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Hubstaff time turned into profitability and billing insight

Sofia reads Hubstaff activity by project and client, shows where effort runs against budgets and invoices, and sets up projects and clients with your approval.

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.

Let Sofia analyze your Hubstaff time

Score your firm in three minutes, or talk to our team.

One real workflow, every month. The before-and-after time, what still needs review, and which systems it touched.

Know a firm that needs this? Partners and clients who refer firms to us are part of our partner network.

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