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 + 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. 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.
Getting started
Start a free, no-obligation Projectworks trial instantly. Use the features we offer in real-time and make your own assessment by clicking ‘Get this app’ button above, or by visiting: https://join.projectworks.io/trial
Prefer a personalized demo? Book time with our expert team here: https://projectworks.io/book-a-demo
Reviews & ratings
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Most recent reviews
Great switch from WFM for an SME consultancy with multiple entities
Response from Projectworks
Free trial not available without sales contact
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It Works !
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