Frequently asked questions
Quick answers to the questions we hear most, grouped by topic. If yours is not here, your WorkOSync operator or support contact can help.
Plans and trial
How much does WorkOSync cost?
WorkOSync is billed per company with unlimited users. Starter is USD 39 (AED 143) a month with four modules, Growth USD 79 (AED 290) with eight, Scale USD 149 (AED 547) with fourteen, and Enterprise is custom. Annual billing saves 15 percent and UAE VAT at 5 percent applies. See Billing and plans.
Is there a free trial, and do I need a card?
Yes. Sign up with a work email and you get fourteen days with every module unlocked, no card required. Follow Getting started.
Are users charged per seat?
No. Every plan includes unlimited users in the company. Groups pay per company, one subscription for each legal entity.
Can I change plan later?
Yes, at any time. A higher plan unlocks its modules immediately and nothing is lost when you move down; a module you no longer have simply leaves the sidebar.
Data and access
Where is my data stored, and who can see it?
Each company is a separate tenant with isolated data, hosted in the UAE region by default. Inside the company, roles decide who sees what. Platform operators can assist through logged impersonation but never see your credentials. See Security.
What roles are there?
Owner, Administrator, Accountant, HR Manager, Sales, Project Manager, Staff and Client. Each opens a fixed set of modules that Owners can tailor. The matrix is in Roles and permissions.
Can my customers log in?
Yes. A person with the Client role sees only the client portal: their projects, invoices with a pay button, estimates to sign and a statement of account.
Can I run more than one company?
Yes. The company switcher at the top of the sidebar lets you add and switch between companies, and Settings lists the group. Each company keeps its own books and TRN.
Can I migrate from my current accounting system?
Bring in customers with the CSV import on the Customers page (download the template, fill it, preview and import), add items through the catalogue, and post opening balances with a journal entry. Larger ERP migrations are supported with onboarding help on the higher plans.
Does WorkOSync work offline?
WorkOSync is a cloud Work OS, so it needs a connection to sync your live data and run the AI layer. It works in any modern browser on desktop or mobile with no install.
Invoicing, VAT and payroll
Are the invoices really FTA-compliant tax invoices?
Invoices carry the words Tax Invoice, your TRN, a sequential number, dates, the customer's TRN, per-line detail and VAT shown separately from the net, with a compliance line in the footer. See UAE compliance.
How do customers pay?
Every invoice has a hosted pay page you can email or copy as a link. The customer sees the invoice and a Pay button offering card, bank transfer or Apple Pay and Google Pay. Bank details are printed on the invoice as well.
Can I issue a proforma before the tax invoice?
Yes. Every sales order has a proforma invoice, clearly marked as not a tax invoice, for advance payment. The tax invoice is created from the order with one click when you supply.
How does the VAT 201 return work?
Accounting has a VAT Return (FTA 201) page that fills boxes 1a to 14 from the ledger for any quarterly or monthly period, splits box 1 by emirate, shows an EmaraTax entry sheet and the workings behind every figure, and tracks the return from Draft to Reviewed to Submitted with a checklist and the FTA acknowledgement reference.
Can I invoice in other currencies?
Customers can be held in USD, EUR, SAR or GBP and invoiced in their currency; AED stays the base currency for the books and the list KPIs show AED equivalents.
Can I run payroll and WPS?
Yes, on plans that include HR and Payroll. The monthly run produces salary slips with basic, allowances, deductions and net pay marked WPS ready. See HR and payroll.
AI layer
How does the AI know about my business?
The Daily Brief, calendar, notifications and approvals read your live records directly. Ask AI uses the provider you connect with your own key; grounding its answers in your records with citations is on the roadmap, and the seeded example shows the citation format.
Which AI providers can I use, and where is my key kept?
OpenAI GPT, Anthropic Claude, Google Gemini and Moonshot Kimi. The key is stored only in your browser and sent only to that provider's official API, never to WorkOSync servers. See Ask AI.
Does the AI reply to customers on its own?
No. The Global Inbox suggests a reply; you review it, edit if you like, and send. Nothing goes out without you.
Do meetings get recorded?
Only on connected platforms and with consent managed; the meeting page shows the consent status, and the bot produces a summary, decisions and action items that become tasks.
Working in the app
How do I export a list?
Use the Export menu on the page: Excel (a CSV Excel opens cleanly), CSV, or PDF through the print dialog. Documents print with Print or Download. See Exports and printing.
Is there a keyboard shortcut for search?
Yes: ⌘K on a Mac or Ctrl+K on Windows opens the search and command palette from anywhere; Esc closes it. See Navigating the app.
Why does the top banner say demo data?
The workspace is not yet connected to the ERPNext engine, so pages show sample data for Falcon Trading LLC. Once the engine is connected the banner turns green and customers, invoices and stock read real records.
Why can I not sign in even with the right password?
Five failed attempts from one address trigger a fifteen-minute lockout, then longer, and ten failures against one account in fifteen minutes pause it briefly. Wait and try again; the error text is deliberately the same in every case so accounts cannot be enumerated.
Why did my script get a 403?
Tool-like user agents such as curl or python-requests are refused site-wide, and three hits ban the address for a day. Send a browser-style User-Agent and keep bodies small. See API reference.
Does WorkOSync have an API for integrations?
Yes. First-party JSON endpoints handle sign-up, login and logout, and the headless ERPNext engine exposes every record over REST with an API key. See API reference.
What languages are supported?
English and Arabic with right-to-left layout, chosen per user on My profile. Hindi is also offered on the profile language list.
How do I get support?
Support is available on every plan, with priority response on Scale and a dedicated contact on Enterprise. Operators can step into your company through logged impersonation to resolve an issue in context.