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A Xero product offering all-in-one workflow. Over 10,000 service businesses trust WorkflowMax for quotes, timesheets, financial project management, reporting, invoices and much more.

Maximise project profitability, improve project budgeting and gain critical insights into your business with Xero’s WorkflowMax. Loved by over 50,000 customers in professional services, engineering, building/construction and more. Together with Xero, WorkflowMax provides you powerful end to end business solution.

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WorkflowMax + Xero

WorkflowMax has a seamless integration with Xero. You can:

- Push sales invoices to Xero. When you create a sales invoice in WorkflowMax, it’s automatically pushed into Xero.
- Get payment confirmation back into WorkflowMax. Once an invoice has been reconciled in Xero, it’s marked off as paid in WorkflowMax, giving you an accurate picture of profitability on each job.
- Push WorkflowMax purchase order receipts into Xero as account payable. Raise purchase orders and receipt supplier invoices in WorkflowMax. Once receipted, the details are automatically pushed to Xero for payment of the invoice. Your job costing is complete, without you having to do a thing.

WorkflowMax also integrates with more than just Xero. Use WorkflowMax as the core of your business and integrate it with your accounting, payroll, customer support, CRM software and over 30 other world-class add-on apps.

Reviews & ratings

128 Reviews
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Edward Collings
Great product for time capture, quoting and invoicing alongside xero.
Matthew Peng

Very versatile workflow companion

WorklflowMax is easily adaptable to any sized business, offering great visibility of work in progress and job profitability reporting.
Steve Hugler
The systems and processes built into WFM has allowed our business to grow and prosper. Functionality like 'email to job' and 'document uploads' enables my staff can share and confirm client/job information from anywhere. It's awesome.

Response from WorkflowMax

Thanks, Steve - really great to hear the software is helping you to grow and prosper!
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App details

By Xero
Added in 2009


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




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