You’re on the Canada site
Select a region

Workflow management software that integrates with Xero

Workflow management software automates repetitive, time-consuming tasks such as invoicing, time tracking and more to free you and your team up to focus on more strategic, creative or profitable work.

How does workflow management software work with Xero?

Integrating workflow software with Xero allows you to automate and streamline the processes that take up the most time in your business, improving the service you provide to customers and freeing up your team to work on the things that matter most. When connected with Xero, workflow apps streamline tasks like invoicing and staff scheduling, and give you valuable insights into your productivity and profitability using real time data.

What are the key features and benefits of workflow management software that connects to Xero?

  • Easy project tracking. Cost jobs accurately to ensure they’re profitable, assign to staff based on availability, and track projects from start to finish. Keeping clients happy and jobs within budget can be easy.

  • Efficient payments, strong cash flow. Automate your invoicing workflows to get paid on time – no more spending hours creating and chasing invoices or worrying about cash flow.

  • Increased visibility into performance. Workflow management apps can pull data from Xero to generate reports on employee productivity, project profitability and revenue forecasting, giving you the insights you need to continue to enhance your business.

Find your fit

Every workflow management software integration with Xero can be different.

To learn more, browse through the workflow management apps in this category. Click on an app to find detailed information on how it works and integrates with your Xero account, and see ratings and reviews by other Xero users. Want to try an app? You can then get started directly from the app listing page in just a few clicks.

  1. Featured app
    Invoicing and jobs, Time tracking

    ServiceM8

    4.56 out of 5 stars
     288
    Invoicing and jobs, Time tracking
    The job management app for trade contractors & service businesses, with everything to help you cut paperwork, complete more jobs & provide amazing customer service.
  2. Featured app
    Invoicing and jobs, Time tracking

    Tradify

    4.67 out of 5 stars
     173
    Invoicing and jobs, Time tracking
    The job management app for tradespeople! Tradify is the best tool for the job. Manage enquiries, quoting, job tracking, staff management, timesheets, invoicing & more! Trusted by thousands of tradespeople around the world. Available on desktop, Android, and iOS devices!
  3. Featured app
    Invoicing and jobs, Time tracking

    Projectworks

    4.85 out of 5 stars
     66
    Invoicing and jobs, Time tracking
    Grow your business with all-in-one professional services automation software for engineering, architecture, management consulting, & software services. Projectworks is easy to use, connects with Xero, and gives you time back to focus on the real work that drives your success.
  4. Inventory, Invoicing and jobs

    Simpro

    3.78 out of 5 stars
     65
    Inventory, Invoicing and jobs
    Achieve end-to-end field service management with Simpro. More than 8,500 service, project and maintenance businesses trust Simpro for quotes, scheduling, dispatch, invoicing, payments, inventory management and more.
  5. Invoicing and jobs, Time tracking

    WorkflowMax by BlueRock

    2.65 out of 5 stars
     98
    Invoicing and jobs, Time tracking
    Take control of your business with the new WorkflowMax by BlueRock, the all-in-one job management solution for Xero users. Save time, boost performance, improve profitability, and reduce admin headaches with new features, cost-effective pricing, and an upgraded interface for a better experience.
  6. Invoicing and jobs, Time tracking

    Fergus

    4.52 out of 5 stars
     73
    Invoicing and jobs, Time tracking
    Get the job management software used by 1000's of plumbers, electricians and tradespeople around the world. Fergus manages your jobs from start to finish - quoting, scheduling, job tracking, invoicing - and integrates with Xero to give you a 360 view of how your business is performing.
  7. Invoicing and jobs, Time tracking

    ROLL

    4.85 out of 5 stars
     64
    Invoicing and jobs, Time tracking
    ROLL workflow management software is an "all in one" business solution. Manage leads and projects, track time and get real-time visibility of how your business is performing. ROLL is perfect for consultancies, graphic designers, web studios, engineers and other service-based businesses.
  8. CRM, Invoicing and jobs

    WORK[etc] CRM + Projects

    4.73 out of 5 stars
     41
    CRM, Invoicing and jobs
    All-in-one business management including CRM, Projects, Billing & more. Link with Xero & for end-to-end management of your business.
Although Xero reviews each app in the Xero App Store, we can’t give any guarantees. It’s up to you to assess the performance, quality and suitability of any app before going ahead.