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.
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!
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.
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!
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.
Both sales and purchase invoices duplicated in Xero. Instantly, accurately and automatically every time.
Link Xero with WorkflowMax and achieve accurate job AND business profitability insights with a single process.
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.
Your data is fully reconciled at all times, giving you the confidence to rely on both your job management and financial management reports.
Add a new client, or update contact information in WorkflowMax, and it will auto-update in Xero as well.
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.