Everything in one workspace.
Every client sits at the center. Projects run the work and track the hours, proposals turn into contracts and invoices, and the bank feed and inbox stay reconciled. Pre-accounting keeps records clean for your accountant, while CFO Mode watches the money throughout.
Clients
One record per client: contacts, pipeline, notes, every proposal, invoice and tracked hour, plus per-client profitability and payment behaviour, and a branded magic-link portal where clients pay, sign and approve.
Learn moreProjects
Run client projects on a Kanban board with phases, deliverable checklists and files, with a budget attached from day one so tracked hours and project costs price into a live margin per project.
Learn moreTime tracking
Track billable hours with a global timer or plain-English logging, priced per project and billable by default, so the hours feed your invoice drafts, your project margins and your real effective rate.
Learn moreProposals
Build proposals in a block editor or from a forwarded client brief, track opens, and convert an accepted proposal into a contract or invoice draft in one click.
Learn moreContracts
Draft contracts from templates with e-sign and AI clauses, turn a signed contract into an invoice in one click, and let the AI Risk Reader flag risky clauses in a contract a client sent you.
Learn moreInvoicing & payments
Invoices that build themselves from an accepted proposal, a signed contract or the hours you tracked, paid by card, SEPA, iDEAL or bank transfer from one link, with late-payment reminders you approve and bank-feed matching when the money lands.
Learn moreTransactions & reconciliation
Read-only bank feeds via Plaid and Enable Banking pull every account into one ledger, where rules categorize and tag each transaction as it lands, receipts find their match for you to confirm, and every euro can be attached to the client and project it belongs to.
Learn moreInbox & receipt matching
Forward receipts to your personal Worklyn inbox address, pull them from a read-only connected Gmail or Outlook, or upload files directly, and Worklyn reads the merchant, amount, date, currency and tax, then suggests the one transaction it likely belongs to for you to confirm, never attaching a match on its own.
Learn morePre-accounting
Keeps transactions categorized, payments reconciled, receipts attached and tax details in place, then hands off clean records to your accountant or to Xero and QuickBooks.
Learn moreCFO Mode
CFO Mode, included in every paid plan, drafts invoices, flags scope creep, chases overdue payments, forecasts and simulates 13 weeks of cash flow, vets job offers, and connects to Claude and ChatGPT over MCP.
Learn moreOne workspace, from the quote to the payout.
Every core tool is free, forever. Pro adds the bank, the receipts and CFO Mode. Start free, no credit card.