Xero + WorkflowMax.
A services business sells time and hopes to bill it. WorkflowMax knows the time; Xero knows the billing; the difference between them is your margin, your write-offs and your next hire decision.
For professional services on jobs and timesheets · For business →
One system answers questions about itself.
Recovery is the whole economics of a professional services firm, and it is invisible to either system alone. Time at cost rates from WorkflowMax against fees in Xero gives true margin by job, client and work type - and WIP ageing read against what eventually invoices shows where write-offs actually come from, while they can still be prevented.
Ask it, and where the answer comes from.
“Are we making more on project work or retainers?”
Margin by engagement type: hours at real cost against fees billed, cut by job category. The mix question that decides what to sell more of, answered from data rather than instinct.
“Where is WIP sitting, and what is about to be written off?”
WIP by age band and job, with the historical write-off rate per client alongside - so the conversation happens before the value evaporates.
“Who is under-recovering their hours?”
Utilisation and recovered rate per person, against target - separating the person who is under-utilised from the one whose work is systematically under-priced.
Standing instructions people put on this stack.
A Pulse is not an alert - it is work carried out end to end and sent to the right people. How Pulses work →
Xero + WorkflowMax, answered.
Does VibeCFO report on WorkflowMax WIP?
Yes. WIP lands from WorkflowMax as rows - job, task, hours, value - and is read against Xero billing, so ageing, recovery and write-off risk are all reportable and watchable.
WorkflowMax has reports built in - why blend it?
Its reports stop at its own data. Recovery, true margin and write-off analysis all need the ledger side - what was actually billed and collected - and the blend is the only place both halves exist as one dataset.
See Xero + WorkflowMax on your own data.
Connect the pair in your guided 14 days and ask the questions above of your own numbers - that is the whole trial.