Time Tracking and Workforce Insights for Growing Financial Services Teams
Stay one step ahead with global work insights that go beyond time tracking. Accounting firms, tax specialists, and fintech platforms can streamline operations with time and activity tracking, in-app payments and billing, and audit-ready reporting.
Run finance team operations confidently with time tracking and invoicing software
Track time and create healthy audit trails with timesheets, invoicing, payments, and reporting.
Accurate time tracking connected to client billing
Track every billable hour with intuitive task and project-based time tracking. Seamlessly convert hours to automated timesheets, configure smart invoices with automated line items, and send in-app payments.
Productivity insights for your team backed by data
Bridge the gap between hours logged and work completed with live productivity data. Track apps and URLs visited, activity levels, and optional screenshots to support compliance monitoring, identify work patterns, balance workloads, and back client invoices with transparent, verifiable data.
Workforce analytics with a layer of intelligence
Compare work patterns across remote and in-office settings with AI-powered workforce analytics. Whether you're running a bookkeeping team or a distributed advisory practice, surface task-level productivity insights to improve utilization, optimize resource allocation, forecast staffing needs, and master capacity planning.
Client-ready billing and invoicing from a single platform
Process accurate payments for your global team by connecting verified time data directly to invoicing and billing. Use project cost tracking to set budget limits and receive notifications when project budgets are approaching their limits. Easily process payments directly from the app through popular tools like Wise, Deel, and Gusto for accurate and timely employee and contractor payments in each team member’s local currency.
See how Hubstaff’s time tracking works for finance teams
Built to fit the way your finance team operates
Advisory & Wealth Management
Every client relationship is built on trust, and that trust starts with accurate financial records. Track billable time across portfolios, document client work for compliance, and give your distributed advisory teams the visibility they need to deliver consistently.
Fintech, Lending & Digital Finance
High-volume operations leave no room for bottlenecks. Hubstaff gives fintech and lending teams real-time visibility into workflows, tracks output across remote and hybrid teams, and surfaces inefficiencies before they slow down your throughput
Investment & Private Markets
Lean teams can't afford wasted hours. Track time across due diligence workflows, deal sourcing, and back-office work. This way, you’ll know the true cost of each deal and gain better insight into your team's capacity.
See what our customers say
Hubstaff gives your finance teams peace of mind
Reliable consistent time tracking
Prevent time tracking discrepancies with automated background tracking that accurately captures work, apps and URLs, and unusual-activity flags.
Accurate reporting
Get trustworthy reports and summaries and provide an audit-ready record of work that your finance team can send to clients for increased transparency and trust.
Time off & overtime management
Unsure of what constitutes billable and non-billable. Simplify PTO and overtime approvals, resubmissions, and scheduling workflows across your team.
Seamless task management
Sync tasks with your everyday tech stack with integrations with tools like Asana, Quickbooks, and Jira. Assign work in bulk to keep projects moving without delay.
Flexible team permissions
Sync tasks with your everyday tech stack with integrations with tools like Asana, Quickbooks, and Jira. Assign work in bulk to keep projects moving without delay.