01 / CONTEXT
See the reason behind each number.
Move from a transaction to the invoice, customer, expense or project that created it—without stitching together separate systems.
Workzuite Banking
Your business money,in context.
A banking experience being designed around the work that creates your money: the customers, invoices, expenses and books already running in Workzuite.
workzuite.com / banking
Money overview
One operating picture.
Operating balance$24,860.40↑ 12.4% this month
Recent activity
- Invoice paid
Northstar Studio+ $1,450 - Software expense
Annual subscription− $120 - Invoice paid
Atlas Consulting+ $860
Books are ready for review
Match account activity with the business records behind it.
The product direction
Not another tab for your money.
Banking should make the rest of the business easier to understand, not create a second source of truth.
02 / CLARITY
Keep the daily view calm.
Balances, activity and the actions that need attention should be easy to find, with the detail there when you need it.
03 / CONTROL
Make finance a shared workflow.
Give owners and finance teams a clear review path from account activity to a reconciled set of books.
Built with Books
From account activity to clean books.
Workzuite Books already gives your team a place to organise invoices, expenses and reporting. Banking is the next layer: a more direct, more understandable connection between that work and your business money.
- ✓Review the records behind money in and money out.
- ✓Make reconciliation a natural part of the operating rhythm.
- ✓Give the people running the business a shared, current picture.
WORKZUITE BOOKS
Records that connect
Invoice #1024Northstar StudioMatched
Expense receiptSoftware subscriptionReviewed
Client paymentAtlas ConsultingReady to match
A clear connection between business records and account activity is the foundation for the partner-bank experience we intend to build.
Partner-bank model
A banking product that respects the right boundaries.
Workzuite is designing this product to work with a regulated banking partner. The banking partner would provide regulated account and payment services; Workzuite would provide the business context, workflows and connected books.
- ✓Banking services belong with an appropriately regulated provider.
- ✓Customers stay in control of consent and the access they grant.
- ✓Workzuite keeps the business operations around money clear and connected.
Clear roles, one experience.
Partner selection, regulatory approvals and production integration must happen before banking services are offered. This page describes the product direction, not an offer of banking services today.
Stay close
Build the next chapter of your business on one source of truth.
Use Workzuite today to bring the work, customers and books together. Tell us how banking should work for your business as we shape the partner-bank rollout.