{
  "id": "workflowmax--xero",
  "schema_version": "1.2",
  "app": {
    "slug": "workflowmax",
    "name": "WorkflowMAX",
    "vendor": "WorkflowMAX",
    "website": "https://workflowmax.com",
    "categories": [
      "project-management",
      "job-management"
    ],
    "owned_by_platform": false
  },
  "ecosystem": "xero",
  "connection": {
    "built_by": "app-vendor",
    "method": "native-api",
    "marketplace_listing_url": "https://apps.xero.com/uk/app/workflowmax",
    "setup_docs_url": "https://support.workflowmax.com/hc/en-us/articles/26044098779289-Contact-support",
    "certified_by_ecosystem": {
      "value": true,
      "src": [
        "s1"
      ]
    }
  },
  "sync": [
    {
      "object": "invoices",
      "direction": "two-way",
      "src": [
        "s1"
      ]
    },
    {
      "object": "payments",
      "direction": "two-way",
      "src": [
        "s1"
      ]
    },
    {
      "object": "credit-notes",
      "direction": "two-way",
      "src": [
        "s1"
      ]
    },
    {
      "object": "contacts",
      "direction": "two-way",
      "src": [
        "s1"
      ]
    },
    {
      "object": "tax-rates",
      "direction": "two-way",
      "src": [
        "s1"
      ]
    },
    {
      "object": "timesheets",
      "direction": "app-to-ecosystem",
      "src": [
        "s1"
      ]
    },
    {
      "object": "chart-of-accounts",
      "direction": "ecosystem-to-app",
      "src": [
        "s1"
      ]
    },
    {
      "object": "tracking-categories",
      "direction": "ecosystem-to-app",
      "src": [
        "s1"
      ]
    },
    {
      "object": "payroll",
      "direction": "ecosystem-to-app",
      "notes": "Employees come from Xero",
      "src": [
        "s1"
      ]
    }
  ],
  "pricing": {
    "model": "paid",
    "free_trial_days": {
      "value": 14,
      "src": [
        "s1"
      ]
    },
    "plans": [
      {
        "name": "Essentials",
        "billing": "monthly",
        "prices": {
          "USD": 8.33,
          "AUD": 12.22,
          "GBP": 6.11,
          "NZD": 13.89
        },
        "per": "per user per month, minimum 3 users; 10% off paid annually",
        "src": [
          "s2"
        ]
      },
      {
        "name": "Pro",
        "billing": "monthly",
        "prices": {
          "USD": 15,
          "AUD": 22,
          "GBP": 11.11,
          "NZD": 25
        },
        "per": "per user per month, minimum 5 users",
        "src": [
          "s2"
        ]
      }
    ]
  },
  "regions": {
    "supported": [
      "AU",
      "CA",
      "IE",
      "NZ",
      "SG",
      "ZA",
      "UK",
      "US"
    ],
    "basis": "stated",
    "regional_notes": {
      "GLOBAL": "The Xero App Store listing also names Hong Kong, Indonesia, Malaysia, the Philippines and a Global region"
    },
    "src": [
      "s1"
    ]
  },
  "requirements": {
    "ecosystem_plan_min": "unknown",
    "ecosystem_features_required": [],
    "src": [
      "s1"
    ]
  },
  "limitations": [
    {
      "summary": "Timesheet export to Xero Payroll is available in Australia and New Zealand only; the listing says it is coming to the UK",
      "severity": "moderate",
      "affects_regions": [
        "UK"
      ],
      "src": [
        "s1"
      ]
    }
  ],
  "alternatives": [],
  "editorial": {
    "answer_summary": "WorkflowMAX runs quotes, jobs, timesheets and invoicing for project businesses and syncs invoices, payments, credit notes and contacts with Xero both ways. Essentials is A$12.22 or £6.11 per user per month, minimum 3 users.",
    "best_for": [
      "Agencies, consultants and project businesses billing time and jobs through Xero"
    ],
    "not_ideal_for": []
  },
  "profile": {
    "status": "listed"
  },
  "sources": [
    {
      "id": "s1",
      "url": "https://apps.xero.com/uk/app/workflowmax",
      "title": "WorkflowMAX on the Xero App Store (UK)",
      "type": "marketplace-listing",
      "retrieved_at": "2026-11-14T06:30:00Z"
    },
    {
      "id": "s2",
      "url": "https://workflowmax.com/pricing",
      "title": "WorkflowMAX pricing",
      "type": "vendor-pricing",
      "retrieved_at": "2026-11-14T06:30:00Z"
    }
  ],
  "verification": {
    "status": "verified",
    "last_verified": "2026-11-14",
    "verified_by": [
      "research-agent",
      "verifier-agent"
    ],
    "open_flags": []
  },
  "publishing": {
    "state": "live",
    "batch": "2026-W46",
    "approved": "2026-11-14"
  },
  "changelog": [
    {
      "date": "2026-11-14",
      "change": "Record created from public sources (pilot batch)"
    }
  ],
  "vendor": {
    "id": "workflowmax",
    "name": "WorkflowMAX",
    "api": "https://trylode.io/api/vendors/workflowmax.json"
  },
  "url": "https://trylode.io/xero/workflowmax/",
  "facts": [
    {
      "id": "sync-invoices",
      "topic": "sync",
      "statement": "WorkflowMAX syncs invoices with Xero in both directions.",
      "label": "Lode-verified",
