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What Workbook Delivers
WorkBook brings structure and visibility to every part of your operations - connecting teams, tasks, and budgets in a single, scalable platform.
Book a demoPROJECT MANAGEMENT
Deliver Projects with Confidence and Control
Centralised Project Oversite
Manage every aspect of a project—from scope and milestones to delivery and closeout—with complete visibility and accountability.
Structured Briefs and Automated Workflows
Accelerate delivery by standardising project initiation and automating key approvals and handoffs.
Flexible Workflows for Creative Teams
POPULAR
Support agile delivery with configurable boards and timeline views that align to your preferred ways of working.
Real-time Collaboration
Keep communication clear and project updates centralised—minimising delays and misalignment.
Ensure every project stays on time, on budget, and on brief.
Turn availability into action by making smarter staffing decisions.
Resource management
Optimise Capacity and Protect Your Team’s Productivity
Live Resource and Availability Planning
Identify capacity gaps and allocate work efficiently, ensuring balanced workloads across teams.
Skills-based Scheduling and Forecasting
Match the right talent to the right task, while proactively forecasting freelance or contractor needs.
Visibility Across Remote and Distributed Teams
Maintain operational alignment and clarity regardless of where your teams are located.
Project accounting & finances
Link Project Delivery to Financial Performance
Live Budget Tracking and Margin Visibility
POPULAR
Monitor cost, revenue, and margin performance in real time—per client, project, or business unit.
Seamless Billing and Invoicing
Convert approved time and expense entries into accurate, timely invoices, reducing billing cycles.
Flexible Finance Options
Use WorkBook’s native accounting functionality or connect seamlessly with QuickBooks or Xero.
Audit-Ready Financial Controls
Ensure every transaction is documented, compliant, and traceable.
Maintain financial integrity across your projects
Move from reactive to proactive with data-driven decision-making.
Reporting & analytics
Empower Strategic Decisions with Real-Time Insights
Role-Specific Dashboards
Provide leadership, operations, and delivery teams with the metrics that matter most to them.
Forecasting and Performance Analytics
Plan proactively with insights into future workload, revenue projections, and pipeline health.
WorkBook Intelligence
POPULAR
Enhance reporting with advanced analytics to identify trends, measure profitability, and inform strategy.
Custom Reporting Without Complexity
Create tailored reports with ease—no technical skills required.
Why Agencies Upgrade to Workbook
Ditch the manual workarounds and disjointed systems. WorkBook brings together your projects, people, and profit into one streamlined, strategic platform.
Before Workbook
With Workbook
Disconnected tools and endless status meetings
One platform for projects, people, and profitability
Manual timesheets and delayed invoicing
Automated tracking and faster billing
Staff burnout and last-minute freelancer scrambles
Real-time resourcing and forecasted capacity planning
Limited insight into performance
350+ built-in reports and dashboards
Spreadsheets and gut-feel decisions
Role-based dashboards and AI-enhanced forecasting
Reactive client updates and missed expectations
Live project visibility and real-time client reporting portals
See how WorkBook can help your firm reduce admin, boost profits, and streamline projects
Ready to Upgrade How Your Agency Works?
Let us show you how WorkBook brings people, process, and performance together - so you can run a more profitable agency.
trusted by global brands
Some of the worlds greatest creative agencies run on Workbook
300 Clients with over 40,000 staff and 250,000+ projects successfully delivered.
We’ve looked around the world for a smart administrative solution. Something that can give us better ability to resource the business, better workflow systems, and we found that in WorkBook.
Rob Hill, Chief Operating Officer
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We’ve looked around the world for a smart administrative solution. Something that can give us better ability to resource the business, better workflow systems, and we found that in WorkBook.
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Rob Hill, Chief Operating Officer
Silversoft’s team went above and beyond to support us during the implementation process. Their expertise and dedication enabled us to navigate all the obstacles that came up along the way, while also helping to establish a setup tailored for our specific ways of working.
Rob Bowes, Operations Director, Glock UK
WorkBook FAQs
Everything you need to know about how WorkBook supports your agency's operations, growth, and delivery.
Is WorkBook suitable for growing agencies?
Yes. WorkBook is modular and highly configurable, so you can start with what you need today and expand as your agency evolves. Many smaller teams use WorkBook alongside QuickBooks or Xero, thanks to our seamless connector—allowing you to gain operational control without disrupting your existing financial setup.
Can WorkBook support remote or hybrid teams?
Absolutely. WorkBook is built for modern, distributed workforces. The cloud-based platform gives your team access to tasks, timesheets, and collaboration tools from anywhere—ensuring consistent visibility and alignment, no matter where your team is based.
How does WorkBook handle custom reporting and analytics?
WorkBook includes 350+ pre-built reports and dashboards, plus powerful customisation options. With WorkBook Intelligence, you can build and automate advanced reports, visualise trends, and support strategic planning—without needing a data analyst or third-party tool.
What if I’m not ready to switch off my existing finance system?
No problem. If you're using QuickBooks or Xero, WorkBook can integrate directly—letting you modernise project and resource management without changing your core financials. When you're ready, you can add WorkBook's finance module to move toward a fully integrated operation.
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Silversoft offers industry-leading software for people and project-centric firms worldwide. We support over 40,000 users in top Advertising, Architecture, Engineering, Consulting, Accounting, and Legal firms.
Magnetic Software is a subsidiary of Silversoft Group. Silversoft South Africa is a proud level 2 BBBEE contributor.
Magnetic Software is a subsidiary of Silversoft Group. Silversoft South Africa is a proud level 2 BBBEE contributor.
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