WorkBoard
WorkBoardAI is a strategy execution platform that connects strategy with OKRs, portfolios, initiatives, projects, people, and skills.
What WorkBoard is
WorkBoardAI is a strategy execution platform that connects strategy with OKRs, portfolios, initiatives, projects, people, and skills. Its goal-management tools support OKRs, OGSMs, Play to Win, Hoshin Kanri, scorecards, and automated business reviews. Portfolio capabilities cover demand intake, planning and prioritization, budget planning, roadmaps, and reporting. WorkBoard describes AI agents for portfolio analysis, OKR cadence, and leadership coaching. Listed integrations include Microsoft Teams, Slack, Outlook, Google Calendar, Salesforce, Jira, Azure DevOps, Power BI, and Workday; a RESTful API supports data exchange and custom connectors. The software is available on web, Windows, macOS, iOS, and Android, with milestone tracking, advanced progress views, scheduled goal reviews, and team collaboration. WorkBoard states that it encrypts data in transit and at rest using AES-256 and hosts infrastructure on Microsoft Azure. It says customer data is not used to train AI models. The product was founded in 2013 and is headquartered in Silicon Valley. There is no free plan, and pricing is available by custom quote.
Good
- Supports several goal-setting frameworks
- Portfolio tools include planning and budget features
- RESTful API supports custom connectors
- Available on web, desktop, and mobile
Watch out
- No free plan
- Pricing requires a custom quote
Who it suits
WorkBoard is aimed at organizations coordinating strategy, goals, portfolios, and projects across teams. Its planning, review, and integration features may suit enterprise environments.
Verdict
WorkBoard brings strategy execution, portfolio planning, and goal reviews into a team-oriented platform. Organizations must request a quote to learn its price.
Plans and prices
From WorkBoard's own pricing page, checked 8 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| WorkBoardAI | Priced on request | Custom quote; pricing not publicly listed |
The facts
Each one read from WorkBoard's own pages, with the date it was checked.
What it does
- AI agents
- WorkBoard describes Portfolio Analyst, Chief of Staff, and Leadership Coach agents for portfolio analysis, OKR cadence, and leadership coaching.checked 8 Oct 2026
- AI data use
- WorkBoard says customer data is not used to train LLMs or AI models, and data is not sent to an LLM when AI or agent features are not used.checked 8 Oct 2026
- API
- WorkBoard provides a RESTful API for moving data into and out of the platform and building custom connectors.checked 8 Oct 2026
- Compliance
- The maker lists SOC 2, ISO/IEC 27001, and GDPR, and says it is SOC 2 Type 2 and ISO 27001 compliant.checked 8 Oct 2026
- Enterprise focus
- WorkBoard says it is trusted by large enterprise companies, including 20% of the Fortune 100, three of the Fortune 10, and 10 of the Global 100.checked 8 Oct 2026
- Integrations
- The maker lists integrations and connectors including Microsoft Teams, Slack, Outlook, Google Calendar, Salesforce, Jira, Azure DevOps, Power BI, and Workday.checked 8 Oct 2026
- OKR management
- The platform supports OKRs, OGSMs, Play to Win, Hoshin Kanri, scorecards, and business review automation.checked 8 Oct 2026
- Portfolio management
- Strategic portfolio features include demand intake, planning and prioritization, budget planning, roadmaps, and reporting.checked 8 Oct 2026
- Pricing availability
- The maker’s pricing URL redirects to a demo page, and a WorkBoard article says pricing is not publicly listed and requires a custom quote.checked 8 Oct 2026
- Product
- WorkBoardAI is an AI-native strategy execution platform that connects strategy, OKRs, portfolios, initiatives, projects, people, and skills.checked 8 Oct 2026
- Security
- WorkBoard states that it encrypts data in transit and at rest using AES-256 and hosts product infrastructure on Microsoft Azure.checked 8 Oct 2026
The company
- Founded
- 2013checked 28 Sep 2026
- Headquarters
- Silicon Valleychecked 28 Sep 2026
- Headquarters and founding
- WorkBoard’s maker has described the company as founded in 2013 and headquartered in Silicon Valley; an earlier company announcement identifies Redwood City, California as its base.checked 8 Oct 2026
Where it runs
- Mobile app
- WorkBoard’s maker has announced an iPhone app for users to share and prioritize goals, collaborate on action items, and track work.checked 8 Oct 2026
