Platform / Finance

    Every dollar of cost, traced to the client.

    HubIQ Finance connects to your lenders, factors, and accounting packages. Journal entries flow out to your books, and the cost of capital is tracked down to the invoice level — and associated with the client it belongs to.

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    Accounting packages

    Your books, fed automatically.

    HubIQ pushes journal entry data out to your agency's accounting package — invoices, payroll, employer and employee taxes, and workers' comp costs — ready to import.

    1. 01

      Weekly journal entries

      Each week's payroll activity becomes a pre-formatted journal entry, ready to import into QuickBooks or Sage Intacct.

    2. 02

      By location or rolled up

      Workers' comp and other costs can post per location with its GL dimension, or consolidate into one company-wide line.

    3. 03

      No retyping

      The numbers your team already runs in HubIQ become the numbers in your books — no manual entry between them.

    Factors & lenders

    Cost of capital, down to the invoice.

    HubIQ connects to your factors and lenders so financing costs are never a lump sum you can't explain.

    1. 01

      Invoice-level costs

      Factoring and financing costs are tracked down to the individual invoice, not estimated across the month.

    2. 02

      Associated with the client

      Each cost of capital is tied to the client it came from, so you see the true cost of serving every account.

    3. 03

      True margin per client

      With financing costs attributed, gross profit per client reflects reality — not an average that hides your most expensive relationships.

    Connected to the platform

    Finance that talks to everything else.

    1. 01

      Contracts

      Factoring and banking agreements live in Contracts, with renewal dates and obligations tracked.

    2. 02

      Smart Drive

      Lender and financing documents file into the same universal storage, searchable and retention-managed.

    3. 03

      HubAI

      Ask what capital costs you by client, branch, or period — answered from your own connected data.

    See how it all works together.

    HubAI, Smart Drive, Contracts, CRM, Legal, Finance, ATS, and Risk are part of one connected HubIQ platform.

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