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Oceania, US West Coast & Asia Pacific
Australia · New Zealand · US West Coast · Western Canada · Singapore · India · Japan
Europe, US East Coast, Middle East & Africa
UK · Ireland · UAE · US East Coast · Eastern Canada · South Africa · 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.
No more with cookie-cutter advice, our team has all worked hands-on with service businesses, understands their issues, and can offer honest, strategic advice. - And when you decide to move forward? You’re not left to figure it out alone.
Join the community of experts scaling with WorkflowMAX.
Brand and Marketing Director of BlueRock Digital
"We needed a system that is able to work in real time, share visibility to decision makers so we can make those decisions really quickly. WorkflowMAX makes it really easy to do that."
Director of Guymer Bailey Architects
"The data within WorkflowMAX helps me as the owner manage the profitability of projects from start to finish."
Founder of Holistic Nursing Solutions
"Life before WorkflowMAX was very labour intensive. Now I can easily see the full job lifecycle."
Director at Engenera
"The big problem with Excel spreadsheets is it's not scalable. Implementing WorkflowMAX was painless and fast."
Director of Your HR System
"With WorkflowMAX, we've been able to have real-time data, so that we get a great picture on profit and understanding what our profit is."
Still have questions?
WorkflowMAX gives you a single view across all active engagements – track progress, deadlines, and budgets without jumping between spreadsheets or tools. Whether you're running three engagements or thirty, every job is managed from one place with full visibility for principals and project leads.
Yes. Your team can log time against specific jobs, tasks, or phases using timers, manual entry, or weekly timesheets. WorkflowMAX supports time and materials, fixed-fee, and milestone billing – so you can match your time tracking to however the engagement is structured.
Build detailed, custom-branded quotes with task breakdowns, cost estimates, and margin forecasts. Once approved, your quote data flows directly into the job and through to invoicing – no re-keying, no discrepancies.
Yes. Real-time reporting shows profitability at the job, client, and team level. You can see exactly where time and costs are tracking against budget, identify under-performing engagements early, and make pricing decisions based on actual data rather than gut feel.
Yes. Purchase orders and invoices sync directly into Xero or QuickBooks, eliminating double handling and keeping your financial data accurate. For AU/NZ/UK consultancies already running Xero, this is a native integration – not a third-party connector.
Yes. WorkflowMAX works on any browser and has native iOS and Android apps, so you can manage jobs, log time, approve timesheets, and check profitability from anywhere. Whether you're at a client site, working from home, or between meetings, your business data is always within reach. Learn more about mobile access.
Generate invoices based on actual time and costs, quoted amounts, progress milestones, or a combination – whatever suits your engagement terms. Invoices pull data directly from your jobs, so billable time is never missed and every invoice is backed by the detail your clients expect.
By automating the flow from quote to job to invoice, integrating with your accounting platform, and centralising documents against each engagement, WorkflowMAX cuts the manual admin that eats into your billable hours. Less time on process, more time on client delivery.
With reporting across time logged, budgets, and staff allocation, you can see who's at capacity, who has availability, and where your team's hours are actually going. For firms looking to go deeper, capacity planning is available as an add-on to visually manage resource allocation across your team.
Yes. Start a 14-day free trial with full access to the platform – no credit card required. Test it with your real workflows and data so you can make an informed decision.
No credit-card required