Features

Every module,explained.

All 29 OneWork modules, one by one: what they do, how they look and what they cost. The first six ship with the base license.

OperationsIncluded

CRM
Relationships that close

A visual pipeline by stages, activities with reminders and a 360º record of every account with linked emails, proposals and invoices. Your sales team always knows the next step — and why.

Search (⌘K)
CRM · Clients
NameCompany
LBLina BergProposal sentNordbyte
MNMarcus NyströmReplied todayDriftwood
ELEmily LarssonLast activity 1dBrightnest
RRRobo RasmusMeeting bookedKiteworks
JRJonas RichterOpened email 3d agoSolvanta
OperationsIncluded

Projects
Projects under control

Plan with milestones, dependencies and workload per person, and track real progress against the plan. Every project stays connected to its tasks, hours, documents and billing.

Projects · Q3 RebrandingProgress
Backlog · 2Campaign briefMKSocial assetsDI
In progress · 3Budget approvedCBWebsite proposalCBContent calendarMK
Done · 2Budget approvedCBClient kickoffCB
OperationsIncluded

Tasks
First things first

Boards, lists and calendar over the same tasks, with priorities, dependencies and automatic reminders. Everything stays linked to its project and its client, without duplicating data.

Tasks · Today4 open
Send June invoiceDone just nowCB
Review Nordbyte proposalToday · CRMHighCB
Close Rebranding budgetToday · ProjectsMK
Prep weekly meetingTomorrowDI
Update brand guidelinesFri · DocsMK
Call DriftwoodToday · CRMHighDI
PlatformIncluded

Dashboard
Your whole business at a glance

Customizable dashboards with sales, finance, team and operations KPIs in real time. Proactive alerts when a metric drifts out of range.

Dashboard · July
Revenue
€128,400
+12%
Outstanding
€23,100
−8%
Margin
31.4%
+2.1
Revenue by month
PlatformIncluded

Documentation
Everything documented

Spaces per team and project with fine-grained permissions, versioning and instant search. Company knowledge gets documented where work happens — not scattered across chats and email.

DocumentationSearch docs…
Onboarding handbookv4 · TeamEveryone
Sales plan 2026v12 · SalesEveryone
Q2 accounting closev3 · FinanceEveryoneFinance only
Brand guidelinesv7 · EveryoneEveryone
Deploy runbookv9 · PlatformEveryone
Updated 2h ago
PlatformIncluded

Roles & permissions
Who sees what

Granular permissions per module, business unit and sensitive data, with a full audit trail and SSO. Everyone sees exactly what they should — and nothing else.

Admin
DashboardFull
CRMFull
ProjectsFull
DocumentationFull
FinanceFull
Finance
DashboardFull
CRMNo access
ProjectsNo access
DocumentationFull
FinanceFull
Operations+ 1.500 €

Support
Customers served on time

A unified ticket inbox with priorities, SLAs and saved replies. Every ticket shows the full customer history so you reply with context from the very first message.

Add it in the configurator
Support · InboxSLA 2h 14m
Can't export the P&LNordbyte · 12 min agoOpen✓ Solved
Reply sent with full customer context
Bank import errorDriftwood · 40 min agoHigh
Roles & permissions questionKiteworks · 1h ago
Add a new userSolvanta · 3h ago
Operations+ 1.500 €

Inventory
Know what you have

Real-time stock per warehouse, tracked movements and automatic replenishment alerts. Connected to purchasing and sales so stock never surprises you.

Add it in the configurator
Inventory · BCN warehouse
SKU-4402 · Aluminium case620 pcs
SKU-1180 · Assembly kit340 pcs
SKU-2071 · Front panelReorder96 pcs
SKU-8830 · Type-C wiring410 pcs
Order #PO-118 created → Supplier Driftwood
Operations+ 1.500 €

Purchasing
Purchasing under control

Internal requests, supplier orders and goods reception with cost control at every step. All aligned with inventory and accounting, with no double entry.

Add it in the configurator
Purchasing · #PO-118Supplier · Driftwood GmbH
DraftSentReceived
Aluminium case400 pcs€4,800
Front panel250 pcs€2,750
M4 fasteners2,000 pcs€1,090
Order total€8,640
Goods received · cost on target
Operations+ 800 €

Meetings
Meetings with context

Shared agendas, live notes and agreements that turn into assigned tasks when the meeting ends. Every meeting stays linked to its project or client, with full history.

