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WorkflowMax Logo

Xero owned financial project management software for SMBs

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WorkflowMax - 2026 Pricing, Features, Reviews & Alternatives

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All user reviews are verified by in-house moderators and provider data by our software research team.  Learn more

Last updated: March 2026

WorkflowMax overview

What is WorkflowMax?

WorkflowMax, a Xero-owned product, is used by more than 10,000 businesses all over the world, providing a total cloud-based business solution for construction firms, creative agencies, architects, engineers, surveyors, lawyers, IT companies, consultants and anyone else who bills by time.

Complex quotes and invoices can be created in minutes and pushed out electronically to your clients. With a click of a button your client can accept a quote, and this becomes a job in WorkflowMax. Your team can now track their time against this job, even when they’re out in the field, and you can manage job milestones and keep track of who is working on what. When the job is complete, you can quickly send out the invoice, track how your company is performing with clever reports, and switch over to your accounting software to find all the job details have been added … automagically.

Because WorkflowMax is on the cloud, you can be anywhere in the world and still be able to manage your business. Check timesheets and send invoices from the Amazon jungle or the beach in Bali.

WorkflowMax integrates with more than 30 other systems, including Xero accounting - meaning all invoices created in WorkflowMax are seamlessly pushed into Xero.

With WorkflowMax taking care of all your admin and job management needs, you can spend your time working on the business, rather than IN the business.

Starting price

36flat rate /
per month

Alternatives

with better value for money


Pros & Cons

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Ease of Use

Integrations

Reporting

Staff Management

Task Costing

WorkflowMax’s user interface

Ease of use rating:

WorkflowMax pros, cons and reviews insights

To determine these pros and cons insights, we analyzed responses from 

Overall rating

Reviews sentiment

 
 
 
1-2(4)
3-4(57)
5(62)

What do users say about WorkflowMax?

Software is very user friendly.

Select to learn more


Who uses WorkflowMax?

Based on 123 verified user reviews.

Company size

Small Businesses

Enterprises

Midsize Businesses

Top industries

Construction
Real Estate
Architecture & Planning
Information Services
Others

Use cases

Task Management
Billing and Invoicing
Business Management
Time and Expense
Project Management

WorkflowMax's key features

Most critical features, based on insights from WorkflowMax users:

Customer database
Timesheet management
Mobile access

All WorkflowMax features

Features rating:

Access controls/permissions
Accounting
Accounting integration
Activity dashboard
Activity tracking
API
Assignment management
Automated quoting
Billing & invoicing
Billing portal
Budgeting/Forecasting
Budget management
Calendar management
Client management
Client portal
Collaboration tools
Contact database
Contact management
Contract/License management
Contractor management
Cost estimating
CRM
Customer database
Customer history
Customizable branding
Customizable fields
Customizable invoices
Customizable reports
Customizable templates
Dashboard
Data import/export
Document management
Document storage
Email management
Employee management
Employee scheduling
Estimating
Expense tracking
File sharing
Hourly billing
Interaction tracking
Invoice history
Invoice management
Invoice processing
Milestone tracking
Mobile access
Monitoring
Multi-Currency
Multiple projects
Online invoicing
Percent-Complete tracking
Performance metrics
Pipeline management
Project billing
Projections
Project management
Project planning/scheduling
Project time tracking
Project tracking
Purchase order management
Purchasing & receiving
Quotes/Estimates
Real-Time data
Real-Time notifications
Real-Time reporting
Reporting/Analytics
Reporting/Project tracking
Reporting & statistics
Resource allocation
Resource management
Scheduling
Search/Filter
Status tracking
Subcontractor monitoring
Summary Reports
Supplier management
Tagging
Task management
Template management
Third-Party integrations
Time & expense tracking
Timer
Timesheet management
Time tracking
Time tracking by client
Time tracking by project
Workflow management

WorkflowMax alternatives

WorkflowMax logo

Starting from

36

Per month

Free trial
Free version
Ease of Use
Features
Value for Money
Customer Support
Jira logo
visit website

Starting from

7.91

/user

Per month

Free trial
Free version
Ease of Use
Features
Value for Money
Customer Support
Trello logo

Starting from

5

/user

Per month

Free trial
Free version
Ease of Use
Features
Value for Money
Customer Support

Starting from

Empty state illustration for "No pricing info"

No pricing info

Free trial
Free version
Ease of Use
Features
Value for Money
Customer Support

WorkflowMax pricing

Value for money rating:

Starting from

36

Per month

Flat Rate

Pricing details
Subscription
Free trial
Free plan
Pricing range

User opinions about WorkflowMax price and value

Value for money rating:

To see what individual users think of WorkflowMax's price and value, check out the review snippets below.

“The old WFM had extra features like the ability to upload photos of Clients (for facial recognition) and the invoice history including cancelled invoices was accessible and easy to retrieve.”
FS

Fiona S.

Office administrator

“It is a useful tool to track our part-time employees' jobs, timesheets and to send invoices and purchase order requests”
XL

Xiang L.

Director

WorkflowMax integrations (14)

Integrations rated by users

We looked at 123 user reviews to identify which products are mentioned as WorkflowMax integrations and how users feel about them.

Xero logo
Xero

Integration rating: 4.6 (9)

SuiteFiles logo
SuiteFiles

Integration rating: 5.0 (2)

We save everything in SuiteFiles so it saves heaps of time.

KS

Kayley S.

Accountant

Integration rating: 4.0 (1)

Integration rating: 5.0 (1)

Integration rating: 5.0 (1)

Love my google calendar

Verified reviewer profile picture

Stacey S.

Onwer

Integration rating: 4.0 (1)

It did not have a good impact with my customers

Fa

Fary a.

Home Cleaning Services

WorkflowMax support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

FAQs/Forum
Knowledge Base
Email/Help Desk
Chat

Training options

Webinars
Documentation
Live Online
Videos

WorkflowMax FAQs

Related categories