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PLATFORMEVA, your AI CFOWhat EVA knowsConnectionsHow connections blendReports and ToolsPulsesSecurity and TeamsThe VibeCFO MCP
CONNECTIONS / INTEGRATION

WorkflowMax.

Job management software for service businesses

WorkflowMax
StatusConnected
TierLarge integration
RefreshNightly
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 overnight

With a midday refresh on higher plans, and an on-demand refresh whenever you want one.

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.

JOBS PEOPLE BRING TO IT

What WorkflowMax gets used for.

Client profitability in WorkflowMax
VibeCFO connects to WorkflowMax and shows real margin per client. Ask EVA who's profitable, who's not, and whi
Margin by job in WorkflowMax
VibeCFO connects to WorkflowMax and shows real margin per job, including unbilled time and burdened labour. As
Fixing WorkflowMax reports that don't match your accounting
WorkflowMax margin or WIP not matching your accounting system? Common causes and how VibeCFO surfaces the gap
Utilisation reporting in WorkflowMax
VibeCFO turns WorkflowMax time data into a live utilisation view per person. Ask EVA who's billable, who's not
WIP reporting in WorkflowMax
Get clean work-in-progress from your WorkflowMax data. VibeCFO shows what's been done, what's been billed, and
IT IS BETTER WITH COMPANY

One system answers questions about itself.

Two answer questions neither can. WorkflowMax next to your ledger is where the interesting questions start, because one of them says what happened and the other says why.

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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VibeCFO

The AI CFO for a business that never had one. Australian-made, onshore in your own region since 2018.

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