Every tool your business runs on.
Run by one AI Chief of Staff.
Projects, CRM, HR & payroll, real double-entry accounting, comms and growth: 100+ modules in one workspace. And a conversational AI Chief of Staff that runs it all across every module, approve-first.
Free up to 5 seats · 100+ modules · White-label & resell it as your own
Chief of Staffonline0+
modules, one login
Projects, CRM, HR, real accounting, comms & more
0
categories replaced
PM · CRM · HR · Books · e-sign · comms
0%
actions approve-first
Audited, permissioned, one-click reversible
~0 min
saved per action
Blended, conservative model: net of cost
The Chief of Staff
One Chief. Every department.
It knows your team, your data and your whole workspace. Ask it anything, or tell it what you need. It plans the work across projects, CRM, HR and the books, delegates to specialist agents, and waits for your one-click approval.
Understands plain English
“Chase overdue invoices”, “onboard Acme Corp”, “who’s free to staff the Rivera project?” No menus, no training.
Delegates to specialist agents
The Chief breaks a goal into steps and hands each to the right agent: Operations, Revenue, Finance and People.
Approve-first & reversible
Every proposed action is permission-checked, preflighted against your live data, audited and one-click reversible.
Its agent team
The Chief delegates to specialists so the work actually gets done. You stay the approver.
Operations
Projects, tasks, onboarding & support triage.
Revenue
Leads, deals, proposals & nurture sequences.
Finance
Journal entries, invoices, expenses & bills.
People
Hiring, onboarding, payroll & attendance.
No mockups. This is WorkBOS.
One platform
Your whole operation, in one place.
Because everything shares one database, a closed deal spins up the project, the invoice and the ledger entry. No integrations, no re-keying, no silos.
Sales that flows into delivery
Leads, a drag-and-drop pipeline, proposals and e-signatures. Win a deal and the Chief turns it into a project with tasks, an invoice and a client portal, instantly.
- Visual pipeline & lead scoring
- Proposals, contracts & e-signatures
- Deal → project → invoice, automatically
Real double-entry books
A genuine general ledger: debits, credits, trial balance, revenue recognition and P&L. Invoices and payroll post real journal entries, not a faked summary.
- General ledger, AR/AP & bank reconciliation
- Invoicing, recurring billing & rev-rec
- Live P&L, balance sheet & cash flow
Plan and ship the work
Boards, lists, timelines and portfolios, from a single task to an org-wide rollup. Time tracking, approvals and client-facing projects, all in one place.
- Boards, lists, timelines & Gantt
- Portfolios & cross-project rollups
- Time tracking, approvals & client portal
Hire, onboard and pay your team
Applicant tracking, interviews and offers; onboarding, attendance and leave; appraisals and training, and payroll runs that post real journal entries straight to your ledger.
- ATS: jobs, applications, interviews & offers
- Biometric attendance: thumb, face, terminals & kiosks
- Payroll that posts to the general ledger
Fill the top of the funnel
Schedule social content, watch competitors, capture leads with forms and surveys, run them through drip sequences and booking, then hand them straight to sales.
- Social scheduling, calendar & competitor watch
- Forms, surveys, QR codes & booking
- Drip sequences & message templates
Talk to customers where they are
Two-way SMS and voice, team chat and communities, and video meetings that transcribe themselves and file their own action items. Every conversation attached to the right record.
- Two-way SMS, voice calls & video meetings
- Meetings that write their own minutes: live transcript, AI summary, action items
- AI noise cancellation, backgrounds & verified host-only moderation
- Team chat, DMs & communities
- Branded client portal & support desk
Everything included
100+ modules. One login. One plan.
Not a starter kit with paid add-ons: the whole back office, from a task to the trial balance, plus growth and comms. Everything below ships in the box.
Work & delivery
CRM & sales
Marketing & growth
Communication
Finance & accounting
HR & people
Platform & control
Trust
Secure in fact, not just in marketing.
