+
Client profitability in WorkflowMax
Every service business has clients that look great on paper and lose money in practice. The big-revenue client who eats half your team. The fast-pay client whose scope creeps every month. WFM has the data to expose it. Pulling it together is the bit nobody has time for.
Screenshot placeholder
EVA chat showing client profitability ranking - top 10 and bottom 10 clients by margin, with revenue, write-offs, and EVA's commentary on each
How it works
VibeCFO connects to WorkflowMax and to your accounting system at the same time. EVA sees both sides at once.
- Ask EVA "who are our worst-margin clients?" Live ranking, with write-offs and unbilled time included.
- Spot scope creep early. EVA flags clients where actual time is tracking ahead of estimate, month after month.
- Make the firing call confidently. Hard conversations get easier when the data's clear.
“Two of our biggest clients were our worst margin. Repriced one, exited the other. Same revenue, more profit, less stress on the team.”
Frequently asked questions
How do I see profitability per client in WorkflowMax?
WFM tracks time and costs against jobs. Rolling that up to client level - including unbilled time, write-offs, and overhead allocation - usually means a spreadsheet. VibeCFO does it live.
Will EVA show me my worst clients?
Yes. Ranked by margin, by revenue, by volume of write-offs. The hard conversations get easier when the data's clear.
Can I see client margin trend?
Yes. Margin per client over time - catch the slow decline before it becomes a loss.
The AI CFO for a business that never had one. Australian-made, onshore in your own region since 2018.
Platform
Compare