NewBank sync, transactions & reports

The back office for independent professionals and small teams

Run your clients, projects, invoices, expenses, and time tracking from one place. Your AI workmate sorts transactions, keeps an eye on unpaid invoices, answers questions about your numbers, and hands your accountant clean books.

No credit card required.

Worklyn app screenshot: burn rate and runway reports
Worklyn app screenshot: revenue and forecast reports
Worklyn app screenshot: financial reports dashboard
Who it's for

Built for the way independent people actually work.

Worklyn wasn't a big agency tool with the hard parts hidden. It was built for people working solo or in a small team, from the first line of code.

Solo freelancers

One person, every client

You've got five clients and about ten tabs open. Worklyn keeps every client, project, and invoice on one page, and it keeps the books current in the background while you work.

Consultants

Billable hours, real margin

You bill by the hour and everything comes down to scope. Track your time, send proposals, invoice, and see what a project actually earned without touching a spreadsheet.

Small studios

Shared clients, shared money

A couple of people, sharing clients and money. Everyone can get into the work, while the finances stay with the people who should see them.

How it works

Set up in an afternoon.
Organized from then on.

There's no setup project and no onboarding call to book. Worklyn is ready the day you sign up.

Step 01

Bring your business in

Start from scratch, or bring what you already have. You can import your clients, invoices, transactions, and documents from Midday, Fiverr Workspace, or a CSV. Then connect your bank and let transactions flow in on their own.

See what you can import
Step 02

Run the client work

Add a client, send the proposal, sign the contract, track your hours. Each part already knows about the others, so you're not re-typing the same thing five times.

Explore the tools
Step 03

Let the money side follow

Invoices go out, payments get matched, receipts file themselves, and your reports stay up to date. By the time your accountant asks for the books, they're already clean.

How the money side works
Start free No credit card to start, and you can cancel anytime.

Most tools stop at the invoice. Worklyn connects what happens next.

Send an invoice, match the payment, categorize the transaction, attach the receipt, and see how it affects your cash flow. It pulls invoicing, expenses, reconciliation, and reporting into one place, and the AI handles the tedious parts.

  • Connect your bank and keep income and expenses flowing into Worklyn.
  • Match invoices, payments, receipts, and transactions automatically.
  • See cash flow, profit, unpaid invoices, and client performance without spreadsheet cleanup.
Bank connected
Mercury · Checking
Synced
Transaction · matched
Figma
−$45.00
SoftwareReceipt ✓
This quarter
Profit
$28.1k
▲ 24% vs last

An AI workmate for the parts of the job you'd rather skip.

It knows your clients, projects, invoices, expenses, time, and files. Ask it to draft an invoice, log a few hours, sort a pile of transactions, match receipts, or explain where your money went. It works in your own language, and you always have the final say.

Drafts the busywork

Invoices, proposals, contracts, client emails, and follow-ups in seconds.

Organizes your money

Reads receipts, categorizes transactions, matches payments, and spots unpaid invoices.

Say it naturally

Type in your own words. Worklyn turns messy notes and receipts into proper records.

Answers business questions

Ask about revenue, expenses, client performance, unpaid invoices, or cash flow.

3h 00m
logged · billable
Acme Co.Website redesign$125/hr
Total$375.00

Type it like you would say it. Worklyn structures the rest.

Integrations

Connected to the tools your money already runs on.

Your bank, your payment processors, your accountant's software, your calendar. Worklyn plugs into the services you already use, so nothing has to be re-entered by hand.

Banking

Live transactions and balances, synced automatically.

Plaid (US & CA)EnableBanking (EU & UK)

Payments

Let clients pay however they prefer, on every invoice.

StripePayPalBank transfer

Accounting

Hand clean records to your accountant's software.

XeroQuickBooksDATEV exportFortnox

Calendar & email

Two-way sync and a built-in inbox.

Google CalendarOutlookGmailIMAP/SMTP

Automation

Wire Worklyn into your wider stack.

ComposioMCP serverZapier-ready

Secure sign-in

One-click OAuth, no new password to manage.

GoogleMicrosoftLinkedIn

We add connectors often. If one you need is missing, tell us. We build them in the order freelancers actually ask for.

Spend less of your week on admin.

Worklyn keeps your client work, money, and files in one place, with the AI pitching in. That means less time chasing receipts, fixing transactions, and getting everything ready for your accountant.

Chasing receipts

Receipts arrive late, get lost, or need follow-ups.

Cleaning transactions

Categorizing expenses, fixing duplicates, and matching payments manually.

Preparing invoices

Creating invoices, checking details, tracking payment status, and answering client questions.

Finding unpaid work

Looking through invoices, projects, and messages to see what still needs to be billed or paid.

Explaining the numbers

Pulling together revenue, expenses, cash flow, and client performance.

Accountant handoff

Collecting invoices, expenses, receipts, and exports when it is time to send everything over.

