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Projectworks

By SpiderWorks Limited
4.84 out of 5 stars
Free 21 day trial available
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Grow your business with professional services automation software that brings together time tracking, expenses, resourcing, revenue & margin forecasting, invoicing, reporting, & leave. Built by professional services experts for engineering, architecture, management consulting, & software services.
Rated
4.8
out of 5
Reviewed by
63
Xero users
Try this app
Free 21 day
trial available
Listed for
4 years
November 2019

Overview

Projectworks is a cloud-based professional services automation software that’s easy to use, connects with your ecosystem, and gives you time back to focus on the real work that drives your success.

Increase your billable time by eliminating time-consuming double entry and expensive overheads across your firm.

Improve your margins by accurately displaying the present state and future of your projects – while there is still time to make interventions.

Projectworks is an all-in-one PSA solution, offering:

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

Expenses: Track expense burn against your project budget, with 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: Smart revenue projections are calculated based on financial and resourcing data to ensure you achieve maximum profitability.

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

Reporting & insights: Built-in reports provide actionable insights so your professional services business can thrive.

Deep integrations: Projectworks connects with your favourite business tools to save you time.

Start a free trial or book your personalized demo 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 globally-loved Projectworks Xero integration is rated 4.8/5, with the ability to auto-sync data to help you manage your project finances accurately and efficiently. As an award-winning Xero App Partner, we’re the perfect next step to help you deliver projects on time and budget.

Invoices: Projectworks auto-syncs* approved invoices to Xero and receives payment records back.

Expenses: Projectworks auto-syncs expense claims to Xero, and they become bills to pay. You can also plan expenses in advance. Grouped expenses can be sent to Xero as a single bill to pay.

Payments: Payments in Xero can be auto-synced back to Projectworks, updating invoice payment details.

Time Entries: Auto-sync time entries from Projectworks to avoid double handling and manage contractor payments in Xero.

Leave: Leave in Projectworks auto-syncs to Xero upon approval of the leave request in Projectworks. Leave balances also sync.

Purchase Orders: Export purchase orders from Projectworks into Xero as bills to pay.

Credit Invoice: Reconcile credit notes from Projectworks to Xero.

*Auto-sync is an optional feature that can be turned on and off at your discretion.

Reviews & ratings

4.8 out of 5 stars
63 Reviews

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Most recent reviews

SA
Sarah Allen
Posted 9 Oct 2024
5 out of 5 stars

A giant leap forward for our business systems

We're a professional services consultancy with four NZ-based entities. We are enjoying Projectworks and found the transition from WFM very smooth. Being able to have four entities in the one PW linked to four separate Xero businesses helps to simplify processes like intercompany subcontracting. We’re seeing the benefits already with our monthly invoicing, and people just prefer using it! There is potential to see more benefits as we get deeper into some of the resourcing and forecasting functionality too. The integration with Xero and 12d Synergy is key to simplifying our admin processes. Projectworks is a great product. We’ve been impressed with the responsiveness from the support email too.

Response from Projectworks

Hi Sarah, this is excellent to hear! We know how hard it can be to manage work across different companies, so it's fantastic that Projectworks is helping you streamline projects across all four of your entities. Thanks for sharing such a kind review - and we're so glad that you've experienced a seamless transition from WFM! Can't wait for you to dig into resourcing and forecasting too.
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.
One person found this review helpful.

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.

Additional info

Shared data

Xero
Projectworks
Invoicesshared from Projectworks to Xero
Credit Notesshared from Projectworks to Xero
Timesheetsshared from Projectworks to Xero
Purchase Ordersshared from Projectworks to Xero
Paymentsshared from Xero to Projectworks
Currenciesshared from Xero to Projectworks and from Projectworks to Xero

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

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.