WorkingPoint

Spec sheet

Product

WorkingPoint is a web-based small-business management solution for financial, sales, customer relationship, and inventory management.Read 11 Oct 2026 · workingpoint.com

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.Read 11 Oct 2026 · workingpoint.com

Free plan

YesRead 20 Sep 2026 · workingpoint.com

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.Read 11 Oct 2026 · workingpoint.com

Accountant access

YesRead 20 Sep 2026 · workingpoint.com

Backups

WorkingPoint says it backs up data daily at multiple locations and runs on a distributed, redundant architecture.Read 11 Oct 2026 · workingpoint.com

Bank connections

WorkingPoint says it connects to more than 4,800 financial institutions to show balances and import bank and credit card transactions.Read 11 Oct 2026 · workingpoint.com

Bank feeds

YesRead 20 Sep 2026 · workingpoint.com

Company details

The press kit says WorkingPoint is based in San Francisco and launched its software package in July 2009.Read 11 Oct 2026 · workingpoint.com

Double-entry accounting

The accounting system applies debits and credits to the appropriate accounts when users record business activities.Read 11 Oct 2026 · workingpoint.com

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.Read 11 Oct 2026 · workingpoint.com

Financial reports

The product includes Balance Sheet, Income Statement or Profit and Loss, and Cash Flow Statement reports, with options to customize them.Read 11 Oct 2026 · workingpoint.com

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.Read 11 Oct 2026 · workingpoint.com

Inventory tracking

YesRead 20 Sep 2026 · workingpoint.com

Invoice creation

YesRead 20 Sep 2026 · workingpoint.com

Invoicing

Users can create personalized invoices, send them by email or mail, schedule recurring invoices, and convert quotes into invoices.Read 11 Oct 2026 · workingpoint.com

Mobile platforms

web onlyRead 20 Sep 2026 · workingpoint.com

Notable limitation

The FAQ says users can change the account currency symbol, but the service does not support multiple currencies or currency conversion.Read 11 Oct 2026 · workingpoint.com

Other partners

The partners page lists Zipmark, PayPal, Shoeboxed, Etsy, Dropbox, Earn.com, SCORE, and VerticalResponse.Read 11 Oct 2026 · workingpoint.com

Payment partner

The invoicing page says customers can pay invoices using PayPal.Read 11 Oct 2026 · workingpoint.com

Time tracking

Users can track billable customer time and add tracked time to invoices.Read 11 Oct 2026 · workingpoint.com

Plans and prices

Every WorkingPoint plan and price →

Where Specifiction places it

• Bookkeeping Software#31 of 758.2
• Invoicing software#47 of 838.0