Profit.co vs. Workboard

Workboard has grown well beyond a pure OKR tool. Its Chief of Staff Agent drafts OKRs and executive briefs, and its Strategic Portfolio Management module covers budgets. Profit.co’s AI agents draft and score objectives too, then add a 400+ KPI library, a Balanced Scorecard, and transparent per-user pricing. For teams that want every strategy framework in one place, that breadth is the difference.

Yes. Profit.co offers a 30-day free trial with full access, and no credit card is required to start. You can explore every module, set up your OKRs, and connect your tools before you decide. If you would like a guided walkthrough first, you can book a 30-minute demo with a product expert. For plan details, visit profit.co/pricing.

Yes. When you switch from Workboard, a guided onboarding team helps you set up your workspace, map your org structure and reporting lines, and bring your objectives and key results across. You then connect the tools you already use and cascade objectives to teams. Most teams treat the move as the moment they connect OKRs to a 400+ KPI library and a Balanced Scorecard.

Setup is built around three stages: connect and configure, align and cascade, then execute and measure. You start with a free trial and a guided onboarding session, so configuration does not stall. Because Profit.co connects to 100+ integrations, your live data flows in automatically and you do not spend weeks copying numbers across spreadsheets before the platform is useful.

Profit.co connects with 100+ integrations, including Jira, Slack, Microsoft Teams, Salesforce, Google Workspace, Tableau, Power BI, SAP, Oracle, and HubSpot, plus a public API for custom integrations. If you are evaluating tools like Workboard, integration depth matters, because it decides whether your OKRs and KPIs update on their own. Profit.co pulls live data from these tools, so progress stays current without manual entry.

Yes. Profit.co is SOC2 compliant and ISO certified, backed by 99.9% uptime and 24/7 support. Your company data stays secure and compliant with industry-standard certifications, and role-based permissions control access. Teams comparing a Workboard replacement can review our certifications and security documentation in detail during the demo before you decide.

Workboard’s Chief of Staff Agent drafts OKRs and executive briefs, and its Strategic Portfolio Management module covers portfolio budgets. Profit.co runs its own AI agents too, then adds a Balanced Scorecard, a 400+ KPI library, pulse surveys and peer recognition, and a transparent per-user price at profit.co/pricing. The difference is breadth across strategy frameworks and engagement, plus pricing you do not need a sales call to see.

Workboard does not publish pricing. Its pricing page redirects to a demo request, and third-party listing sites show outdated, pre-rebrand SMB figures that do not match current enterprise contracts. Profit.co publishes transparent per-user plans at profit.co/pricing and offers a 30-day free trial with no credit card required, so you can answer the cost question yourself before any sales call. Book a demo if you want a tailored quote.

Yes, a 30-minute demo is the fastest way to see whether Profit.co fits your OKR cadence and review process before you commit. A product expert walks through your current Workboard setup and shows how the same objectives connect to KPIs, projects, and performance in Profit.co. There is no cost or obligation, and you can start your free trial immediately after the demo if it is a fit.

For many teams, yes. Profit.co’s AI agents automate board reports and OKR dashboards from live KPI and project data, so review prep does not start from a blank slide. Workboard’s AI agents are strong at drafting executive briefs and running MBRs and QBRs too. For teams that want reviews connected to a KPI library and a Balanced Scorecard, Profit.co adds both.