Worktree for consultancies & professional services

Spend your hours on clients, not admin

Clients, engagements, invoices with card payment links, expense approvals and the team's leave, run in one place with one login.

From £19/month. Every module included, no setup fees.

Sound familiar?

Client details are retyped into three different systems.

Expense claims arrive as a pile of receipts at month end.

Card payments mean chasing clients for bank transfers instead.

A day with Worktree

How it fits your day

Each step happens in a different module, and each one updates the others. Nothing is entered twice.

  1. 09:00Network

    A new client is added once, with their contacts, and reused on every project and invoice.

  2. 11:00Productivity

    The engagement is a project with tasks across the team.

  3. 15:00Finance

    Travel receipts are photographed, read by AI and sent to the partner's Inbox for approval.

  4. 17:00Finance

    Invoice with a branded payment link. The client pays by card, and the money goes to your own Stripe account.

app.worktree.io/finance
INV00042
Northwind Supplies
Paid£1,450.00
INV00041
Acme Retail Ltd
Overdue£860.00
INV00040
Marrow & Co
Sent£2,120.00
INV00039
Fernbridge Retail
Draft£340.00

The modules you'll use

All of them are included on every plan, along with everything else in Worktree.

Worth knowing

Worktree doesn't do timesheets, proposals or e-signatures, and it isn't accounting software. Keep your accountant's package for the ledger and tax returns.

What you'll replace

Add up what you pay for today

Tick the tools you use, and change any price to what you actually pay. We'll compare it with the Worktree plan that fits your team.

6
150+
Tools you pay for now
  • per month
  • per month
  • per person / mo
  • per person / mo
  • per month
  • per person / mo
  • per person / mo

Starting prices are typical examples, not quotes from any particular provider. Prices exclude VAT.

You pay today£111/mo
Worktree Business£39/mo

You could save

£864

a year, or £72 a month

  • 4 separate tools replaced by one login
  • Every module included on every plan
  • No setup fees, cancel anytime

Ready to run it all from one place?

Every module, one login, from £19/month. No setup fees and no long-term contract.