📈 New report: 2026 State of Job Profitability for service firms. Download free ->
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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 Reporting Insights is now available in beta on WorkflowMAX. Now AI can read your job and invoice reports and get a clear summary of what happened, what changed, and what to do next — so you can make faster decisions without digging through rows of data.
Depending on the report type, AI Reporting Insights can surface:
AI Reporting Insights is currently available for beta on:
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?
By surfacing patterns you might miss in raw data such as a client becoming less profitable over time, or a team consistently over-running estimates AI Insights gives you an analytical starting point without manual number-crunching. It analyses the report you've just run and interprets what the data is telling you, so you can act on insights rather than spending time reading rows.
Depending on the report, you may see revenue concentration risks, utilisation trends, job profitability outliers, ageing WIP patterns, or conversion rate shifts. The AI adapts its analysis to the data type and surfaces what's most significant.
AI processing occurs within WorkflowMAX's secure infrastructure. Your report data is used solely to generate insights for your organisation and is not shared with other accounts or used to train external models.
Dashboards show you numbers AI Insights interpret them. Rather than looking at a utilisation chart and working out what changed, the AI identifies the shift, explains the likely driver, and suggests what to investigate.
Yes. Insights are designed for easy sharing so stakeholders can quickly understand the key takeaways without running the report themselves.
AI Reporting Insights currently supports table-view custom reports across jobs, quotes, leads, purchase orders, invoices, time, and WIP. Additional report types will be added as the feature matures.
AI Reporting Insights analyses your custom reports and generates a plain-language summary of trends, anomalies, key drivers, and suggested next steps. Instead of interpreting rows of data manually, you get an actionable overview that highlights what matters. It reads your data it never changes it.
No credit-card required