A Xero product offering all-in-one workflow. Over 10,000 service businesses trust WorkflowMax for quotes, timesheets, financial project management, reporting, invoices and much more.

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Stay on top of business with powerful project management software from WorkflowMax – a Xero product.

WorkflowMax from Xero provides a powerful platform for all your job, time and invoice management needs. Maximise project profitability, improve project budgeting and gain critical insights into your business. Seamless integration with Xero provides a complete end-to-end business solution. 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 throughout the job from quote to invoice.

  • Staff allocation details gives you visibility over workflows, and highlights team productivity and capacity.

  • The capability to share information and collaborate on projects 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 provides an end-to-end financial project management platform for creative agencies, professional such as architects, engineers, surveyors, IT and business consultants, construction or 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 on each job.
  • Push WorkflowMax purchase order receipts into Xero as account payable. Raise purchase orders and receipt supplier invoices in WorkflowMax. Once receipted, the details are automatically pushed to Xero for payment of the invoice. 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.

Try WorkflowMax for free

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 it in just a few minutes.

Learn more

How much does it cost?

Sign up for a free trial to see the power of WorkflowMax, and find out what it can do for your business. 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.

Find out which pricing plan is 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.

Get started for free.

What countries does it operate in?

WorkflowMax operates globally with over 45,000 customers around the world.

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.


Rated5out of5

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.

Rated5out of5

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.

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