Financial Coaching Software
done right

1:1 coachings & workshops bookable online
Secure payment directly upon appointment booking
Client management for mentoring & courses
E-invoicing compatible & DATEV-ready

5.0-Star Rating

Financial advisor uses laptop for online coaching and workshop management in financial education for women

⚡+150 new bookings

🔥

Your Business Booster

More Focus on Finances, Less Admin

As a financial coach, you empower women to take control of their finances. Butlerapp takes the organizational stress off your shoulders. Whether 1:1 mentoring, ETF webinars, or group workshops: We automate your appointment bookings, participant lists, and invoicing so you can fully focus on your coachees.

No More Email Ping-Pong for Appointments

In financial coaching, trust is key. Professionalize your booking: Clients book introductory talks or strategy sessions themselves around the clock. Butlerapp manages individual appointments for mentoring just as easily as group bookings for masterclasses or workshops. Your calendar fills up automatically without any need for administrative intervention. Offer a modern service that saves time and radiates expertise.

Professional online appointment scheduling for financial coaching for women, ETF webinars, and individual mentoring strategies without email hassle

Automated invoice creation and digital e-invoicing for professional financial coaches, secure online payment processing for mentorings and courses

Your Accounting: As Professional as Your Coaching

As a financial role model, your accounting needs to be spot-on. Butlerapp generates e-invoicing compatible documents fully automatically and sends them in compliance with legal requirements. Offer modern payment methods like PayPal or Klarna directly upon booking. This massively reduces no-shows and secures your revenue. Digitize your processes stress-free and project absolute professionalism to your clients from the very first click.

Your Benefits

Why
Financial Coaches Love Us

Structured organization and appointment scheduling for successful financial coaching for women, financial education workshops, and 1:1 mentoring

Hybrid Offerings Made EasyManage 1:1 coachings and group seminars through just one central tool.

Trust Through ProfessionalismDesign in your own brand look and secure payment processing strengthen your expert brand.

Never Miss a Payment AgainAutomatic incoming payment reconciliation keeps your own finances in order.

Legally Compliant ProcessingGDPR-compliant, GoBD-compliant, and ready for e-invoicing – better safe than sorry.

Features to discover

Test the ideal software for your financial coaching business

Coaching & Course Booking

Revenue & Marketing

Participant Management

Coachee Database

Finances & Invoicing

Business Autopilot

Payment Methods

Administration & Legal

Book a demo

Features

Features
That Have Your Back

The Butlerapp features work behind the scenes so you can fully
concentrate on your coachees and their finances.

Shopping cart - clients book multiple modules

Booking Form

Your clients will love it: 24/7 coaching booking & payment.

Shopping cart - clients book multiple modules

Simple workshop booking in your custom design

Online & installment payments for high-ticket mentorings

Automatic booking confirmation for appointments

Fill finance courses with early bird discounts

Discounts & Vouchers

Promotions your community loves, revenue that speaks for itself.

Fill finance courses with early bird discounts

Upselling: From webinar to 1:1 coaching

Affiliate links for finance bloggers & partners

Gift vouchers for financial education

Participant lists & invoices at the push of a button

Booking Management

Put the administration of your coachings on autopilot.

Participant lists & invoices at the push of a button

Canceling & rebooking sessions made easy

Write emails once & use them for seminars

Hundreds of automations for your business

Super search finds every client instantly

Client Management

Your coachees perfectly informed, your administration top organized.

Super search finds every client instantly

All info on coaching status at a glance

Emails & SMS reminders at the push of a button

Export & import your client data in no time

Book existing clients in no time

Invoicing

How it works: Save time and shine as a finance professional.

Automated invoicing for coachings

Invoice export & interface to DATEV

Invoice correction in no time

Automated bank transaction reconciliation

Payment reminders & dunning with one click

Butlerapp makes
paying child's play

With Butlerapp and over 20 payment methods, your customers can pay however is most convenient for them.

Over
20 payment methods
for your customers

Butlerapp supports credit card, PayPal, Klarna, Paysafecard, Giropay, Sofort, invoice payment, direct debit, debit card, and cash payment. Automatic bank reconciliation ensures that no transfer is ever lost.

Testimonials

Our customers
speak for us

What our customers say speaks to what Butlerapp can do for you too.

5.0-Star Rating

Certified & Encrypted

Data security
is our top priority

Certifications and security standards of Butlerapp

ISO 27001 CertifiedThe Butlerapp data center is ISO 27001 certified for particularly sensitive data.

SSL EncryptedButlerapp is end-to-end SSL encrypted for especially high data privacy.

GDPR-CompliantButlerapp complies with the European GDPR (General Data Protection Regulation).

GoBD-CompliantButlerapp’s accounting complies with the GoBD (Principles for the proper management and storage of books, records, and documents in electronic form).

Made for Germany

The Butlerapp all-in-one solution was developed based on experience from over 500 customers across Germany, Austria, and Switzerland. This ensures you comply with all local regulations and laws, allowing you to sit back and relax.

A price for you

Optimally tailored to your business

Small

Only have a few participants so far? Then this is the right fit for you!

49€ per month

Full range of features
Invoices up to 50.000€ per year
Monthly base fee + 3 % booking fee

Medium

Popular

Already have many participants? Then this model is ideal for you.

89€ per month

Full range of features
Invoices up to 500.000€ per year
Monthly base fee + 2 % booking fee

Large

Have a very large number of participants? We will find a price that suits you!

499€ per month

Full range of features
Customized offer tailored to your needs
VIP customer status

All features in comparison

Full range of features for everyone

Small

Medium

Large

Online booking on your websiteRegistration via your website fast, easy, and around the clock

Design in your corporate designBooking form and schedule tables in your company's corporate design, white-label solution

All popular payment methodsPayPal, credit card, Sofort transfer, Apple Pay, Giropay, bank transfer, etc.

Automated notifications via email or SMSAutomated sending of registration confirmations, invoices, appointment reminders, feedback messages, and newsletters*

Creation of certificates, participant lists, and morePersonalized certificates of attendance, vouchers, name badges, or participant lists in PDF format with one click

Management of multiple course typesSingle sessions and appointment series, individual and group courses, combined courses, appointments, etc.

Extensive setting options per courseParticipant limits, registration deadlines, add-on items, flexibly configurable participant data queries, and much more

Automatic updates of course informationReal-time updates of course information such as prices, dates, or available spots on your website

Customizable course overviewArchive for completed courses, flexibly configurable views, filters, and sorting by various criteria

Up-to-date customer databaseCustomer data, booking, message, and invoice history all in one place and always up to date

Invoicing with bank account reconciliationAutomated payment reconciliation, easy creation of correction and cancellation invoices

Management of discounts and upsellingDiscount codes, early bird discounts, flexible pricing based on participant numbers, upselling with add-on offers

Unlimited number of usersSeparate access and individual access rights for each user

Affiliate links and campaign trackingAffiliate links for your marketing campaigns and relevant statistics

Import and export of your data Export and import of your customer and registration data at the touch of a button

Personal support via live chat, email, or phoneExpert consultation throughout the entire contract term

Custom adaptation to your company's workflowsCustom adaptation to your company's workflows

* If you would like to use SMS appointment reminders, we will be happy to activate the feature for you. The price is only 0.09€ per SMS.