WorkflowMax - Cloud-based Project Management Software


WorkflowMax is an end-to-end cloud-based project management solution, from leads through to quotes, job management and invoicing – it’s built with your business in mind.

Best suited for service businesses that track and bill by time. Business consultants, lawyers, tradespeople, IT services and creative designers amongst others all use WorkflowMax to improve their business processes, increase efficiencies and focus on growth.

Workflow Max

One Platform


Make your life easier – all your job, time and invoice management needs are in one single platform. Data entered into WorkflowMax automatically updates into Xero.

First-class integration


Developed by Xero, WorkflowMax is designed to integrate seamlessly with Xero Accounting, offering a best-in-class experience for users. WorkflowMax also integrates with 30+ world-class software solutions, ensuring that you’re covered whatever systems you use.

Workflow Max

Invoice Management


Sales invoices created in WorkflowMax are automatically pushed through to Xero. Automatic entry saves time and improves efficiencies, allowing you to focus on your business growth.

Sync Payment Data


Get an accurate picture of profitability per job as payments in Xero are automatically linked up to the invoice in WorkflowMax. Payment confirmation is recorded in WorkflowMax so you know where you stand financially.

Workflow Max

Purchase orders


WorkflowMax allows you to send your purchase orders through to Xero, you can receipt supplier invoices and automatically push the payment through.

Without having to do a thing, your job costing is complete.

One Click data transfer


A single click is all it takes to move the data between Xero and WorkflowMax.

Data entry is eliminated and you can spend your time on business growth.

Workflow Max

Double-handling is gone


No more entering data in multiple systems, seamless integration means you increase efficiencies and accuracy.

Real-time view


As invoices, purchase orders, contacts and payments move between systems, you’ll get a more accurate view of your business.

Workflow Max

Subscription Based Costing


Save on expensive licenced software packages, subscription based costing means you get what you need and nothing you don’t.

Features

  • Customised quotes – design, brand and customise quotes using templates
  • Time Tracking – effortlessly track time your staff spend working on jobs and tasks
  • Job Management – assign jobs, track timelines and manage projects schedules
  • Invoicing – paperless invoicing, hourly or flat rate
  • Reporting – standard actionable reports
  • Flexible access – cloud access allows easy collaboration between offices or advisors

A complete solution


Want a powerful business solution to help grow your business? Talk to us to see if Xero and WorkflowMax will work for your business.

Contact ATB Chartered Accountants today


We're here to help you take control of your business