Introducing WorkflowMax

New technologies not only save time but also money. With innovative solutions such as Xero, thousands of companies are beginning to see how technological improvements can help their business. Another program which the team at The Accounts Studio recommends for creatives is WorkflowMax. Have you tried it yet?

It is an amazing all-around tool to help you create quotes, timesheets, and invoices. Furthermore, It also enables you to effortlessly manage your tasks and projects. Similar to Xero, it uses cloud-based technology. That means you can operate it from the office, at home or on the road. Remote workers see the benefit of it immediately, especially those who like to operate from a co-working space. In addition, for creatives who are watching their environmental footprint, it also helps to maintain a paper-free workplace.

WorkflowMax is Compatible With Xero

WorkflowMax was purchased by Xero over five years ago. And, to make small business life even more manageable, the two programs can actually be utilised side by side. It is quite literally a one-stop shop where you can manage and assess your finances with the assistance of their customisable reporting features.

In any event, understanding your cash flow at every turn is imperative as a creative. It is no wonder that companies who seek flexibility with their operations are turning to software such as WorkflowMax to manage their project profitability.

Benefits of WorkflowMax

Here is a list of what WorkflowMax can do for you:

• Lead Manager
• Client Manager
• Quoting
• Job Management
• Time Tracking
• Job Costing
• Purchase Orders
• Document Management
• Invoicing
• Reporting

And with the benefit of its mobility and ability to integrate smoothly with Xero, it offers small businesses excellent value for money alongside the ability to transform your business.

Limits Unnecessary Software

There is no need to have multiple software or tools to carry out tasks. All of your data is located and accessible online in the same place. And if you are concerned about data safety, there is no need to be. WorkflowMax uses top of the line enterprise-level data encryption to ensure that no one can access your files unless you let them. In fact, your information is safer on the cloud than it is stored on an in-house server. So, if you value your security and privacy, cloud-based technologies are indeed the way of the future.

One of the great things about Workflow, and Xero too, is that both are relatively simple to use. Even those who claim not to be technology savvy, can pick up the basics quickly. With a little bit of effort you will have the system operating effectively in no time at all.

If you would like to discuss the implementation of WorkflowMax along with Xero, then we are happy to help. After all, we offer a wide range of packages and services including Xero setup, bookkeeping packages, business consultations and more. You can telephone, email or Skype us for an appointment. We look forward to being able to help your business grow.