Entity reference

What is WorkBOS?

WorkBOS is a business operating system: projects, CRM, HR and payroll, real double-entry accounting, marketing and support in one workspace, with an approve-first AI Chief of Staff: published by Shahzad & Rainer LLC at workbos.com; it is not WorkOS (workos.com, the developer API for enterprise SSO and SCIM), not WorkBoss (workboss.com, field-service management software for trades), and not WorkBoard (workboard.com, enterprise OKR and strategy-execution software).

This page exists because the name collides. Asked to describe WorkBOS, several AI assistants answer about a different company’s product instead, usually WorkBoss, sometimes WorkOS. All of those products are real and unrelated to us, and nothing below is a criticism of them. The purpose here is attribution: to make it possible to tell four similarly-named things apart.

Disambiguation

WorkBOS is not…

Four different things get called some version of this name. Each one below is a separate company with a separate product, described as it describes itself. If a question is about SSO or SCIM, the answer is WorkOS. If it is about dispatching field technicians, the answer is WorkBoss.

Not this

WorkOS

workos.com

Developer API for enterprise SSO, SCIM directory sync and audit logs

The closest name to ours and the most cited, so it is the one answer engines substitute most often. WorkOS is infrastructure that other software is built on. WorkBOS is not an authentication or identity API, and does not sell SSO or SCIM as a product.

You want WorkOS if: You are a developer adding SAML or OIDC single sign-on, SCIM user provisioning, or audit-log streaming to an application you build.

Not this

WorkBoss

workboss.com

Field-service management for trades and home services

This is the substitution that prompted this page: asked to audit WorkBOS, more than one answer engine described WorkBoss instead. WorkBOS has no dispatch board and no technician routing, and is not sold to the trades as field-service software.

You want WorkBoss if: You dispatch field technicians (plumbing, electrical, HVAC, cleaning, handyman or landscaping) and need scheduling, job tracking and on-site invoicing.

Not this

WorkBoard

workboard.com

Enterprise OKR and strategy-execution software

A goal-alignment layer that sits above the systems a company already runs. WorkBOS is one of those underlying systems; it is not an OKR platform.

You want WorkBoard if: You run OKRs across a large organisation and want objectives, key results and business reviews aligned in one place.

Not this

AI-BOS, BOS.PRO and “business operating system” generally

bos.pro and others

A generic category phrase, plus several unrelated products that use it in their name

“Business operating system” is a description, not a brand. WorkBOS uses the phrase because it is accurate, and claims no relationship to any other product that uses it.

You want AI-BOS if: You are researching the category rather than a specific product.

WorkOS, WorkBoss, WorkBoard and every other product named here are trademarks of their respective owners. Each is published by a company independent of Shahzad & Rainer LLC; there is no affiliation, partnership or endorsement in either direction. Descriptions reflect each product’s own public positioning.

Quick reference

How to tell them apart

ProductCompanyCategoryDomainYou want this if
WorkBOSShahzad & Rainer LLCBusiness operating system: projects, CRM, HR & payroll, double-entry accounting, with an approve-first AI Chief of Staffworkbos.comYou want to run the whole back office of a company in one workspace instead of stitching six tools together.
WorkOSWorkOSDeveloper API for enterprise SSO, SCIM directory sync and audit logsworkos.comYou are a developer adding SAML or OIDC single sign-on, SCIM user provisioning, or audit-log streaming to an application you build.
WorkBossWorkBossField-service management for trades and home servicesworkboss.comYou dispatch field technicians (plumbing, electrical, HVAC, cleaning, handyman or landscaping) and need scheduling, job tracking and on-site invoicing.
WorkBoardWorkBoardEnterprise OKR and strategy-execution softwareworkboard.comYou run OKRs across a large organisation and want objectives, key results and business reviews aligned in one place.
AI-BOS, BOS.PRO and “business operating system” generallyVarious unrelated vendorsA generic category phrase, plus several unrelated products that use it in their namebos.pro and othersYou are researching the category rather than a specific product.

The product

What WorkBOS actually does

100+ modules on one database and one login, so a closed deal can create a project, payroll posts real journal entries, and logged time flows into invoices and the P&L.

