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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.
AI Credits apply specifically to AI-powered features. The core WorkflowMAX platform – timesheets, quoting, invoicing, job management, reporting – continues to work exactly as it does today, included in your subscription. No credits required.
AI features are currently available in WorkflowMAX as a beta. If you'd like to try them, contact our support team to enable access on your account.
AI Expense Extraction
Snap a photo of a receipt or invoice in the WorkflowMAX mobile app and AI reads it for you – extracting supplier, date, and amount directly into a job cost. No manual data entry.
AI Reporting Insights
Ask a question about your business data and get a plain-language answer. AI Reporting Insights analyses your jobs, time, costs, and profitability to surface what matters – without building a custom report. Available from the Reports section.
These features are currently available at no additional cost during the beta period. When AI Credits go live, each of these actions will consume a small number of credits from your organisation's allowance.
AI Credits are the usage allowance behind WorkflowMAX AI features. Each AI action – like extracting data from a receipt or generating a report insight – will use a small number of credits.
How your organisation accesses credits will depend on your subscription tier. Advanced plans will include a credit allowance scaled to the number of users on your account. Standard and Premium plans will be able to purchase credit packs to access AI features.
WorkflowMAX will give admins full visibility and control over AI credit usage:
During the current beta period, AI features are available at no additional cost. When we move to general availability, the credit system will apply based on your subscription tier.
We'll communicate well in advance before any changes to your access. The transition from beta to the credit model won't happen without clear notice and time to prepare.
Credit pack pricing is being finalised. We'll share details before the transition so you can plan ahead. We'll also confirm the included allocation for Advanced plans and the pack options available for Standard and Premium.
And as for what's next? Even if GB-A were to double in size over the coming years, WorkflowMAX is built to scale right alongside them.
“When team members join us here at Guymer Bailey, it’s really quick for people to get on board with WorkflowMAX and understand initially the basic functions and then go across all the details that it allows us to achieve.”
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
Users worldwide trust WorkflowMAX to track and manage their jobs.
It’s the same soul with better bones—job costing, timesheets, and invoicing finally work as one.
Implementation Partner
Still have questions?
That's fine. AI Credits only apply to AI-powered features. The core WorkflowMAX platform timesheets, quoting, invoicing, job management, reporting works exactly the same with or without AI enabled.
For Advanced plans, included credits are allocated per user as you add users, your organisation's allowance increases. Credits are pooled at the organisation level, so the team shares a single balance rather than individual quotas.
Admins have access to a live usage dashboard in Billing settings showing your organisation's credit balance, consumption by feature, and remaining allocation.
Yes. Admins can purchase an AI Credit pack as a subscription add-on. One pack can be active at a time, and it renews alongside your billing cycle.
No. Credits reset at the start of each billing cycle so you begin each period with a fresh allocation.
Your admin controls the behaviour they can allow overages up to a ceiling they define, or stop AI access until credits refresh at the start of your next billing cycle. Full control over AI spending with no surprise charges.
AI features remain available to any account with an active credit balance. Advanced plans include credits as part of the subscription, scaled to user count. Standard and Professional plans can access AI features by purchasing a credit pack add-on.
AI features require specialist processing for every request unlike traditional software where the cost is the same regardless of usage. A credit model lets WorkflowMAX offer AI capabilities at a sustainable, transparent cost that scales with your usage rather than applying a blanket price increase across all plans.
No credit-card required