Who you work for, what you're building, and how it gets invoiced.
CogWork is the client and project workspace built on four nested blocks, client, project, task, and time, that extend all the way into accounts receivable, invoicing, and a QuickBooks Online sync. The modern replacement for the legacy project system.
Four nested blocks, one clean flow
Everything in CogWork hangs off the same simple structure, so the work and the money always trace back to the same place.
From first task to paid invoice
Kanban task board
A ClickUp-style board with per-project statuses, drag-order, subtasks, tags, bulk updates, and quick-add. Comments support @mentions and pasted images.
Time tracking
Log hours against tasks and projects on a scheduler, with day and week sheets, cascade pickers, and targets. Invoiced entries lock automatically; a PM can unlock.
Projects with live budgets
Each project carries a team, per-project roles, and a budget you watch fill as time is logged. Open or close it with one toggle.
Billing & invoicing
Unbilled time rolls into a draft you can edit line by line, then finalize, send, or void. Per-client profiles, prefixes, payment terms, and PDF invoices with a timesheet.
QuickBooks Online syncQBO
An OAuth-connected target pushes finalized invoices and payments out to QuickBooks and reconciles status inbound, built in resilient slices.
Reports
A generic engine with grids, pies, and sparklines, plus named income, overage, and cost-per-hour profitability reports and a navigable team org tree.
Realtime & notifications
A live bell, board, and comment drawer over Centrifugo, with an in-app notification feed and per-user email-on-mention preferences.
Roles & permissions
App-level permissions combine with per-project roles for effective access, resolved per row, so people see exactly the projects and actions they should.
Logged hours become invoices that sync
CogWork is an adapter onto the shared CogSOUL accounts-receivable core, the same one Operations runs on, so billing is a first-class part of the workspace, not a bolt-on.
Log the time
Hours land against tasks and projects, locked to the right client and budget from the start.
Roll into a draft
Unbilled time gathers into a draft invoice you can edit line by line, with manual lines and descriptions.
Finalize & send
Finalize against a per-client profile and prefix, then email a PDF invoice with its timesheet attached.
Sync to QuickBooks
Finalized invoices and payments push out to QuickBooks Online and reconcile status back automatically.
Built on the same foundation
One workspace from task to invoice.
Tell us how you run client projects today, and how the time turns into invoices. We'll show you CogWork carrying it end to end, QuickBooks included.