NewBank sync, transactions & reports

The back office for independent professionals and small teams

Manage clients, projects, invoices, expenses, time tracking, and financial admin in one place. Your AI workmate helps categorize transactions, track unpaid invoices, get financial insights, and export clean books to your accountant.

No credit card required.

Worklyn app screenshot: burn rate and runway reports
Worklyn app screenshot: revenue and forecast reports
Worklyn app screenshot: financial reports dashboard

Most tools stop at the invoice. Worklyn connects what happens next.

Send an invoice, match the payment, categorize the transaction, attach the receipt, and see how it affects your cash flow. Worklyn brings invoicing, expenses, reconciliation, insights, and accountant-ready exports into one AI-powered back office.

  • Connect your bank and keep income and expenses flowing into Worklyn.
  • Match invoices, payments, receipts, and transactions automatically.
  • See cash flow, profit, unpaid invoices, and client performance without spreadsheet cleanup.
Bank connected
Mercury · Checking
Synced
Transaction · matched
Figma
−$45.00
SoftwareReceipt ✓
This quarter
Profit
$28.1k
▲ 24% vs last

Not another AI feature. An AI workmate for your back office.

Worklyn understands your clients, projects, invoices, expenses, time, and files. Ask it to draft invoices, log time, categorize transactions, match receipts, find unpaid invoices, or explain your finances. It works in your language, and you stay in control.

Drafts the busywork

Invoices, proposals, contracts, client emails, and follow-ups in seconds.

Organizes your money

Reads receipts, categorizes transactions, matches payments, and spots unpaid invoices.

Say it naturally

Use your own language. Worklyn turns messy notes, receipts, and requests into structured business data.

Answers business questions

Ask about revenue, expenses, client performance, unpaid invoices, or cash flow.

3h 00m
logged · billable
Acme Co.Website redesign$125/hr
Total$375.00

Type it like you would say it. Worklyn structures the rest.

Less admin. Cleaner records. Faster payments.

Worklyn brings your client work, money, files, and AI workmate into one connected back office, so you spend less time chasing receipts, cleaning transactions, preparing invoices, and getting records ready for your accountant.

Chasing receipts

Receipts arrive late, get lost, or need follow-ups.

Cleaning transactions

Categorizing expenses, fixing duplicates, and matching payments manually.

Preparing invoices

Creating invoices, checking details, tracking payment status, and answering client questions.

Finding unpaid work

Looking through invoices, projects, and messages to see what still needs to be billed or paid.

Explaining the numbers

Pulling together revenue, expenses, cash flow, and client performance.

Accountant handoff

Collecting invoices, expenses, receipts, and exports when it is time to send everything over.

What disappears over time

Hours of manual admin every week

Worklyn connects clients, projects, invoices, expenses, files, and payments, with AI helping categorize, match, draft, find, and prepare the work behind the scenes.

Ready for accounting, without the extra work.

Receipts, invoices, payments, and transactions stay organized as you work, so everything is easier to review, export, and send to your accountant when the time comes.

Learn more about accounting prep
Transactions are categorized and matched automatically
Receipts and invoices stay connected to the right payments
Clean records across clients, projects, and business profiles
Taxes, currencies, and payment status stay visible where they matter
Accountant-ready exports when it is time to hand things off

Start free, upgrade when you grow.

Every core tool, from your CRM to your bank feed, is in every plan, even Free. You pay for more AI, and for your team.

Free
€0 /mo

Everything you need to run your business.

Start free
  • All core tools, Clients to Contracts
  • Connect your bank, Transactions & Reports
  • Receipt Inbox with AI matching
  • Payments: Stripe, PayPal, Bank
  • Simple AI assistant
  • 1 project guest
  • Team members
Pro Most popular
€15.99 /mo

For full-time freelancers and consultants.

Get Pro
  • Everything in Free
  • Advanced AI, 10× the monthly usage
  • Credential Vault
  • Customizable sidebar
  • Up to 2 project guests
  • Team members
Business
€39.99 /mo

For studios that work as a team.

Get Business
  • Everything in Pro
  • Full team members, not just guests
  • Studio roles: cofounder, manager, accountant, crew
  • Financials locked to the right roles
  • Up to 4 project guests
  • Priority support

All prices in EUR. Cancel anytime. Your data is always yours to export.

Less admin. Faster payments. Cleaner handoffs.

Manage your client work, money, files, and financial admin from one place. Worklyn helps you send invoices, track billable hours, organize expenses, surface insights, and prepare clean exports for your accountant.