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WorkflowMax

Integrate your WorkflowMax job management system for comprehensive project and financial reporting. Vibe CFO's WorkflowMax integration provides deep insights into your project profitability and performance.

Pricing

$79/month

medium integration

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Available On

EVAEVA
★★★★★★
Power BIPower BI

Features & Benefits

What you get with the WorkflowMax integration

Key Features

  • Automatic data refresh every 12 hours
  • Manual refresh available anytime
  • Job profitability analysis
  • Staff utilization tracking
  • Project timeline reporting
  • WIP and billing analysis
  • Client performance metrics
  • Revenue forecasting

Data Sources

  • Jobs and Tasks
  • Time Entries
  • Staff
  • Clients
  • WIP
  • Invoices
  • Quotes
  • Purchase Orders