The Xero-owned financial project management software that over 10,000 businesses love.
Xero’s WorkflowMax provides a powerful platform for all your job, time and invoice management needs. From leads through to invoicing, manage your business workflow in one seamlessly integrated system that’s completely customisable for your business. Over 10,000 businesses across the globe love WorkflowMax. If you run a service business and use Xero, WorkflowMax is probably perfect for you!
WorkflowMax gives you:
Powerful financial analysis and insights with customised reports. Understand the profit margin on each job and so much more!
Ability to track your costs, time and profitability from quote through to job and invoice
Staff allocation feature, highlighting visibility on workflow, team productivity and capacity
Sharing and collaboration capability on project information in one centralised place
A flexible and configurable project management solution to meet your business needs, from wherever you are
Helpful information about WorkflowMax
Who is it for?
Xero’s WorkflowMax is loved by over 10,000 businesses around the world. It provides an end-to-end financial project management platform for creative agencies, professional services (i.e. architects, engineers, surveyors, IT and business consultants), construction/building companies and other service businesses. With Xero and WorkflowMax working together, you have a powerful, end-to-end business solution at your fingertips.
How does it work with Xero?
- Push sales invoices to Xero – When you create a sales invoice in WorkflowMax, it is automatically pushed into Xero.
- Get payment confirmation back into WorkflowMax – Once an invoice has been reconciled in Xero, it’s marked off as paid in WorkflowMax, giving you an accurate picture of profitability per job.
- Push WorkflowMax purchase order receipts into Xero as Account Payables – Raise purchase orders and receipt supplier invoices in WorkflowMax. Once receipted this is automatically pushed to Xero for payment. Your job costing is complete, without you having to do a thing!
- WorkflowMax integrates with more than just Xero - Use WorkflowMax as the core of your business and integrate it with your accounting, payroll, customer support, CRM software and over 30 other world-class add-ons.
How do you sync it with Xero?
Syncing with Xero is easy to set up. Check out these step-by-step tutorials on how-to do this in just a few minutes!
How much does it cost?
Sign up for a free trial and see the power of what WorkflowMax can do for your business. And when you’re ready to sign up, just pay a low monthly fee as you go. There are no upfront fees, costs or risk! You can upgrade or downgrade your plan as it suits you, or even cancel at anytime if WorkflowMax isn’t right for you.
Is there a free trial?
You can try WorkflowMax for free and see if it's right for you – no upfront costs, no commitment, no risk!
What countries does it operate in?
WorkflowMax operates around the globe.
What support does it offer?
We’ve created several different resources to help you get the most out of WorkflowMax. Learn more at the WorkflowMax Support Centre.
BE INSPIRED BY THESE REVIEWS
Switched to WorkflowMax to automate the process of taking time billing from timekeeping software to invoice. This has greatly simplified the task saving several hours of admin at month end! Only using this function of WFM but it does it very well and makes it easy to keep tabs on staff billing as well.
We were reflecting the other day on how we ran our business without Wfm and Xero? We have improved our systems, are able to follow up on jobs and leads and have more time to focus on our products and services.