Start for free →