WORK 365 Overview

WORK 365 is a versatile billing and invoicing software designed to simplify financial transactions for businesses of all sizes. It offers a user-friendly platform for creating professional invoices, managing billing cycles, and tracking payments with ease. With features such as customizable invoice templates, automated recurring billing, and multi-currency support, WORK 365 ensures that businesses can handle their invoicing needs efficiently and accurately. The software includes tools for expense tracking, time billing, and project-based invoicing, providing comprehensive financial management capabilities. Additionally, WORK 365 integrates seamlessly with accounting software like QuickBooks, Xero, and FreshBooks, ensuring that financial data is synchronized and up-to-date. The software also provides robust reporting and analytics, allowing businesses to monitor cash flow, analyze billing trends, and make informed financial decisions. Ideal for freelancers, small businesses, and service providers, WORK 365 enhances billing accuracy, improves cash flow management, and reduces administrative burdens through streamlined invoicing processes.

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WORK 365 Screenshot & Video

Contact Details

  • Vendor Name IOTAP
  • Founded 2016
  • Location United States

Support

  • 24x7 Support 24x7 Support
  • Email Email
  • Knowledge Base Knowledge Base
  • FAQs/Forum FAQs/Forum

Training

  • Live Online Live Online
  • Webinar Webinar
  • Documentation Documentation

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English, Spanish


Industries

Consumer Goods, Design, Food & Beverages, Information Technology & Services, Wholesale

WORK 365 Features

  • Arrow Icon Service Request Management
  • Arrow Icon Self Service Portal
  • Arrow Icon Activity Dashboard
  • Arrow Icon Revenue Recognition
  • Arrow Icon Post-Paid Service
  • Arrow Icon Product Catalog
  • Arrow Icon Inventory Management
  • Arrow Icon Contract/License Management
  • Arrow Icon Pre-Paid Service
  • Arrow Icon Discount Management
  • Arrow Icon Accounting Integration
  • Arrow Icon Order Management
  • Arrow Icon Rating Engine
  • Arrow Icon Subscription Management
  • Arrow Icon Price/Margin Management
  • Arrow Icon Billing & Invoicing
  • Arrow Icon CRM
  • Arrow Icon Customer Accounts
  • Arrow Icon Compliance Management
  • Arrow Icon Flexible Rate Tables
  • Arrow Icon Usage Tracking/Analytics
  • Arrow Icon Recurring/Subscription Billing
  • Arrow Icon Electronic Payments
  • Arrow Icon ACH Payment Processing
  • Arrow Icon Customer History
  • Arrow Icon Service Provisioning
  • Arrow Icon Multi-Currency
  • Arrow Icon Sales Tax Management
  • Arrow Icon Billing Rate Management
  • Arrow Icon User Management
  • Arrow Icon For Internet Service Providers (ISP)
  • Arrow Icon For Telecommunications Industry
  • Arrow Icon Cost Management
  • Arrow Icon Compliance Management
  • Arrow Icon Server Monitoring
  • Arrow Icon User Management
  • Arrow Icon Event Logs
  • Arrow Icon Configurable Workflow
  • Arrow Icon Access Controls/Permissions
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Secure Data Storage
  • Arrow Icon Activity Tracking
  • Arrow Icon Configuration Management
  • Arrow Icon Data Visualization
  • Arrow Icon Database Support
  • Arrow Icon Capacity Analytics
  • Arrow Icon Audit Management
  • Arrow Icon Multi-Cloud Management
  • Arrow Icon Monitoring
  • Arrow Icon Resource Management
  • Arrow Icon Data Storage Management
  • Arrow Icon Performance Analysis
  • Arrow Icon Data Migration
  • Arrow Icon SLA Management
  • Arrow Icon Application Management
  • Arrow Icon Data Import/Export
  • Arrow Icon Cloud Encryption
  • Arrow Icon Mobile Payments
  • Arrow Icon Billing Portal
  • Arrow Icon Project Billing
  • Arrow Icon Tax Calculation
  • Arrow Icon Multi-Currency
  • Arrow Icon Reporting & Statistics
  • Arrow Icon Contact Database
  • Arrow Icon Third-Party Integrations
  • Arrow Icon Credit Card Processing
  • Arrow Icon Customizable Invoices
  • Arrow Icon Time & Expense Tracking
  • Arrow Icon Invoice Processing
  • Arrow Icon Reminders
  • Arrow Icon Payment Processing
  • Arrow Icon Document Management
  • Arrow Icon Hourly Billing
  • Arrow Icon Contingency Billing
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Multiple Payment Options
  • Arrow Icon Dunning Management
  • Arrow Icon Revenue Recognition
  • Arrow Icon Payment Processing
  • Arrow Icon Multi-Period Recurring Billing
  • Arrow Icon Reporting & Statistics
  • Arrow Icon Invoice Processing
  • Arrow Icon Contact Database
  • Arrow Icon Deferred Billing
  • Arrow Icon Third-Party Integrations
  • Arrow Icon Bank Reconciliation
  • Arrow Icon Refund Management
  • Arrow Icon Multi-Currency
  • Arrow Icon Subscription Management
  • Arrow Icon PCI Compliance
  • Arrow Icon Self Service Portal
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Tax Calculation
  • Arrow Icon Enrollments/Onboarding
  • Arrow Icon Usage Tracking/Analytics
  • Arrow Icon Recurring/Subscription Billing
  • Arrow Icon Dunning Management
  • Arrow Icon Product Catalog
  • Arrow Icon Subscription Plan Management
  • Arrow Icon Self Service Portal
  • Arrow Icon Tax Management
  • Arrow Icon Discount Management
  • Arrow Icon Revenue Recognition
  • Arrow Icon Cancellation Management

