NewChief now sets up your workspace with you
Run your whole business from one place.
Clients, projects, invoices, books and your team in one login. Chief, your AI assistant, does the busywork and asks before it acts.
- Free for up to 5 users
- Pro free for 30 days
- No card
We run our own 12 companies and nonprofits on WorkBOS
Shahzad and Rainer, LLC; Rainer Agency, Ltd; Hashtag Dialing Codes, LLC; PoundcodesUSA LLC; DirectDial.
One login instead of all of these
The tools you pay for one by one, in one workspace.
- Project managementAsana
- Time trackingToggl
- Workflow automationZapier
- Docs, sheets and slidesMicrosoft 365
- File storage and sharingDropbox
- PDF editingAdobe Acrobat
- Screen recordingLoom
- CRM and sales pipelinePipedrive
- Forms and surveysJotform
- Booking and schedulingCalendly
- E-signatureDropbox Sign
- Email marketingBrevo
- Social media schedulingBuffer
- Client portalAssembly
- QR codes and short linksBitly
- Accounting, invoicing and quotesQuickBooks
- Expense claimsZoho Expense
- Attendance and leaveDeputy
- Hiring and applicant trackingBreezy HR
- Team chatSlack
- Video meetingsZoom
- Help deskZendesk
Logos are trademarks of their owners and are shown to name the product, not to suggest endorsement.
Your kind of business
Built for the way you work
Win the client, run the project, send the invoice.
- Leads from forms, calls and bookings land in one pipeline and are scored when they arrive.
- Turn a won deal into a project with tasks and a board.
- Send the invoice and get paid by card through your own Stripe. We take no cut.
Pipeline, projects and invoicing are all on the Free plan.
How agencies use WorkBOS
Answer the call, book the job, get paid.
- A business number with a call flow you draw, answered in your browser. Calls and texts are charged as you use them.
- A booking page that never double-books and turns each booking into a lead.
- Send a quote, then turn it into an invoice in one click.
The phone system is on Pro. Booking, quotes and invoices are on Free.
See solutions by industry
Several companies. One login. Each with its own books.
- Real double-entry books for each company, with a combined view across all of them.
- Bank transactions arrive by themselves from Wise, Stripe, Square, Mercury and PayPal. Other banks by statement upload.
- Payroll runs post straight to the books. It is a pay register: no tax calculation, filings or direct deposit.
Books, several companies and payroll are on Pro.
Run several companies
Running a nonprofit? See our free Pro programme for nonprofits.
Free for up to 5 users. Pro free for 30 days. No card.
Ask in plain English. Approve. Done.
Most AI assistants know one app. Chief works across your sales, projects, money, phone and people, because in WorkBOS they are one workspace. Nothing changes until you say yes.
ChiefInteractive demoPick a request
Pick a request and watch Chief plan it across your whole business.
One assistant reaches every part of WorkBOS, because it is all one workspace:
- CRM
- Projects
- Invoicing
- Books
- Payroll
- Phone
- Booking
- Team chat
- Forms
- E-signature
- HR
- Automations
Interactive demo. Nothing here touches real data.
- Asks first, by default.Every agent waits for your approval unless you change it.
- Hire ready-made AI agents.One agent or a whole team, with expert skills.
- See what each one did.A record of every agent’s work.
From sign-up to a working setup in three steps
- 1Sign up freeNo card. Sign-up takes a minute.
- 2Chief asks three questionsWhat your business does, what to call your workspace, and what you want done first.
- 3Approve the planPipeline stages, fields, templates, automations and your AI agents, set up only when you press Approve.
The real product
No mockups. This is WorkBOS.
Free for up to 5 users. Pro free for 30 days. No card.
Sales to delivery to cash
Win the client, run the project, send the invoice.
One record follows the work from the first enquiry to the payment. Nobody copies data between apps, because there is only one.
- Leads from forms, calls and bookings land in the pipeline
- Proposals and contracts signed inside WorkBOS
- Get paid by card through your own Stripe. We take no cut
Real accounting
Books your accountant can open.
A double-entry general ledger, with bank feeds that bring the transactions in for you. Several companies keep separate books, side by side.
- Live bank feeds from Wise, Stripe, Square, Mercury and PayPal
- Profit and loss, balance sheet and cash flow, always up to date
- Invoices, bills and expense claims post to the ledger
- product areas
- 46
- ready-made AI agents
- 20+
- expert skills
- 400+
- languages
- 10
- users free, for good
- 5
100+ tools. One login.
The parts nobody mentions
Things most teams do not know WorkBOS does.
