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Projectworks

By SpiderWorks Limited
4.94 out of 5 stars
Professional service automation software for resource planning, revenue forecasting, invoices, timesheets, expenses, utilisation, rate cards, margin prediction and project management.

Overview

28/03/23 update: We are currently waiving the migration fee for all WorkflowMax customers and offering an exclusive deal. More details here: [Migrating from WorkflowMax] (https://projectworks.io/workflowmax).

Projectworks is a cloud-based business management platform designed to help professional & creative services businesses better manage their organisations. It offers functions designed for project, financial, and workforce management.

Projectworks core features include resourcing, forecasting, invoicing, timesheets, leave, expenses, project management, budget burn and reporting.

Projectworks will also provide your firm with the following benefits:

• Simple rates management, with the function to assign and edit customisable rates by project.

• Improved timesheeting, with easy and intuitive timesheets, and a stop-start timer.

• Forward-looking insights, through projected burn and projected margin reporting.

• Prevent bench time or overwork, through capacity and personalised target utilisation rates.

• Easy invoicing, that can be customised to fit your firm's unique guidelines.

• Eliminate manual data handling, with an all-in-one solution for consultancies.

To learn more about Projectworks' features, click here: [our features]. (projectworks.io/features)

Projectworks
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Projectworks + Xero

Invoices: Projectworks sends approved invoices to Xero and receives payment records back.

Leave: Projectworks sends approved leave to Xero, and receives updated leave balances back.

Expenses: Projectworks sends reimbursable expense claims to Xero, and they become bills to reimburse your staff.

Tracking Categories: You can include tracking categories on your Projectworks expenses and invoices and they will flow through to Xero, removing the need to manually set them in both systems.

Coming in April 2023, you’ll also be able to plan expenses ahead of time and export these to Xero as a bill to pay to supplier contacts.

Reviews & ratings

4.9 out of 5 stars
35 Reviews
5 star(94%)
4 star(6%)
3 star(0%)
2 star(0%)
1 star(0%)
AP
Andrew Pollock
Posted
5 out of 5 stars

Great Solution

Great solution that is easy to use and on point with enabling projects to be tracked, time approved and invoices generated which are then easily integrated into Xero. The application is simple to configure, and with the help of a very professional Projectworks team, the migration off of our existing systems onto Projectworks was painless.

Response from Projectworks

A painless migration is what we love to do! Thanks for the feedback Andrew. Great to hear you are finding it easy to use too.
GM
Gloria Musana
Posted
5 out of 5 stars

Great Product & Excellent Service

The integration between Projectworks and Xero is seamless, it makes raising and reconciling sales invoices between two systems a simple task. The system is user-friendly with reporting that is well-built and informative. The support team is extremely helpful in particular during the implementation process and still continues to respond quickly to our ad hoc requests.

Response from Projectworks

Thanks Gloria! When integration works it’s a beautiful thing. So much time savings! It’s awesome to hear you are having a great all around experience, with both our product and our people. Thanks for sharing.
GG
Georgie Garnham
Posted
5 out of 5 stars

Great product

As a professional services team Projectworks helps us plan and log our time, and seamlessly integrates with Xero for invoicing, expenses and payroll for leave management

Response from Projectworks

Thanks for the five stars Georgie. It’s great to hear we have helped improve your business processes.

Additional info

Shared data

Xero
Projectworks
Invoicesshared from Projectworks to Xero
Credit Notesshared from Projectworks to Xero
Timesheetsshared from Projectworks to Xero
Accountsshared from Xero to Projectworks
Tracking Categoriesshared from Xero to Projectworks
Currenciesshared from Xero to Projectworks
Contactsshared from Xero to Projectworks

App details

By SpiderWorks Limited
Added in 2019

Countries

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

Languages

English

Support

Setup walkthroughContact supportsupport@projectworks.io

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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.