Really power up your business with Xero.

By integrating with Xero you'll enjoy everything you need to maximise your business performance. Data entered into WorkflowMax flows seamlessly into Xero - saving time and eliminating double-handling.

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A powerful business solution at your fingertips

Push sales invoices into Xero with a single click

Issue and approve a sales invoice in WorkflowMax, and it is instantly and automatically replicated in Xero. No more duplication of effort. And data entry errors are eliminated!

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WorkflowMax and Xero - always fully reconciled

Customer payments against sales invoices in Xero are automatically synced with the corresponding sales invoice in WorkflowMax, automatically keeping both systems reconciled at all times.

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Seamless cost management

Entering your suppliers invoices into WorkflowMax will both correctly update your job profitability reporting, and will create a bill payable in Xero. Two birds. One stone!

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All systems in sync - at all times

Be confident that your job profitability reporting is always accurate in WorkflowMax. And that your enterprise profitability reporting is always accurate in Xero. Achieve both, at all times with a single integrated process. Really power up your business.

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Our pricing

Get all the benefits of an enterprise-grade system, without having to pay thousands of dollars. No setup fees. No upfront costs.
View pricing

6 reasons you’ll love WorkflowMax and Xero together

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Instant and automatic every time

Both sales and purchase invoices duplicated in Xero. Instantly, accurately and automatically every time.

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Job profitability / business profitability

Link Xero with WorkflowMax and achieve accurate job AND business profitability insights with a single process.

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Don't duplicate data entry!

Data moves between Xero and WorkflowMax with a single click. Eliminate duplicated admin work and data entry errors. Spend your time on more important tasks.

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Fully and reliably reconciled - at all times

Your data is full reconciled at all times, giving you the confidence to reply on both your job management and financial management reports.

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Update contact information in one system - not two

Add a new client, or update contact information in WorkflowMax, and it will auto-update in Xero as well.

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Complete end to end business solution

The combination of WorkflowMax and Xero really does offer a complete all-in-one solution for almost any small or medium business that works on almost any type of project.

victoria read entrion consulting
“WorkflowMax is very easy to use and integrates easily with Xero. I feel like we have a world-class ERP system for a fraction of the costs.”
Victoria Read Entrion Consulting
 
 

Got questions? We have answers!

Which ever you prefer.  You can choose whether you would like to see it as a draft or approved invoice.
Yes you can - and you can map your codes at the generic, the job category or at the individual task and cost levels.  So you have maximum flexibility as to how you pre-code your invoices as they arrive in Xero. 
Yes you can - just tick the box in the Xero integration screen that says '

Yes you can.  You can specify the invoice numbering prefix (E.G.  INV- or I-) and invoice 'next number' in both Xero and WorkflowMax, and then choose which of these two sequences you want to use for your actual invoices.

Again you have the choice.  WorkflowMax offers you more flexibility about how invoices can be presented to clients - for example WorkflowMax can display full time sheet detail, amongst other things.  If you choose to send the  Xero version of the same invoice, you can take advantage of Xero's online payments, and auto-reminder functionality for example. 

Purchase Orders are simply requests to purchase something.  The actual financial transaction doesn't happen until you 'receipt-in'  the Purchase Order using the information on the suppliers invoice.  At that time WorkflowMax will push the supplier invoice into Xero as a bill payable.

So Purchase Orders do not push across into Xero, but Purchase Order Receipts (I.E. a version of your suppliers invoice) do push over to Xero - instantly and automatically updating your Bills Payable ledger.

Additional Features

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Lead manager Track your leads, proposals and sales projections all in one place. Learn more
Client manager
Client Manager Manage your client relationships and store information about them one place and sync with other apps. Learn more
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Quoting Send professionally branded, highly customised quotes in minutes. Learn more
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Document management Store, manage and share documents directly in WorkflowMax or through Box, DropBox and Google Drive. Learn more
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Job, task and staff management View and manage all aspects of all jobs from one place. See at a glance what’s tracking to deadline and what jobs are running behind. Learn more
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Time tracking Track and report on every minute, of every day, for every staff member throughout the year, with over 6 different ways to enter timesheets. Learn more
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Collaboration manager Send emails and attachments directly to a job or quote in WorkflowMax for everyone to collaborate. Learn more
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Mobile Track time offsite, view jobs and contact clients and record your time on the go, from anywhere. Learn more
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Work in progress manager WIP manager allows you to easily view and manage all of your un-invoiced WIP on all of your jobs, in one place. Never miss being underpaid again. Learn more
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Invoicing Create invoices, any way you want, and send them, all in a few simple clicks. Control every aspect of your invoice, from how it looks to what information gets displayed. Learn more
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Xero integration Instantly and automatically keep your job management software and accounting software fully reconciled at all times with the seamless flow of information. Learn more
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Reporting Use the report builder to build any report you want in seconds. Invoice analysis, debtors, performance, time and WIP. Never miss getting underpaid again. Learn more
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Purchase orders Manage your Purchase Orders and accurately track actual costs against budgeted costs. Learn more
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Job costing & profitability report See your profitability in seconds and make decisions on whether you’re charging enough. Learn more
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Performance reporting View your most profitable employees, understand profitability across different client categories and know which services make you the most money. Learn more
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