Stop Losing Cash to Admin, WIP Lock-Up, and Disconnected Tools
For Accounting Firms of all Sizes
PM Hub is the All-in-One Practice Management Platform Built Specifically for Accounting Firms
Bill faster
Collect cash sooner
Grow without adding staff
PM Hub is a cloud-based practice management platform designed specifically for accounting firms. It streamlines workflows, centralises client data, and automates routine tasks, giving firms of all sizes the tools to operate efficiently, improve collaboration, and focus on growth
CERTIFICATIONS & SEAMLESS INTEGRATIONS
Designed to Make Work Easier for Accounting Firms
Customer Value Proposition
Accounting-First Workflow + Cash Flow Management
Unlike workflow-first or CRM-first tools, PM Hub is built from the ground up for accounting firms, with:
from client onboarding to billing optimisation and cash flow realisation, with deepaccounting-centric integrations and scalable workflows that competitors don’t deliver in one place.
PM Hub does this with,
Accounting-grade workflow and billing controls
Deep integration into the accounting ecosystem — not generic plug-ins
The goal is simple:
improve firm performance and profitability — without adding staff, and without adding tool sprawl
Customer Value Proposition
Accounting-First Workflow + Cash Flow Management
Unlike workflow-first or CRM-first tools, PM Hub is built from the ground up for accounting firms, with:
from client onboarding to billing optimisation and cash flow realisation, with deep accounting-centric integrations and scalable workflows that competitors don’t deliver in one place.
PM Hub does this with,
Accounting-grade workflow and billing controls
Deep integration into the accounting ecosystem — not generic plug-ins
The goal is simple
improve firm performance and profitability — without adding staff, and without adding tool sprawl.
One Vendor
One Platform
One Accountable Partner
No handoffs
End-to-end visibility
Faster resolutions
One roadmap
A Forward Thinking Migration – Nothing Gets Left Behind
Full WIP, task, and timesheet detail - moved across, not summarised
What Moves Across
Unbilled WIP Details
Every unbilled hour and disbursements, with full task-level, breakdown and commentary intact
Outstanding Debtors & Invoices
Unpaid and partially paid invoices with debtor balances, ready to continue collections.
Clients & Contacts
Complete client records, contacts, addresses, and relationships.
Client Notes & Custom Fields
Important client notes and practice-specific fields and classifications
Staff & Charge Rates
Employees, charge rates, and responsibility assignments preserved.
Services & Jobs
Service structures, jobs, work types, and job assignments carried across.
One connected record, not five separate ones
Client, job, task, and timesheet - all linked and available at billing time.
Job
Task
Timesheet
Bill
Client
Ask any competitor:
Will my WIP include full task and timesheet detail, live in the billing screen?
With PM Hub, unbilled timesheet data is not archived or locked. It is live and searchable within the billing workflow.
A Forward Thinking Migration - Nothing Gets Left Behind
Full WIP, task, and timesheet detail - moved across, not summarised
What Moves Across
Unbilled WIP Details
Every unbilled hour and disbursements, with full task-level, breakdown and commentary intact
Clients & Contacts
Complete client records, contacts, addresses, and relationships.
Staff & Charge Rates
Employees, charge rates, and responsibility assignments preserved.
Outstanding Debtors & Invoices
Unpaid and partially paid invoices with debtor balances, ready to continue collections.
Client Notes & Custom Fields
Important client notes and practice-specific fields and classifications
Services & Jobs
Service structures, jobs, work types, and job assignments carried across.
One connected record, not five separate ones
Full WIP, task, and timesheet detail - moved across, not summarised
Client
Job
Task
Timesheet
Bill
Ask any competitor:
Will my WIP include full task and timesheet detail, live in the billing screen?
With PM Hub, unbilled timesheet data is not archived or locked. It is live and searchable within the billing workflow.
Three Gaps Slowing Your Firm Down
WIP sitting unbilled/ Invisible WIP
Work's done. It's just not billed yet - and every day it sits there is revenue you've earned but can't touch
Invoices going out late
Late invoices mean late payments. Every day billing slips is a day further from getting paid.
Cash flow not matching the work
The gap between finishing a job and getting paid for it is where your cash flow goes to die.
PM Hub Closes All Three Gaps in One Platform.
Transform Practice Cash Flow & Efficiency - Automated Billing, Streamline Jobs and Boost Profitability
PM Hub is the all-in-one cloud platform for accounting firms of all sizes - integrating clients, jobs, billing, and payments to eliminate WIP lock-up, reduce debtor days, and increase operational efficiency.
Client and Contact Management
All Your Client Data, Connected
Build stronger client relationships with a single source of truth. Track every detail, link contacts, group clients, and keep communication history at your fingertips.
Client Database & Contact Maintenance
Linked Fields
Multiple Contact Types
Communication History
Client & Billing Groups
Client & Contact Associations
Client DATABASE & CONTACT MAINTENANCE
Transform Practice Cash Flow & Efficiency - Automated Billing, Streamline Jobs and Boost Profitability
PM Hub is the all-in-one cloud platform for accounting firms of all sizes - integrating clients, jobs, billing, and payments to eliminate WIP lock-up, reduce debtor days, and increase operational efficiency.
