Financial Coaching Management
done right

Discreet: Book 1:1 appointments & strategy calls online
Payments & installment purchases for high-ticket offers
Easily manage coaching groups & seminars
E-invoice compatible & automated billing

5.0-Star Rating

Professional financial coaching for men for wealth accumulation and strategy planning

⚡+150 new bookings

🔥

Your Business

More time for your clients

As a financial coach for men, you know: Time is money and trust is your currency. Butlerapp takes the administrative stress off your shoulders. Whether discreet 1:1 consulting or an exclusive mastermind group – our booking system handles appointments, payments, and participant management fully automatically. Focus on strategy, we take care of the rest.

Professional appointment booking for discerning clients

Men expect efficiency. End email ping-pong and offer seamless online booking for initial consultations or 1:1 coaching. Integrate the form directly into your website. Your availability is always up to date, and automatic reminders prevent no-shows. The system looks professional, builds trust, and saves you time. Focus on consulting while Butlerapp automates scheduling.

Professional financial advisor in a confidential 1:1 consultation for wealth analysis for men

Exclusive mastermind group for men on investment strategies and financial mindset

Scale knowledge with seminars & masterminds

Don’t just trade time for money. Butlerapp is ideal for group programs, investment webinars, or masterminds. Manage registrations, waitlists, and participant limits automatically. The system sends access data and documents independently. Especially important: The software also securely processes installment payments for high-ticket packages. Scale your business efficiently and professionally.

Your Benefits

Why financial coaches
use our software

Successful financial coaching for men during a strategy session on wealth building and financial freedom

High-Ticket Payment OptionsOffer installment payments and secure online payment methods for your exclusive coaching packages.

E-Invoice CompatibleCreate legally compliant e-invoices automatically. Perfect for B2B clients and entrepreneurs.

Absolute DiscretionSecure data management for sensitive client information. GDPR-compliant.

Automated ProcessesFrom booking to invoicing: Save hours of admin time and focus on your content.

Coaching tools to test

Test the operating system for your financial business

Booking & Checkout

Sales & Growth

Client Management

CRM & Data

Finance & E-Invoicing

Process Automation

Payment Methods

Admin & Security

Book a demo

Features

Features
that scale your business

Butlerapp automation works discreetly in the background, so you can
focus on what matters most: your clients.

Shopping cart - bundle packages & sessions

Booking Form

Your clients expect efficiency: 24/7 booking for your coaching.

Shopping cart - bundle packages & sessions

Professional booking design for financial coaches

Secure payment of your fees

Confirmation for binding appointments

Discounts & Vouchers

Exclusive deals for your community and more revenue through upsells.

Use early-bird prices for seminars

Easily add and upsell extra calls

Affiliate links for financial partnerships

Sell coaching vouchers digitally

Instant participant lists for masterminds

Booking Management

Your back office on autopilot: Scale your coaching with ease.

Instant participant lists for masterminds

Handle appointment rescheduling stress-free

Send onboarding info automatically

Automate workflows for financial coaches

Client Management

Know your men: All client data securely in one place.

Find every client instantly

Keep track of history & progress

Send investor updates with one click

Export data for your CRM

Book recurring clients in no time

Invoicing

E-invoice compatible: Clean finances, relaxed tax office.

Automatically create fee invoices

Export for your tax advisor / DATEV

Corrections without headaches

Automatically verify incoming payments

Dunning process for outstanding receivables

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.