One data model
Deals, projects, planning, hours, expenses and invoices live in one system. Every hour and every invoice is already linked to the project, the person and the client it belongs to. Nothing has to be matched across tools.
Agentic AI
Agentic AI for PSA with Insights, Actions & Alerts.
Ask Claude, ChatGPT or another AI tool how your projects are doing, and get the answer from your live PSOhub data. When a budget or plan goes off track, PSOhub alerts you right away. And the routine work, like logging hours, updating plans and preparing invoices, AI does for you, after you approve it.
Rated by services teams on G2
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Your company has already chosen its AI tool. PSOhub connects to it, whether that’s Claude, ChatGPT, Gemini or any other. Usage runs on your own subscription, so we never charge you per question. Your data goes from PSOhub straight to the AI you control.
AI that understands how your business runs
Agentic AI works in PSOhub because two things come together.
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AI that knows professional services
Between your data and the AI sits a layer that teaches it how PSOhub and your kind of business work. It knows how margin is calculated on fixed price and on time and materials, what counts as unbilled work, and how planning, hours and budgets connect. So it doesn’t guess. It answers the way your controller would.
Five tools + AI
+ AI
Where the data comes from
Hours, budgets and invoices pulled from separate tools
One data model
Linking the numbers
AI matches client names and project codes itself
Every hour and invoice is already linked to project and client
What "margin" means
AI guesses
AI knows how margin works per contract type
The answer
Something to double check
Something to act on, with the projects behind it
Making changes
Too risky to let AI touch the data
AI makes the change after you approve it
Agentic AI Actions
Get the work done
Tell PSOhub what needs to be done and it prepares the work for you: hours booked, projects set up, invoices drafted. You check it, approve it, and get back to your clients.
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Projects and tasks
Create a new project straight from a signed quote (any format) and update projects and tasks simply from a prompt.
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AI scheduling
Ask who can take on a new project. AI matches skills to availability, proposes people and books the plan once you approve.
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Time, expenses and absence
Log hours, expenses, holidays or sick leave with one short prompt. Timesheets stay complete, so planning and invoicing stay right.
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Invoices
Create invoices based on approved hours and the contract, and send them straight to your client.
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Companies and contacts
Add new clients or update company and contact details in one prompt, without opening a single form.
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Quotes and SOWs
Describe what you need, and AI drafts or updates the quote or statement of work for you.
Agentic AI Insights
Know what's going on
No more building reports to find out where you stand. Ask in plain language, or let PSOhub warn you when something needs attention.
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Ask in plain language
Ask about projects, hours, invoices and people the way you’d ask a colleague. Get the answer in seconds, then ask a follow-up to see which projects or entries are behind it.
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Alerts and monitoring
PSOhub watches your budgets, planning, utilization and payments around the clock. When something needs attention, you get a notification. You don’t have to ask.
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Charts and reporting
Utilization per team, margin per client, unbilled work per month. Get it as a chart, a table or a short summary, without touching a spreadsheet.
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Data analytics
Compare periods, teams and clients. Find the trends and outliers that a monthly report misses.
Ready-made recipes for every role
Not sure where to start? Recipes are ready-made prompts and skills for the work you do every week. Pick your role, copy the recipe and run it in Claude or ChatGPT.
Operations lead
Agentic AI Insights: “Which projects need my attention this week, and why?”
Agentic AI Actions: “Sarah is out sick until Friday. Register her absence and move her tasks for this week to Tom.”
Finance
Agentic AI Insights: “What work has been unbilled for more than 30 days, per client?”
Agentic AI Actions: “Prepare the October invoices for all time and materials projects.”
Project Manager
Agentic AI Insights: “Show my projects that are trending over budget and which tasks are causing it.”
Agentic AI Actions: “Log 3 hours yesterday on the Acme migration, task testing, and 45 minutes on the internal team meeting.”
Agentic AI Actions: “Log 3 hours yesterday on the Acme migration, task testing, and 45 minutes on the internal team meeting.”
Resource manager
Agentic AI Insights: “Who has at least 20 hours free in the next two weeks and experience with Power BI?”
