All plans come with a
30-day Free Trial
No Credit Card Required

All Plans Include:
Bills and expense tracking
Double-entry bookkeeping
Contact Management
Inventory Management
Standard Financial Reports
Cash Management
Online Company Profile
Customizable Business Dashboard
Data import/export
Firewall protection, SSL Encryption, data backups
Number of Users Who Can Access Your Account 1 Unlimited
Banking and Credit Card Account Integration
Premium Reports and Accounting Package (what's this?)
Payroll Service with Business Online Payroll* (what's this?)
Email Marketing with Vertical Response* (what's this?)
Premium Features:
Number of Invoices Per Month Up to 10 Unlimited
Recurring Invoice Plans
Tax Reports
Collect Invoice Payments with PayPal
*Additional fees may apply.
How does the Free Trial work?
Your Free Trial lets you use all the features provided by the WorkingPoint plan you select. During the Free Trial period you can change to any of our plans without paying, or you can cancel at any time. When the trial period expires you will be asked to provide your credit card information and make your first monthly payment, or you can cancel the service.
Can I change plans at any time?
Yes. If you want to change plans, click the Manage Account link on the Settings page inside WorkingPoint. You'll see your current plan and a link to change your account plan. Select the new plan you want and we'll make it effective immediately.
What types of payment do you accept?
At this time, we only accept online payments with Visa or Mastercard. We do not accept American Express, PayPal, or check.
Do I have to sign a long term contract?
No. WorkingPoint is a pay-as-you-go monthly service so there is no long-term contract for you to sign. You can change plans or cancel at any time. If you cancel we do not offer any refunds or prorate partial months of use.
Are there any extra fees?
There are no signup, cancellation or hidden charges. Certain features—marked above by asterisks—carry additional charges. However, these features are opt-in and you will only be charged if you choose to provide billing information for each feature specifically.

Premium Reports and Accounting Package

If you believe that it's all in the details then you'll love WorkingPoint's Premium Reports and Accounting Package. This collection of reports and customizable features gives you greater insight into and control over your business finances.


The Cash Flow Statement is one of the top financial reports used by business owners, along with the Balance Sheet and Income Statement reports. Using the indirect method of reporting, the WorkingPoint Cash Flow Statement helps you analyze the effects of your Balance Sheet and Income Statement activity on your cash and breaking your spending out into 3 main categories: Operations, Financing, and Investing.

Since your Balance Sheet and Income Statement are accrual-basis reports, you don't actually see how your cash is being affected by your activities because these reports include all transactions. The Cash Flow Statement takes the Balance Sheet and Income Statement and converts them into a single cash-basis report so you can see how you cash is being used.


The Daily Operating Report gives you a look into your cash & sales activities for the current day & month.

Your sales activities include the number of quotes and invoices you created for the current day and month, and the total invoices due in Accounts Receivable. Your Accounts Payable balance shows so you can see what you owe your vendors.

Your cash activities include the money you spent for the current day and month and the money you deposited to your accounts for the current day and month. You can also see the sum of all of your bank account balances.


The Accounts List helps you categorize and organize your bookkeeping transactions so you can report on your business activity. It tracks what you owe, what you own and the money you spend and receive. Whenever you record an activity that has a financial impact, WorkingPoint posts the entries to the associated accounts.

WorkingPoint comes with a predefined set of commonly-used accounts. With our Premium account plan, you can add, edit, and modify this list, giving you complete control over how you categorize your transactions so they make the most sense to you.

Payroll Service with Business Online Payroll

WorkingPoint, in partnership with Business Online Payroll, delivers full-service online payroll at affordable prices. Focus on growing your business, not administering payroll.

  • Save up to 50% compared to traditional payroll models.
  • Calculate wages and deductions.
  • Deduct, deposit and file all federal, state and local taxes. Tax compliance accuracy guaranteed.
  • One-click technology with the ability to adjust employee hours and pay rates every pay period.
  • Preview payroll online before processing, so you know it's accurate.
  • Access payroll reports online and export them into a format that best suits your needs.
  • Access fully searchable online help or speak with a friendly, U.S.-based payroll expert.
  • Pay your employees via direct deposit or print checks in-house.

Your employees will enjoy:

  • Direct deposit or manual checks—their choice.
  • Emails notifying them they've been paid.
  • Secure online access to their individual pay stubs and payroll history.

Use of Business Online Payroll services is available to WorkingPoint Premium Subscribers for $49.99/month for up to 10 employees. For each employee over 10, there is an additional $1.50 per employee processing fee.


Emailing Marketing with VerticalResponse

VerticalResponse is one of the largest and most trusted email marketing providers online. Their service is used by thousands of small businesses and freelancers to create self-service email marketing, online surveys and direct mail campaigns.

As a WorkingPoint Premium Subscriber, you will receive 500 free email credits when you sign up for a VerticalResponse account. To redeem your credits, simply signup for WorkingPoint, log in and look for the Free Email Credits widget on your Homepage Dashboard. When your 500 free credits have been used, additional credits may be purchased from VerticalResponse directly.