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Seamless integration and add-ons

Power up WorkflowMax with over 30+ add-ons you can integrate with.
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Xero
Accounting

Beautiful Accounting Software. Invoices, purchases and contacts flow automatically into Xero.

Max Timer plugin for Adobe Photoshop
Time Tracking

Say goodbye to switching between systems and hello to a better workflow. The plugin lets you track your billable time on jobs and tasks without ever having to leave your creative working space.

Zendesk
Customer Support

The time widget allows support agents to enter time against the ticket they are working on.

Practice Ignition
Proposal / CRM

Connect WorkflowMax with PI to streamline your workflow and automate client onboarding.

Box
Document Management

Upload documents to Max and they automatically push into Box. Great for collaboration and storage.

Deputy
Payroll

Your frontline tool for scheduling your team and collecting time and attendance data.

Plan Right
Staff Scheduling

Power up capacity planning and staff scheduling in WorkflowMax with drag and drop functionality.

MoneyWorks
Accounting

Accounting software for Mac or PC. Easily export sales invoices, jobs, job sheets and POs via CSV file.

EON
Time Tracking

A beautiful, fully featured time tracking app that integrates seamlessly with WorkflowMax.

Actual
Time Tracking

With Actual, you can log your time in WorkflowMax without actually having to sign in!

TimeSlice
Time Tracking

A time management tool for teams of any size. See your entire week in a unique calendar view.

Prod Timer
Time Tracking

An efficient and affordable timekeeping app, managed through one simple window.

Time Doctor
Time Tracking

Time tracking and management software with analytics so you can see your team productivity.

Hubspot
Proposal / CRM

For an integrated solution add this powerful CRM & Marketing platform to the mix.

Salesforce CRM Connector
Proposal / CRM

WorkflowMax now connects to Salesforce, the most powerful CRM software in the world.

Freshdesk
Customer Support

Track time from WorkflowMax against open support tickets in Freshdesk to streamline your helpdesk.

iPayroll
Payroll

Combine this online payroll system with WorkflowMax timesheeting for an effortless payroll.

SmartPayroll
Payroll

Import your timesheeting information into this cost-effective, easy-to-use payroll system.

FlexiTime
Time Tracking

Save time and improve the accuracy of your payroll by importing data directly from WorkflowMax.

SimplePay
Payroll

Combining SimplePay with your WorkflowMax account makes payroll...well, simple!

Exsalerate
Proposal / CRM

This CRM provides sales and account management tools to maximise the lifetime value of your customers!

Smoothpay
Payroll

Experience a seamless flow of data from jobs to payroll to accounts with this integration.

Dropbox
Document Management

Save and share large files with clients and staff through the WorkflowMax/Dropbox integration.

Google Drive
Document Management

Share documents from Google Drive with jobs on WorkflowMax for greater collaboration.

SuiteFiles
Document Management

Seamlessly bring your client data and files together by connecting SuiteFiles and WorkflowMax.

Ferret Software
Document Management

Document & Email Management System + Accounts Payable Invoice Automation.

Nimbus Portal Solutions
Document Management

Get effortless integration using Nimbus Portal Solutions for Cloud Document Management.

Receipt Bank
Accounting

Save hours by pulling information from receipts and invoices quickly, accurately into WorkflowMax.

Spotlight Reporting
Reporting

Consolidate data from Xero and WorkflowMax into stylish, useful business reports.

Everperform
Reporting

Performance, culture, engagement analytics for your team. Improve your team performance. Quickly connect to WorkflowMax for Billable Hours and more.

Xeppo
Reporting

Xeppo is a data integration tool that gives you a single view of your clients across multiple instances of Xero products and other core systems.

SyncHub
Reporting

Easily connect WorkflowMax to reporting tools like Power BI. No more manual CSV exports, no more incomplete reports. Just good data.

Acterys
Reporting

Acterys enables flexible reporting, dashboards & planning on one or many (consolidation) Xero and WorkflowMax/Xero Practice Manager companies as well as other data sources in Power BI, Excel, web browser or mobile devices.