Module catalogue
WorkOSync is modular. Enable what you need today and add the rest later without losing data. This page lists every module with a short description and a link to its full guide.
Modules are not separate apps. A customer created in CRM is the same record Invoicing bills and Accounting reports on, so turning on a new module just unlocks a new view of data you already have.
The Daily Loop
Daily Brief
The morning synthesis at /dashboard: cash, overdue receivables, approvals waiting, tasks due, compliance renewals, reorders and pipeline, computed live, with KPIs, a business calendar and a one-tap action list, emailable to yourself.
Executive Dashboard
The company at a glance from the ledger: trailing 30 and 90 day revenue, a revenue-versus-collections trend, tasks closed, approvals stuck and compliance, with finance and pipeline drill-downs.
The AI Work OS layer
The morning and evening AI synthesis, four live KPIs, the business calendar, and the executive view of revenue, tasks, approvals and compliance by month or quarter.
Connect your AI key
Bring your own OpenAI, Anthropic, Google or Moonshot key to turn on AI-written meeting notes, the Daily Brief narrative and Ask AI. Stored encrypted, billed to you, removable any time.
Global Inbox
Email and WhatsApp threads in one list with AI-suggested replies, and channel connections for Gmail, Outlook, IMAP and the WhatsApp Business API.
Ask AI and company memory
Ask questions in plain language using your own OpenAI, Anthropic, Google or Moonshot key. Keys stay in your browser.
Run your business
CRM and leads
A drag-and-drop pipeline from Lead to Qualified, Proposal and Won, a full lead form, a lead profile and one-click conversion to a customer.
Opportunities and campaigns
A weighted sales pipeline by stage with probability and expected value, one-click conversion to a quotation, and campaigns that source and attribute opportunities.
Customers
The customer master with TRN, currency and credit limits, CSV import, and a 360 profile with statement, invoices, payments, orders and estimates.
Suppliers
The vendor master with payables, a supplier profile with statement, bills, purchase orders and payments made.
Procurement and purchasing
The buy side: request for quotation, supplier quotations, purchase orders, goods receipt and supplier purchase invoices, with input VAT recovery and stock postings on receipt.
Quotations
An estimate builder with tax regions, a public acceptance page with e-signature, convert to order, plus contracts with online signing and the items catalogue.
Contracts
Agreements, retainers and AMCs with parties, value, term and status, a public online signing page, starter templates, renewal history and the invoices connected to each contract.
Pricing, coupons and loyalty
Pricing rules for tiered and customer-specific prices, coupon codes with limits and expiry, and a tiered loyalty program, all applied automatically before VAT.
Sales orders
Order-to-cash: sales orders with fulfilment tracking, proforma invoices, delivery and one-click tax invoicing, alongside purchase orders.
Delivery notes
Dispatch goods against a sales order with a delivery note that posts stock out and books COGS, then invoice what you shipped with the delivery date as the date of supply.
Invoicing
FTA tax invoices with per-line VAT, a preview pane with activity log, hosted pay links, recurring profiles, period and status filters and exports.
Recurring invoices
Subscription and retainer profiles that auto-generate an invoice on each cycle, with draft or auto-post, monthly recurring revenue and a link to dunning.
Dunning and reminders
Escalating overdue reminders by days past due, from a gentle nudge to a final notice, sent with the pay link and driven by AR ageing.
Payments
Money in and out reconciled to the ledger, the record-payment form, and open invoices with advances and cash-basis VAT.
Banking and reconciliation
Import a bank statement, match each line to an invoice or bill, post the payment and reconcile the account to the ledger.
Online store
Connect Shopify or WooCommerce to push your catalogue, keep stock in two-way sync and pull web orders in by webhook, then reconcile each order so it posts to the ledger as a tax invoice.
Point of Sale
A fast counter till: a searchable product grid, a live cart, 5% VAT, cash or card tender, a running takings KPI and a recent-sales log, with stock decremented on every sale.
Accounting
A UAE chart of accounts, journal entries, banking, bills, checks, transfers, reconciliation, budgets, vendors, P&L, balance sheet, trial balance, general ledger, AR ageing and the VAT 201 return.
Items and inventory
The sellable catalogue of products and services, stock by warehouse with batch and serial tracking, reorder levels, stock reconciliation, quality inspection and a stock ledger per item.
Fixed assets
The asset lifecycle: register, straight-line depreciation schedules, movements between locations, maintenance and repairs, and disposal with gain or loss.
Manufacturing
Recipes and bills of materials with live costing, work orders through planned, in process and completed, raw materials, finished goods, quality checks and export shipments.
Projects and tasks
Projects with budgets and progress, a task board with four columns, task detail, timesheets, and the client portal.
Timesheets
Log billable and non-billable hours against a project, person and activity, track hours logged, billable hours and utilization, and feed job costing, customer billing and payroll.
Properties and leases
Buildings and units, tenants and leases, occupancy and the rent roll, one-click rent invoicing for every active lease, 12-month renewals and a maintenance register.
Patients and clinic
Patient records with a file number, clinical encounters with vitals and prescriptions, practitioners, a day calendar of appointments and simple patient invoices.
HR and payroll
Employees and their profiles, the monthly payroll run with basic, allowances and net pay, and WPS-ready salary slips.
HR operations
Attendance and time cards, leave and balances, expense claims, performance appraisals, and recruitment with job openings and an applicant pipeline.
Helpdesk, warranty and AMC
Support tickets with priority and SLA, warranty claims against serial-tracked items, and annual maintenance contracts with scheduled visits.
AI Work OS
Chat and groups
Team channels and direct messages that live beside the work, plus the floating chat on every page.
Meetings and AI notes
Schedule meetings on Google Meet, Teams or Zoom and let the bot produce a summary, decisions and action items that become tasks.
One-tap approvals
Leave, expense, purchase and document requests approved or rejected in one tap, with every decision audit-logged.
UAE compliance tracker
Countdowns for trade licence, establishment card, VAT return, Emirates ID, Ejari and corporate tax, with renewal windows and owners.
Team, tools and system
Notes and reminders
Shared and private team notes, and personal reminders with priorities that surface in the notifications bell and the calendar.
Reports
A catalogue of fourteen financial, operational and tax reports with QuickBooks equivalents, each exportable to Excel, CSV or PDF.
Audit logs
An append-only log of who did what and when, with the IP address.
Settings
Company profile, multi-company, tax region, payment gateways, currencies, the modules switchboard, users and access, and your profile.
Which modules do I need?
| Business | Start with | Add later |
|---|---|---|
| Services and consulting | Customers, Quotations, Invoicing, Payments, Accounting | Projects, Timesheets, Contracts |
| Trading and distribution | Customers, Suppliers, Sales orders, Invoicing, Items and inventory, Accounting | CRM, Reports, Assets |
| Light manufacturing | Manufacturing, Inventory, Suppliers, Sales orders, Invoicing, Accounting | HR and payroll, Projects |
| Any UAE employer | HR and payroll, UAE compliance | Approvals, Meetings |
Plans bundle modules in tiers of four, eight and fourteen; see Billing and plans.