Case Study: Digital Reach streamlines invoicing and financial reporting with PSOhub

As a Google and HubSpot partner, companies of all sizes bring Digital Reach on to work hand-in-hand with their sales and marketing teams to uncover missed opportunities, automate marketing tasks, and drive high-quality leads

Digital Reach, a digital marketing agency offering comprehensive digital marketing and revenue operations solutions, faced challenges with complex and varied client billing, including time and materials, installments, and recurring invoices. They needed a professional services automation tool to provide financial visibility, track project budgets, and automate their invoicing processes to avoid manual errors and inefficient workflows.

PSOhub provided the solution by enabling the agency to set up contracts that automatically generate and push invoices to Xero on schedule and reconcile payments. This integration delivered clear financial reporting, real-time visibility into project burn rates, future revenue forecasting, and alerts for budget overruns. As a result, PSOhub saved the team a significant amount of time, provided accurate financial snapshots, and its excellent customer support immediately resolved any issues, leading to a highly efficient and automated financial operation.

Digital Reach

Mandy

Chief Revenue Officer