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Xero vs WorkflowMax Comparison

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Overview

Category Leaders

Xero is a cloud-based small business accounting software with tools for managing invoicing, bank reconciliation, inventory,...

WorkflowMax lets you manage all your job management & project management needs in a single, seamlessly integrated system....

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Screenshots

Pricing

Starting from
$

13.50

/momonth
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based
Starting from
$

15

/momonth
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based

User reviews

4.3

5

4

3

2

1

1,139

530

177

54

73

  • Value for money
  • Ease of use
  • Features
  • Customer support
92%
would recommend this app

5

4

3

2

1

55

42

9

4

1

  • Value for money
  • Ease of use
  • Features
  • Customer support
87%
would recommend this app

Pros

The ease of use and reputation are by far the greatest part of this product. In addition to this, the range of potential integrations is fantastic.
I love the app and gives me accounting on the go. Helps me track invoices and profits with ease.
Really easy to submit expenses, categorise them and check the progress of you submitted expense - super easy to do all from the app.

Pros

Aside from it is very easy to use, what I like about this software is the accuracy of its report. The software has excellent functionalities, we like that we can estimate the project cost so easily.
Easy to use great for tracking time. Really like that the integration with Xero is seamless and makes billing easier to do.
Good mobile app and great reports. We're finding the leads and quotes very useful - especially for keeping track of projects and potential work, and converting to real jobs.

Cons

There are no delivery notes/packing slips. They tout a "workaround" but be warned, it's exactly 10 extra clicks so it's really not an option if you need this feature.
Our main complaint is that Xero stopped doing payroll in 2018, so now you have to pay an additional fee to a payroll processor such as Gusto.
Changing accounting software from Xero is a horrible experience. They make it very difficult to pivot to other software.

Cons

As the director of Threerooms, a graphic design agency in Nottingham, UK - I was watching my company struggle to grow because the admin demands were becoming overwhelming.
A little bit of difficulty linking to Xero accounting - mainly due to our awkward setup. Looking forward to a smoother link between these apps.
Editing jobs and tasks is sometimes a bit more difficult than it needs to be.
  • Vendor responds to reviews
  • Last review5 days ago
  • Vendor responds to reviews
  • Last review2 months ago