Add it in the configurator
Meeting · Nordbyte · 12:00Notes
Revised budget: close this week.
Product team leads the technical demo.
Contract: data annex still missing.
Agreements
Send revised proposalCB · today
Book technical demoMK · Thu
2 tasks created in Projects
Operations+ 600 €

Sprints
Ship in short cycles

Cycle planning with real team capacity, burndown and retrospectives. The backlog is prioritized in one place and sprint progress is visible day by day, without asking anyone.

Add it in the configurator
Sprint 14 · Day 7 of 10On track
ActualIdeal
Capacity76h / 84h
12 of 18 stories completed
Operations+ 600 €

Templates
Start in one click

Templates for projects, documents, invoices and flows, ready to use. Standardize what already works and launch new work in one click, always with the same quality.

Add it in the configurator
TemplatesUse template
Client project14 tasks · 3 docs
Recurring invoiceVAT + numbering
Employee onboarding9 steps · HR
Sprint cycleBoard + rituals
Project created · 14 tasks, 3 docs and 1 board ready
Finance+ 1.500 €

Billing
Billing without friction

From quote to invoice in one click, with series, taxes and due dates under control. Payment status updates itself and accounting receives every entry instantly.

Add it in the configurator
Invoice #2041 · NordbyteSent✓ Paid
Due: 30 days · Series A
Implementation phase 2€4,200.00
Team licenses (10)€1,150.00
Priority support€390.00
Subtotal€5,740.00
VAT 21%€1,205.40
Total€6,945.40
Finance+ 1.000 €

Financial goals
Aim, then hit it

Set revenue targets per business unit and track real progress fed by billing data. No more guessing how the quarter is going.

Add it in the configurator
Financial goals · 2026
Studio€400,000 target72%
LabsBeaten€250,000 target118%
Ventures€150,000 target41%
Group · 68% of the annual target
Finance+ 2.500 €

Multi-company
One group, one system

Run the finances of several companies in a single OneWork: segregated books per entity and a consolidated view on demand. Built for groups and holdings.

Add it in the configurator
Group · Finance
Studio LtdLabs LtdVentures Ltd
Revenue
€128,400
Margin
31.4%
Revenue
€86,200
Margin
24.9%
Group consolidated€214,600
Finance+ 2.000 €

Accounting
Numbers that make sense

Chart of accounts, automatic entries from billing and banks, and guided step-by-step closings. Real-time financial reports without exporting anything to Excel.

Add it in the configurator
Accounting · July
Invoice #2041 · Nordbyte → automatic entry
DebitCredit430 · Receivables6,945.40700 · Revenue5,740.00477 · Output VAT1,205.40Entry balanced6.945,406.945,40
July closing completed
Finance+ 2.000 €

Bank reconciliation
Bank and books aligned

Import bank movements, match receipts and payments to their invoices automatically and resolve exceptions in minutes. Your bank and your books, always squared.

Add it in the configurator
Reconciliation · July4/4matched
BankInvoicesWIRE Nordbyte€6,945.40#2041 NordbyteWIRE Driftwood€2,420.00#2040 DriftwoodCharge Kiteworks€890.50#2038 KiteworksWIRE Solvanta€1,210.00#2036 Solvanta
Finance+ 1.500 €

Taxes
Taxes under control

Tax rates, withholdings and filing obligations connected to billing and accounting. Filings come out right the first time.

Add it in the configurator
Taxes · VAT return · Q3Due Oct 20
Output VAT€12,480.00
Input VAT−€7,320.00
Withholdings−€940.00
Amount to pay€5,160.00
Draft✓ FiledFiled on time · receipt stored
Finance+ 1.000 €

Live P&L
Your financial pulse

A live income statement by business unit, project or period, with drill-down to the last entry. Decisions on fresh data, not last month's closing.

Add it in the configurator
P&L · JulyLive
Revenue€207,700€214,600
Cost of sales40.3%−€86,400
Staff costs19.4%−€41,700
Other operating expenses10.4%−€22,400
Gross margin59.7%€128,200
EBITDA27.5%29.9%€57,200€64,100
+ Invoice #2042 paid · €6,900
Finance+ 800 €

Multi-currency
Operate in any currency

Operate in any currency with live exchange rates, automatic conversion and unified reporting in your base currency. Built for teams selling abroad.