Real operations need real guardrails. Isolation at the database, approve-first agents, and money paths that never move without you.
Tenant isolation by default
Every workspace is fenced at the database with row-level security. One org can never see another tenant’s data.
Approve-first, fully audited
Agents propose; a person approves. Every action hits an append-only audit trail and is one-click reversible.
Real double-entry accounting
A genuine general ledger: debits, credits, trial balance and P&L. Invoices and payroll post real journal entries.
Your data, no lock-in
Org-scoped REST API, event webhooks and CSV export. Take your data with you anytime.
Granular roles & permissions
Role-based access across every module, per-page create, edit and delete rules and append-only audit logs. Sign in with email and password, or with Google.
Cost & abuse caps
Hard spend caps on money and metered paths, rate-limited public endpoints and kill-switches on comms.
A new revenue line
Don’t just use it. Sell it as your own.
Apply your brand, logo and custom domain, then provision and bill unlimited client sub-accounts from a reseller console. Your clients see your product. You keep the margin.
Become a reseller- Your brand, logo, colours & domain
- Unlimited client sub-accounts
- Reseller console & per-client billing
- Provision a new client in minutes
- Remove all WorkBOS branding
See the payback
It pays for itself.
Slide in your team size and how many back-office actions you’d hand to the Chief each month. Deliberately conservative, time-saved model, net of the Pro subscription.
Hours saved / mo
67
Value created / mo
$3,015
Pro cost / mo
$144
Return
21×
Net value / month
$2,871
Illustrative model at a blended 8 min saved / action and $45/hr.
Simple pricing for the whole stack
One plan for the whole operation: projects, CRM, HR, payroll and real double-entry books. Start free, no card. Pay yearly and save 20%.
Monthly billing selected. Switch to yearly to pay $9.60 per seat a month instead of $12.
Free
$0 forever
No card, no trial clock, no expiry.
For a small team getting the whole operation into one place.
Start freeWhat you get
33 capabilities in this plan
Projects and work
- Projects, tasks, boards, lists and timelines
- Project templates and recurring work
- Ideas and backlog
- Teams and workload
- Shared calendar
- Time tracking, attendance and leave
- Team chat and direct messages
- Screen recordings with shareable links
CRM and sales
- Leads, deals, pipeline and activity history
Show 24 more in Free
CRM and sales
- Companies, contacts and client records
- Proposals and contracts
- e-signature requests and signed-document trail
- Products, services and price list
- Drip email sequences
- Social publishing, content calendar and competitor watch
Accounting and finance
- Invoices, payments and credit notes
- Bank accounts
AI and agents
- The AI Chief of Staff, plus Operations, Revenue, Finance and People agents
- Agent actions, metered per month: 25 / month
- Approve-first agent actions, reversible in one click
Files and knowledge
- Drives, folders and file sharing
- Drive storage: 1 GB
- Secrets and keys vault
- Product updates digest
Client-facing
- Booking pages and scheduling links
- Forms with logic and file uploads
- Surveys
- QR codes with scan tracking
- SMS messaging
Admin and security
- Seats: 5
- Tenant isolation enforced at the database
- Connected apps over OAuth
Support
- Community support
Pro
$12 per user / month
Billed monthly. $9.60 billed yearly saves $28.80 a year.
For a growing team running real books, real payroll and real delivery.