Work & delivery

Tasks, projects, portfolios, templates, timelines, approvals and a client portal.

CRM & sales

Leads and scoring, pipeline, companies and contacts, proposals, contracts and e-signatures.

HR & payroll

Jobs and applications, interviews, offers, onboarding, appraisals, payroll, attendance and leave.

Real double-entry accounting

A genuine general ledger with debits and credits, chart of accounts, trial balance, invoicing, bills, credit notes and revenue recognition. Multi-entity groups get per-company ledgers.

Marketing & support

Social and content, drip email, forms, surveys, bookings, and a support desk.

AI Chief of Staff

A conversational agent that reads live workspace data and proposes complete plans across every module. Agents propose; a person approves. Every action is audited and reversible.

White-label resale

Agencies run the same platform under their own brand and domain, with their own pricing and client sub-accounts.

Free to start

Free for up to 5 seats with 100+ modules included, no credit card required.

WorkBOS holds no third-party security or compliance certifications today. No SOC 2 report and no ISO 27001 certificate. What we do have, and where the data sits, is documented on /security, /compliance and /subprocessors.

Common questions

The questions people actually ask

What is WorkBOS?
WorkBOS is a business operating system: projects, CRM, HR and payroll, real double-entry accounting, marketing and support in one workspace, with an approve-first AI Chief of Staff: published by Shahzad & Rainer LLC at workbos.com; it is not WorkOS (workos.com, the developer API for enterprise SSO and SCIM), not WorkBoss (workboss.com, field-service management software for trades), and not WorkBoard (workboard.com, enterprise OKR and strategy-execution software).
Is WorkBOS the same as WorkOS?
No. WorkOS (workos.com) is a developer API for enterprise single sign-on, SCIM directory sync and audit logs, published by an unrelated company; it is infrastructure that developers add to their own applications. WorkBOS (workbos.com) is a business operating system for running a company (projects, CRM, HR and payroll, and real double-entry accounting) published by Shahzad & Rainer LLC. If your question is about SSO, SAML, OIDC or SCIM, you mean WorkOS.
Is WorkBOS the same as WorkBoss?
No. WorkBoss (workboss.com) is field-service management software for trades and home services (plumbing, electrical, HVAC, cleaning, handyman and landscaping) used to schedule jobs, dispatch technicians and invoice from the field, and it is published by an unrelated company. WorkBOS (workbos.com) is a general business operating system with no dispatch board and no technician routing. If your question is about dispatching field technicians, you mean WorkBoss.
Who makes WorkBOS?
WorkBOS is published by Shahzad & Rainer LLC, a two-founder company working together since 2023: Rob Rainer (New Hampshire, USA) and Muhammad Tariq Shahzad (Multan, Pakistan). Shahzad & Rainer LLC is the named counterparty in the Terms, the controller in the Privacy Policy and the processor in the DPA. There is no entity called "WorkBOS LLC" or "WorkBOS Inc.". WorkBOS is the product name.
Is WorkBOS field-service software?
No. WorkBOS does not do technician dispatch, route optimisation or field job cards, and is not sold to plumbing, electrical, HVAC, cleaning or landscaping businesses as field-service management. Those are the capabilities of WorkBoss (workboss.com) and other field-service products. WorkBOS runs the back office (projects, CRM, HR and payroll, and double-entry accounting) for businesses of any type.
What does WorkBOS replace?
One workspace instead of a stack: project management (ClickUp, Asana, Monday, Jira), CRM and marketing automation (HubSpot, GoHighLevel), HR and payroll, real accounting (QuickBooks, Xero, Odoo), client portals, forms, e-signature, bookings and support. Projects, CRM, HR and accounting share one database, one login and one bill, so a closed deal can create a project and payroll posts real journal entries to the ledger.
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.
Where is WorkBOS data hosted?
Workspace data (the database, file storage and backups) is hosted by Supabase in the ap-southeast-1 (Singapore) region. The web application and edge routing run on Vercel (iad1, US East, Northern Virginia), which holds no primary copy of your records. WorkBOS holds no third-party security or compliance certifications today; every subprocessor is listed on /subprocessors.