Roadmap

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

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

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

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

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

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

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

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

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

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

Send invoice notifications and payment reminders directly 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.