Marketing agency billing software in San Jose
San Jose / Silicon Valley agencies skew tech-adjacent — B2B services, dental, real estate. Higher retail rates means a few percentage points of margin visibility moves real money.
How San Jose agencies use HubWho
HubWho is a standalone billing, ACH, invoicing, and KPI-reporting platform built for marketing agencies. You keep selling the services your clients pay for under your own white-label; HubWho handles every dollar that moves between you and your San Jose end-clients.
The single biggest reason agencies in California consolidate onto HubWho: one system for recurring billing instead of a patchwork of QuickBooks, Stripe, and spreadsheets — and you bring your own processor. Stripe Connect goes live the same day, or a direct merchant account via Authorize.net or NMI for lower rates once underwritten.
The second-biggest reason: per-client margin visibility. HubWho diffs your retail price against your own wholesale cost the moment you open the Margin report, so you see the gross margin per client per product — invaluable when you're trying to scale a portfolio in a competitive market like San Jose.
San Jose agency FAQ
What does HubWho do for San Jose marketing agencies?
HubWho is a standalone billing and client-operations platform. San Jose agencies use it to invoice end-clients, collect ACH and card payments on their own merchant account, auto-draft recurring fees on the due date, and check per-client gross margin on demand — all branded as the agency's own software. Automated dunning when a payment fails is on the roadmap.
What do I need to get started with HubWho in San Jose?
Just your own product catalog and client list. You set up the products you bill with their wholesale cost and retail price, then add your clients — directly or via the source-agnostic CSV importer that brings clients and subscriptions across from a spreadsheet or your current tool. San Jose agencies don't need any third-party platform to run HubWho; per-client marketing KPIs come from the tools you connect (GoHighLevel, HubSpot, BirdEye, Yext).
Which payment processors are supported for California agencies?
Two options: Stripe Connect (instant onboarding, ~2.9% + $0.30 cards, 0.8% ACH capped at $5) and direct merchant accounts via Authorize.net or NMI (lower rates after underwriting — usually 2.3–2.7%). California agencies can connect both and route per-client.
Can San Jose clients pay by ACH from their bank account?
Yes. Plaid powers the bank-link flow — your client searches their bank, logs in, picks an account, and HubWho stores a re-usable token. Auto-draft pulls from that account on every due date. ACH is the cheapest payment method by a wide margin — especially valuable for monthly retainers San Jose agencies typically run.
Is there a HubWho office in San Jose?
No — HubWho is delivered as software-as-a-service. We serve San Jose agencies remotely, wherever they're based. Setup is self-service through the in-app onboarding wizard; for larger rollouts we offer live setup calls regardless of geography.
Ready to run your San Jose agency on HubWho?
14-day free trial, no card required, live the same day.