They come with the plan. None of them is sold as an add-on.
Pro
Plug Claude or Cursor into your business
Pro
Several companies, separate books
Pro
Live bank feeds
Pro
Docs, sheets, slides and PDF Studio
Free
Ready-made forms
Free
Leave with all of it
Connected
Plug in the money and the AI you already use.
Payments and bank feeds flow into your books. Claude, Cursor and other AI apps can work in your workspace through the WorkBOS MCP server, with your own permissions.
See every integrationLogos are trademarks of their owners and are shown to name the product, not to suggest endorsement.
Pricing
Simple pricing. Start free.
Free
$0 free forever
- Up to 5 users.
- Clients, projects, invoices and team chat.
Pro
$12 per user a month
- Up to 50 users.
- Books, payroll, automations and the phone system.
- Free for your first 30 days.
Enterprise
$999 a month, flat
- Up to 100 users.
- Adds the activity log, risk analysis and performance reviews.
Founding offer: the first 20 workspaces to buy Enterprise pay $599 a month.
Every new workspace gets Pro free for 30 days, with no card. After that you choose a plan or carry on free. Nothing is deleted.
How the free Pro month works
Start my free month →- 1Sign up, no cardYour workspace opens with every Pro feature switched on for 30 days.
- 2Use it for realBilling shows how many days are left, and we email you 3 days before the month ends.
- 3Keep Pro, or stay freeKeep Pro from Billing at $12 per user a month, or do nothing and move to the Free plan. Nothing is deleted.
- 4Cancel any timeA paid plan can be cancelled in Billing whenever you like. Your first payment is refundable in full within 30 days.
Trust
Your business, your data.
Walled off.
Each workspace is kept apart from every other one.
Take it with you.
Export 65 kinds of record whenever you like. Import 12 from a spreadsheet.
Undo mistakes.
A deleted project and its tasks can be restored for 30 days.
Safer sign-in.
See every signed-in device and sign one out. Passwords already stolen elsewhere are refused.
We do not hold third-party security certifications yet. Here is exactly what we do instead.
Run an agency? Sell WorkBOS to your clients as your own product.
Your brand, your domain, your price. White-label is priced with our team, and we set it up for you.
Its own school, free to learn
Become a WorkBOS Certified Specialist
Learn WorkBOS at your own pace, prove it with a practical lab and an exam, and get listed on our website so businesses can find you. Learning is free. Hiring happens between you and the business, not through WorkBOS.
WorkBOS Academy
WorkBOS Certified Specialist
Awarded to the person named on the certificate, by hand, after the practical lab and the final exam.
Your name here
- Serial
- WB-XX-XXXX-XXXX
- Valid for
- 2 years
The path
- 01
Learn, free
13 modules of video lessons. Free to watch, with or without a WorkBOS plan.
- 02
Pass the checks
Each required module ends in a short check. Pass mark: 80 percent.
- 03
Do the lab
Ten real set-up tasks in a practice workspace of your own, checked by the Academy itself.
- 04
Sit the exam
One final exam, pass mark 75 percent. Every attempt draws its own questions.
- 05
Get approved, get listed
WorkBOS approves each certificate by hand. Then you can choose to be listed in the specialist directory.
Questions
Questions, answered
What is WorkBOS?
WorkBOS is a Business Operating System: one workspace for clients, projects, invoices, books, HR, phone and team chat, with an AI assistant called Chief. It is not WorkOS, WorkBoss or WorkBoard.
Is it really free?
Yes. The Free plan is for up to 5 users and never ends. Every new workspace also gets Pro free for 30 days, with no card. After that you choose a plan or carry on free, and nothing is deleted.
Can I bring my data from other tools?
Yes. You can import projects, tasks, clients, deals, contacts, companies, leads, products, vendors, your chart of accounts, ideas and teams from a spreadsheet, and you see the mapping before anything is saved. You can export 65 kinds of record at any time.
Will the AI do things without asking me?
No. By default Chief and every agent ask before they act, and you can see what each one did. The Free plan includes 25 AI agent actions a month.
Does it do my payroll taxes?
No. Payroll runs and posts to your books, but it is a pay register: there is no tax calculation, no filings and no direct deposit. Keep your payroll provider for those.
Can I talk to a person first?
Yes. Book 20 minutes on video with Tariq, the founder. Book 20 minutes with Tariq
Run your whole business from one place.
Free for up to 5 users. Pro free for 30 days. No card.
Free for up to 5 users. Pro free for 30 days. No card.
Prefer to talk first?Book 20 minutes with Tariq.