What goes away

Hours of manual admin every week

Worklyn ties your clients, projects, invoices, and payments together, and the AI quietly handles a lot of the sorting and matching for you.

Security

Your data belongs to you, and we built Worklyn to keep it that way.

You're keeping your clients, your money, and your passwords in here. We didn't take that lightly while building it.

Zero-knowledge credential vault

Client logins and API keys get encrypted and decrypted on your own device. We never hold the key, so nobody at Worklyn can read them.

Read-only bank access

You connect your bank through its own login screen, and Worklyn only ever gets to read. We never see or store your banking password.

Expiring file links

Every file opens through a link that expires on its own. Nothing sits in a public folder, and no link works forever.

Role-based access

The money side stays visible only to the people who should see it. A cofounder, a manager, an accountant, and your crew each get their own level of access.

Your data stays yours

Export everything whenever you want, in formats that open somewhere else too. If you ever leave, you take your data with you.

Secure by default

Sign in with your Google, Microsoft, or LinkedIn account, and everything you store is encrypted at rest.

Why it matters

You're trusting us with your whole business.

Your clients, your money, your passwords, and your files all sit in one place. That only works if it stays safe, so that's where we put the effort.

Ready for accounting, without the extra work.

Receipts, invoices, payments, and transactions stay sorted as you go. So when it's time to send everything to your accountant, it's already there.

Learn more about accounting prep
Transactions are categorized and matched automatically
Receipts and invoices stay connected to the right payments
Clean records across clients, projects, and business profiles
Taxes, currencies, and payment status stay visible where they matter
Accountant-ready exports when it is time to hand things off
Switching?

Bring your whole business with you.

The hardest part of leaving a tool is all the history stuck inside it. Worklyn pulls that across in a few minutes, so your first day starts with your real data instead of a blank screen.

For Midday users

Import from Midday

Bring transactions, invoices, clients, documents, and settings across in one run: upload your Midday export zip, or connect with your API token and Worklyn pulls everything for you.

Import from Fiverr Workspace

Move your clients, projects, invoices, and expenses out of Fiverr Workspace and into a back office that keeps them connected, including your expense history in the ledger.

CSV & PDF from anywhere

Import clients from Upwork and other freelance platforms with ready-made presets, map any generic CSV yourself, or let AI extract client lists from PDF-only exports.

Imports never touch your originals, and everything you bring in stays yours to export.

Start free, upgrade when you grow.

Every core tool, from your CRM to your bank feed, is in every plan, even Free. You pay for more AI, and for your team.

Free
€0 /mo

Everything you need to run solo.

Start free
  • Unlimited clients, projects & proposals
  • 1 connected bank account
  • 5 invoices per month
  • 50 inbox items per month
  • 1 GB file storage
  • Simple AI assistant
  • 1 project guest
  • Team members
Pro Most popular
€15.99 /mo

For full-time freelancers and consultants.

Get Pro
  • Everything in Free
  • Unlimited invoices & receipts
  • 5 connected bank accounts
  • 50 GB file storage
  • Advanced AI, 10× the monthly usage
  • AI CFO Soon
  • Credential Vault
  • Customizable sidebar
  • Up to 2 project guests
  • Team members
Business
€39.99 /mo

For studios that work as a team.

Get Business
  • Everything in Pro
  • Up to 10 team members with studio roles
  • Unlimited bank accounts
  • 100 GB file storage
  • AI CFO Soon
  • Financials locked to the right roles
  • Up to 4 project guests
  • Priority support

All prices in EUR. Cancel anytime. Your data is always yours to export.

FAQ

Questions, answered.

The stuff people usually ask before they move their business over.

Yes. Every core tool is in the Free plan: clients, projects, invoices, bank sync, transactions, and reports. You only pay if you want more AI usage or want to add your team.

No card, and no sales call. You start free and upgrade later only if the extra AI or team access is worth it to you.

Plaid covers the US and Canada; EnableBanking covers Europe and the UK. A country-first connect flow finds the right provider for you automatically.

Yes. You can import from Midday (an export zip or your API token), from Fiverr Workspace, or from CSV and PDF exports from most freelance platforms. Anything you bring in stays yours to export again.

The AI helps you draft documents, sort transactions, and answer questions about your own workspace. You review and approve what it does. It helps out, it doesn't run off and act on its own.

Bank access is read-only, through your bank's own login. Your credentials use zero-knowledge encryption, so they're decrypted only on your device. Files open through links that expire.

Yes. On Business you add full members with studio roles like cofounder, manager, accountant, and crew, and the money side stays locked to the right people. Free and Pro let you bring in guests on specific projects.

Your data stays yours. Export everything whenever you want and cancel in one click. We don't hold anything hostage.

Run the work and the money from one place.

Keep your client work, money, and files in one place. Worklyn helps you send invoices, track your hours, sort expenses, and hand your accountant clean books.