Stop stitching five tools together with a spreadsheet
WorkOS brings every internal business function into a single, coherent platform — designed end-to-end, with AI quietly woven in.
HR & Payroll
People, leave and payroll in one place.
- Employee records and documents
- Leave requests and live balances
- Payroll with self-service payslips
Projects & Tasks
Plan work, track time, deliver on schedule.
- Kanban and list views
- Milestones, issues and files
- Time logs that feed budgets
CRM
Every lead, deal and contact — with its history.
- Leads, deals and companies
- Stages with value and close dates
- Vendors tracked alongside customers
Accounting
Double-entry books, not glorified expense tracking.
- Real double-entry, not expense tracking
- Chart of accounts and balanced journals
- P&L, balance sheet and cash flow, always current
Chat
Replaces Slack — included with every plan.
- Apps for web, Windows and mobile
- Included free with every plan
- History stays with the business
Client Portal
A live window for clients — no accounts, no seats.
- Link access, no client accounts
- Progress, documents and sign-off
- Strictly scoped to one project
Notifications
Approvals and updates, the moment they happen.
- Real-time across every module
- Email for the urgent things
- Persisted — nothing lost on refresh

One screen, one version of the truth
When chat, projects and money share a database, the meeting is already up to date.
No add-ons, no extra licences
These ship with every plan and switch on when you need them.
Inventory
Items, stock movements and suppliers — levels that reflect reality.
Assets
An asset register with assignments, maintenance and gate passes.
Workspace & files
A shared company library with previews and transfer links.
Calendar & meetings
A shared calendar clients can see from their portal.
Roles & permissions
Built-in and custom roles, enforced in the app and on the API.
Admin & audit
Branding, currency, module switches and a full activity trail.

See WorkOS on your own data
A 30-minute walkthrough with your projects, your people and your numbers — not a sandbox.
