Customers & Contacts
Keep organizations and the people connected to them organized.
Available now
A Rockwell Rose Holdings product
Run the work.Send the invoice.Keep the money connected.
RoseWorks is a business operations platform for solo operators, small businesses, and mid-sized project-driven organizations that need customers, contracts, projects, tasks, documents, vendors, expenses, invoices, and payments to stay connected.
- Basic$0/month
- Business$99/month
- Scale$199/month
No setup fee · Start with Basic at $0/month · Upgrade when the operation needs more
The complete operating flow
From customer to payment — one connected workflow.
RoseWorks connects the operating side of the business to the financial outcome of the work. Customer records, contracts, delivery, documents, invoices, and payments remain part of the same business context.
- 01Customer
Add the organization and the people connected to it.
- 02Contract
Keep the governing agreement and supporting records attached.
- 03Project
Organize the customer work from kickoff through completion.
- 04Work
Assign tasks, responsibilities, deliverables, and due dates.
- 05Documents
Keep important files with the work they support.
- 06Invoice
Create and send the customer invoice from RoseWorks.
- 07Payment
Offer a secure payment path and track what was paid.
Add the customer. Track the contacts. Attach the contract. Build the project. Assign the work. Manage the documents. Track vendors, bills, and expenses. Create and send the invoice. Give the customer a secure way to pay. See what was paid and what remains open.
A complete business workspace
The records behind the work stay connected.
RoseWorks brings customer relationships, project delivery, business records, and financial activity into one operating environment.
Contracts
Maintain the agreement governing the work and connect supporting documentation.
Projects
Organize customer work from kickoff through completion.
Tasks & Deliverables
Track responsibilities, progress, review, and completion.
Documents
Keep important records attached to the work they belong to instead of scattered across folders and email.
Vendors
Track outside businesses supporting the work and operations.
Bills & Expenses
Track money going out and associate costs with the underlying business activity.
Invoices
Create professional invoices from inside RoseWorks.
Send Invoices
Send invoices from the operating system instead of exporting work into a disconnected billing process.
Get Paid
Provide customers with a secure payment path and keep payment tied to the invoice.
Payment Visibility
See open, due, overdue, and paid invoice activity.
Calendar & Activity
Keep upcoming work, follow-ups, and important activity visible.
Reporting & Financial Visibility
See operating activity and financial activity together instead of treating them as unrelated systems.
Team Access
Allow legitimate team members to work inside the same business workspace with role-based access.
More than work management
RoseWorks carries repeatable operations into connected finance.
The platform goes beyond projects and one-time invoices. Business capabilities automate recurring work and collections; Scale capabilities connect financial activity to the operating records behind it.
01
Business
Repeatable billing and operations
Make recurring business work easier to run.
RoseWorks extends the connected operating workflow with billing, automation, and reporting capabilities that reduce repeat administration and keep revenue and collections visible.
- 01Recurring invoices
Set recurring billing in motion without rebuilding the same invoice every cycle.
- 02Customer-authorized autopay
Support customer-authorized automatic payment for eligible recurring charges.
- 03Payment reminders
Keep outstanding invoices moving with planned payment reminders.
- 04Reusable invoice templates
Reuse consistent invoice structures instead of rebuilding common billing formats.
- 05Workflow automation
Automate repeatable steps across day-to-day operating workflows.
- 06Revenue and collection reporting
Understand revenue and collection activity through more advanced reporting.
02
Scale
Connected financial operations
Connect the work to a clearer financial picture.
RoseWorks brings financial account and transaction activity into the same decision environment as the work, so operating and financial records can be understood together.
- 01Linked financial accounts
Connect supported financial accounts to the RoseWorks operating environment.
- 02Transaction ingestion
Bring financial transactions into RoseWorks for connected review and visibility.
- 03Connected reconciliation
Reconcile financial activity alongside the operating records it supports.
- 04Finance automation
Automate repeatable financial operations and reduce fragmented handling.
- 05Financial intelligence
Use connected financial activity to understand the business more clearly.
RoseWorks supports connected financial operations and intelligence. It is not presented as a general-ledger or accounting-system replacement.
Invoicing & payments
Create the invoice. Send it. Get paid.
RoseWorks carries the work through billing and payment instead of handing the financial outcome off to a disconnected process.
- Create a professional invoice inside RoseWorks.
- Send the invoice to the customer from the operating system.
- Include a secure way for the customer to pay.
- Receive and track card or bank payments through supported payment processing.
