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WorkflowMax
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Xero owned financial project management software for SMBs
Table of Contents
Is this product right for your business?
Find out with a
WorkflowMax - 2026 Pricing, Features, Reviews & Alternatives
All user reviews are verified by in-house moderators and provider data by our software research team. Learn more
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.
Key benefits of using WorkflowMax
1. All-in-one software - Most tools do one or two things and usually don’t integrate with each other. WorkflowMax’s suite of tools work together seamlessly, letting you focus on getting stuff done, not on cobbling together different tools.
Leads, quotes, time tracking, job management, invoicing - WorkflowMax does it all. Enter your data once, and it follows you through the job right to the invoice stage.
2. Access anywhere, anytime: The power of the cloud means you use WorkflowMax when and where it suits you. Your staff can track time on the client's site, or you can keep an eye on how jobs are progressing from your boat.
3. WorkflowMax mobile app: Now it's even easier to manage your jobs on the go with the native iOS and Android apps. User-friendly and intuitive, you can use quick swipe gestures to work effortlessly from wherever you are.
4. Complete transparency & visibility: Because all the data is real-time - you can see where every job in your business is at, who is doing what, and when you can schedule in more work. Use this data to give more accurate quotes and keep clients informed of progress.
5. Powerful Reporting: With Reports, you can get actionable insights on your business. With a few clicks you can find out the net profitability on any job, or which invoices are still outstanding.
6. Xero owned & integrated: WorkflowMax integrates with Xero accounting - providing a beautiful, seamless software solution you can trust. Invoices, purchase orders and other information flow seamlessly between Xero and WorkflowMax, helping you to get paid faster and giving you a complete business solution.
6. Integration with over 30 Add-ons: WorkflowMax integrates with more than just Xero. Using WorkflowMax as the core of your business, you can integrate it with your accounting, payroll, customer support, staff scheduling and other add-on solutions.
No more messy spreadsheets, no more lost files, no more undercharging. WorkflowMax gives you control of your business with just the push of a button.
There's so much more to WorkflowMax - and it’s easy to get started with a free trial.
Start changing the way you do business.
Starting price
per month
Alternatives
with better value for money
Pros & Cons
Simplicity
Connectivity
Budgeting
Affordability
WorkflowMax’s user interface
WorkflowMax pros, cons and reviews insights
To determine these pros and cons insights, we analyzed responses from
Overall rating
Value for money
4.1
Features
3.8
Ease of use
4.0
Customer support
4.1
Reviews sentiment
What do users say about WorkflowMax?
Reviewers indicate WorkflowMax is easy to use, with a straightforward setup and intuitive interface that helps streamline daily tasks. They appreciate its seamless integration with Xero, which simplifies invoicing, billing, and financial reporting, and say it is cost-effective for the features offered, though some feel pricing can be high for larger teams. They find quoting and job creation efficient, especially for simple quotes, but mention limitations with complex quotations and itemization.
Users report WorkflowMax offers strong project cost tracking and customizable reporting, enabling better visibility into budgets and productivity. They note reporting features are flexible but wish for more advanced customization and improved data visualization.
Select to learn more
Who uses WorkflowMax?
Based on 123 verified user reviews.
Company size
Small Businesses
Enterprises
Midsize Businesses
Top industries
Use cases
WorkflowMax's key features
Most critical features, based on insights from WorkflowMax users:
All WorkflowMax features
Features rating:
WorkflowMax alternatives
WorkflowMax
Starting from
36
Per month
FreshBooks
Starting from
21
Per month
Xero
Starting from
25
Per month
NetSuite
Starting from
No pricing info
WorkflowMax pricing
Value for money rating:
Starting from
36
Per month
Flat Rate
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.
Marc P.
Owner
Alison M.
Tax
WorkflowMax integrations (31)
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.
Integration rating: 4.6 (5)
“Invoices and purchases need to sync correctly to Xero every time, and when workflowmax was active, they did!”
Thomas T.
Planning and Finance Executive
Integration rating: 5.0 (2)
WorkflowMax support options
Typical customers
Platforms supported
Support options
Training options
WorkflowMax FAQs
WorkflowMax has the following pricing plans:
Starting from: $36.00/month
Pricing model: Subscription
Free Trial: Available | (No Credit Card required)
These products have better value for money
Q. Who are the typical users of WorkflowMax?
WorkflowMax has the following typical customers:
Mid Size Business, Small Business
Q. What languages does WorkflowMax support?
WorkflowMax supports the following languages:
English
Q. Does WorkflowMax support mobile devices?
WorkflowMax supports the following devices:
Android, iPad, iPhone
Q. Does WorkflowMax offer an API?
Yes, WorkflowMax has an API available for use.
Q. What other apps does WorkflowMax integrate with?
WorkflowMax integrates with the following applications:
MYOB Business, HubSpot Marketing Hub, Dropbox Business, Spotlight Reporting, Deputy, Exsalerate CRM, Google Drive, Box, Dext, Freshdesk, Salesforce Sales Cloud, Xero, HubSpot CRM, Zendesk Suite
Q. What level of support does WorkflowMax offer?
WorkflowMax offers the following support options:
FAQs/Forum, Knowledge Base, Email/Help Desk, Chat
