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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.
Advanced WIP gives finance teams and project leads real-time visibility into every job. A dedicated WIP tab sits inside each job, providing a live, interactive ledger of every timesheet, cost and interim entry - what's been invoiced, what's been written off, and what's still sitting in your WIP balance. All in one place, with the tools to take action on it any day of the month.
Users worldwide trust WorkflowMAX to track and manage their jobs.
WorkflowMAX is essential for our business. It's intuitive, easy to use, and makes us much more efficient in charging projects correctly.
Spend less time on admin work, more on valuable client work.
We moved back and the team actually loves using it—billing is faster and we can see margins live.
Principal, Surveying & Engineering Firm
It’s the same soul with better bones—job costing, timesheets, and invoicing finally work as one.
Implementation Partner
Purpose-built for accountants, architects, engineers, and consultants – not retrofitted from generic project management software.
WorkflowMAX has made a huge difference to how we run our projects. A great system backed by great support. Highly recommended.
Still have questions?
Advanced WIP is included on Advanced plans. Standard/Premium customers can trial it free for 14 days.
Advanced WIP shows a breakdown of Time/Costs Entered, WIP Invoiced, WIP Written Off, and the resulting Current WIP Balance, plus a ledger of the entries that make up that balance.
Open any job and select the new WIP tab.
WIP (work in progress) is the value of time and costs that have been incurred on a job but not yet invoiced (or otherwise resolved), helping you understand profitability and revenue-in-progress.
Yes. Use the As at date selector to reconstruct WIP at a historical point in time, including the table view and CSV export.
Yes. You can export the point-in-time WIP view (including the underlying ledger) to CSV.
You can apply bulk actions to ledger entries, including Invoice, Set as Billable / Non‑Billable, and Write off.
Advanced WIP adds an interactive job-level view and ledger. Reports may still be useful for cross-job analysis, but Advanced WIP reduces the need to rely on static reports for day-to-day WIP understanding and action.
No credit-card required