Every tool your business runs on.
Run by one AI Chief of Staff.
Projects, CRM, HR & payroll, real double-entry accounting, comms and growth — 100+ modules in one workspace. And a conversational AI Chief of Staff that runs it all across every module, approve-first.
Free up to 5 seats · 100+ modules · White-label & resell it as your own
Chief of Staffonline0+
modules, one login
Projects, CRM, HR, real accounting, comms & more
0
tools replaced
PM · CRM · HR · Books · e-sign · comms
0%
actions approve-first
Audited, permissioned, one-click reversible
~0 min
saved per action
Blended, conservative model — net of cost
The Chief of Staff
One Chief. Every department.
It knows your team, your data and your whole workspace. Ask it anything, or tell it what you need — it plans the work across projects, CRM, HR and the books, delegates to specialist agents, and waits for your one-click approval.
Understands plain English
“Chase overdue invoices”, “onboard Acme Corp”, “who’s free to staff the Rivera project?” — no menus, no training.
Delegates to specialist agents
The Chief breaks a goal into steps and hands each to the right agent — Operations, Revenue, Finance and People.
Approve-first & reversible
Every proposed action is permission-checked, preflighted against your live data, audited and one-click reversible.
Its agent team
The Chief delegates to specialists so the work actually gets done — you stay the approver.
Operations
Projects, tasks, onboarding & support triage.
Revenue
Leads, deals, proposals & nurture sequences.
Finance
Journal entries, invoices, expenses & bills.
People
Hiring, onboarding, payroll & attendance.
No mockups. This is WorkBOS.
One platform
Your whole operation, in one place.
Because everything shares one database, a closed deal spins up the project, the invoice and the ledger entry — no integrations, no re-keying, no silos.
Sales that flows into delivery
Leads, a drag-and-drop pipeline, proposals and e-signatures. Win a deal and the Chief turns it into a project with tasks, an invoice and a client portal — instantly.
- Visual pipeline & lead scoring
- Proposals, contracts & e-signatures
- Deal → project → invoice, automatically
Real double-entry books
A genuine general ledger — debits, credits, trial balance, revenue recognition and P&L. Invoices and payroll post real journal entries, not a faked summary.
- General ledger, AR/AP & bank reconciliation
- Invoicing, recurring billing & rev-rec
- Live P&L, balance sheet & cash flow
Plan and ship the work
Boards, lists, timelines and portfolios — from a single task to an org-wide rollup. Time tracking, approvals and client-facing projects, all in one place.
- Boards, lists, timelines & Gantt
- Portfolios & cross-project rollups
- Time tracking, approvals & client portal
Hire, onboard and pay your team
Applicant tracking, interviews and offers; onboarding, attendance and leave; appraisals and training — and payroll runs that post real journal entries straight to your ledger.
- ATS — jobs, applications, interviews & offers
- Onboarding, attendance, leave & appraisals
- Payroll that posts to the general ledger
Fill the top of the funnel
Schedule social content, watch competitors, capture leads with forms and surveys, and nurture them with drip email and booking — then hand them straight to sales.
- Social scheduling, calendar & competitor watch
- Forms, surveys, QR codes & booking
- Drip email marketing & message templates
Talk to customers where they are
Two-way SMS and voice, team chat and communities, video meetings and a branded client portal — every conversation attached to the right record.
- Two-way SMS, voice calls & video meetings
- Team chat, DMs & communities
- Branded client portal & support desk
Everything included
100+ modules. One login. One bill.
Not a starter kit with paid add-ons — the whole back office, from a task to the trial balance, plus growth and comms. Everything below ships in the box.
Work & delivery
CRM & sales
Marketing & growth
Communication
Finance & accounting
HR & people
Platform & control
Trust
Secure in fact — not just in marketing.
Real operations need real guardrails. Isolation at the database, approve-first agents, and money paths that never move without you.
Tenant isolation by default
Every workspace is fenced at the database with row-level security — one org can never see another tenant’s data.
Approve-first, fully audited
Agents propose; a person approves. Every action hits an append-only audit trail and is one-click reversible.
Real double-entry accounting
A genuine general ledger — debits, credits, trial balance and P&L. Invoices and payroll post real journal entries.
Your data, no lock-in
Org-scoped REST API, event webhooks and CSV export. Take your data with you anytime.
Granular roles, SSO & SAML
Role-based access across every module, per-page permissions and audit logs, with SSO/SAML on Enterprise.
Cost & abuse caps
Hard spend caps on money and metered paths, rate-limited public endpoints and kill-switches on comms.
A new revenue line
Don’t just use it. Sell it as your own.
Apply your brand, logo and custom domain, then provision and bill unlimited client sub-accounts from a reseller console. Your clients see your product — you keep the margin.
Become a reseller- Your brand, logo, colours & domain
- Unlimited client sub-accounts
- Reseller console & per-client billing
- Provision a new client in minutes
- Remove all WorkBOS branding
See the payback
It pays for itself.
Slide in your team size and how many back-office actions you’d hand to the Chief each month. Deliberately conservative, time-saved model — net of the Pro subscription.
Hours saved / mo
67
Value created / mo
$3,015
Pro cost / mo
$144
Return
21×
Net value / month
$2,871
Illustrative model at a blended 8 min saved / action and $45/hr.
Simple pricing for the whole stack
Start free. Pro is billed only for people who actually log in. No card to start, cancel anytime, export your data whenever.
Free
$0 forever
For small teams getting organized.
Start free- Up to 5 seats
- AI agents — 25 actions/mo
- Projects, tasks & CRM
- Basic accounting & invoicing
- 1 GB drive storage
Pro
$12 / user / mo
For growing teams running real ops.
Start free- Everything in Free
- HR & payroll
- Full double-entry accounting
- Time tracking & dashboards
- API, webhooks & automations
Enterprise
$999 / mo flat
For larger orgs that need control.
Start free- Up to 100 seats
- SSO & SAML
- Advanced RBAC & audit
- Custom domains
- Dedicated onboarding & SLA
White-label
$2,499 / mo
For agencies reselling as their own.
Talk to us- Unlimited sub-accounts
- Your brand, logo & domain
- Reseller console & billing
- Per-client provisioning
- Remove WorkBOS branding
Questions, answered
A conversational AI that knows your team, your data and your whole workspace. Ask it anything or tell it what you need done — “onboard Acme Corp”, “chase overdue invoices”, “kick off the Q3 project” — and it turns the sentence into a complete, reviewable plan across every module. It delegates to specialist agents, and nothing runs until you approve.
Hire your Chief of Staff today.
One conversational AI to run projects, CRM, HR and real accounting — approve-first. One login, one bill. Free to start.
Free up to 5 seats · Cancel anytime · Your data exports anytime