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For financial advisors

Bill and get paid for all your work

Ignition helps financial planners streamline agreements, automate billing, and boost cash flow—perfect for one-off or ongoing client engagements.

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No contracts. No credit card required.

Tailor proposals for one-off client engagements or ongoing agreements with clear billing terms aligned to client expectations.

Collect payment details upfront in proposals and automate billing to maintain cash flow without chasing payments.

Invoice out-of-scope services instantly, ensuring you’re paid for extra time and effort.

Sync with Xero, QuickBooks Online, and other tools via Zapier to streamline invoicing and workflows.

Monitor revenue, payments, and proposals instantly with Ignition’s business dashboard.

What customers say about us

  • "Ignition has been instrumental towards the forward progress of our business. We’ve essentially doubled our business in the past year, and we will likely double it again in the coming year. I could never have done what I do, and continue to do, without Ignition."

    Ted Backes avatar
    Ted Backes
    Director of Cognitive Training, Frankenberger Associates

  • "Ignition took multiple problems away in one package. It became a single point where we could issue an invoice, collect a payment, track acceptance, and automate invoicing in Xero all through placing a single proposal into the system."

    Dylan Evans avatar
    Dylan Evans
    General Manager, Catapult Wealth

  • "Ignition totally eliminated our debtors and removed the admin from our engagement process! It's deeply embedded in our business and integral to our client onboarding."

    Karla Hourigan avatar
    Karla Hourigan
    MAD Wealth

Smart workflows.

Unlock efficiency and profitability with integrations to accounting, practice management, project management tools, and more. 

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Grow revenue

Discover how Ignition helps you maximize revenue with smarter proposals and billing.

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Eliminate accounts receivable

Secure funds with Ignition: upfront billing and payments throughout agreements.

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Price and package services

Master pricing and packaging for your services. Create tailored packages and price with confidence to maximize revenue.

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Streamline client agreements

Manage clients effortlessly with Ignition: from prospect to payments, all in one.

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Getting started is simple and free

See why thousands of professional services businesses use Ignition to grow their business. Start your 14 day free trial. No credit card needed.

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No contracts. No credit card required.

Frequently asked questions

The best way is to use a platform like Ignition, which automates billing, collects payments upfront, and ensures timely cash flow while reducing admin work.

Using Ignition, financial planners can create customized contracts and proposals that outline services, fees, and billing terms, ensuring clarity and compliance.

Upfront payment collection ensures cash flow stability, reduces the need for follow-ups, and establishes trust by setting clear expectations from the start.

Ignition automates billing by collecting payment details upfront in proposals and handling recurring and one-off payments, saving time and ensuring steady cash flow.

With Ignition’s Instant Bill feature, you can quickly invoice for out-of-scope services, ensuring you’re compensated for additional work.

An engagement letter should include the scope of services, fees, billing schedule, payment terms, and responsibilities to prevent misunderstandings.

Yes, Ignition integrates with Xero, QuickBooks Online, and other tools via Zapier, streamlining invoicing, payments, and data syncing.

Spark your business’ success with Ignition

Ignition simplifies agreements, automates billing, and boosts cash flow—letting you focus on clients and growing your business.

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No contracts. No credit card required.