Why WorkflowMax + Xero Still Matter (And How to Use Them Better)
Nov 27, 2025
We’re all busy, right? Anything that can save time in an accounting or bookkeeping practice is worth exploring - especially when it reduces admin, improves compliance and gives you clearer visibility over your work. That’s exactly why WorkflowMax and Xero remain two of my favourite tools: they save time, reduce errors and help practices run smoother.
If you’re not using them together to their full potential, you might be missing out on huge efficiency gains.
Why Xero + WorkflowMax Make the Perfect Pair
1. Always Reconciled (Automatically)
Customer payments recorded in Xero continue to sync seamlessly with the matching invoice inside WorkflowMax - keeping both systems up to date without double handling. This means less time checking, rechecking and reconciling.
2. Streamlined Timesheets, Billing & Reporting
WorkflowMax remains one of the most reliable all-in-one project management platforms for professional services. When integrated with Xero, you gain:
- Live visibility over team productivity
- Real-time job costing
- Faster invoicing
- Fewer manual processes
- Accurate data for advisory and reporting
It’s everything an efficient practice needs in one connected workflow.
3. No More Double Entry or Double Ups
Update a client’s details once in WorkflowMax and the changes flow straight into Xero. This eliminates duplicate data entry, reduces errors and saves hours every month - especially during busy BAS or EOFY periods.
4. Inbuilt Compliance Support
Timesheets, engagement letters, invoicing, coding - every step of your workflow carries a compliance obligation. Using WorkflowMax and Xero together helps you maintain:
- Proper timesheet recording
- Accurate job data
- Timely, audit - ready invoicing
- Cleaner records for ATO requirements
Each year, compliance has only become more important - and these tools take the pressure off.
Want more info?
In this practical, fast - paced session, we walk you through:
- Our top time - saving WorkflowMax tips
- How to get the most out of notifications, milestones and to - do lists
- The features most practices underuse
- Simple changes that save hours every week
This webinar is perfect for any practice using Xero. You’ll walk away with immediately actionable improvements.
At Future Proof, we set accounting practices up for success with:
- WorkflowMax implementation
- Customised training
- Ongoing or ad - hoc support
- Clean-up projects
- Process optimisation
If you’d like support tailored to how your practice operates, please get in touch.