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Seamlessly integrated with HubSpot

Our two-way HubSpot integration lets financial services and accounting firms preserve important deal information, improve the handoff between sales and client services, and keep track of time spent on each client from within HubSpot activity feeds.

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Why Accounting & Financial Services love PSOhub

We do things differently and that’s what our customers notice.

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PSOhub enables me to automate my business from funnel-2-cash. It significantly cuts admin time and therefore increases the profitability of my business. I used to have a scattered landscape of tools for project management, time tracking and billing. Now I only use PSOhub and HubSpot. The native integration of these solutions is great.

Hielke Lamsma CFO & Owner @ The CFO Bureau
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HubSpot is phenomenal from a marketing and sales perspective. However, a good integration with project management and invoicing was missing. PSOhub solved that! I now have a great financial dashboard that shows me the healthiness of each project. Plus, the connection with HubSpot’s activity feed enables me to have all info available in one place.

 

Julie Bennett CFO @ No Monkey Business
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Easily manage your engagements.

With PSOhub's deep HubSpot integration, you can manage your engagements from marketing to sales to contract to invoice — and get alerted if anything goes off-track. 

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Keep track of your hours, fast.

Manual time tracking is a huge time-waster. Start tracking time automatically through your calendar app or on your phone and boost productivity. 

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Invoicing, KYC, and every integration in between.

Quit using software that doesn't play nice with your CRM. PSOhub integrates with popular accounting and finance solutions, including invoicing, KYC, and compliance software. PSOhub also includes a communication layer to keep track of emails, activities, appointments, and other tasks.

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Manage (and correct) your invoices.

PSOhub was founded by a team with 20+ years of experience in financial PSA software. Changing or correcting hours on your time & materials contracts used to seem impossible — now with PSOhub, you're able to easily correct hours on the invoice without making a mess of the underlying timesheets. 

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PSOhub solutions include:

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Project management

Easily manage all your projects with improved collaboration, easy scheduling, and budget management.

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Time and expense tracking

Increase productivity and spend fewer hours on time-consuming administrative work.

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Contract management

Use templates and other smart contract features to manage your fixed fee or time-and-material contracts.

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Invoicing

Generate, send, and track invoices in just a few clicks, or set up automatic invoicing.

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PSOhub insights. Perfect for your coffee break.

Go to insights
How PSA Software Streamlines Agency Project Management
How PSA Software Streamlines Agency Project Management
Want to get paid faster and improve the day-to-day project management of your agency? We explain how easy it is in our latest post.
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Do Creative Agencies Need Pricey Project Management Software?
Do Creative Agencies Need Pricey Project Management Software?
Looking for a project management solution for your agency? We've narrowed down the 3 most promising choices for small businesses...
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3 Cool Ways to Use PSOhub’s New Resource Management Features
3 Cool Ways to Use PSOhub’s New Resource Management Features
In our latest post, we talk about our new resource management features and 3 cool ways you can use them to improve your business...
Read more

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