Smart Quotes
Client quotes that show the expected profit before you send them.
Accounting & financial services
Project management that gets every billable hour invoiced
PSOhub brings planning, time tracking and invoicing together. You see who is working on what, which deadlines are coming up and what’s ready to bill, across every team or entity.
Rated by services teams on G2
Trusted by Accounting & Financial Services teams
PSOhub solutions include
Quotes, time tracking, invoicing and revenue reporting for accounting and financial services firms, all in one place.
-
-
Project Tracking
Hours and budget used per client project, compared with what was agreed.
-
Task Management
Deadlines and tasks per client project in List, Kanban or Gantt view.
-
Smart Invoicing
Invoices from approved hours, with discounts and credit notes built in.
-
Resource & Capacity
See who has room before a busy month, with absences included.
-
Time & Expense
Hours approved by the project manager or team lead.
-
Contract Management
Fixed fee, hourly and recurring work per client, each with its own budget.
-
Revenue Recognition
Recognized revenue per contract line, based on completion.
-
Agentic AI
Flags overdue invoices and budgets close to their limit, with a suggested next step.
One source of truth,
Agentic AI that runs on it
Hours, contracts and invoices live in one system, so Agentic AI answers from the same figures you invoice from.
-
Agentic AI Insights: Figures on demand.
Who has room for extra work next month? Which projects are trending over budget? Which invoices are overdue? Ask in Claude or ChatGPT and get the answer as a chart or text, with alerts when something needs your attention.
-
Agentic AI Actions: Fewer clicks at month-end.
Ask Agentic AI to send timesheet reminders, log hours, prepare draft invoices or adjust the planning. Every action waits for your approval before it runs.
Your sales run in your CRM.
Now your invoicing is connected to it.
Won deals arrive from your CRM with the client details filled in. Each entity invoices in its own currency and books into its own accounting system.
CRM
.png?width=864&height=606&name=salesforce-white%20(1).png)
System of Record
- Time
- Billing
- People
- Projects
Agentic AI
Finance & ERP
more
What teams say after the switch
Accounting and financial services teams on what changed once time, client work and invoices moved into one place.
“I like that PSOhub has many useful tools in one place, making it a very complete platform for organizing projects, tasks, time, and client information. I find it helps us manage our daily workflow efficiently and keeps everything organized.”
“I like PSOhub because it has a lot of functionality and a lot of reporting. It provides a centralized place to track and plan consultancy hours, serving as a single source of truth. The flexibility to adjust everything myself makes it valuable.”
“I appreciate the ease of use and user interface of PSOhub. The UI is very easy to get started with and user-friendly with its features. I use PSOhub to log and track billable hours, keeping track of hours on each project and monitoring the budget.”
“PSOhub improves efficiency in automatic billing and connects our CRM with the billing tool. I appreciate that the initial installation was simple thanks to the specialized consultants and the support from PSOhub.”
Recurring projects, set up once
Monthly bookkeeping, quarterly filings and annual returns are projects that follow the same steps every time. Save them as project templates once, and let the recurring fees invoice on their own schedule.
- Contract, task and budget templates per type of project
- Recurring fixed fees and retainers invoiced on schedule
- Deadlines per project in List, Kanban or Gantt view
Billable time that actually gets logged
Your team moves from one client call to the next. PSOhub brings calendar meetings into the timesheet and suggests the right project, and a completion check shows whose timesheet is incomplete.
- Calendar meetings matched to the right project, ready to confirm
- Timesheet, browser extension and mobile app
- Internal, non-billable work booked separately from client projects
Peak periods planned before they start
Some months everyone is booked twice over. PSOhub shows each person’s workload across clients, with holidays and absences included, so you see who is overbooked before deadlines get close.
- Workload per person across all clients
- Overbooked team members highlighted
- Work without an owner collected in one backlog
Billing with the audit trail built in
Approved hours are invoiced per contract line, by hand or on a monthly schedule, and invoices are approved before they go out. Changes to contracts, budgets and teams are logged as you go, so the trail is ready when the auditor asks.
- Contract, hours and invoice on one record
- Discounts and credit notes handled in PSOhub
- Contract, budget and team changes in the activity feed
Local invoicing, group-wide overview
Run every office or acquired firm in one PSOhub environment. Each business unit invoices with its own logo, tax number, bank details and currency, and connects to its own accounting system.
- Custom invoice settings per business unit
- One shared accounting integration, or one per entity
- Staff from one entity can work on another entity’s projects
Works with the tools you already use.
A native HubSpot integration at the core, with connections to other CRM's, AI, accounting, calendar and collaboration tools your firm already runs on.
See all integrations
Frequently asked questions from financial teams
Can we follow long-running work, like an annual audit, step by step?
Yes. You plan the work in tasks and milestones, save a baseline on the Gantt chart to compare it with the current plan, and track completion by task effort.
What happens to someone’s work when they’re out?
Absences and holidays are part of the planning, and you get a warning if a task is planned while someone is away. Planned hours can be moved to a colleague, and projects can have a backup project manager.
Can we use PSOhub data in our own reporting?
Yes. Data can be filtered by business unit across PSOhub, exported to Excel, or read through the OData feed into your own reporting tools.
How is revenue recognized for work that isn’t finished yet?
Revenue Recognition calculates recognized revenue and profitability per contract line from the completion percentages in completion management. It applies to fixed fee, time and materials, and retainer contract lines, with a summary per project.
Can we keep project communication in Microsoft Teams or Slack?
Yes. You can connect a project to a Microsoft Teams or Slack channel.
Project management for accounting and financial services.
See how PSOhub can automate your delivery, contracts and invoicing in a 20-minute call.
Prefer to explore first? Start a 30-day free trial