Client and Contact Management
Employee and Firm Management
Service and Job Management
Advanced Billing & Debtor Management
Reporting
Integrations
Boost Productivity & Efficiency
Ultimate Control
A unified CRM centralises client data, enabling department-specific workflows that boost collaboration and efficiency across your firm
One Connected Workspace
From first client contact to final payment, manage services, WIP, invoicing, and collections seamlessly in one place
Configurable Practice Structure
Smarter Multi-Entity Billing
Bill across companies within your practice and send consolidated reminders - even when invoices span multiple entities
Set up your practice the way you work with flexible companies, departments, offices
Flexible Client Payments
Cash Flow Confidence
Crush debtor days with automated reminders, recurring invoices with direct debit facility. Automation of cash collection puts you in control
Speed up cash flow with a secure client portal, smart invoice reminders (with payment links), and automatic payment collection
Seamless Workflow Control
Scalable Security
Secure your data with ironclad 2FA and user-specific permissions. Grows with your business, worry-free
From WIP authorisations to billing approvals, keep every process in check with multi-level, role-based controls and streamlined automation
Cloud-Based Flexibility
Seamless Integrations
With MYOB ARL, Xero, BGL, FYI, GovReports, and more. No need to ditch your favourite tools
Access your practice from anywhere with our cloud-based system, ensuring seamless integration across all devices and locations for optimal productivity
Automated Reporting
Insightful reporting
Dive deep into your business with advanced reporting and dashboards. Make data-driven decisions that ignite growth
Stay ahead with built-in reports, custom requests, and automatic delivery straight to your inbox - no manual effort required
Complete Communication History
Client Portal Power
Empower clients with self-service access to view and download invoices, make payments securely, and update their contact details anytime
Track every email, call, and note against your clients for a full picture of interactions at a glance
Boost Productivity & Efficiency
One Connected Workspace
From first client contact to final payment, manage services, WIP, invoicing, and collections seamlessly in one place
Client Stories
Alexander Laureti
Managing Director
At LMS Advisory, we’re always seeking smarter ways to enable better business-and PM Hub does exactly that. Its cloud-first design and smart automations have helped us remove inefficiencies and scale with confidence. By cutting out admin and streamlining billing and timesheets, we’ve gained back valuable time to focus on delivering strategic insights to our clients. Making it easier to bill and load timesheets helps the team get to value add work faster. PM Hub empowers us to do more of what matters.
Key Benefits
Single source of truth in a single cloud platform
Backward integration with AE/AO PM, and APS for a smooth transition
Scalable solution for small, medium, and large practices
Flexible cloud hosting options to suit your needs
Ironclad security with 2FA and user-specific permissions
Option to transition your MYOB AE/AO Practice manager, APS or Handysoft system in stages
From Hourly Billing to Fixed - Fee + Autopay - Made Easy
Versatility from time-based to fixed-fee billing while maintaining control over scope, WIP and margins powered by PM Hub automation
Key Features for Accounting Firms
Multi-Entity Billing & Consolidated Debtor Management
Manage debtors across entities with unified billing and payments.
Comprehensive Client Management
Maintain and manage client contact details in one place.
Service, Job & Task Management
Streamline workflows and track progress with ease.
Timesheets, WIP & Time Billing
Record time, track WIP, and bill clients accurately.
Recurring Billing
Automate repeat invoices and reduce manual work.
Role-Based Authorisation
Set approvals and control access with flexible permissions.
Advanced reporting and Power BI dashboards
Gain valuable insights into your business
Work with
Book a Discovery Meeting
Book a live demo and discover why PM Hub is more than practice management as it brings true practice efficiency and smarter cash flow management
Client and Staff Management
Workflow Service and Job Management
WIP & Time/Miscellaneous/Disbursement & Recurring Billing
In Depth Insights and Reporting
Additional Features
Further, Integration With Cerebiz Provides Even Greater Efficiency and Expanded Functionality for PM Hub Users
Cerebiz offers a versatile suite of Functional Modules that streamline operations, reduce training time, and lower onboarding costs by combining various MYOB Business and Xero Systems into a powerful platform.
Cash Collection & Debtor Management
Optimise financial operations with efficient cash and debtor management, reducing credit risk and increasing liquidity. Automate reminders to ensure timely payments and improve cash flow.
Company Budgeting & Reporting
Enhance financial control with budgeting and real-time reporting.
Company Consolidations & Reporting
Streamline financial consolidations for better accuracy and strategic decisions.
Create and Send Email/SMS e-Campaigns, e-Proposals, e-Engagement Letters, e-Newsletters
Easily create and distribute professional digital communications to engage and inform stakeholders.
Advanced Modeling and Reporting
Utilise advanced modelling for strategic insights and customisable reporting to improve business outcomes.
Transform Your Practice Today
Choose PM Hub – the solution that empowers you to work smarter, boost profitability, and deliver outstanding client service.
Progressive Accounting Firms (all sizes)
Practices Seeking Efficiency & Profitability
Client-Centric Businesses
AFS/Wealth Management Firms