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Oceania, US West Coast & Asia Pacific
Australia 路 New Zealand 路 US West Coast 路 Western Canada 路 Singapore 路 India 路 Japan
Europe, US East Coast, Middle East & Africa
UK 路 Ireland 路 UAE 路 US East Coast 路 Eastern Canada 路 South Africa 路 Central & South America
Elevate your business efficiency by integrating with Xero. Enjoy seamless data synchronisation, eliminate double-handling and save valuable time.
Connect Airwallex with WorkflowMAX to collect customer payments easily by credit card, speeding up cash flow and simplifying reconciliation.
Integrate SuiteFiles with WorkflowMAX to seamlessly manage and share documents via SharePoint, keeping client files secure and accessible.
Integrate QuickBooks with WorkflowMAX to simplify your financial processes. Key data flows between platforms, reducing manual work and helping you stay on top of your business performance.
Integrate Google Drive is a safe and secure file storage platform that allows you to store all your files in one place.
Upload documents to WorkflowMAX and they automatically push into Box. Great for collaboration and storage.
Streamline operations & boost growth with WorkflowMAX & HubSpot integration. Sync data, automate workflows, get insights for informed decisions.
Integrate WorkflowMAX with Dropbox, you can quickly and simply share files with clients. Store and share your files from any device, wherever you are in the world.
EzzyBills allows you to automatically import data from invoices and receipts and connect it directly to your jobs in WorkflowMAX.
Still have questions?
WorkflowMAX has a native, bi-directional integration with Xero not a third-party connector. Invoices flow to Xero as draft or approved (your choice), payment statuses sync back automatically, contacts stay in sync, and account codes map at the job category, task, or cost level. Built on 14+ years within the Xero ecosystem, it's the deepest Xero integration available in any job management platform.
Yes. When a client pays an invoice in Xero, the payment status syncs back to WorkflowMAX automatically so your job financials and aged debtor reports are always current without manual updates.
You can map both revenue account codes and tracking categories at three levels: a generic default, by job category, or down to individual tasks and costs. When you issue an invoice, WorkflowMAX automatically applies the correct codes and categories, so line items land in the right accounts and reporting segments without manual intervention. For firms with multiple service lines, this means clean P&L segmentation with zero extra effort.
WorkflowMAX is the recommended sending point it gives you richer presentation options including detailed timesheet breakdowns, branded templates, and phase-level line items that professional services clients expect. Once approved, the invoice and all line-item detail flows to Xero for accounting. You can send from Xero if needed, but most firms get better results using WorkflowMAX's purpose-built invoice templates.
Yes. WorkflowMAX can export approved timesheet data to Xero Payroll for Australian and New Zealand payroll runs, reducing manual re-entry of hours. This connects job-level time tracking directly to payroll in a single flow.
On initial setup, import your full Xero contact database into WorkflowMAX with a few clicks. Ongoing, contacts stay synchronised so updates in either platform are reflected in the other. For firms already running their practice through Xero, this means a zero-friction starting point.
WorkflowMAX offers the tightest Xero integration available bi-directional sync, account code and tracking category mapping at granular levels, payroll export, and automatic payment tracking. Combined with purpose-built WIP management, write-on/off, and practice-level profitability reporting, it's designed for firms where Xero is the financial backbone.
Purchase orders themselves don't sync because they're requests to buy, not financial transactions. When you receipt a PO, the resulting cost entry becomes a bill that flows to Xero as an accounts payable item. This keeps your Xero ledger clean while WorkflowMAX manages the full procurement workflow.
No credit-card required