📈 New report: 2026 State of Job Profitability for service firms. Download free ->
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.
Upload a bill and WorkflowMAX extracts the details for your team to review and save against the right job. Reduce manual admin and keep project costs visible in one job management platform.
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?
AI Bill Extraction is a WorkflowMAX feature that reads a supplier bill and prepares key information in the Create Bill form. It can identify supplier details, dates, reference numbers and costs. Your team reviews the information, makes any necessary changes and manually confirms the bill before it is saved.
Organisations with full Collaboration Manager access and the bills inbox enabled can start extraction from an email. Choose a supported attachment, or select the email itself when the bill details appear in the message. The extracted information is then prepared in the same Create Bill form for review.
WorkflowMAX accepts PDF, JPG, JPEG, PNG and HEIC files for manual uploads. Files can be up to 5 MB, with file names of up to 200 characters. Clear and readable documents produce the best results, but users should always check the extracted information against the original supplier bill.
AI Bill Extraction reduces the time spent copying information from supplier invoices into your job management software. Processing bills sooner helps project managers see a more current picture of project costs, budgets and profitability, while finance staff retain control over the information saved against each job.
Yes. Each time AI Bill Extraction processes a supplier document, it uses AI Credits from your organisation’s available balance. Manual bill entry and the core WorkflowMAX job management platform continue to work normally. Plan inclusions and available credits may vary.
No credit-card required