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.
    Overview

    Maximise project profitability, improve project budgeting and gain critical insights into your business with Xero’s WorkflowMax. Loved by over 50,000 customers in professional services, engineering, building/construction and more. Together with Xero, WorkflowMax provides you powerful end to end business solution.

    Explore all features of WorkflowMax
    image adapt 800 high
    Play Video

    WorkflowMax + Xero

    WorkflowMax has a seamless integration with Xero. You can:

    - Push sales invoices to Xero. When you create a sales invoice in WorkflowMax, it’s 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 also 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-on apps.

    Reviews & ratings

    3.6
    115 Reviews
    5 star
    (45%)
    4 star
    (19%)
    3 star
    (8%)
    2 star
    (9%)
    1 star
    (18%)
    WP
    Wayde Parnell
    Posted

    Unsure if this service fits due to the below feedback

    Reviewing the feedback has indicated the lack of support to continue the invitation of user-friendly updates adding new tech or leading the way. This plays a huge part in our selection for software choice.
    AT
    Accounts Team
    Posted

    WFM support is WOEFUL

    *Check the latest reviews before purchasing* After 7 years as a mostly satisfied customer (albeit a few hurdles along the way and little to no progression in system functionality), I find our business in a difficult situation due to a lack of support. Like most businesses, ours relies heavily on this tool for many day-to-day functions and without decent support and communication we see many issues compounding - We are over a week without replies or any resolution to our latest connectivity issue within WFM>XERO. Accessibility to the support team is limited and resolution of issues is terribly slow. I am waiting now for over a week and cannot complete invoicing in any sensible manner.
    CM
    Colin Miles
    Posted

    Hasn’t progressed. We’re switching to another system

    We’ve used WFM in our agency for the last 6 years. We bought in because it is a Xero owned service and we thought Xero would evolve it to be as user friendly and feature rich as it’s main platform. Regrettably it hasn’t happened. In 2020 we reviewed the market for agency / professional services management systems and found several alternatives with much richer features and better UI / UX for the same or less ££.
    Additional info

    Shared data

    Xero
    WorkflowMax
    Accounts
    Contacts
    Credit Notes
    Currencies
    Invoices
    Tracking Categories

    App details

    By Xero
    Added in 2009

    Countries

    Australia, Canada, Global, Hong Kong, Indonesia, Ireland, Malaysia, New Zealand, Philippines, Singapore, South Africa, United Kingdom, United States

    Languages

    English

    Support

    Setup walkthroughIntegration walkthrough

    Follow

    TwitterFacebookLinkedIn

    You might also like

    Although Xero reviews each app in our App Marketplace, we can’t give any guarantees. It’s up to you to assess the performance, quality and suitability of any app before going ahead.