- Set recurring invoices for repeat billing.
- Support customer-authorized autopay.
- Send payment reminders for outstanding invoices.
- Track open, due, overdue, paid, revenue, and collection activity.
- Keep payment activity tied to the customer and underlying work.
- Track bills and expenses on the other side of the business.
Public account access is available now. Payment acceptance uses supported third-party processing and may require separate onboarding; processor fees are separate from the RoseWorks card payment fee.
Who RoseWorks is for
Built for businesses that have real work to manage.
RoseWorks is particularly suited to organizations where customer work must be organized, completed, documented, billed, and collected.
- 01Independent consultants and solo operators
- 02Consulting and professional-services firms
- 03Government contractors and subcontractors
- 04Project-management businesses
- 05Construction and project-driven organizations
- 06Training organizations
- 07Technical-service companies
- 08Businesses where work must be tracked before it is billed and paid
Public plans · Available now
Start useful. Add control when the business needs it.
Basic provides a working operating foundation at no monthly cost. Business adds repeatable billing and automation. Scale adds connected-finance controls and insight.
RoseWorks plan
$0/monthBasic
Run the business and take payments.
Core workspace, manual processes, and payment acceptance.
Start with RoseWorks →Most complete day-to-day platform
$99/monthBusiness
Automate repeat work and lower your RoseWorks card payment fee.
Everything in Basic, plus repeat billing, collection automation, and stronger revenue visibility.
Start with RoseWorks →RoseWorks plan
$199/monthScale
Connect financial operations and eliminate the RoseWorks card payment fee.
Everything in Business, plus connected finance, reconciliation, automation, and financial intelligence.
Start with RoseWorks →Already using RoseWorks? Return to your workspace without starting a new account.
Sign inPlans & capabilities
Compare the current plans.
Begin with Basic, then choose Business or Scale when the operation needs more automation, control, and financial context.
Unlimited team members on every plan.
Basic is $0/month. Business is $99/month. Scale is $199/month. Each plan has a distinct capability boundary shown below.
| Capability | Basic$0/month | Business$99/month | Scale$199/month | Premium add-onDispute Defense+$49.99/month |
|---|---|---|---|---|
| COREThe operating and payment foundation included with every RoseWorks plan. | ||||
| Core business workspace | Included | Included | Included | Not included |
| Customers & contacts | Included | Included | Included | Not included |
| Contracts / business records | Included | Included | Included | Not included |
| Projects / operational work | Included | Included | Included | Not included |
| One-time invoicing | Included | Included | Included | Not included |
| One-time payments | Included | Included | Included | Not included |
| Quick Pay / POS | In development | In development | In development | Not included |
| Record outside/manual payments | Included | Included | Included | Not included |
| Manual accounting | Included | Included | Included | Not included |
| Standard reports | Included | Included | Included | Not included |
| Team administration | Included | Included | Included | Not included |
| Customer support | Included | Included | Included | Not included |
| BUSINESS AUTOMATIONThe additional capabilities that turn repeat billing and collection work into a more controlled process. | ||||
| Recurring billing | Not included | Included | Included | Not included |
| Customer-authorized autopay | Not included | Included | Included | Not included |
| Automatic payment reminders | Not included | Included | Included | Not included |
| Workflow automation | Not included | Included | Included | Not included |
| Reusable invoice/templates | Not included | Included | Included | Not included |
| Advanced reports / revenue & collection reporting | Not included | Included | Included | Not included |
| SCALE FINANCEThe connected finance capabilities that give Scale a broader operating picture. | ||||
| Linked financial accounts | Not included | Not included | Included | Not included |
| Transaction ingestion | Not included | Not included | Included | Not included |
| Finance automation | Not included | Not included | Included | Not included |
| Connected reconciliation | Not included | Not included | Included | Not included |
| Financial intelligence | Not included | Not included | Included | Not included |
| REVENUE DEFENSEA planned premium add-on for evidence-led dispute preparation; not a fourth RoseWorks plan. | ||||
| Dispute Readiness Score | Not included | Not included | Not included | Planned — in development |
| Dedicated Dispute Case Workspace | Not included | Not included | Not included | Planned — in development |
| Deadline Tracking | Not included | Not included | Not included | Planned — in development |
| Evidence Organizer & Linking | Not included | Not included | Not included | Planned — in development |
| Evidence Classification | Not included | Not included | Not included | Planned — in development |
| Allegation & Reason-Code Analysis | Not included | Not included | Not included | Planned — in development |
| Contradiction Detection | Not included | Not included | Not included | Planned — in development |
| Missing-Evidence Alerts | Not included | Not included | Not included | Planned — in development |
| Source-Linked Chronology | Not included | Not included | Not included | Planned — in development |
| Reason-Code Evidence Mapping | Not included | Not included | Not included | Planned — in development |
| AI-Assisted Evidence Analysis | Not included | Not included | Not included | Planned — in development |
| Dispute Defense Dossier | Not included | Not included | Not included | Planned — in development |
| Outcome & Recovery Tracking | Not included | Not included | Not included | Planned — in development |
Basic
$0/month
The manual operating foundation.
