Run the business in Worklyn. Keep the books in Xero.

The difference is where the context starts

By the time something reaches accounting software, much of the story has already happened.

• Someone became a client.
• A scope was agreed.
• A project was delivered.
• Hours were worked.
• An invoice was sent.
• A cost belonged to something.
• A payment arrived.

Worklyn keeps that story together. So instead of seeing only a €2,400 payment, you can see the client, project and invoice behind it. Instead of seeing only a €180 expense, you can keep the reason, receipt and project context around it.

The number matters. So does what the number means.

Reconciliation with business context

Both Worklyn and Xero can work with bank transactions and reconciliation. Xero uses reconciliation to keep bank activity aligned with the accounting records of the business.

Worklyn approaches the same transaction from the operational side.

• An incoming payment can belong to an invoice.
• That invoice belongs to a project.
• That project belongs to a client.
• An outgoing expense can carry its receipt and the work it was incurred for.

The goal is not simply to reconcile the bank. It is to preserve the context around every movement of money.

From project activity to financial outcome

Xero offers project accounting tools for tracking project time, costs, budgets and profitability.

Worklyn approaches projects as part of the wider client workflow. The proposal, contract, project, tracked time, expenses, invoices and payments all remain connected.

That makes the financial outcome part of running the project rather than something reconstructed later.

Before the books

Your accountant sees the financial result. Worklyn helps you manage everything that produced it.

Clients, proposals, contracts, projects, time, files, invoices, expenses, receipts, payments and transactions live within the same business context.

Around the client

Accounting software naturally organizes the business around financial records. Worklyn also understands the commercial relationships behind them.

A client is not just a contact attached to an invoice. It can have proposals, contracts, projects, conversations, files, tracked time, invoices, payments and financial history around it.

Around the project

A project is not simply a cost center. It is where the work actually happens.

Worklyn keeps delivery and financial context together so you can see what was promised, what was done, what was invoiced, what was paid and what the project ultimately contributed.

Pre-accounting, not accounting

Worklyn helps keep transactions, receipts, expenses, invoices and payments organized before they reach formal accounting.

It helps you answer questions like:

• What was this transaction for?
• Which invoice did this payment settle?
• Where is the receipt?
• Which client or project did this expense belong to?
• Has this project actually been profitable?

Xero answers a different set of questions about the accounting records of the business. There is overlap. But the jobs are different.

A cleaner handoff to accounting

The worst time to figure out what a transaction was for is months after it happened. Worklyn keeps that context attached while the work is still happening.

When it is time to prepare your books or work with your accountant, invoices, expenses, receipts and transaction context are already organized.

Less reconstruction. Fewer mystery transactions. Cleaner information going into accounting.