      "verified": "2026-11-14",
      "src": [
        "s1"
      ],
      "url": "https://trylode.io/xero/workflowmax/#sync-invoices"
    },
    {
      "id": "sync-payments",
      "topic": "sync",
      "statement": "WorkflowMAX syncs payments with Xero in both directions.",
      "label": "Lode-verified",
      "verified": "2026-11-14",
      "src": [
        "s1"
      ],
      "url": "https://trylode.io/xero/workflowmax/#sync-payments"
    },
    {
      "id": "sync-credit-notes",
      "topic": "sync",
      "statement": "WorkflowMAX syncs credit notes with Xero in both directions.",
      "label": "Lode-verified",
      "verified": "2026-11-14",
      "src": [
        "s1"
      ],
      "url": "https://trylode.io/xero/workflowmax/#sync-credit-notes"
    },
    {
      "id": "sync-contacts",
      "topic": "sync",
      "statement": "WorkflowMAX syncs contacts with Xero in both directions.",
      "label": "Lode-verified",
      "verified": "2026-11-14",
      "src": [
        "s1"
      ],
      "url": "https://trylode.io/xero/workflowmax/#sync-contacts"
    },
    {
      "id": "sync-tax-rates",
      "topic": "sync",
      "statement": "WorkflowMAX syncs tax rates with Xero in both directions.",
      "label": "Lode-verified",
      "verified": "2026-11-14",
      "src": [
        "s1"
      ],
      "url": "https://trylode.io/xero/workflowmax/#sync-tax-rates"
    },
    {
      "id": "sync-timesheets",
      "topic": "sync",
      "statement": "WorkflowMAX sends timesheets to Xero.",
      "label": "Lode-verified",
      "verified": "2026-11-14",
      "src": [
        "s1"
      ],
      "url": "https://trylode.io/xero/workflowmax/#sync-timesheets"
    },
    {
      "id": "sync-chart-of-accounts",
      "topic": "sync",
      "statement": "WorkflowMAX pulls chart of accounts from Xero.",
      "label": "Lode-verified",
      "verified": "2026-11-14",
      "src": [
        "s1"
      ],
      "url": "https://trylode.io/xero/workflowmax/#sync-chart-of-accounts"
    },
    {
      "id": "sync-tracking-categories",
      "topic": "sync",
      "statement": "WorkflowMAX pulls tracking categories from Xero.",
      "label": "Lode-verified",
      "verified": "2026-11-14",
      "src": [
        "s1"
      ],
      "url": "https://trylode.io/xero/workflowmax/#sync-tracking-categories"
    },
    {
      "id": "sync-payroll",
      "topic": "sync",
      "statement": "WorkflowMAX pulls payroll from Xero.",
      "label": "Lode-verified",
      "verified": "2026-11-14",
      "src": [
        "s1"
      ],
      "url": "https://trylode.io/xero/workflowmax/#sync-payroll"
    },
    {
      "id": "price-essentials",
      "topic": "pricing",
      "statement": "WorkflowMAX's Essentials plan costs US$8.33 a month in the US, A$12.22 in Australia, £6.11 in the UK and NZ$13.89 in New Zealand (per user per month, minimum 3 users; 10% off paid annually), excluding tax.",
      "label": "Lode-verified",
      "verified": "2026-11-14",
      "src": [
        "s2"
      ],
      "url": "https://trylode.io/xero/workflowmax/#price-essentials"
    },
    {
      "id": "price-pro",
      "topic": "pricing",
      "statement": "WorkflowMAX's Pro plan costs US$15 a month in the US, A$22 in Australia, £11.11 in the UK and NZ$25 in New Zealand (per user per month, minimum 5 users), excluding tax.",
      "label": "Lode-verified",
      "verified": "2026-11-14",
      "src": [
        "s2"
      ],
      "url": "https://trylode.io/xero/workflowmax/#price-pro"
    },
    {
      "id": "price-trial",
      "topic": "pricing",
      "statement": "WorkflowMAX offers a 14-day free trial.",
      "label": "Lode-verified",
      "verified": "2026-11-14",
      "src": [
        "s1"
      ],
      "url": "https://trylode.io/xero/workflowmax/#price-trial"
    },
    {
      "id": "regions",
      "topic": "regions",
      "statement": "WorkflowMAX works with Xero in AU, CA, IE, NZ, SG, ZA, UK and US.",
      "label": "Lode-verified",
      "verified": "2026-11-14",
      "src": [
        "s1"
      ],
      "url": "https://trylode.io/xero/workflowmax/#regions"
    },
    {
      "id": "marketplace-listed",
      "topic": "trust",
      "statement": "WorkflowMAX is listed in the official Xero marketplace.",
      "label": "Lode-verified",
      "verified": "2026-11-14",
      "src": [
        "s1"
      ],
      "url": "https://trylode.io/xero/workflowmax/#marketplace-listed"
    },
    {
      "id": "limitation-1",
      "topic": "limitation",
      "statement": "Timesheet export to Xero Payroll is available in Australia and New Zealand only; the listing says it is coming to the UK.",
      "label": "Lode-verified",
      "verified": "2026-11-14",
      "src": [
        "s1"
      ],
      "url": "https://trylode.io/xero/workflowmax/#limitation-1"
    }
  ],
  "cite_as": "Lode (trylode.io), WorkflowMAX + Xero, verified 2026-11-14",
  "lode": {
    "publish_state": "live",
    "stale": false,
    "completeness": 0.8
  }
}