With our community of partners, you can get expert advice and training so you can be up and running in no time!

View setup partners

With our community of partners, you can get expert advice and training so you can be up and running in no time!

View setup partners

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Seamless integration and add-ons

Power up WorkflowMax with more than 30 add ons.
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Xero
Accounting

Xero is accounting software to do your to-do. Invoices, purchases and contacts flow automatically into Xero from WorkflowMax.

Max Timer plugin for Adobe Photoshop
Time Tracking

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

Zendesk
Customer Support

When WorkflowMax and Zendesk work together, the time widget lets your support agents enter time in the ticket they're 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.

PlanRight
Staff Scheduling

Become an expert in managing capacity and workload when you use PlanRight and WorkflowMax together.

MoneyWorks
Accounting

This accounting software for Mac or PC lets you 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

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

HubSpot
Proposal / CRM

Combine this powerful CRM and marketing platform with WorkflowMax to nurture prospects into happy customers.

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 process.

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

Ferret is an online document management system that synchronises with WorkflowMax to improve the way you manage emails, photos, documents and invoices.

Nimbus Portal Solutions
Document Management

Get effortless integration using Nimbus Portal Solutions for cloud document management.

Dext Prepare
Accounting

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

Spotlight Reporting
Reporting

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

Float
Staff Scheduling

Float is the world’s leading resource management software. Get an accurate view of your team’s capacity to schedule your WorkflowMax jobs with confidence.

Everperform
Reporting

Everperform centralises your employee data in one place so you can track engagement, confidence, capability, growth and leadership in one place. 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 and planning on one or many Xero and WorkflowMax companies, as well as other data sources in Power BI, Excel, web browser or mobile devices.

DataDear
Reporting

Your data automation partner - connect WorkflowMax to your Excel for efficient reporting connected to your accounting software. Designed for finance teams and accountants to build reports with live client data from both WFM and Xero.