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WorkXFlow Planner

By WorkXFlow Planner
4.2 out of 5 stars
Free trial available
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WorkXFlow Planner is a tool designed to plan out your jobs & tasks, complementing your existing Xero Practice Manager via seamless integration.
Rated
4.2
out of 5
Reviewed by
5
Xero users
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Overview

In the realm of accounting, effective planning is the cornerstone of success. With WorkXFlow Planner, you can take your accounting practice planning to new heights. Our innovative solution empowers you to streamline and optimize your planning process, ensuring efficiency, accuracy, and enhanced collaboration.

WorkXFlow Planner is a tool designed specifically to plan out your jobs & tasks with ease to maximize productivity and profits. WorkXFlow Planner ensures you will no longer have missed deadlines, frustrated customers or under/over utilization of your staff.

WorkXFlow Planner
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WorkXFlow Planner + Xero

The WorkXFlow Planner application integrates with Xero Practice Manager to plan the jobs and tasks in your XPM instance.

The integration connects to your XPM instance via the secure Xero authentication. The integration consists of a three step process of downsynching the Clients, Staff, Jobs and Tasks. Once the plan is created in WorkXFlow Planner, the updated Job and Task information is upsynched back to XPM. The updated information includes task allocations, start and end dates, notes and priorities.

Reviews & ratings

4.2 out of 5 stars
5 Reviews

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Most recent reviews

AG
Anuradha Gajanayaka
Posted 18 Sep 2024
5 out of 5 stars
Great product
RK
Ruwani Kanchana
Posted 12 Sep 2024
5 out of 5 stars

Highly Efficient Planner for Accounting Teams

WorkXFlow Planner has been a huge time saver for our practice. From task management to meeting deadlines, it keeps everything organized and running smoothly. A great tool for boosting team productivity and improving workflow!
JD
Johann De Cruz
Posted 10 Sep 2024
5 out of 5 stars

The best work planning products that works with XPM

I've been using the WorkXFlow Planner, and it's been a fantastic addition to our daily operations. The interface is very user-friendly, making it easy to manage work and schedule tasks. I love how simple it is to drag and drop jobs, and the color-coded system helps me stay organized at a glance. The planner integrates seamlessly with other software we use, like Xero, which has saved us a ton of time. Overall, WorkXFlow Planner has really streamlined our scheduling and helped our team become more productive. I highly recommend it to anyone looking for a reliable and easy-to-use planning tool!

Additional info

Shared data

Xero
WorkXFlow Planner
Usersshared from Xero to WorkXFlow Planner
Employeesshared from Xero to WorkXFlow Planner

Functions

Time trackingPractice manager

Industries

Accounting

App details

By WorkXFlow Planner
Added in 2024

Countries

Australia, Global, United Kingdom

Languages

English

Support

Setup walkthroughContact supporthello@workxflow.com

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