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On the recordRead 11 Oct 202621 facts
WorkingPoint
Plans and prices
Lightning
$9a month
base features · single user
Read 11 Oct 2026 · workingpoint.com
Thunderstorm
$19a month
premium features · more users
Read 11 Oct 2026 · workingpoint.com
On the record
- Accountant access
- Yesworkingpoint.com · read 20 Sep 2026
- Backups
- WorkingPoint says it backs up data daily at multiple locations and runs on a distributed, redundant architecture.workingpoint.com · read 11 Oct 2026
- Bank connections
- WorkingPoint says it connects to more than 4,800 financial institutions to show balances and import bank and credit card transactions.workingpoint.com · read 11 Oct 2026
- Bank feeds
- Yesworkingpoint.com · read 20 Sep 2026
- Company details
- The press kit says WorkingPoint is based in San Francisco and launched its software package in July 2009.workingpoint.com · read 11 Oct 2026
- Double-entry accounting
- The accounting system applies debits and credits to the appropriate accounts when users record business activities.workingpoint.com · read 11 Oct 2026
- Financial account access
- WorkingPoint says it does not store financial institution credentials and can only read connected bank or credit card information, not move money.workingpoint.com · read 11 Oct 2026
- Financial reports
- The product includes Balance Sheet, Income Statement or Profit and Loss, and Cash Flow Statement reports, with options to customize them.workingpoint.com · read 11 Oct 2026
- Hosting and encryption
- The security page says the application is hosted by Amazon and that communication between users' computers and its servers is encrypted with 256-bit keys using SSL.workingpoint.com · read 11 Oct 2026
- Intended users
- The FAQ describes WorkingPoint as suitable for freelancers, consultants, service providers, and small-business owners, and says it is used through a web browser.workingpoint.com · read 11 Oct 2026
- Inventory tracking
- Yesworkingpoint.com · read 20 Sep 2026
- Invoice creation
- Yesworkingpoint.com · read 20 Sep 2026
- Invoicing
- Users can create personalized invoices, send them by email or mail, schedule recurring invoices, and convert quotes into invoices.workingpoint.com · read 11 Oct 2026
- Mobile platforms
- web onlyworkingpoint.com · read 20 Sep 2026
- Notable limitation
- The FAQ says users can change the account currency symbol, but the service does not support multiple currencies or currency conversion.workingpoint.com · read 11 Oct 2026
- Other partners
- The partners page lists Zipmark, PayPal, Shoeboxed, Etsy, Dropbox, Earn.com, SCORE, and VerticalResponse.workingpoint.com · read 11 Oct 2026
- Payment partner
- The invoicing page says customers can pay invoices using PayPal.workingpoint.com · read 11 Oct 2026
- Product
- WorkingPoint is a web-based small-business management solution for financial, sales, customer relationship, and inventory management.workingpoint.com · read 11 Oct 2026