Key features

  • Total features169
  • "What If" Scenarios
  • 401(k) Tracking
  • ACH Payment Processing
  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Accounts Payable
  • Accounts Receivable
  • Accrual Accounting
  • Activity Dashboard
  • Activity Tracking
  • Ad hoc Reporting
  • Alerts/Notifications
  • Approval Process Control
  • Approval Workflow
  • Asset Accounting
  • Asset Tracking
  • Assignment Management
  • Audit Trail
  • Automated Quoting
  • Automated Scheduling
  • Automatic Backup
  • Automatic Billing
  • Bank Reconciliation
  • Benefits Management
  • Billing & Invoicing
  • Billing Portal
  • Bills of Material
  • Budget Management
  • Budgeting/Forecasting
  • CPA Firms
  • CRM
  • Calendar Management
  • Case Management
  • Cash Flow Management
  • Cash Management
  • Cataloging/Categorization
  • Charting
  • Check Printing
  • Check Processing
  • Check Writing
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Collections Management
  • Compliance Management
  • Consolidation/Roll-Up
  • Construction Breakdowns
  • Contact Database
  • Contact Management
  • Contingency Billing
  • Contract/License Management
  • Contractor Management
  • Cost Estimating
  • Cost Tracking
  • Cost-to-Completion Tracking
  • Credit Card Processing
  • Cross Ledger Posting
  • Currency Conversion
  • Customer Database
  • Customer History
  • Customer Segmentation
  • Customer Statements
  • Customizable Branding
  • Customizable Fields
  • Customizable Invoices
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Depreciation Management
  • Direct Deposit
  • Discount Management
  • Document Management
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Due Date Tracking
  • Dunning Management
  • Duplicate Payment Alert
  • Electronic Payments
  • Email Management
  • Email Templates
  • Employee Database
  • Employee Management
  • Estimating
  • Expense Claims
  • Expense Management
  • Expense Tracking
  • Fee Calculation & Posting
  • File Sharing
  • Financial Analysis
  • Financial Management
  • Financial Reporting
  • Fixed Asset Management
  • For CPA Firms
  • For Government
  • Forecasting
  • Fraud Detection
  • Fund Accounting
  • General Ledger
  • Goal Setting / Tracking
  • Hourly Billing
  • IT Cost Management
  • Income & Balance Sheet
  • Interaction Tracking
  • Inventory Control
  • Inventory Management
  • Inventory Optimization
  • Inventory Tracking
  • Invoice History
  • Invoice Management
  • Invoice Processing
  • Job Costing
  • Job Management
  • Job Scheduling
  • Job Tracking
  • Jobs Board
  • Kitting
  • Labor Cost Reporting
  • Lead Management
  • Match & Merge
  • Microsoft Outlook Integration
  • Milestone Tracking
  • Mobile Access
  • Mobile Payments
  • Monitoring
  • Multi-Channel Management
  • Multi-Company
  • Multi-Country
  • Multi-Currency
  • Multi-State
  • Multiple Projects
  • Nonprofits
  • Online Invoicing
  • Online Payments
  • Order Management
  • Order Processing
  • Order Tracking
  • Overpayment Processing
  • Overrun Reporting
  • Partial Payments
  • Payment Processing
  • Payroll Management
  • Payroll Reporting
  • Percent-Complete Tracking
  • Performance Metrics
  • Pipeline Management
  • Price / Margin Management
  • Pricing Management
  • Product Configurator
  • Product Identification
  • Productivity Analysis
  • Profit/Loss Statement
  • Progress Tracking
  • Project Accounting
  • Project Billing
  • Project Estimating
  • Project Management
  • Project Planning/Scheduling
  • Project Time Tracking
  • Project Tracking
  • Projections
  • Purchase Order Management
  • Purchasing & Receiving
  • Quotes/Estimates
  • Real Time Data
  • Real Time Notifications
  • Real Time Reporting
  • Receipt Management
  • Receivables Ledger
  • Recurring/Subscription Billing
  • Reimbursement Management
  • Reorder Management
  • Reporting & Statistics
  • Reporting/Analytics
  • Reporting/Project Tracking
  • Requisition Management
  • Resource Management
  • Retail Inventory Management
  • Revenue Recognition
  • Sales Reports
  • Sales Tax Management
  • Scheduling
  • Search/Filter
  • Secure Login
  • Self Service Portal
  • Shipping Management
  • Sourcing Management
  • Spend Management
  • Staff Management
  • Status Tracking
  • Stock Management
  • Subcontractor Management
  • Summary Reports
  • Supplier Management
  • Tagging
  • Task Management
  • Tax Calculation
  • Tax Compliance
  • Tax Management
  • Template Management
  • Third Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • Time Tracking by Client
  • Time Tracking by Project
  • Timer
  • Timesheet Management
  • Transaction History
  • Two-Factor Authentication
  • Vacation/Leave Tracking
  • Vendor Management
  • W-2 Preparation
  • Wage Garnishment
  • Warehouse Management
  • Widgets
  • Workflow Management
  • Total features105
  • "What If" Scenarios
  • 401(k) Tracking
  • ACH Payment Processing
  • API
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Accounts Payable
