PSOhub for Financial Services and Accounting

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

Agentic AI that protects your realization rate.

In financial services, profit disappears in the gap between hours worked and hours billed. The write-down gets buried, and you find out at year-end.

PSOhub connects your engagements, time, and fees, so Agentic AI sees that gap forming in real time. It flags an engagement burning past its fee, hours about to go unbilled, and which clients are worth the work, while you can still act. Every decision stays yours.

Project Management Software for Financial Services and Accounting

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.

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.

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.

Check out all integrations >