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WorkingPoint

Place
#48 of 75
Score
6.8
WorkingPoint's website

The facts below are what the maker publishes about WorkingPoint, checked and dated. Our editors have not written about it yet.

Plans and prices

From WorkingPoint's own pricing page, checked 11 Oct 2026.

All about pricing
PlanPriceWhat it gives you
Lightning$9 a monthbase features · single user
Thunderstorm$19 a monthpremium features · more users

The facts

Each one read from WorkingPoint's own pages, with the date it was checked.

What it does

Accountant access
Yeschecked 20 Sep 2026
Backups
WorkingPoint says it backs up data daily at multiple locations and runs on a distributed, redundant architecture.checked 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.checked 11 Oct 2026
Bank feeds
Yeschecked 20 Sep 2026
Double-entry accounting
The accounting system applies debits and credits to the appropriate accounts when users record business activities.checked 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.checked 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.checked 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.checked 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.checked 11 Oct 2026
Inventory tracking
Yeschecked 20 Sep 2026
Invoice creation
Yeschecked 20 Sep 2026
Invoicing
Users can create personalized invoices, send them by email or mail, schedule recurring invoices, and convert quotes into invoices.checked 11 Oct 2026
Notable limitation
The FAQ says users can change the account currency symbol, but the service does not support multiple currencies or currency conversion.checked 11 Oct 2026
Other partners
The partners page lists Zipmark, PayPal, Shoeboxed, Etsy, Dropbox, Earn.com, SCORE, and VerticalResponse.checked 11 Oct 2026
Payment partner
The invoicing page says customers can pay invoices using PayPal.checked 11 Oct 2026
Product
WorkingPoint is a web-based small-business management solution for financial, sales, customer relationship, and inventory management.checked 11 Oct 2026
Support
The site directs users to its Help Center for common questions, step-by-step instructions, and additional resources, and provides a contact option for help.checked 11 Oct 2026
Time tracking
Users can track billable customer time and add tracked time to invoices.checked 11 Oct 2026

The company

Company details
The press kit says WorkingPoint is based in San Francisco and launched its software package in July 2009.checked 11 Oct 2026

Money

Free plan
Yeschecked 20 Sep 2026

Where it runs

Mobile platforms
web onlychecked 20 Sep 2026

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