From first contact to final numbers.
Worklyn keeps the client, the work, the money and the records connected as the business moves forward. Follow one engagement from lead to reconciliation and see how each step carries into the next.
One business. One connected record.
Lead in the pipeline
A new lead lands on the client pipeline.
"Loved your portfolio. We need a refresh before our fall launch."
Proposal approved
The proposal goes out, and the client accepts.
Contract signed
One click turns the approved proposal into a contract, e-signed in the browser.
Work, hours, approvals
The work runs through its phases. Hours tracked, deliverables approved.
Receipts find their transactions
Project costs land in the inbox and find their transactions.
Forwarded from email, read by OCR, suggested against the bank feed, one click to confirm.
Invoice paid & matched
The invoice goes out; the deposit arrives already matched. One click marks it paid.
Suggested by the bank feed, confirmed in one click. Card payments reconcile on their own.
Profit, explained
The project's profitability card fills itself in.
YMG Digital GmbH paid in 6 days. Your average is 18. This project closed at a 51% margin.
Nothing has to be rebuilt along the way.
The proposal already knows the client. The project already knows the scope and budget. The invoice already knows the work. The payment already knows what it belongs to.
By the time you look at margin, cash flow or ask CFO Mode a question, the context is already there.
Information moves forward with the work instead of being copied between tools.
Invoices, payments, receipts and bank transactions stay connected to the records behind them.
CFO Mode can use the full history of the work and the money when you need an answer.
Everything you need to run the business.
Work, money and records stay in the same system.
Contacts, pipeline and client history
ProjectsBoards, phases, budgets and margin
Time trackingBillable hours that feed invoices and margin
ProposalsFrom first scope to an accepted quote
ContractsTemplates, e-sign and contract review
Invoicing & paymentsFrom completed work to money in the bank
Transactions & reconciliationCategorize money movement, match records and keep the ledger reviewed
Inbox & receipt matchingCollect receipts and financial documents, then match them to the transactions they belong to
Pre-accountingKeep financial records complete, reviewed and ready for your accountant
CFO ModeAsk questions and spot what needs attention
Get your evenings back.
Run the work, keep the money organized and finish the day without a pile of admin waiting for you.