Worknilo Books access and SSO

What Books is

Worknilo Books is the accounting product at https://books.worknilo.com. It is a separate application with its own data store. Worknilo (Pulse/Pay) can act as the identity provider and optionally share payroll-related data through integrations.

You can enable Books for an organization without requiring every other module. Day-to-day ledger, A/R, A/P, and banking work happens inside Books, not inside the Pulse admin.

Enable Books and grant seats

1. In Worknilo Settings, enable the Books module for the organization (via modules / billing controls your role can access).
2. When Books is newly enabled, owners and payroll admins may receive default access automatically.
3. Open the Books access panel in Settings to grant or revoke seats for other members who should SSO into Books.
4. External accountants may be invited inside Books itself; they might not appear as Pulse employees.

SSO only succeeds for organizations where Books is enabled and the user has a Books seat (or falls under the default owner/payroll-admin access rules when seats are not otherwise configured).

Sign in with SSO

1. Go to https://books.worknilo.com (or use an Open Books link from Worknilo when shown).
2. Choose the Worknilo sign-in path so OAuth PKCE can issue a short-lived authorization for the Books client.
3. Pick the correct organization if you belong to more than one.
4. Continue accounting work in Books. Return to Worknilo for scheduling, time, and payroll runs.

What this guide does not cover

Chart of accounts, bank reconciliation, and Books-native workflows belong in Books product documentation. Partner machine-to-machine API credentials are for integrators, not typical end users, and are omitted here.