Practice management, or a project tool you build into one?
ClickUp, Asana and monday.com are superb general-purpose project tools from about $7 to $19 per user. They do not know what a client, a timesheet, an invoice or a KYC check is. ZenWorkflow does, from €39 per user per month.
Choose ZenWorkflow if you want
- A client record with directors, shareholders and services, not a board
- Time that becomes an invoice without a spreadsheet in between
- AML/KYC screening and risk assessments with an audit trail
- Leave balances, public holidays and capacity built in
ClickUp, Asana and monday.com is the better fit if
- Your firm is tiny and you enjoy building your own system
- You need a tool shared with non-accounting teams
- The lowest per-seat price is the deciding factor
- You already have billing, time and compliance tools you like
ZenWorkflow vs ClickUp, Asana and monday.com at a glance
General tools can model anything. Practice software already has.
| ZenWorkflow | ClickUp, Asana and monday.com | |
|---|---|---|
| Pricing | From €39/user/month | From about $7 to $19/user/month |
| Free plan | Free plan for one user and 10 clients | Free tiers with limits |
| Workflow and job management | Templates, checklists, owners, budgets and approvals | Tasks, boards and automations |
| Client records and ownership | Contacts, directors, shareholders, ownership and history | Custom fields you design; no ownership model |
| Time tracking and timesheets | Weekly timesheets with submit-and-approve | Basic timers on some tiers |
| Invoicing, estimates and credit notes | Invoices, estimates, credit notes and receipts | Separate tool |
| AML/KYC screening and risk assessment | PEP and sanctions screening, risk assessments, document expiry | |
| Staff leave and capacity | Requests, balances and a team leave calendar | Separate tool or spreadsheet |
| Multiple firms or entities | Several firms or entities from one login, fully isolated | Separate workspaces |
| Client portal | Secure magic-link sharing, no full client portal | Guest access |
| Integrated email inbox | Email to task | |
| Document storage | Per-client files, Google Drive sync | Attachments and docs |
| AI assistant | In-app assistant plus Claude and ChatGPT connection | AI add-ons, usually paid |
| Reporting | Capacity, profitability, compliance and billing reports | Dashboards |
| Contract | Monthly or yearly, no minimum seats | Monthly or yearly; some minimum seats |
ClickUp, Asana and monday.com details from its public pricing and feature pages and independent reviews, checked October 2026. Plans change: confirm on their site before deciding.
From €39/user/month (Practice) or €58/user/month with AML/KYC, billed monthly or yearly.
Everything is included at each tier: workflows, clients, time, billing, leave, reporting and the AI assistant, with AML/KYC on the Practice + AML plan. There are no per-module fees and no minimum number of users, and the free plan covers one user and ten clients.
ClickUp from about $7, Asana from $10.99 and monday.com from $12 per user per month, billed yearly.
They are cheap per seat and excellent at tasks, boards and automations. Everything practice-specific is yours to build: client records are custom fields, timesheets are a plug-in or a higher tier, invoicing and AML/KYC need separate tools, and leave balances are a spreadsheet. The cost is the build and the maintenance, not the licence.
Why firms move off generic tools
The board worked at five people. It stops working when the work has to be billed, screened and staffed.
Clients are more than a column
Directors, shareholders, services and documents belong on a record. ZenWorkflow models them; a board cannot.
Time never reaches the invoice
Hours in a tracker, invoices in another tool, reconciliation by hand. ZenWorkflow bills from the job.
Compliance has no home
KYC documents and risk assessments end up in folders. ZenWorkflow keeps them on the client with expiry tracking.
You are the vendor
Every improvement is a build. ZenWorkflow ships the practice features and keeps improving them.
A record that knows what a client is
Contacts, directors, shareholders, services, documents and history, with the relationships between entities, so your team never rebuilds a client structure in custom fields.
Timesheet to invoice in one system
Weekly timesheets with approvals feed budgets and invoices directly. Estimates, credit notes and receipts are in the same ledger, with nothing exported to a spreadsheet.
KYC with an audit trail
Identity documents, PEP and sanctions screening, structured risk assessments and expiry dates, recorded against the client in a form a regulator can follow.
Moving off a generic tool in three steps
Guided onboarding imports your data and validates it with you before go-live. Most firms are running within a few weeks.
Export your boards
Export tasks and the client custom fields you built to CSV.
Import into ZenWorkflow
Import clients and open jobs; the practice-specific structure is already there to receive them.
Templates and go live
Turn your recurring board templates into ZenWorkflow templates and run the next cycle there.
ZenWorkflow vs ClickUp, Asana and monday.com: questions firms ask
Straight answers on pricing, migration and where each tool wins.
Small firms do, and it works until billing, compliance and staffing need to connect to the work. At that point most either build a fragile system of plug-ins or move to practice management software.
Roughly $7 to $19 per user per month on yearly billing for their main paid tiers, with free plans that have limits and AI add-ons priced separately.
Flexibility, cross-team use and price per seat. If you need one tool for accountants, marketers and developers, they win. ZenWorkflow is for professional firms.
Yes. Export tasks and client fields to CSV and import them with guided onboarding.
The Practice plan is €39 per user per month, or €390 per user per year. Practice + AML, which adds PEP and sanctions screening, risk assessments and KYC document tracking, is €58 per user per month or €580 per year. A free plan covers one user and ten clients, and every paid plan starts with a 14-day free trial. There are no module fees or minimum seat counts.
Yes. ZenWorkflow is built in the EU and is used by accounting, audit, tax, legal and corporate-services firms across Europe and beyond. It bills in EUR or USD, supports multiple entities from one login and includes the AML/KYC due-diligence that EU and UK regulated firms need, without a US-tax or Companies-House-only focus.
Yes. Start a free trial with no credit card, import a handful of clients and run one real engagement end to end. Book a demo if you would rather see your own workflows set up first.
See how ZenWorkflow compares with other tools.
Every comparison uses the same honest, side-by-side format.
See ZenWorkflow next to ClickUp, Asana and monday.com on your own work
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