What HubWho does
HubWho is a standalone billing and client-operations platform for marketing agencies. It's the billing, invoicing, ACH, customer portal, and per-client margin layer agencies run their recurring revenue on — in one system instead of stitching together QuickBooks, Stripe, and spreadsheets.
| Feature | HubWho |
|---|---|
| Money flow | |
Bring your own merchant account HubWho is built to support both Stripe Connect and direct merchant accounts (Authorize.net / NMI), so payments flow straight to your own account. | |
Take-rate on payments HubWho is flat monthly subscription only — payments flow directly to your merchant account with no per-transaction take-rate. | 0% |
ACH via Plaid bank-link HubWho uses Plaid for instant bank verification on every ACH setup. | |
Apple Pay / Google Pay | |
Multiple processors per tenant Connect Stripe AND a direct merchant — pick per invoice or set a default per client. | |
| Invoicing | |
Recurring + one-off invoices | |
Auto-draft on due date | |
Configurable late fees per tenant | |
Configurable dunning sequences HubWho is built to ship three dunning policies and let each tenant fully customize them (automated dunning is on the roadmap). | |
Brandable invoice PDFs | |
| Reporting | |
Per-client gross margin HubWho compares your own entered wholesale cost against your retail price per client, on demand. This is the headline differentiator. | |
MRR / churn / AR aging dashboard | |
QuickBooks + Xero export | |
1099 reporting | |
| End-client experience | |
White-label customer portal HubWho's portal is fully your brand — your name, logo, and colors, with a custom-domain option rolling out. | |
Self-serve invoice payment + autopay | |
Live KPI snapshots in the portal | |
E-sign contracts (Dropbox Sign) | |
| Platform & ops | |
Role-based access (4 roles) | |
Append-only audit log with diff | |
Tenant API + outbound webhooks HubWho exposes its own API to each tenant on the Scale tier. | |
Common questions
What is HubWho?+
HubWho is a standalone billing and client-operations platform for marketing and digital agencies. It runs recurring invoicing, ACH and card payments, per-client margin, revenue KPIs, and a white-label client portal in one system — instead of stitching together QuickBooks, Stripe, and spreadsheets.
How does HubWho calculate per-client margin?+
HubWho compares your retail charge against your own entered wholesale/product cost, per client. Margin is computed on demand from the costs you enter — no third-party feed required.
Can I move my clients over from my current tool?+
Yes. HubWho includes a source-agnostic CSV importer: export your clients and subscriptions from your current tool or a spreadsheet and bring them across in one pass.
Where do the per-client KPIs come from?+
KPIs come from your native HubWho subscriptions plus the platforms you connect — GoHighLevel, HubSpot, BirdEye, and Yext — so your client reporting lives next to your billing.