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You find out too late
Margin only becomes visible weeks after delivery, when the project is already closed and nothing can be corrected
#1 rated
Best PSA for HubSpot users.
The next-generation PSA.From deal to invoice, with AI that acts.
Project management, resource planning, time & expenses, and billing in one platform, with real-time project accounting to protect your margins. Connected to HubSpot or any CRM, and ready to work from the AI tool you already use.
Professional services firms already running on PSOhub
Five tools, five versions of the truth
Running the business on tools that were never designed to work together buries the expertise under admin work. Put everything in one place, and give the team their time back.
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Your people do admin, not work
Setting up projects, logging hours, chasing status and rebuilding reports out of five disconnected tools.
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Your AI has nothing to work with
Agentic AI can only flag risk, forecast capacity and spot revenue leakage when the underlying data is complete and connected.
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Growth makes it worse, not better
Every new hire, client and project adds another thread to track by hand across completely disconnected tools.
One Platform. Zero Friction. Agentic AI.
One place for your project and financial operations
The deepest integrations in PSA
Deals, tickets, tasks and insights stay connected end to end. Nothing is entered twice between winning the work and sending the invoice.
CRM
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System of Record
- Time
- Billing
- People
- Projects
Agentic AI
Finance & ERP
more
One source of truth,
Agentic AI that runs on it
Because your whole operation runs on one data model, AI has something real to work with — not five disconnected systems it can't read.
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Agentic AI Insights: Ask your data anything.
Ask questions across your operational and financial data in plain language, with Claude or ChatGPT. Get insights into profitability, margin and capacity as charts, graphs or plain answers, plus 24/7 alerts when budgets, planning, utilization or payments need attention.
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Agentic AI Actions: From insight to action.
Agentic AI Actions turn insights into action. From a simple prompt, create and update time entries, projects, invoices, quotes, contacts, and scheduling. Approve every action before it runs, so the AI handles the busywork while the decisions stay with you.
What teams say after the switch
Here's what changes once your projects and CRM finally share one source of truth: real results from professional services firms running on PSOhub.
“Everything our project and support teams need now sits in the same place, right on top of HubSpot.”
“The reporting finally tells us which engagements make money while we can still do something about it.”
“Timesheets stopped being a weekly chase. People review what PSOhub suggests and approve it in minutes.”
"Finally a time tracking solution that understands our needs. My team spends less time on administrative work and more on helping our clients."
Project accounting that always shows your margin
Every project shows what is planned, what is delivered, and what is left. Roll it up into a revenue forecast, and include projects you have not won yet to see the effect on your team's capacity.
Contract-based budgets per project- Forecast by project, revenue and hours
- Model concept projects before you commit
Increased Profitability
from more accurate, effective forecasting
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Project management with tasks, planned against the budget you actually sold
Phases, milestones, tasks, and dependencies sit on top of the contract value, so scope changes show their financial impact immediately.
- Contract-linked project templates
- Milestone & phase planning
- Change orders with budget impact
+24%
project performance in year one
Resource planning that puts the right people on the right projects
See who's free, who's overloaded and what each project needs before you commit. Resourcing runs against the same budget, so utilization and margin move together.
- Capacity & availability at a glance
- Skills-based resource planning
- Utilization per person and team, tracked against margin
Increased
resource utilization across the team
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Time tracking that gets hours in without chasing anyone
Time and expenses post straight against the project budget as they're logged. No spreadsheets, no month-end reconstruction, no weekly reminders to the team.
- Track hours automatically from your calendar
- Time & expenses auto-posted against budget
- Real-time budget-burn alerts
12%
Increase of billable hours through accurate time tracking
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Invoicing for what you delivered, the week you delivered it
Billing runs off delivered work and syncs to your accounting or ERP system, so you invoice while the work is fresh and cash comes in faster.
- Billing from delivered work
- Native accounting/ERP sync
- Faster time-to-invoice
8%
More billable hours
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Works with the tools you already use.
A 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
The practical questions
What professional services teams want to know before getting on the first call with us:
We're already on another PSA. How hard is it to switch?
It's easy with the PSOhub Launch Program. Our Customer Success team guides you step by step through the switch: planning, setup, moving your data and getting your team on board. Your own team does the hands-on work, because you know your processes best, and we make sure nothing gets missed. The Launch Program is an optional add-on, so you can also make the switch on your own.
Do I need HubSpot to use PSOhub?
No. PSOhub works with HubSpot, but you don't need it. You can also connect PSOhub to Salesforce, Microsoft Dynamics 365 and other CRMs, or run it stand-alone without any CRM.
HubSpot is where the integration goes deepest. PSOhub was built to co-operate with HubSpot from the start, so deals, contacts and tickets flow straight into projects, planning and invoicing. With Salesforce or Dynamics 365, PSOhub connects to your CRM data and runs the project, time and invoicing side. Stand-alone, you manage clients, quotes, projects, hours and invoices fully inside PSOhub.
How does the accounting/ERP integration actually work?
PSOhub has standard integrations with Xero, QuickBooks, Exact Online, SAP Business One, and many others. You connect them with a login, and from then on the data moves on its own: invoices made in PSOhub go to your accounting software, and once an invoice is paid, that status flows back. Using a different accounting or ERP package? No problem, you can connect it through our API.
What size of firm is PSOhub built for?
Professional services firms are roughly in the 50–1,000 range, the point where running projects across five separate tools and a spreadsheet starts to cost real money. In these businesses, people are the highest cost, and billable hours are the revenue, so even a small lift in utilization, or a project caught before it slips, lands straight on the bottom line. Smaller teams can often get by on spreadsheets; past a certain size, the gaps between disconnected tools start showing up as missed margin.
Can I try PSOhub before committing?
Absolutely! Get started with a 30-day free trial and see how PSOhub works for your business. Our Customer Success team will help you focus on the features and workflows that matter most to you, so you can explore PSOhub using your own projects and real-world scenarios.
Ready to get started? Book a discovery call to plan your trial.
See your deals become profitable projects.
A 20-minute discovery call to explore if PSOhub fits your delivery model.
Prefer to explore first? Start a 30-day free trial