Start freeEverything in Free, plus
60 capabilities in this plan
Projects and work
- Biometric attendance: face check-in on any phone, ZKTeco terminals and a tablet kiosk
- Portfolios: roll many projects up into one programme view
- Companies: run several business units side by side, each with its own people and projects
- Video meetings in the workspace: waiting room, guest links, recording and minutes
CRM and sales
- Reports, saved views and scheduled delivery to an inbox
HR and payroll
- Payroll runs and payslips that post real journal entries
- Job postings, applications, interviews and offer letters
- Onboarding templates and task plans
- Training documents and job descriptions
Show 21 more in Pro
Accounting and finance
- A real double-entry general ledger: debits, credits, trial balance
- Chart of accounts, fiscal periods and tax rates
- Bills, purchases and expense claims
- Budgets and recurring expenses
- Revenue recognition schedules and runs
- Assets, liabilities and inventory movements
- Multi-currency with stored FX rates
- Multi-entity groups: a ledger per company, consolidated on top
AI and agents
- Agent actions, metered per month: Unlimited
- Quill: live writing suggestions plus AI rewrites, tone, translation and drafting, tuned by your style guide
- Automation rules and triggers
- Voice calls and call handling
Files and knowledge
- Drive storage: 10 GB
Client-facing
- Phone system: numbers, calls, SMS and voicemail
- Communities and member spaces
- A branded client portal: your clients see their projects, invoices, files and approvals
Admin and security
- Seats: 50
- REST API keys and outbound webhooks
- Let an AI assistant read (and, if you allow it, write) your workspace over MCP
Support
- A support desk inside the workspace: tickets, threaded replies and assignment
- Priority support
Enterprise
$999 per month, flat
Billed monthly. $799.20 billed yearly saves $2,397.60 a year.
For a group of companies that needs consolidation, audit and control.
Start freeEverything in Pro, plus
68 capabilities in this plan
Projects and work
- Risk register and risk analysis
HR and payroll
- Performance appraisals: review cycles, reviewers and a record per employee
Accounting and finance
- Vendor subscription tracking and renewal alerts
Files and knowledge
- Drive storage: 100 GB
Client-facing
- Your own domain, logo and colours across the workspace
- WorkBOS branding removed
Admin and security
- Seats: 100
- Append-only audit log, plus per-role and per-page create/edit/delete rules
Support
- Dedicated onboarding
Show 1 more in Enterprise
Support
- Response-time SLA
For partners
White-label
For agencies and MSPs selling WorkBOS to their own clients, under their own brand.
$2,499 per month
Billed monthly. $1,999.20 billed yearly saves $5,997.60 a year.
One flat fee, whatever number of client accounts you run.
Talk to partnershipsYour brand, end to end
Your domain, your logo, your colours. Every WorkBOS mark is removed, so clients sign in to your product.
Unlimited client accounts
Provision a fenced workspace per client from the reseller console. Seats are not metered, so onboarding a client costs you nothing.
You set the price
One flat platform fee to us. What you charge each client, and the margin between the two, is yours.
Everything in Enterprise, per client
Each client account carries the full Enterprise capability set: consolidated books, audit log, custom domain and the agent fleet.
Prices in USD. Pro is billed only for people who actually log in. Cancel anytime and export your data whenever you like.
Compare every plan, line by line
Every row below is a capability with a real gate behind it in the database, not a marketing line. Collapse a group you do not care about.
