Vibe CFO
VibeCFO
+
WorkflowMax

WIP reporting in WorkflowMax

WIP is the number every service business should know weekly and almost none do. WFM has the data — time tracked, costs incurred, invoices raised. Stitching it into a real WIP schedule means a Friday spreadsheet that nobody trusts. So you find out about a WIP problem when cashflow gets tight. Too late.

Screenshot placeholder

EVA chat showing WIP summary — total WIP across all open WFM jobs, broken into "unbilled time," "work done not invoiced," "billed not collected" — with week-on-week movement

How it works

VibeCFO connects to WorkflowMax and to your accounting system at the same time. EVA sees both sides at once.

  • Ask EVA "what's our WIP this week?" Clean answer with the breakdown — unbilled time, work done not invoiced, billed not collected.
  • Catch over- and under-billing per job. EVA flags jobs where you've billed ahead — or worse, fallen behind.
  • Track WIP movement week over week. Find out it's blowing out before cashflow does.
“Had $120k in unbilled time we'd just stopped seeing. Cleared most of it in a fortnight once EVA showed us where it was.”
— [Customer name, Business, Location]Placeholder
SEE IT ON YOUR OWN WORKFLOWMAX DATA

20-minute demo. Live WorkflowMax connection. Real numbers.

Frequently asked questions

How do I run a WIP report from WorkflowMax?
WFM has the time and cost data. Stitching it into a real WIP schedule — including unbilled time, work in progress, and progress claims — is usually a manual spreadsheet job. VibeCFO does it automatically.
What's the difference between WIP in WFM and WIP in my accounting system?
WFM tracks WIP at the job level. Accounting tracks it as a balance sheet number. They almost never match. EVA reconciles both and tells you which is right.
Can I see WIP by client?
Yes. By client, by project, by consultant. Plain English question, plain English answer.

Related

Margin by job in WorkflowMax
Utilisation reporting in WorkflowMax
Client profitability in WorkflowMax
Fixing WorkflowMax reports that don't match your accounting
Back to the WorkflowMax integration page