  • Accounts Receivable
  • Accrual Accounting
  • Activity Dashboard
  • Activity Tracking
  • Ad hoc Reporting
  • Alerts/Notifications
  • Approval Process Control
  • Approval Workflow
  • Asset Accounting
  • Asset Tracking
  • Assignment Management
  • Audit Trail
  • Automated Quoting
  • Automated Scheduling
  • Automatic Backup
  • Automatic Billing
  • Bank Reconciliation
  • Benefits Management
  • Billing & Invoicing
  • Billing Portal
  • Bills of Material
  • Budget Management
  • Budgeting/Forecasting
  • CPA Firms
  • CRM
  • Calendar Management
  • Case Management
  • Cash Flow Management
  • Cash Management
  • Cataloging/Categorization
  • Charting
  • Check Printing
  • Check Processing
  • Check Writing
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Collections Management
  • Compliance Management
  • Consolidation/Roll-Up
  • Construction Breakdowns
  • Contact Database
  • Contact Management
  • Contingency Billing
  • Contract/License Management
  • Contractor Management
  • Cost Estimating
  • Cost Tracking
  • Cost-to-Completion Tracking
  • Credit Card Processing
  • Cross Ledger Posting
  • Currency Conversion
  • Customer Database
  • Customer History
  • Customer Segmentation
  • Customer Statements
  • Customizable Branding
  • Customizable Fields
  • Customizable Invoices
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Depreciation Management
  • Direct Deposit
  • Discount Management
  • Document Management
  • Document Storage
  • Document Templates
  • Drag & Drop
  • Due Date Tracking
  • Dunning Management
  • Duplicate Payment Alert
  • Electronic Payments
  • Email Management
  • Email Templates
  • Employee Database
  • Employee Management
  • Estimating
  • Expense Claims
  • Expense Management
  • Expense Tracking
  • Fee Calculation & Posting
  • File Sharing
  • Financial Analysis
  • Financial Management
  • Financial Reporting
  • Fixed Asset Management
  • For CPA Firms
  • For Government
  • Forecasting
  • Fraud Detection
  • Fund Accounting
  • General Ledger
  • Goal Setting / Tracking
  • Hourly Billing
  • IT Cost Management
  • Income & Balance Sheet
  • Interaction Tracking
  • Inventory Control
  • Inventory Management
  • Inventory Optimization
  • Inventory Tracking
  • Invoice History
  • Invoice Management
  • Invoice Processing
  • Job Costing
  • Job Management
  • Job Scheduling
  • Job Tracking
  • Jobs Board
  • Kitting
  • Labor Cost Reporting
  • Lead Management
  • Match & Merge
  • Microsoft Outlook Integration
  • Milestone Tracking
  • Mobile Access
  • Mobile Payments
  • Monitoring
  • Multi-Channel Management
  • Multi-Company
  • Multi-Country
  • Multi-Currency
  • Multi-State
  • Multiple Projects
  • Nonprofits
  • Online Invoicing
  • Online Payments
  • Order Management
  • Order Processing
  • Order Tracking
  • Overpayment Processing
  • Overrun Reporting
  • Partial Payments
  • Payment Processing
  • Payroll Management
  • Payroll Reporting
  • Percent-Complete Tracking
  • Performance Metrics
  • Pipeline Management
  • Price / Margin Management
  • Pricing Management
  • Product Configurator
  • Product Identification
  • Productivity Analysis
  • Profit/Loss Statement
  • Progress Tracking
  • Project Accounting
  • Project Billing
  • Project Estimating
  • Project Management
  • Project Planning/Scheduling
  • Project Time Tracking
  • Project Tracking
  • Projections
  • Purchase Order Management
  • Purchasing & Receiving
  • Quotes/Estimates
  • Real Time Data
  • Real Time Notifications
  • Real Time Reporting
  • Receipt Management
  • Receivables Ledger
  • Recurring/Subscription Billing
  • Reimbursement Management
  • Reorder Management
  • Reporting & Statistics
  • Reporting/Analytics
  • Reporting/Project Tracking
  • Requisition Management
  • Resource Management
  • Retail Inventory Management
  • Revenue Recognition
  • Sales Reports
  • Sales Tax Management
  • Scheduling
  • Search/Filter
  • Secure Login
  • Self Service Portal
  • Shipping Management
  • Sourcing Management
  • Spend Management
  • Staff Management
  • Status Tracking
  • Stock Management
  • Subcontractor Management
  • Summary Reports
  • Supplier Management
  • Tagging
  • Task Management
  • Tax Calculation
  • Tax Compliance
  • Tax Management
  • Template Management
  • Third Party Integrations
  • Time & Expense Tracking
  • Time Tracking
  • Time Tracking by Client
  • Time Tracking by Project
  • Timer
  • Timesheet Management
  • Transaction History
  • Two-Factor Authentication
  • Vacation/Leave Tracking
  • Vendor Management
  • W-2 Preparation
  • Wage Garnishment
  • Warehouse Management
  • Widgets
  • Workflow Management

Integrations

  • Total integrations954
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  • Dynamics 365
  • FreshBooks
  • Magento Commerce
  • Microsoft Dynamics GP
  • Microsoft Excel
  • NetSuite
  • PayPal
  • QuickBooks Online
  • QuickBooks Online Advanced
  • SAP Business One
  • Sage Intacct
  • Salesforce Sales Cloud
  • Shopify