The finance OS for modern service teams
Run projects, payroll, expenses, and budgets from a single secure workspace. Replace spreadsheets with a live financial picture your whole team can trust.
Trusted by finance & ops teams shipping high-margin work
Everything in one place
One workspace. Every financial workflow.
Workyla unifies the modules your finance team would otherwise stitch together with spreadsheets, screenshots, and prayers.
Financial Dashboard
Real-time KPIs, runway, and burn — all on one canvas you can act on.
Permission-driven Access
Super admin + sub-account model with granular role permissions.
Project Financials
Track revenue, expenses, and profitability for every project you ship.
Budgets with Live Alerts
Set company and project budgets — get notified before you overrun.
Employees & Payroll
Profiles, salary schedules, and monthly payroll automated end-to-end.
Revenue vs Expense
Side-by-side analysis across periods, projects, and clients.
Registers & Reports
Auditable ledgers and exportable reports your accountant will love.
Live financial picture
A dashboard built for decisions, not decoration.
Every KPI, chart, and trend updates as your team logs revenue, expenses, and payroll. Spot what changed at a glance — drill into why with one click.
- Revenue, expense, profit, and cash flow KPIs
- Project-level rollups across the entire portfolio
- Configurable widgets, exportable to PDF
- Audit-friendly drilldown into every figure
Projects + Budgets
Catch overruns before they hit the P&L.
Set company and project budgets, then watch real-time spend pace against plan. Alerts fire as soon as a project drifts — not at month-end.
- Per-project P&L with margin and contribution
- Soft and hard budget thresholds with alerts
- Recurring expenses tied to projects automatically
- Profitability comparison across clients and periods
How it works
From signup to source-of-truth in an afternoon.
Spin up a workspace
Create your organization, add your company profile, and invite your team in minutes.
Connect your finances
Add projects, employees, recurring expenses, and revenue streams in a unified ledger.
Operate with clarity
Watch your dashboard, run reports, and stay ahead of every budget and forecast.
Permissions you can defend in an audit.
Workyla’s super admin + sub-account model gives you per-module permissions, isolated workspaces per organization, and an audit trail of every privileged action.
Operators love it
The kind of clarity that earns the team’s trust.
“We replaced four spreadsheets and a contractor with Workyla. Our monthly close now takes a single afternoon.”
“The project P&L view is exactly the lens our PMs needed. We caught a leaking retainer in week one.”
“Permissions are airtight. Our finance lead, leads, and contractors all see exactly what they should — nothing more.”
FAQ
Everything else you might be wondering.
Bring your finance operations into the light.
Spin up a workspace, invite your team, and replace the scatter of spreadsheets with a single source of financial truth.