What shipped

Runway, margin, overdue invoices and this month's biggest risk, pinned as suggestion chips with insight cards branded to what they're telling you.

Forward an offer and Inbox extracts the terms so it can sit alongside your receipts instead of getting lost in a folder.

Invoice, proposal and contract generators plus an hourly rate and tax set-aside calculator, usable without an account.

Scheduled sweeps clear stale data on a schedule, and the site now asks before setting anything non-essential.

See how much of your plan's storage is in use without digging through settings.

Pick your country and Worklyn routes to the right provider: Plaid for the US and Canada, EnableBanking for the EU and UK, instead of asking you to choose.

One record of every payment in and out, with the take-rate now easier to read: lower on paid plans, none on Business.

A standing AI agent that scans your finances for problems worth flagging, runs what-if scenarios, and reads the fine print on job offers before you say yes.

Track prospects stage by stage, turn a client brief straight into a proposal draft, and get flagged terms before you sign a contract.

Clients get a cleaner portal to work from, and can now report an issue that lands in your triage queue as a task.

Set up a retainer once and let it drive recurring invoices and recurring tasks automatically.

Break a project into phases with their own approval steps, and save a project's structure as a reusable template.

Attach a payment profile to an invoice once and reuse it, with reminder emails that adapt to how overdue the invoice is.

Share a link that lets clients book time on your calendar directly, no back-and-forth email.

Plans now map to what each one includes, with an annual option alongside monthly.

Connect a bank account and Worklyn starts matching incoming transactions to the receipts already sitting in your workspace.

Every transaction lives in a single searchable ledger instead of scattered expense records.

A dedicated inbound address collects forwarded receipts, reads them, and matches them to the right transaction.

Track time against a project from a single weekly view instead of jumping between screens.

Pull together the numbers that matter and hand out a link, no login required on the other end.

An OAuth 2.1-secured MCP endpoint lets AI assistants you already use read from and act on your Worklyn workspace.

An extra login step you can turn on for your account.

The AI assistant can reach into Slack, Notion, Linear and other tools you already run your business on.

Signed contracts are hashed so any later edit is detectable.

Connect either calendar independently of how you sign in, and see events alongside deadlines.

Bring in an outside collaborator without giving them the run of your whole workspace.

Checkout and subscription management run on Polar now, supporting monthly and annual plans.

Export transactions in the chart-of-accounts format your local accountant expects, from North America and the EU through Latin America, Asia and Africa.

Bring clients, projects and transaction history over from Fiverr Workspace in one pass.

Store passwords and access details for client work, encrypted before they ever leave your device, with a recovery key you control.

Build invoices and proposals out of customizable blocks (pricing, terms, signature, timeline) and export them as proper PDFs.

Tasks move across a kanban board with a dedicated backlog column, so work not started stays visually separate from work in progress.

Tasks tied to a client carry priority badges and can be sorted, instead of sitting in one flat list.

Rename, reorder or hide board columns, and the layout stays the way you left it.