WorkflowMAX
Job management and invoicing for professional services firms
At a glance
- Editor score5.0 / 10
- PricingFrom $7.50/user/mo (annual) · 14-day trial
- Best forService businesses managing jobs and profitability
- Free planNo
- Paid from$7.5/user/mo
- Founded2007
- Facts checked20 Sep 2026
Where it wins
- Combines quoting, scheduling, timesheets, costing and invoicing
- Supports Xero, QuickBooks, Airwallex and nine other integrations
- Advanced adds capacity planning, WIP ledgers and AI-powered reporting
Where it doesn't
- No free plan; the free trial lasts 14 days
- Recurring invoices require the Xero integration
- Platform coverage is listed for web only
Our verdict on WorkflowMAX
WorkflowMAX brings quoting, job management, scheduling, time tracking, work-in-progress management, job costing, profitability reporting and invoicing into one cloud-based system. It is aimed at professional services firms such as accountants, architects, engineers, consultants and creative agencies that need to connect delivery work with billing and financial visibility. The product is available through Essentials, Pro and Advanced plans, with pricing per user and a 14-day free trial rather than a free plan.
The plan structure follows increasing operational and reporting depth. Essentials costs $8.33 per user per month when billed monthly or $7.50 per user per month when billed annually, covering quoting, jobs, scheduling, timesheets, invoicing and purchase orders. Pro costs $15 monthly or $13.50 annually and adds leads, quote variations, custom reporting, branded templates, plus expanded invoicing, purchasing and integration options. Advanced costs $25 monthly and adds capacity planning, individual WIP ledger management, automated reporting, AI-powered reporting and calendar sync. This makes Essentials suitable for core job administration, while Pro and Advanced fit firms with more demanding sales, reporting or resource-planning needs.
WorkflowMAX also has a practical accounting and platform ecosystem. It integrates with Xero and QuickBooks, supports Airwallex invoice payment links, and connects with Zapier, HubSpot, Dropbox, SharePoint, Box, SuiteFiles, Google Drive and Microsoft 365 Calendar. Public API access provides an additional route for connecting business systems. Recurring invoices are handled through Xero rather than generated natively, and online payments require an Airwallex account and integration. Firms seeking project profitability, invoicing and work-in-progress control should consider WorkflowMAX; teams wanting a simple task tracker or native recurring billing may prefer a narrower alternative.
WorkflowMAX pricing
All 3 WorkflowMAX plans and prices →
WorkflowMAX fact sheet
| Free plan | No |
|---|---|
| Paid from | $7.5/user/mo |
| Task views | Not verified |
| Automation rules | Not verified |
| Time tracking | Not verified |
| Guest access | Not verified |
| Free-plan user limit | Not verified |
| Native integrations | Not verified |
| Free trial | 14 days · no card needed |
| Deployment | Cloud, Mobile |
| Platforms | Web |
| Compliance & security | GDPR |
| Support | Live chat, Email, Tickets, Docs · 24/7 |
| Built for | Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 11 integrations: Xero, QuickBooks, Airwallex, Zapier, HubSpot, Dropbox … See all → |
| Pricing | From $7.50/user/mo (annual) · 14-day trial (source) |
| Website | workflowmax.com |
| Facts checked | 20 Sep 2026 |
WorkflowMAX integrations
WorkflowMAX lists 11 integrations on its own site.
- Xero
- QuickBooks
- Airwallex
- Zapier
- HubSpot
- Dropbox
- SharePoint
- Box
- SuiteFiles
- Google Drive
- Microsoft 365 Calendar
See all WorkflowMAX integrations →
Alternatives to WorkflowMAX
- ClickUpBroad project control with tasks, Docs, automations, reporting, time tracking, and AI.9.0
- JiraA mature choice for agile delivery teams needing boards, backlogs, workflows, and automation.10.0
- AsanaA mature project hub with flexible views, automation, reporting, and AI features.9.0
See all WorkflowMAX alternatives →
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Reviewed by iTechGuides Editors · Editorial team · Updated Sep 2026
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