WORK 365 Pricing

Pricing Type

  • Pricing Type Flat Rate

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • Free Trial Available

Free Version

  • NA

Payment Frequency

  • One-Time Payment One-Time Payment

Plans & Packages

Basic

$5000 One-time

WORK 365 FAQs

WORK 365 is a versatile billing and invoicing software designed to simplify financial transactions for businesses of all sizes. It offers a user-friendly platform for creating professional invoices, managing billing cycles, and tracking payments with ease. With features such as customizable invoice templates, automated recurring billing, and multi-currency support, WORK 365 ensures that businesses can handle their invoicing needs efficiently and accurately. The software includes tools for expense tracking, time billing, and project-based invoicing, providing comprehensive financial management capabilities. Additionally, WORK 365 integrates seamlessly with accounting software like QuickBooks, Xero, and FreshBooks, ensuring that financial data is synchronized and up-to-date. The software also provides robust reporting and analytics, allowing businesses to monitor cash flow, analyze billing trends, and make informed financial decisions. Ideal for freelancers, small businesses, and service providers, WORK 365 enhances billing accuracy, improves cash flow management, and reduces administrative burdens through streamlined invoicing processes.

  • No, WORK 365 does not offer a free version.

  • Yes, WORK 365 offers a free trial.

  • No, Credit Card details are not required for the WORK 365 trial.

  • WORK 365 offers the following pricing plans & packages:

    Basic

    $5000 One-time

  • WORK 365 supports the following payment frequencies:

    • One-Time Payment

  • No, WORK 365 does not offer an API.

  • WORK 365 offers support with the following options:
    • 24x7 Support , Email , Knowledge Base , FAQs/Forum

  • WORK 365 offers training with the following options:
    • Live Online , Webinar , Documentation

  • WORK 365 supports the following languages:
    • English , Spanish

  • Following are the typical users of the WORK 365:
    • Self-Employed , Small-Business , Midsize-Business

  • WORK 365 supports the following deployment:
    • Cloud Hosted

  • WORK 365 supports the following devices and operating systems:
    • Web-Based