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Projectworks

By SpiderWorks Limited
Featured app
4.87 out of 5 stars
 52 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
4.9
out of 5
Reviewed by
52
Xero users
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trial available
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Overview

July 2024 update: We are currently waiving the migration fee for WorkflowMax customers and offering an exclusive deal. See our website for details.

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 personalised 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.

Explore how to setup Projectworks
Screenshot 1 for app Projectworks

Reviews & ratings

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4.9 out of 5 stars
52 Reviews

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Most recent reviews

DL
David Lai
Posted 25 Jul 2024
4 out of 5 stars

Useful project management tool

We recently joined ProjectWorks, and is still exploring the functions of the software. We find PW is easy to use, and their supports are quick and effective. The invoice function is great from preparation, approval to issue, saving us some time compared to our old tool.

Response from Projectworks

It's great to have you onboard David and thank you for your review. Making invoicing easy and efficient is our aim so having you experience that right from the start is awesome.
CY
Chelsea Young
Posted 24 Jul 2024
5 out of 5 stars

Great Time & Project Management Software

We've been using this project management system for about a month now, and we are already seeing so many benefits. The interface is incredibly intuitive, making it easy for our team to get up to speed quickly. Despite its simplicity, the system offers comprehensive oversight over all facets of our business, allowing us to manage projects and work streams more efficiently. One of the standout features is the robust integration functions, thanks to its open API. This has allowed us to seamlessly connect various tools and streamline our workflow. However, we have noticed that there are some areas for improvement in the integration with Xero. I’d note that the integration is more comprehensive than our previous system and I’m confident that these will improve with time as the team are genuinely attentive to requests and feedback. Additionally, the data migration team have been incredibly supportive and communicative throughout whole process. They helped us understand the system, migrate our data, and troubleshoot data & process workflows to ensure a seamless transition. Overall, it's a fantastic tool and the Projectworks team have been wonderful to deal with.

Response from Projectworks

Thanks Chelsea for your 5 star review. We love hearing how easy our platform is to use, whilst giving you everything needed to perform better as a business. I'm sure you have already experienced this but we update our software continuously so keep an eye out for our release updates. Also, drop a note to our support team, if you haven't already, with specifics when you would like to request enhancements. We always want to hear from clients.
SW
Sue-Anne Walker
Posted 23 Jul 2024
5 out of 5 stars

Great improvement on our timesheet, leave and project management

The functionality within Projectworks has provided us with better oversight on how we are performing on each project and is identifying areas where we have both under and over utilised staff. The online leave approval process is fantastic, much better than the manual process we had before this which had no verification / accuracy to it. The timesheet processing is fantastic, everyone in our team has commented on how much easier it is to process our timesheets now in comparison to our previous system. The online webinars were fantastic, and the fact we got the recordings to look back on at later stages is a great tool in addition to the wealth of information provided in the Knowledge Base. We also migrated to Xero at the same time we implemented Projectworks and the knowledge and support of not only Zabe but the entire support team post implementation has been fantastic.

Response from Projectworks

Thanks Sue-Anne for your feedback. We love hearing the immediate and positive impact our platform and people have on businesses like yours. Getting real time data insights is critical for good business decisions and knowing it’s helping your business already is fantastic.
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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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