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Projectworks

By SpiderWorks Limited
4.84 out of 5 stars
 62 reviews
Free 21 day trial available
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Professional service automation software for resource planning, revenue forecasting, invoices, timesheets, expenses, utilisation, rate cards, margin prediction and project management. Commonly used by the Engineering Services, Architecture, Software Services and Management Consulting industries.
Rated
4.8
out of 5
Reviewed by
62
Xero users
Try this app
Free 21 day
trial available
Listed for
4 years
November 2019

Overview

Projectworks is cloud-based professional service automation software designed to help consulting firms run more profitable projects and businesses. It offers functions designed for project, financial, and workforce management.

Projectworks' feature set includes:

Time tracking: Easy-to-use timesheets for employees that actually get filled out, with a simple review and approval process.

Expenses: Smart controls for how expenses impact your project budget, and painless expense submission for employees.

Resourcing: Plan successful projects with the ability to see who is available, at capacity, or over-allocated at a glance.

Revenue forecasting: Get ahead with the only professional services software that allows you to see your future financials tracked against your project budget.

Invoicing: Pre-populated invoices sync seamlessly with Xero, saving you time and helping you get paid faster.

Reporting & insights: built-in reports tailored to help professional service businesses grow.

Start a free trial, or book your personalized demo on our website today to get started.

Xero Partner with consulting clients? Get in touch via our website to explore our partner program.

Projectworks
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Projectworks + Xero

The Xero and Projectworks integration saves you time and helps you manage your project and business finances as efficiently as possible – it’s the most comprehensive accounting software integration available for professional services.

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

Leave: Projectworks sends approved leave to Xero Payroll, and receives updated leave balances back. Additionally, time entries from hourly workers in Projectworks are sent to Xero Payroll.

Expenses: Projectworks sends reimbursable expense claims to Xero, and they become bills to reimburse your staff. You can also plan expenses in advance. Grouped expenses can be sent to Xero as a single bill to pay.

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.

Purchase Orders: Projectworks sends purchase orders to Xero as bills to pay.

Getting started

Start a free trial today to experience first-hand how Projectworks can assist your business, by clicking the 'Get this app' button.

Looking for a demo? Visit our website to book a time with one of our friendly team members.

If you would like general information about getting started with Projectworks and Xero, click the link below.

Screenshot 1 for app Projectworks

Reviews & ratings

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4.8 out of 5 stars
62 Reviews

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Most recent reviews

SD
Simon Drummond
Posted 30 Sep 2024
5 out of 5 stars

Great switch from WFM for an SME consultancy with multiple entities

We used WFM for many years before Xero inexplicably retired it. One of the drawcards for us was the ability to house multiple organisations within the one interface. As a SME consulting firm operating in several countries, this amalgamation provided us with much greater business visibility as well as a streamlined intercompany billing process.The Projectworks offering also tied in several niggling company processes that were previously housed in other systems (e.g. leave applications, expense records etc). Couldn't recommend it more.

Response from Projectworks

Hi Simon, we're really glad to have you onboard and appreciate you taking the time to leave such a great review! We've made an effort to support ex-WFM users, and it's great to hear that you're able to streamline your operations by consolidating multiple entities under the all-in-one functionality of Projectworks. We look forward to supporting your successes! As always, if you have any additional feedback, feel free to drop us a note at support@projectworks.io. Thank you for being such a great advocate for Projectworks - receiving feedback like this helps us know we're on the right track.
SW
South West Ltd
Posted 25 Sep 2024
3 out of 5 stars

Free trial not available without sales contact

Tried to start a free trial but you are directed to input details and book a demo/sales pitch, this means waiting up to a week for appointment availability and delaying our business progression.

Response from Projectworks

Hi Andrew, we've since resolved this and you are now in a free trial. This happened because trials requested in the UAE incur a slightly different process before the trial is spun up. Thank you for letting us know of your issue, and I am confident that you will consider revising our 3-star score once you have experienced Projectworks' functionality and how it can help your business. Thank you for your patience. For support in future, feel free to reach out to our Customer Success team at support@projectworks.io.
CS
Craig Shipman
Posted 25 Sep 2024
4 out of 5 stars

It Works !

Having used many project management tools across the years, I'm very happy to have landed on ProjectWorks. The tool is simple, intuitive and easy to use, while it lacks some advanced reporting that can easily be done in external tools. I'd recommend it for medium sized businesses especially those that have grown fast and maybe outstripped their current toolset.

Response from Projectworks

Hi Craig, thank you so much for being a long-term Projectworks user and for leaving this kind review. We appreciate you! It's great to hear that you're continuing to find the platform intuitive and easy-to-use. Regarding advanced reporting, our direct data connection allows users to extract Projectworks data into their existing reporting solutions like Microsoft Excel or Power BI, if our built-in reports don't meet all of their needs. We're very pleased to receive your recommendation and, like you, are confident that we can serve larger businesses that are growing out of their limited software toolset! As always, you can stay in touch via our Customer Success team at support@projectworks.io.
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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
Purchase Ordersshared from Projectworks to Xero
Paymentsshared from Xero to Projectworks
Currenciesshared from Xero to Projectworks
Contactsshared from Xero to Projectworks

Functions

Invoicing and jobsTime tracking

Industries

Professional services

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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21 day free trial available

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