Stack

Operations Stack

Fractional advisor · Finance

Proposals, contracts, invoicing, and account visibility in one workflow. Manage the business side so you can focus on billable hours.

4 steps Flexible setup 75/100 avg fit

Workflow

Step-by-Step Tools

Follow this sequence end-to-end or replace individual steps based on your existing stack.

  • 1
    Wethos
    Default74/100
    Core step

    Operations Stack step 1

    30 minutes Contact for pricing Solo consultants who want proposal-to-payment without context switching.
    StripeQuickBooksGmail
    Full review →
  • 2
    Bonsai
    Default74/100
    Core step

    Operations Stack step 2

    30 minutes Contact for pricing Solo consultants who want proposal + operations in one app.
    StripeQuickBooksGmail
    Full review →
  • 3
    Looker Studio
    Default77/100
    Core step

    Operations Stack step 3

    30 minutes Free Consultants delivering recurring client dashboards on a budget.
    Google AnalyticsGoogle Sheets
    Full review →
  • 4
    SendPortal
    Default75/100
    Alternative path

    Operations Stack step 4

    2 hours Free Technical consultants who want self-hosted campaign control at $0/mo.
    SMSMTPCSCSVGmail
    Full review →