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HubWho for New York marketing agencies

New York agencies serve the densest enterprise + financial-services + media SMB cluster in the country — clients who pay reliably but expect every receipt, ledger entry, and statement to be audit-ready.

The New York agency market

New York's retail rates are the highest in the US, which makes auto-draft + ACH adoption disproportionately valuable: a 2.9% card fee on a $5K monthly retainer is $145 the agency loses every month. ACH at 0.8% capped at $5 saves four figures per year per client.

NY agencies also tend to have more sophisticated finance teams on the buy side. Clean monthly statements, PO-numbered invoices, and a credible audit trail aren't nice-to-haves — they're table stakes for closing the bigger accounts.

New York agency FAQ

Does HubWho generate audit-ready statements for NY enterprise clients?

Yes — every paid invoice has an immutable PDF + an audit_log row capturing actor + diff + IP. Monthly statements aggregate the period, can be co-branded with the agency logo, and are delivered via the customer portal or auto-emailed.

Can NY agencies set per-client PO requirements?

Yes — each end-client carries a metadata.po_required flag. When set, the invoice creation flow blocks send until a PO number is attached, and the PO is rendered on the PDF + included in every dunning email.

Does HubWho integrate with QuickBooks for NY agencies on Pro?

Yes — every successful payment ships to QuickBooks (or Xero) via a nightly export, with line-item COGS for Vendasta wholesale + per-client revenue. The export is filterable by date for clean quarter-end reconciliation.