Core workspace, manual processes, and payment acceptance.
CORE
The operating and payment foundation included with every RoseWorks plan.
- Core business workspaceIncluded
- Customers & contactsIncluded
- Contracts / business recordsIncluded
- Projects / operational workIncluded
- One-time invoicingIncluded
- One-time paymentsIncluded
- Quick Pay / POSIn development
- Record outside/manual paymentsIncluded
- Manual accountingIncluded
- Standard reportsIncluded
- Team administrationIncluded
- Customer supportIncluded
Business
$99/month
Includes everything in Basic.
Everything in Basic, plus repeat billing, collection automation, and stronger revenue visibility.
BUSINESS AUTOMATION
The additional capabilities that turn repeat billing and collection work into a more controlled process.
- Recurring billingIncluded
- Customer-authorized autopayIncluded
- Automatic payment remindersIncluded
- Workflow automationIncluded
- Reusable invoice/templatesIncluded
- Advanced reports / revenue & collection reportingIncluded
Scale
$199/month
Includes everything in Business and Basic.
Everything in Business, plus connected finance, reconciliation, automation, and financial intelligence.
SCALE FINANCE
The connected finance capabilities that give Scale a broader operating picture.
- Linked financial accountsIncluded
- Transaction ingestionIncluded
- Finance automationIncluded
- Connected reconciliationIncluded
- Financial intelligenceIncluded
Payment economics
A lower RoseWorks card payment fee as the operation grows.
Basic0.50%
RoseWorks card payment fee
Business0.25%
RoseWorks card payment fee
Scale0%
RoseWorks card payment fee
RoseWorks does not charge its percentage fee on customer tips.
The RoseWorks card payment fee applies to the sale/service amount only. Third-party payment-processing fees are separate and may apply to the total processed charge under the processor’s pricing.
Premium software add-on
In development
RoseWorks Dispute Defense
Protect the revenue you’ve already earned.
Add to any plan+$49.99/month
When available
Planned premium add-on to any RoseWorks plan when available.
RoseWorks Dispute Defense is in development and is not available for purchase today.
Planned defense capabilities
- Dispute Readiness Score
Shows what evidence exists and what is missing before a dispute occurs.
- Dedicated Dispute Case Workspace
Track the dispute, disputed amount, deadlines, reason, status, and outcome.
- Deadline Tracking
Keep processor, evidence, and review response dates visible.
- Evidence Organizer & Linking
Connect contracts, scope, work records, invoices, payments, communications, photos, completion records, and other supporting evidence.
- Evidence Classification
Organize agreement, transaction, performance, communication, acceptance, change-order, refund, and exhibit evidence.
- Allegation & Reason-Code Analysis
Separate what the customer claims, what the processor requires, what the business says, and what the evidence proves.
- Contradiction Detection
Identify factual inconsistencies between allegations and documented evidence.
- Missing-Evidence Alerts
Identify missing signatures, approvals, completion proof, change orders, acknowledgments, or other important records.
- Source-Linked Chronology
Build an evidence-backed timeline with source references.
- Reason-Code Evidence Mapping
Match available evidence to the specific dispute issue rather than dumping documents into a generic package.
- AI-Assisted Evidence Analysis
Summarize and classify evidence, identify duplicates and gaps, build chronology, and draft a factual narrative without inventing facts.
- Dispute Defense Dossier
Produce a structured processor-ready evidence package with chronology, agreements, proof of performance, communications, contradiction analysis, exhibit index, exhibits, and submission checklist.
- Outcome & Recovery Tracking
Track submitted, awaiting decision, won, lost, partially recovered, closed, and associated financial outcomes.
RoseWorks · Available now
Create your account and start with Basic.
Basic is $0/month with no setup fee. Sign in if you already have a workspace, or contact Rockwell Rose when you need product support or a private business conversation.