• LOGIN
  • Sign Up

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.

hubspost-psohub@2x

Why Accounting & Financial Services love PSOhub

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

hielke-lamsma2

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
Julie-1536x1152

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
PSOHUB_GRA_Financials_ProjectStatus

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. 

Learn more
PSOHUB_GRA_Financials_TimeTracking

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. 

Learn more
PSOHUB_GRA_Financials_Integration

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.

Learn more
PSOHUB_GRA_Financials_InvoiceEditing

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. 

Learn more

PSOhub solutions include:

icon-awesome-calendar-check

Project management

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

Learn more
TimeExpense

Time and expense tracking

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

Learn more
icon-awesome-file-contract

Contract management

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

Learn more
icon-awesome-calendar-check

Invoicing

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

Learn more

PSOhub insights. Perfect for your coffee break.

Go to insights
CPA CRM Software: What to Know BEFORE You Buy
Looking for the perfect CRM software for your CPA firm? We’ll tell you the single most important question to ask BEFORE you buy.
Read more
Solid Criteria for Choosing Time & Billing Software for Accountants
Attention CPAs! If you’re shopping for time & billing software, read our 4 criteria first to make sure you’re getting the industry-specific solution you need...
Read more
7 deadly sins of time tracking for accountants and consultants
Check out the 7 deadly sins of time tracking for accountants and consultants. And remember, these bad habits are ‘deadly’ for a reason (hint: less revenue).
Read more

Experience all benefits today, for free.