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By Business Solution
Accounting & CPA
A Complete Agency Management Software
Take control of your agency’s operations with a cloud-based system that unifies projects, people, and finances for better insight and performance.
Connect Projects, People, and Finances in One Place
Take control of your agency’s operations with WorkBook. Manage projects, assign the right people, and track finances in one platform that improves collaboration, reduces complexity, and supports digital transformation.
WorkBook is a cloud-based agency management software that integrates project management, finance, and resource planning to help agencies grow smarter.
25%
increase in project visibility
30%
boost in resource utilization
20%
reduction in billing errors
Benefits of WorkBook
Centralize Agency Operations
Unify projects, people, and finances in one platform to improve visibility and reduce complexity.
Boost Productivity & Utilization
Boost productivity and resource utilization with smarter project planning, real-time tracking, and better team coordination.
Drive Profitability with Insight
Control costs and increase profitability by scoping accurately, reducing delays, and improving billing efficiency.
Features of WorkBook
Track Project Performance in Real Time
- Integrate agency operations for real-time visibility
- Use dashboards with 300+ built-in reports
- Filter data to get exactly what you need
- Scale modularly as your agency grows
Simplify Task and Time Management
- Use Kanban boards and calendar views
- Link tasks directly to time entry
- Submit time instantly after task completion
- Skip job numbers with smart time tracking
Plan Resources with Forecasting Tools
- View capacity weeks or months in advance
- Spot when to hire or bring in freelancers
- Balance workloads to avoid burnout
- Make smarter staffing decisions
Manage Agency Finances with Clarity
- Reconcile invoices and POs quickly and accurately
- Capture expenses via the WorkBook mobile app
- Auto-post costs to the right client or project
- Track actuals vs. budget to assess performance
Accelerate Month-End Financial Close
- Get inbox alerts for open items during the month
- Make WIP adjustments for accurate revenue data
- View income and costs with real-time visibility
- Speed up closing with fewer manual steps
WorkBook Integrations & Apps
Explore Our Resources
Blogs
From Smarter Scheduling to Seamless Remittances: What’s Inside WorkBook 13.8
By Mike McLean
WorkBook 13.8 boosts agency workflow with smarter tools, secure API upgrades, and streamlined processes. Simplify ops and enhance performance today!
Read More
What’s New in WorkBook 13.7: Smarter Employee Onboarding and Expense Tracking
By Mike McLeanDiscover WorkBook 13.7's new features, including streamlined employee creation, enhanced expense tracking, and improved cookie consent management.
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How WorkBook Is Shaping Agency Efficiency: Insights from ProjectCon 2024
By Mike McLeanDiscover key highlights from Deltek ProjectCon 2024 for WorkBook users, including AI innovations, usability upgrades, and the future of agency management.
Read MoreEvents
10
NovDeltek ProjectCon
09
Dec
