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 + 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.
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It Works !
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Best move ever! WFM to ProjectWorks…
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