MCP

Ask anything about your jobs and financials

Margin problems hide in plain sight – the job quietly slipping over budget, the hours logged but never invoiced. Your AI assistant has direct read access to your live WorkflowMAX data, so you can get a real answer in seconds – in the flow of the conversation, the moment the question occurs to you.

Ask questions about your jobs, clients, timesheets and financials and get answers instantly

Whether you're on site, in a client meeting, or between deadlines, your project data is always within reach

Ask "which jobs are over budget this month?" or "show me all unbilled time for the Riverside project"

Get answers about any job, instantly

‍Start with a question. Your AI assistant has direct read access to your live WorkflowMAX data, so you can ask anything - and get a real answer in seconds.

Ask "show me all unbilled time for the Riverside project" to spot revenue you're leaving on the table

‍Check a job's full financial picture - linked quotes, invoices and purchase orders - without navigating between screens

Whether you're on site, in a client meeting, or between deadlines, your profitability data travels with you

Quote and invoice the moment the opportunity is there

Your most revenue-sensitive tasks are the ones most likely to get delayed – the quote that waits until you're back at your desk, the invoice that slips a fortnight. Your AI assistant puts quoting and billing inside the conversation, so the money side keeps pace with the work.

Draft a quote and send it to a client in the same conversation, so proposals go out while the interest is hot

Turn unbilled time into a draft invoice – "raise a draft invoice for the unbilled hours on job 1284" – without switching tools

Create invoices directly from your jobs and move them through your approval workflow when ready

Over-budget jobs and uninvoiced time surface together, so nothing billable slips through

You stay in control. Always.

Letting an assistant write to your live financial records is a decision you should be able to trust. So it works entirely at your direction – it won't create, update or send anything without an explicit instruction from you, and every action lands inside WorkflowMAX for your review before it goes anywhere.

Review before it reaches a client: draft quotes and invoices are created in WorkflowMAX, not dispatched automatically – you approve each one

Your sign-off process still applies: anything created through conversation – quotes, invoices, jobs, leads or client updates – moves through the same approval steps you already have in place

Explicit instruction, every time: the assistant acts only on a clear prompt from you – no background changes, no assumptions, no surprises

Keep the pipeline from going cold

The best time to act on a stalling lead is before it goes quiet for good. Your AI assistant gives you a forward view of your pipeline, so you can keep it moving without breaking from the work in front of you.

Ask "which leads haven't been followed up this week?" and act before they cool off

Capture new leads in conversation, the moment they come up – nothing waiting to be entered later

Update client details as they change, so your records stay current without a separate admin pass

Put your firm's data within reach – wherever you're working

Your AI assistant is available through MCP, the open standard that connects your firm's data to the assistant you already use – Claude, ChatGPT, Microsoft Copilot or Gemini. It's included on a free trial, and for existing customers on a WorkflowMAX Advanced subscription. Start a free trial, or upgrade to Advanced to connect it to your account.
Start a free trial
Upgrade to Advanced

100,000+

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.

Andrew S.

Episode Two

50% Less Admin Time

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.

Darlene Robertson

Principal, Surveying & Engineering Firm

100,000+

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.

Floyd Miles

Implementation Partner

Built for Professional Services

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.

Rob P.

MAF Associates

Any questions?

What is WorkflowMAX's AI integration and how does it work?

WorkflowMAX's MCP integration uses the Model Context Protocol - a standard that lets AI assistants like Claude connect directly to your WorkflowMAX account. It gives you a second way to access your live data and take action on it: through natural conversation with your AI assistant, alongside WorkflowMAX's own interface. Ask questions, create and update records, and manage your team - all working against the same live data you already rely on.

Can I use AI to manage my projects in WorkflowMAX?

Yes. Once connected, AI assistants like Claude can create and update jobs, draft quotes and invoices, check staff capacity, review financial summaries and more - all through conversation. It's designed for professional services firms that want to spend less time on admin and more time on billable work.

Which AI assistants work with WorkflowMAX?

