Billing + client portal for MSPs
Run the front-office of your IT services business — recurring invoices for Microsoft 365 seats, NinjaOne licenses, security stacks; a white-label portal where clients see their footprint; per-client margin so you know which accounts are actually worth keeping.
Is this for you?
HubWho fits managed service providers (msps) who match any of these:
- You resell Microsoft 365, Google Workspace, security tools, or RMM/PSA licenses to SMB clients.
- You're tired of QuickBooks not knowing what a managed-services renewal looks like.
- Your PSA (ConnectWise, Autotask, Halo) handles tickets — you need the billing/portal layer that talks to it.
- You want clients to self-serve payment methods + see their seat counts.
- $0.30
- Per-transaction cost on ACH (capped at $5)
- 1 click
- Adjust seat count on a recurring sub
- 24 hrs
- From signup to first invoice live
HubWho vs. ConnectWise billing
ConnectWise PSA's built-in billing module.
| Capability | HubWho | ConnectWise billing |
|---|---|---|
| ACH via Plaid | Built-in. 0.8% capped at $5. | Requires Authorize.net eCheck add-on. |
| White-label customer portal | Fully branded — your logo, colors, domain. | ConnectWise-branded; limited theming. |
| Per-client margin reporting | Built-in. Wholesale vs. retail trend per client. | Requires custom report writer + manual export. |
| Auto-draft on due date | Toggle per client. Failures fire your dunning sequence. | Yes, but tied to ConnectWise's payment processor. |
| Setup time | Same day — Stripe Connect onboarding is instant. | 1-3 weeks (ConnectWise Pay underwriting). |
MSP-specific questions
Does HubWho integrate with ConnectWise / Autotask / Halo?+
Direct ConnectWise + Autotask + Halo integrations are on the roadmap (Q3 2026). Today, the workflow is: keep ticketing in your PSA, push invoicing + client portal + payments to HubWho. Import clients via CSV; auto-draft recurring seat-count invoices via Stripe Connect or your direct merchant.
Can I bill per-seat for Microsoft 365 + Google Workspace?+
Yes. Build a recurring subscription per client with quantity = seat count. When you onboard or offboard seats, edit the quantity — the next invoice prorates. Pass-through wholesale cost lives on the product so per-client margin reports work out of the box.
What about annual renewals — software with yearly billing?+
First-class. Products support monthly + yearly + one-time billing periods. Annual subs generate a single yearly invoice that auto-drafts on renewal date. The customer portal shows the renewal date + amount so there are no surprises.
Do you handle chargebacks + disputes?+
Yes — when a card chargeback comes in through Stripe Connect or Authorize.net, HubWho auto-marks the invoice 'uncollectible' and fires an in-app + email notification. Audit log captures every state change for evidence submission.
We have 100+ clients on managed retainer. What's the limit?+
The Growth plan supports 100 active clients; Scale supports 500; Enterprise is unlimited. Most MSPs land on Growth or Scale. Auto-draft, dunning sequences, and per-client portal logins scale linearly — no per-client setup fee.
Ready to ditch the spreadsheets?
14-day free trial. No credit card. Cancel anytime. Most managed service providers (msps) are live with their first invoice in under an hour.