Roadmap

HMRC's Making Tax Digital programme mandates that UK businesses use recognised software to keep digital tax records and file returns via API.

Send invoices and payment reminders using natural language to clients over WhatsApp. Meet your clients where they already are.

An official Model Context Protocol server so your AI agent can create invoices, chase overdue payments, and query client data, hands-free.

Accept card payments online. A Stripe payment link is generated per invoice so clients can pay in seconds from the public portal.

Revenue trends, outstanding balances, overdue alerts, and expense breakdowns, all on one screen.

Every invoice gets a secure shareable link. Clients can view, download, and pay without logging in.

Full REST API with scoped read/write keys. Webhooks fire on every invoice and client event so you can build on top of Workify.

Invite team members with owner, admin, or member roles. Multiple organisations per account.

Invoice clients in USD, GBP, EUR, CAD, AUD, and JPY. Currency is set per organisation.

Set up automated invoice schedules, weekly, monthly, or any custom interval, with optional auto-send.

Log business expenses with categories, receipt uploads, and dashboard breakdowns. Available on the Pro plan.

Client directory with contact details, full invoice history, and quick-send from anywhere in the app.

Create, send, and track invoices with line items, tax, discounts, and PDF generation. Automatic status transitions from draft to paid.