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Roadmap

What we've shipped and what's next. We build in the open — if something's missing, tell us.

Shipped

Early 2025
Core invoicing
Create, send, and track invoices with line items, tax, discounts, and PDF generation. Automatic status transitions from draft to paid.
Early 2025
Client management
Client directory with contact details, full invoice history, and quick-send from anywhere in the app.
Early 2025
Expense tracking
Log business expenses with categories, receipt uploads, and dashboard breakdowns. Available on the Pro plan.
Early 2025
Recurring billing
Set up automated invoice schedules — weekly, monthly, or any custom interval — with optional auto-send.
Early 2025
Multi-currency support
Invoice clients in USD, GBP, EUR, CAD, AUD, and JPY. Currency is set per organisation.
Early 2025
Team collaboration
Invite team members with owner, admin, or member roles. Multiple organisations per account.
Early 2025
REST API, API keys & webhooks
Full REST API with scoped read/write keys. Webhooks fire on every invoice and client event so you can build on top of Workify.
Early 2025
Public invoice portal
Every invoice gets a secure shareable link. Clients can view, download, and pay without logging in.
Early 2025
Dashboard & analytics
Revenue trends, outstanding balances, overdue alerts, and expense breakdowns — all on one screen.
Early 2025
Stripe payment links
Accept card payments online. A Stripe payment link is generated per invoice so clients can pay in seconds from the public portal.

On the horizon

WhatsApp notifications
Send invoice notifications and payment reminders directly to clients over WhatsApp. Meet your clients where they already are.
MCP server
An official Model Context Protocol server so your AI agent can create invoices, chase overdue payments, and query client data — hands-free.

Have a feature request?

We prioritise based on what our users actually need. Drop us a line.

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