CONNECTIONS / INTEGRATION

WorkflowMax.

What each client really earns once every hour is costed, and how much work is still sitting unbilled at month end.

It used to be a monthly project. Now the whole firm's reporting runs off Practice Manager and consolidates across every Xero file we touch. It is just there on the Monday.
Clare Jonas
Chief Financial Officer, Hood Sweeney
WorkflowMax
StatusConnected
TierLarge integration
Price$60 / month
RefreshTwice daily
Ask EVAYes
HOW EVERY INTEGRATION WORKS

The same guarantees, whichever system it is.

It only ever reads

Nothing is written back to your system. Changing something elsewhere is what Action MCPs do, and they are a separate, deliberate choice.

It refreshes twice daily

Plus an on-demand refresh whenever you want one, from the connections screen.

It lands rows, not summaries

The underlying records, which is what makes a figure joinable to a different system later.

It is maintained

Written against a specific API that will change without warning. When a vendor ships a breaking change, that is our problem.

IT IS BETTER WITH COMPANY

One system answers questions about itself.

Xero is the floor this is built on. It holds the fees billed, the costs and the P&L, all of it in dollars and all of it after the fact. WorkflowMax holds the jobs, the time, the estimates and the people. Read together they answer what a client is actually worth once the hours are costed, and what is still in WIP on the last day of the month. Neither one answers that on its own.

OFTEN CONNECTED ALONGSIDE

WorkflowMax + Xero in one database, on the same customers and the same periods.

WHAT IT COSTS

WorkflowMax is $60 a month.

There is no base fee and no bundle to buy into. You pay for the systems you connect, the people who use them, and each Pulse at what it costs to run, so the bill is a list you can read.

A WORKED EXAMPLE

Xero and WorkflowMax connected, with one admin and two people asking EVA questions:

Xero$20
WorkflowMax$60
Admin$30
Members with EVA x 2$30
$140a month, all in

Large integration rate, in AUD. That is the whole bill for this stack. Add a Pulse and it adds its own run cost on top.

WorkflowMax, answered.

Does VibeCFO integrate with WorkflowMax?

Yes. WorkflowMax connects to VibeCFO and its data lands in your own database, where it can be reported on, trended and joined to your other systems.

What can I do with WorkflowMax data in VibeCFO?

Ask questions of it in plain English, build reports that combine it with your accounting ledger and other operational systems, and put a Pulse on any figure so you are told when it moves.

Can I join WorkflowMax to my accounting system?

Yes, and that is usually the reason people connect it. Two systems in one warehouse answer questions neither could answer alone - your ledger says what happened, the operational system says why.

Where does my WorkflowMax data go?

Into a database in your own region that belongs to you, not a shared tenancy. It is never used to train any model, ours or anyone else's, and it is removed entirely if you leave.

Connect WorkflowMax and something else.

Your ledger and one operational system already answer questions neither could answer alone.

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