Ideas to put to work
Where your team's hours go, and whether each client pays for them.
Effort against the budget
Sofia reads activity records by project and compares them with the budget in Excel, so partners see an overrun before the invoice goes out.
Unbilled work found
Sofia compares tracked time by client with QuickBooks invoices and lists work that hasn't been billed, for the partner to review.
Projects set up when work is won
When a HubSpot deal closes, Sofia creates the Hubstaff client, project and starter tasks, with your approval.
Tasks mirrored from Asana
Sofia reads the engagement's tasks in Asana and creates matching Hubstaff tasks, so time lands on the right work.
Utilization by person and client
Sofia reads activity records by person and client and reports each month who is stretched and who has room for new work.
What Sofia can do with Hubstaff
Sofia reads and keeps current
- Projects
- Tasks
- Clients
- Activity records
Sofia does, with your approval where you want it
- Log a time entry
- Create or update a task
- Create or update a project
- Create or update a client
Your IT lead agrees the access before anything connects, and anything on your never-touch list stays out.
Works well with
Microsoft ExcelSpreadsheets for numbers, models and trackers
QuickBooksAccounting software for small and mid-sized businesses
HubSpotCRM and marketing platform for growing businesses
AsanaWork management for projects and tasks
ClickUpProject management for tasks, docs and goals
- monday.comWork management boards for projects and workflows
JiraIssue and project tracking
LinearIssue tracking and project planning
Let Sofia analyze your Hubstaff time
Score your firm in three minutes, or talk to our team.