Integrations
Your bank, your accountant's software, your calendar, and the way clients already pay you. Plus AI clients over MCP and workspace connectors via Composio. Banking, AI and connectors are on paid plans; everything else is available on every plan, including Free.
43 integrations shown
Plaid
Bank connections in the United States and Canada. Pulls accounts, balances and transactions.
Open banking (Enable Banking)
Bank connections across 31 countries in the UK and Europe. Same account, balance and transaction data.
Bank statement CSV
Column mapped CSV import into a manual account, for banks with no direct connection.
Xero
OAuth connection that pushes categorized transactions to Xero.
QuickBooks
OAuth connection that pushes transactions as expenses and deposits.
CSV / XLSX export
Export transactions as a CSV or XLSX file, with matched receipts optionally bundled in.
Google Calendar
Two-way sync between Worklyn and your Google Calendar.
Outlook Calendar
Two-way sync between Worklyn and your Outlook calendar.
Stripe
Connect your own Stripe account so clients pay by card, or any other method enabled on that account.
Bank transfer
Print your bank details on the invoice for clients who pay manually.
Email forwarding
Forward a receipt to your Worklyn inbox address and it is read and filed.
Gmail
Read-only inbox monitoring that pulls receipts and invoices in automatically.
Outlook
Read-only inbox monitoring, the same as Gmail.
Claude
Connects to Worklyn's MCP server to read your workspace, with write access only when you grant it.
ChatGPT
Connects to Worklyn's MCP server to read your workspace, with write access only when you grant it.
Cursor
Connects to Worklyn's MCP server to read your workspace, with write access only when you grant it.
Raycast
Connects to Worklyn's MCP server to read your workspace, with write access only when you grant it.
Windsurf
Connects to Worklyn's MCP server to read your workspace, with write access only when you grant it.
Zed
Connects to Worklyn's MCP server to read your workspace, with write access only when you grant it.
Linear
Issue tracking, connected through Composio.
Jira
Issue and project tracking, connected through Composio.
Asana
Task and project management, connected through Composio.
Trello
Kanban boards, connected through Composio.
ClickUp
Task and project management, connected through Composio.
Monday.com
Work management boards, connected through Composio.
Notion
Docs and wikis, connected through Composio.
Google Docs
Documents, connected through Composio.
Google Drive
File storage, connected through Composio.
Google Sheets
Spreadsheets, connected through Composio.
Airtable
Databases and spreadsheets, connected through Composio.
Dropbox
File storage, connected through Composio.
Slack
Team messaging, connected through Composio.
Zoom
Video meetings, connected through Composio.
HubSpot
CRM and marketing, connected through Composio.
Salesforce
CRM, connected through Composio.
Pipedrive
Sales CRM, connected through Composio.
GitHub
Code repositories, connected through Composio.
Toggl
Time tracking, connected through Composio.
Harvest
Time tracking and invoicing, connected through Composio.
Clockify
Time tracking, connected through Composio.
Midday
Import clients, invoices, transactions, receipts, time and documents from a Midday export or an api.midday.ai token.
Fiverr Workspace
Import clients, projects, invoices, expenses and timesheets from an export.
Client lists
Import clients from Upwork, a CSV, or a PDF client list.
Do not see what you need?
Worklyn keeps adding connections. Tell us which tool you need and we will look at it.
Request an integrationEverything 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
Connect what you already use.
Nothing else to migrate.
Bank sync, accounting exports, calendar, and payments, wired up from day one. Free to start.