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FEATURES

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Estimating and quoting
Send professional, customisable quotes, estimates & budgets in minutes
Xero and QuickBooks integration
Power up with the Xero or QuickBooks integration saving you time and eliminating double-handling
Customisation
Personalise quotes, invoices, reports and more so you can run your business your way
Time tracking
Capture every minute of every day and never miss a second of chargeable time again
Document management
Access all your important project information quickly with centralised document management
Reporting and dashboard
Stop losing money and make better business decisions based on real-time data and reports
Invoicing
Create beautiful, customised invoices quickly and get paid faster
Lead manager
Track every step of your leads, proposals and sales pipeline from one place
Job management
Never miss a deadline again - manage all jobs, tasks, and people from one place

INDUSTRIES

Architects
Manage, track and report on multiple, complex projects from anytime, anywhere
Engineers and designers
Customisable software that helps you manage, track and report on multiple, complex projects
Building and construction
Construction is tough work. Let us do the heavy lifting so you can work faster and smarter
Business consultants
Streamline your core business functions, free up time to focus on billable hours and big-picture thinking.
Creative agencies
Time is money when you run an agency. Simplify the way you work and do more of what you love

INTEGRATIONS

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Xero

Elevate your business efficiency by integrating with Xero. Enjoy seamless data synchronisation, eliminate double-handling and save valuable time.

Airwallex

Connect Airwallex with WorkflowMAX to collect customer payments easily by credit card, speeding up cash flow and simplifying reconciliation.

Suitefiles

Integrate SuiteFiles with WorkflowMAX to seamlessly manage and share documents via SharePoint, keeping client files secure and accessible.

QuickBooks

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.

Google Drive

Integrate Google Drive is a safe and secure file storage platform that allows you to store all your files in one place.

Box

Upload documents to WorkflowMAX and they automatically push into Box. Great for collaboration and storage.

Hubspot

Streamline operations & boost growth with WorkflowMAX & HubSpot integration. Sync data, automate workflows, get insights for informed decisions.

Dropbox

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

EzzyBills allows you to automatically import data from invoices and receipts and connect it directly to your jobs in WorkflowMAX.

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WorkflowMAX vs Xero

The Project Management Your Xero Deserves

We love Xero for accounting, but AEC firms need more than a ledger. Xero keeps your bank feeds happy; WorkflowMAX manages the project lifecycle, with a "Burn vs. Budget" dashboard and lead-to-project flow standard accounting reports can't give you.

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Both platforms at a glance

Automated Burn vs Budget: live dashboards, no waiting for month-end

Lead-to-project flow: won work becomes live, costed projects

AEC specialist tools, built for how architects and engineers work

Resource and capacity views across all client work

Centralised updates: one entry updates the project file and leadership reports

Standard budget variance reports, rather than live, proactive burn dashboards

No native CRM, so won leads and project structures are set up manually

Best-in-class accounting and bank feeds, but built for the books, not the project

No dedicated client portal for real-time project progress or spend

Doesn't natively centralise project comments, emails, or status updates

Why construction firms WorkflowMAX

Profitability at the core

More than tracking time, WorkflowMAX surfaces hidden costs, shows real-time margins, and helps leaders take action before month-end.

Built to complete your Xero

Xero keeps your books in order; WorkflowMAX runs the projects that fill them, syncing natively so nothing is rekeyed. The pair your firm didn't know it needed.

Truly native to Xero

WorkflowMAX was built around Xero, so your quotes, time, costs, and invoices flow straight to your books. No bolting on a separate project tool.

Human first, always

Behind every ticket and call is a real person. WorkflowMAX is a partner, not a faceless platform.

Advanced Package advantages

The Advanced Package pairs powerful tools with a dedicated WorkflowMAX rep who knows your business. From setting up integrations to spotting margin leaks before they hurt, your rep helps turn real-time data into confident decisions. It’s not just software, it’s guidance, insight, and profit you can count on.

Learn More - WorkflowMAX Advanced

Xero is the trusted heart of your accounting.

But it's built to keep your books in order, not to run the full lifecycle of an AEC project.

WorkflowMAX is different

Confident, human, and built to give service firms calm control where it matters most inside the numbers.

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Ready to see the difference?

Stop tracking jobs after the fact. Start managing profit in real time with WorkflowMAX.

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