| Capability | FreeFree | Pro$12 / mo | Enterprise$999 / mo | White-label$2,499 / mo |
|---|---|---|---|---|
| Free | Pro | Enterprise | White-label | |
| Projects, tasks, boards, lists and timelines | Yes | Yes | Yes | Yes |
| Project templates and recurring work | Yes | Yes | Yes | Yes |
| Ideas and backlog | Yes | Yes | Yes | Yes |
| Teams and workload | Yes | Yes | Yes | Yes |
| Shared calendar | Yes | Yes | Yes | Yes |
| Time tracking, attendance and leave | Yes | Yes | Yes | Yes |
| Biometric attendance: face check-in, fingerprint terminals, kiosk | No | Yes | Yes | Yes |
| Team chat and direct messages | Yes | Yes | Yes | Yes |
| Screen recordings with shareable links | Yes | Yes | Yes | Yes |
| Portfolios and project rollups | No | Yes | Yes | Yes |
| Companies: separate business units with their own members | No | Yes | Yes | Yes |
| Video meetings with waiting room, guests and recording | No | Yes | Yes | Yes |
| Risk register and risk analysis | No | No | Yes | Yes |
| Free | Pro | Enterprise | White-label | |
| Leads, deals, pipeline and activity history | Yes | Yes | Yes | Yes |
| Companies, contacts and client records | Yes | Yes | Yes | Yes |
| Proposals and contracts | Yes | Yes | Yes | Yes |
| e-signature requests and signed-document trail | Yes | Yes | Yes | Yes |
| Products, services and price list | Yes | Yes | Yes | Yes |
| Drip email sequences | Yes | Yes | Yes | Yes |
| Social publishing, content calendar and competitor watch | Yes | Yes | Yes | Yes |
| Reports and scheduled report delivery | No | Yes | Yes | Yes |
| Free | Pro | Enterprise | White-label | |
| Payroll runs, payslips and compensation records | No | Yes | Yes | Yes |
| Job postings, applications, interviews and offer letters | No | Yes | Yes | Yes |
| Onboarding templates and task plans | No | Yes | Yes | Yes |
| Training documents and job descriptions | No | Yes | Yes | Yes |
| Performance appraisals and review cycles | No | No | Yes | Yes |
| Free | Pro | Enterprise | White-label | |
| Invoices, payments and credit notes | Yes | Yes | Yes | Yes |
| Bank accounts | Yes | Yes | Yes | Yes |
| Double-entry general ledger, journals and trial balance | No | Yes | Yes | Yes |
| Chart of accounts, fiscal periods and tax rates | No | Yes | Yes | Yes |
| Bills, purchases and expense claims | No | Yes | Yes | Yes |
| Budgets and recurring expenses | No | Yes | Yes | Yes |
| Revenue recognition schedules and runs | No | Yes | Yes | Yes |
| Assets, liabilities and inventory movements | No | Yes | Yes | Yes |
| Multi-currency with stored FX rates | No | Yes | Yes | Yes |
| Vendor subscription tracking and renewal alerts | No | No | Yes | Yes |
| Multi-entity groups and consolidated books | No | Yes | Yes | Yes |
| Free | Pro | Enterprise | White-label | |
| AI Chief of Staff and specialist agents | Yes | Yes | Yes | Yes |
| Agent actions per month | 25 / month | Unlimited | Unlimited | Unlimited |
| Approve-first agent actions, reversible in one click | Yes | Yes | Yes | Yes |
| Quill writing assistant (live grammar, style guide, AI rewrites)live suggestions run on-device; AI actions share the workspace AI allowance | No | Yes | Yes | Yes |
| Automation rules and triggers | No | Yes | Yes | Yes |
| Voice calls and call handling | No | Yes | Yes | Yes |
| Free | Pro | Enterprise | White-label | |
| Drives, folders and file sharing | Yes | Yes | Yes | Yes |
| Drive storage | 1 GB | 10 GB | 100 GB | 500 GB |
| Secrets and keys vault | Yes | Yes | Yes | Yes |
| Product updates digest | Yes | Yes | Yes | Yes |
| Free | Pro | Enterprise | White-label | |
| Phone system: numbers, calls, SMS and voicemailCalls, messages and numbers are charged per use on top of the plan. See the usage rates below. | No | Yes | Yes | Yes |
| Booking pages and scheduling links | Yes | Yes | Yes | Yes |
| Forms with logic and file uploads | Yes | Yes | Yes | Yes |
| Surveys | Yes | Yes | Yes | Yes |
| QR codes with scan tracking | Yes | Yes | Yes | Yes |
| SMS messaging | Yes | Yes | Yes | Yes |
| Communities and member spaces | No | Yes | Yes | Yes |
| Branded client portal with approvals | No | Yes | Yes | Yes |
| Custom domain with your logo and colours | No | No | Yes | Yes |
| WorkBOS branding removed | No | No | Yes | Yes |
| Free | Pro | Enterprise | White-label | |
| Seats included | 5 | 50 | 100 | Unlimited |
