An accounting software for small businesses that handles invoicing, tax reporting, and time tracking.

Product Overview

WorkingPoint, formerly NetBooks, is an accounting software for small business owners. It offers online banking integration, time tracking, and expense management. WorkingPoint can also handle financial and tax reporting. It has a customizable business dashboard that displays bank and credit card balances, unpaid bills, overdue payments, and more.


  • Customizable dashboards
  • Transparent pricing model
  • Supports recurring invoices and PayPal payments


  • Limited customization options
  • Limited functionality for complex accounting needs
  • No mobile version

Target Market

Small to medium-sized, inventory-focused businesses like manufacturers, distributors, and retailers.

About WorkingPoint

WorkingPoint, previously known as NetBooks, is an accounting software for small to medium-sized, inventory-focused businesses. It’s an online solution streamlining various business functions such as marketing, sales, inventory, production, and finance.

WorkingPoint Key Features


  • Instant invoice generation from billing requests.
  • Streamlined credit card processing.
  • Advanced financial reporting tools.
  • Automatic sales tax calculations for the U.S.

Customer Relationship Management (CRM)

  • Immediate access to customer history and issues.
  • Custom pricing levels by customer type.
  • Inventory level monitoring.
  • Efficient tracking and resolution of customer service problems.

Inventory Management

  • Manage inventory across multiple warehouses.
  • Stock and monitor items in preferred units.
  • Support for lot tracking, including FDA-mandated tracking.


  • Separate management for sales catalog and inventory.
  • Targeted promotional campaigns.
  • Integrated marketing tools with VerticalResponse.

Production Management

  • Streamlined production process management
  • Flexible product manufacturing methods
  • Comprehensive cost tracking for production runs

Sales Management

  • Assign and track tasks for sales agents
  • Customizable pricing levels and sales order criteria
  • Integration with web store for order importing


  • Efficient shipping process management
  • Integration with carriers and UPS for streamlined operations
  • Automatic customer notifications for shipment status

Vendor Relationship Management

  • Detailed purchase history and vendor interaction tracking
  • Team-based approach to managing vendor relationships

WorkingPoint Benefits

Boost Sales

  • Efficiently manage sales across wholesale, retail, and online platforms
  • Customizable pricing for different customer types
  • Enforce pricing policies easily
  • Enhance productivity of sales representatives and brokers
  • Access customer order history and service issues quickly
  • Immediate response capability for customer queries
  • Team-based approach to customer service issues
  • Detailed sales reports to evaluate performance

Expand Customer Base

  • Identify and target key customers and prospects
  • Consistent, effective outreach strategies
  • Promotions based on customer purchase history
  • Utilize VerticalResponse for email and postcard campaigns

Maximize Profits

  • Flexible inventory stocking options
  • Real-time inventory checks for customer commitments
  • Automated back-order handling
  • Comprehensive production management for various goods
  • Detailed tracking of all purchased and produced items

Manage Cashflow

  • Quicker invoicing and payment processes
  • Email invoices and statements at no extra cost
  • Seamless credit card pre-authorization
  • Full-featured, easy-to-use bookkeeping system
  • Updated tax rates for all U.S. sales tax jurisdictions
Starting Price
$99 /year
Price Range Learn More
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Product Overview

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