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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.
Get paid faster with customised invoices. Enjoy the integration between job, time and cost tracking with a seamless data flow into Xero and QuickBooks for end-to-end efficiency.
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?
WorkflowMAX imports your tax rates from Xero or QuickBooks, so your existing tax setup carries across automatically. When creating an invoice, you choose which tax rate applies to each line item, or create the invoice exclusive of tax. This supports GST (AU/NZ), VAT (UK), US sales tax, and Xeros Domestic Reverse Charge for UK construction.
Yes. Batch invoicing lets you raise invoices across multiple jobs in a single workflow, which is particularly useful at month-end or when billing recurring retainer clients. Combined with automated sync to Xero or QuickBooks, this significantly reduces the administrative overhead of billing cycles.
Revenue leakage typically happens when time goes unbilled, WIP ages without being invoiced, or manual processes introduce errors between tracking and billing. WorkflowMAX closes these gaps by connecting time tracking, job costing, and invoicing in one platform so every billable hour and cost flows directly into invoices without re-keying or reconciliation across separate tools.
WorkflowMAX integrates natively with both Xero and QuickBooks Online. Approved invoices flow to your accounting platform automatically, with account codes, Xero tracking categories or QuickBooks classes/locations, and tax rates mapped in advance so line items land in the correct accounts without manual coding. Payment statuses sync back, keeping your job financials current. This means invoicing in WorkflowMAX and accounting in Xero or QuickBooks work as a single workflow.
Yes. Custom print templates let you design invoices with your logo, colours, terms, and whatever level of detail your clients need from a clean summary to full timesheet breakdowns with dates, staff, and rates. Templates are reusable and can include merge fields that pull data from the job automatically.
You can issue multiple progress invoices against a job either as a percentage of the quoted value, a fixed amount, or based on actual time and costs incurred in a period. WorkflowMAX tracks what's been invoiced versus what remains, so your WIP position stays accurate. For firms billing monthly against long-running engagements, this keeps cash flow moving without waiting for project completion.
Yes. Phase-by-phase invoicing lets you select exactly which phases to include each time you raise an invoice. Charge for completed design work while construction is still underway, or bill each project stage as it wraps up. Phase-level invoicing connects directly to your quoted structure, so the amounts tie back to what the client agreed to.
WorkflowMAX supports time and materials, fixed price, percentage of quoted value, progress invoicing, and milestone-based billing all within the same platform. You choose the method per job, so a firm running fixed-fee advisory work alongside time-based consulting can handle both without workarounds. This flexibility is built into the quoting-to-invoicing workflow, not added as an afterthought.
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