WorkflowMAX's MCP integration works with any AI assistant that supports the Model Context Protocol - including Claude, and other MCP-compatible tools. This means you can connect your WorkflowMAX account to whichever AI assistant fits your team's workflow and start taking action on your live project data straight away.

What if the AI makes a mistake? Could it create the wrong invoice or update the wrong job?

The AI acts on your instructions, so it won't take action without a clear prompt from you. As with any tool, we recommend reviewing anything created or updated through MCP before sending it to a client. Your existing approval workflows in WorkflowMAX still apply.

Does it work on mobile?

Yes. Because MCP connects through your AI assistant, you can use it wherever you have access to Claude - including on mobile. It works alongside WorkflowMAX so whichever way is most convenient, your live data is within reach.

Can I use this across multiple client accounts?

Yes. Firms managing multiple clients or entities can configure more than one WorkflowMAX account.

Additional features

FEATURES

Estimating and quoting

Xero and QuickBooks integration

Customisation

Time tracking

Document management

Reporting and dashboard

Invoicing

Lead manager

Job management

INDUSTRIES

Architects

Engineers and designers

Building and construction

Business consultants

Creative agencies

INTEGRATIONS

Xero

Airwallex

Suitefiles

QuickBooks

Google Drive

Box

Hubspot

Dropbox

EzzyBills

Resources

Visit the blog

Watch a webinar

Implementation options - coming soon

Find a partner

WorkflowMAX academy

Visit the help centre

Contact sales

Contact support

FAQs

Same data. Now you can talk to it.

MCP Connector

Ask anything about your jobs and financials

Ask questions about your jobs, clients, timesheets and financials and get answers instantly

Whether you're on site, in a client meeting, or between deadlines, your project data is always within reach

Ask "which jobs are over budget this month?" or "show me all unbilled time for the Riverside project"

Get answers about any job, instantly

‍Start with a question. Your AI assistant has direct read access to your live WorkflowMAX data, so you can ask anything - and get a real answer in seconds.

Ask "show me all unbilled time for the Riverside project" to spot revenue you're leaving on the table

‍Check a job's full financial picture - linked quotes, invoices and purchase orders - without navigating between screens

Whether you're on site, in a client meeting, or between deadlines, your profitability data travels with you

Quote and invoice the moment the opportunity is there

Your most revenue-sensitive tasks are the ones most likely to get delayed – the quote that waits until you're back at your desk, the invoice that slips a fortnight. Your AI assistant puts quoting and billing inside the conversation, so the money side keeps pace with the work.

Draft a quote and send it to a client in the same conversation, so proposals go out while the interest is hot

Turn unbilled time into a draft invoice – "raise a draft invoice for the unbilled hours on job 1284" – without switching tools

Create invoices directly from your jobs and move them through your approval workflow when ready

Over-budget jobs and uninvoiced time surface together, so nothing billable slips through

You stay in control. Always.

Review before it reaches a client: draft quotes and invoices are created in WorkflowMAX, not dispatched automatically – you approve each one

Your sign-off process still applies: anything created through conversation – quotes, invoices, jobs, leads or client updates – moves through the same approval steps you already have in place

Explicit instruction, every time: the assistant acts only on a clear prompt from you – no background changes, no assumptions, no surprises

Keep the pipeline from going cold

The best time to act on a stalling lead is before it goes quiet for good. Your AI assistant gives you a forward view of your pipeline, so you can keep it moving without breaking from the work in front of you.

Ask "which leads haven't been followed up this week?" and act before they cool off

Capture new leads in conversation, the moment they come up – nothing waiting to be entered later

Update client details as they change, so your records stay current without a separate admin pass

Put your firm's data within reach – wherever you're working

100,000+

50% Less Admin Time

100,000+

Built for Professional Services

Any questions?

What is WorkflowMAX's AI integration and how does it work?

Can I use AI to manage my projects in WorkflowMAX?

Which AI assistants work with WorkflowMAX?

What if the AI makes a mistake? Could it create the wrong invoice or update the wrong job?

Does it work on mobile?

Can I use this across multiple client accounts?

Additional features

Reporting

Lead manager

Invoicing

Time tracking

Quoting

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