The modern white-label client portal (rebranded Assembly) alternative: with your whole back office in one place
Copilot (rebranded Assembly in late 2025) is a sleek, modular white-label client portal with billing, messaging, contracts and an AI assistant. WorkBOS covers the same branded-portal ground, then adds the operational back office: portfolio PMO, HR and payroll runs, real double-entry accounting, and approve-first AI agents you can resell under your own brand.
The short version
Copilot (the client-portal company that rebranded to Assembly in September 2025) is one of the best-designed portals in the category: a modular app store (messaging, billing, contracts, files, forms) with a clean UX, a real API/SDK and an "Assembly Assistant" AI helper. Its white-labeling is strong but gated to higher tiers, and it is built for firms serving their own clients rather than agencies reselling the platform under many tenants. WorkBOS matches the branded-portal experience and goes past it into operations: portfolio PMO, HR and payroll runs, a real general ledger, and approve-first AI agents that take action under an audit trail, plus a multi-tenant reseller console. Choose Copilot/Assembly for the slickest client-facing portal; choose WorkBOS when you need to run and resell the whole back office.
Side by side
Swipe the table sideways to see the Copilot (now Assembly) column.
| Capability | WorkBOS One workspace | Copilot (now Assembly) modern white-label client portal (rebranded Assembly) |
|---|---|---|
| Branded client portal | ||
| White-label & resell (multi-tenant) Assembly white-labels per firm (higher tiers); no agency reseller sub-accounts found - ours needs the White-label partner plan (quoted), with the custom domain set up by our team | Partial | Partial |
| CRM & sales pipeline contacts/companies and notes, not a full sales pipeline | Partial | |
| Projects & PMO (task to portfolio) basic tasks or embed an external PM tool; no native portfolio PMO | - | |
| HR & payroll payroll runs and payslips post real journal entries; you enter deductions - we do not calculate statutory tax or file returns | Partial | - |
| Real double-entry accounting Copilot/Assembly does invoicing and subscriptions, not a general ledger | - | |
| Approve-first AI agents (back office) Assembly Assistant summarizes and assists; not a governed approve-first agent | Partial | |
| API / SDK & custom apps extensibility is a Copilot/Assembly strength | Partial | Stronger here |
| Free training academy & certification no academy and no certification; the Experts directory is an application with no exam, and the company now trades as Assembly | Partial | - |
Where each one wins
Pricing at a glance
Free forever for up to 5 seats (includes a metered taste of AI agents), Pro at $12/user/mo, Enterprise at $999/mo flat, and a White-label plan at $2,499/mo for unlimited resold sub-accounts. No card required to start.
Copilot (now Assembly) publishes tiered plans (from roughly $39/mo at entry up to several hundred dollars a month for advanced white-label tiers, plus Enterprise), with custom domains and full white-label on higher tiers and per-seat overages. Pricing as of 2026; check assembly.com/pricing for current plans.
Questions
Other comparisons
If Copilot (now Assembly) is not the only tool you are weighing up, these cover the same ground against a different product.
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Projects, CRM, HR & payroll and real accounting, with approve-first AI agents doing the busywork. Start free, no card required.
Comparison reflects each product’s primary positioning and publicly documented capabilities as of June 2026; capabilities and plans change. Copilot (now Assembly) is a trademark of its respective owner; this page is independent and implies no affiliation or endorsement.
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