Press Kit

We welcome objective reviews of the WorkingPoint product. If you or your publication plans to cover us, feel free to incorporate the information and images on this page or any other.

What is WorkingPoint?

WorkingPoint is a comprehensive, integrated solution that provides critical business functions: financial, sales, customer relationship and inventory management. WorkingPoint is simple to use, web-based and built to save time and money for 26,000,000 small businesses and sole proprietorships in the United States. WorkingPoint is a single solution for critical business functions: financial, sales, customer relationship and inventory management. WorkingPoint is simple to use, web-based and built to save time and money for 26,000,000 small businesses and self-employed. WorkingPoint is like a user-friendly version of Quickbooks. —Meryl Evans, Web Worker Daily

History and Vision

WorkingPoint founders worked for Intuit and were behind the creation of QuickBooks and Quicken. They believe Quickbooks had become too complicated and that the small business software segment was ripe for SaaS-based innovation. Tom Proulx, WorkingPoint Chairman, and Tate Holt, CEO, were passionately committed to creating a complete small business product that is well-integrated, simple to use, and of very high quality. WorkingPoint launched a comprehensive software package that fulfilled that commitment in July of 2009 and has been adding additional high-value features since. We’re based in San Francisco and venture-backed by CMEA.

Features Overview

• Accounting
• Invoicing
• Expense Management
• Financial Reporting
• Tax Reporting
• Contact Management
• Inventory Management
• Cash Management
• Online Company Profile
• Business Dashboard

How much does it cost?

There are two different plans, each starting with a 30-day free trial; Lightning, which cost $9/month and Thunderstorm, which cost $19/month. Details are available on the pricing page.

Logo and Screenshots

Logo (405×100 transparent PNG)

Dashboard: Important financial and business information is shown at login (599×559 JPG)

Accounting: Enter transactions and double-entry accounting entires are automatically posted (599×550 JPG)

Invoicing: Send by email or print a PDF with the capability to receive online payment (599×773 JPG)

Financial Reports: An Income Statement, also called a Profit & Loss (599×570 JPG)

Contact Management: Customer info, sales histroy and easy invoicing (599×447 JPG)

Inventory Management: Adjust levels and see average cost (599×429 JPG)