Agentic AI Actions: “Plan the new Brightline project from the won deal and propose people who have room.”
Owner or managing director
Agentic AI Insights: “How did margin and utilization develop per team compared with last quarter?”
Agentic AI Actions: “Draft a rate increase proposal for the three least profitable clients.”
Bring your own AI tool
Use Claude, ChatGPT or any MCP-compatible AI tool on your live PSOhub data. Also integrates with your CRM and accounting software.
See all integrations
Frequently asked questions about Agentic AI
What is agentic AI for professional services firms?
Agentic AI is AI that doesn’t just answer questions, but also does the work. In PSOhub, PSA software for professional services, Agentic AI works on your live project, time, planning and finance data. Agentic AI Insights reads your data and answers questions. Agentic AI Actions makes changes for you, like logging time or preparing invoices, after you approve them.
Can I use ChatGPT or Claude with my PSA or project management software?
Yes, if the software supports MCP, the open standard for connecting AI tools to business software. PSOhub officially supports Claude and ChatGPT, so you can ask about your projects, margins and team and get answers from your live PSOhub data. Other AI tools that support MCP, like Gemini, work too.
Why does AI get project margins wrong when our data sits in several tools?
Because the AI has to match clients, projects and hours across systems on its own, and it often gets that wrong without showing you where. In PSOhub, projects, people, time and finance share one data model, so there is nothing to match. PSOhub also teaches the AI how a services business works, so it knows what margin, utilization and unbilled work mean.
What can I ask Agentic AI in PSOhub?
Anything you’d ask a colleague who knows every project. For example: “Which projects are trending over budget?”, “Who has room for a new project in March?”, “What work is done but not invoiced yet?” or “Which clients had the lowest margin last quarter?” You can ask a follow-up to see the projects or entries behind any number.
What can Agentic AI Actions do in PSOhub?
Agentic AI Actions does the admin your team keeps putting off. It logs hours, expenses and absence from a short prompt, turns a won deal into a project, drafts quotes and statements of work, creates invoices from approved hours, and proposes the right people for a project based on skills and availability. Every change waits for your approval.
Can Agentic AI change data without approval?
No. Agentic AI Insights only reads your PSOhub data and never changes anything. Agentic AI Actions prepares each change and shows it to you first. You approve, adjust or reject it, and every change the AI makes is recorded in the change log.
How do I know the AI’s answer is right?
Agentic AI Insights answers come straight from your live PSOhub data, not from estimates or copied spreadsheets. Ask a follow-up and you see the projects, hours or invoices behind any number, so you can check it yourself.
Is our data used to train AI models?
No. PSOhub does not use your data to train AI models. Your AI tool processes your questions under your own AI plan, so your company’s existing AI agreements and settings apply.
Can we control what each person sees?
Yes. Each person connects to Agentic AI with their own PSOhub login, so the AI only works with the data their PSOhub role allows. A project manager sees their projects, finance sees the numbers they already have access to.
Are there extra AI or token costs?
No hidden ones. Agentic AI Insights is included in every PSOhub plan, and Agentic AI Actions is an add-on for Professional and Enterprise. PSOhub doesn’t charge per question or per token: the AI runs on your own AI subscription, like Claude or ChatGPT, so there are no usage surprises on your PSOhub bill.
How long does it take to set up Agentic AI in PSOhub?
A few minutes, and you don’t need technical knowledge. Add PSOhub as a connector in your AI tool, like Claude or ChatGPT, and sign in with your PSOhub account. After that you just ask questions and give instructions in plain language.
Does PSOhub warn me when a project goes off track?
Yes. PSOhub watches your budgets, planning, utilization and payments around the clock and sends you an alert when something needs attention. Each alert shows which project or person it’s about, so you can act before it becomes a problem.
Does Agentic AI work with our CRM data from HubSpot or Salesforce?
Yes. PSOhub integrates with HubSpot, Salesforce, Microsoft Dynamics and Pipedrive, so won deals, projects, hours and invoices share one data model. You can ask which deals really paid off, or let Agentic AI Actions turn a won deal into a staffed project.