| Tenant isolation enforced at the database | Yes | Yes | Yes | Yes |
| Connected apps over OAuth | Yes | Yes | Yes | Yes |
| REST API keys and outbound webhooks | No | Yes | Yes | Yes |
| Connect Claude, ChatGPT or any MCP client to this workspace | No | Yes | Yes | Yes |
| Audit log and advanced role-based access control | No | No | Yes | Yes |
| Reseller console with per-client billing | No | No | No | Yes |
| Client sub-accounts, provisioned by you | No | No | No | Yes |
| Affiliate programme with commissions and payouts | No | No | No | Yes |
| Free | Pro | Enterprise | White-label | |
| Community support | Yes | Yes | Yes | Yes |
| Support desk: tickets, replies and assignment | No | Yes | Yes | Yes |
| Priority support | No | Yes | Yes | Yes |
| Dedicated onboarding | No | No | Yes | Yes |
| Response-time SLA | No | No | Yes | Yes |
| Named partner channel | No | No | No | Yes |
Charged per use, on top of the plan
Calls, messages, phone numbers, transcription, AI agent runs and storage over your allowance are metered, and the running total is visible in the app. These are the published rates; metered usage has not started billing yet, so nothing below has been charged to anyone.
Questions, answered
What is WorkBOS?
WorkBOS is a business operating system: projects, CRM, HR & payroll, real double-entry accounting, marketing and support in one workspace, with a conversational AI Chief of Staff that acts across every module on an approve-first basis. It is published by Shahzad & Rainer LLC.
Is WorkBOS the same as WorkOS, WorkBoss or WorkBoard?
No, they are unrelated companies and products. WorkBOS (workbos.com) is a business operating system with an AI Chief of Staff. WorkOS (workos.com) is a developer API for enterprise SSO and SCIM. WorkBoss is field-service management software for trades. WorkBoard is OKR software.
What is the Chief of Staff?
A conversational AI that knows your team, your data and your whole workspace. Ask it anything or tell it what you need done (“onboard Acme Corp”, “chase overdue invoices”, “kick off the Q3 project”) and it turns the sentence into a complete, reviewable plan across every module. It delegates to specialist agents, and nothing runs until you approve.
Do the agents act on their own?
No. Agents propose; a person with the right permission approves with one click. Money, payroll and higher-risk actions always require approval, every action is audited, and executed actions can be rolled back. You can optionally let only low-risk, reversible actions run automatically.
How much does WorkBOS cost?
WorkBOS is free for up to 5 seats with 100+ modules included, and no credit card is required to start. Paid plans add seats, advanced modules and white-label resale rights.
Do I need my own AI key?
No. The built-in Chief and agents do real work with no AI key. Adding your own provider key (Anthropic, OpenAI and others) unlocks free-form, natural-language requests on top.
How is it actually all-in-one?
Projects, CRM, HR & payroll and real accounting share one database, one login and one plan. A closed deal can create a project; payroll posts to the ledger; invoices and bills post real journal entries and the P&L. No integrations to maintain, no silos.
Is the accounting real double-entry?
Yes, a genuine general ledger with debits and credits, chart of accounts, trial balance, revenue recognition and P&L. Payroll and invoices post real journal entries, not a faked summary. Multi-entity groups get per-company ledgers.
Can I white-label and resell it?
Yes. Apply your own logo, colours and custom domain, then provision and bill unlimited client sub-accounts from a reseller console. Your clients see your brand, not ours.
What if someone deletes something by mistake?
It moves to Trash for 30 days with everything attached to it, and restoring brings the whole object back: a task with its subtasks, checklist, logged time and custom fields. The person who deleted it can restore it, and so can any workspace owner or admin. Nothing is erased by the passage of time; permanent deletion is always an explicit act.
Hire your Chief of Staff today.
One conversational AI to run projects, CRM, HR and real accounting: approve-first. One login, one plan. Free to start.
Free up to 5 seats · Cancel anytime · Your data exports anytime