Add it in the configurator
Multi-currencyLive FX
USD → EUR
0.9174
GBP → EUR
1.1682
MXN → EUR
0.0489
Invoice #2044 · US client
$12,400.00€11,376.15
Rate applied · $1 = €0.9174
Consolidated reporting in EUR
Finance+ 800 €

Captable
Transparent ownership

Shares, rounds and dilutions in an always-up-to-date cap table. Partners and investors see the real picture of the company whenever they need it.

Add it in the configurator
Cap table
Founders62.0%51.7%
Investors28.0%39.9%
ESOP10.0%8.4%
New round · €2.0M · Series A
Dilution applied · cap table up to date
Finance+ 800 €

Business units
Multi-company, one platform

A multi-BU or multi-entity structure with segregated data and on-demand consolidation. Each unit runs autonomously without losing the group view.

Add it in the configurator
Business units · July
Studio
€128,40031.4% margin
Labs
€58,90024.2% margin
Ventures
€27,30018.6% margin
Segregated data per unit · own permissions
Consolidated€214,600
People+ 1.500 €

HR
Your team, organized

Hiring, absences, holiday approvals and a live org chart. Every person has their own record with documents, contracts and history.

Add it in the configurator
HR · Team
Lina Berg · Time off Aug 4–8Pending✓ Approved
MTWTF
LBLina BergProduct
MNMarcus NyströmSales
ELEmily LarssonFinance
Org chart updated · 24 people
People+ 1.500 €

Payroll
Payroll without surprises

Payroll calculation and validation connected to HR and accounting, with traceable payments and a complete history per person. Full transparency for finance and for the team.

Add it in the configurator
Payroll · July
LBLina BergProduct€2,980Calculated✓ Paid
MNMarcus NyströmSales€3,240Calculated✓ Paid
ELEmily LarssonFinance€3,010Calculated✓ Paid
JRJonas RichterOperations€2,760Calculated✓ Paid
SEPA batch sent to the bank · €11,990
People+ 800 €

Feedback 360
Conversations that matter

1:1 cycles, 360º reviews and development plans with guided templates. A feedback culture that no longer depends on each manager's memory.

Add it in the configurator
360 feedback · María LópezQ3 cycle
5/5 responses
Communication4.6 / 5
Ownership4.4 / 5
Delegation3.1 / 5
Growth plan created · mentoring + Q4 goal
People+ 1.000 €

Goals (OKRs)
Alignment end to end

OKRs and KPIs cascaded by team and person, connected to the real work that moves them. Strategy stops living in a slide deck and visibly advances every week.

Add it in the configurator
OKRs · Q3
O1 · Double recurring revenueOn track
KR1 · MRR from €40k to €80k80%
KR2 · 25 new customers this quarter45%
KR3 · Churn below 2%60%
Objective progress62%
Linked to 14 tasks and 2 real projects
Platform+ 2.000 €

AI
AI that works with you

Meeting summaries, proposal drafts and suggested replies using the real context of your clients and projects. The AI works with your data, not with generic answers.

Add it in the configurator
AI · Assistant
How is quarterly revenue tracking against target?
You're at 87% of target (€214,500 of €246,000). Nordbyte and Kiteworks drive 46%. I'll prepare the per-unit breakdown.
P&L · Q3CRM · DealsGoals
Platform+ 800 €

API & Webhooks
Open by design

A full REST API and webhooks for every event, so your systems talk to OneWork in real time. Build integrations without asking anyone for permission.

Add it in the configurator
API · Console
POST /api/v1/invoices
201 Created · #2042
GET /api/v1/projects?status=active
200 OK · 14 results
webhook invoice.paid → https://erp.acme.io
delivered · 200 · 84ms
Platform+ 1.000 €

MCP
Connect tools to your AI

Connect agents and external tools via the Model Context Protocol to operate on your real data, safely. Your favourite AI, hands-on inside OneWork.

Add it in the configurator
ChatGPT · connected to OneWorkvia MCP
Create the July invoice for Nordbyte and send it over.
crm.searchNordbyte · 3 deals
invoices.create#2042 · €6,900
invoices.sendbilling@nordbyte.io
Done. Invoice #2042 for €6,900 created and sent to Nordbyte. Due August 20 and already showing in your P&L.

Shall we build yours?

Go to the configurator