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Flowtly vs WorkflowMax
WorkflowMax by BlueRock is job management for firms that quote, track time on jobs and invoice through Xero or QuickBooks. Flowtly covers projects, time and invoices too, and adds budgets, resourcing, people records and European e-invoicing.
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The short answer
Pick WorkflowMax if your work runs quote, job, invoice, your ledger is Xero or QuickBooks, and you review work in progress job by job. Pick Flowtly if you want each project’s margin, team costs included, as the month goes, plus time off, agreements and e-invoices through Peppol in the same tool.
Who WorkflowMax is for
- Firms that quote every job before work starts
- Xero and QuickBooks users
- Teams billing in Australian or New Zealand dollars, pounds or US dollars
Who Flowtly is for
- Service firms of 5–50 people that bill for their team’s time
- Owners who want each project’s margin before month-end
- Teams that want projects, time, invoices and their people in one tool
Pros and cons
Each point names its source and the date we checked it.
| Product | Pro or con | What it means | Source |
|---|---|---|---|
| Flowtly | Pro | Projects, time, invoices, budgets and team costs share one record, so each project’s margin is current. | Flowtly featureschecked 24 Oct 2026 |
| Flowtly | Pro | E-invoices through EU Peppol and Factur-X, and through KSeF for Polish entities. | Flowtly featureschecked 24 Oct 2026 |
| Flowtly | Con | No Gantt chart yet; it is on the public roadmap as planned. | Flowtly roadmapchecked 24 Oct 2026 |
| Flowtly | Con | A short list of native integrations (Google Calendar, Make, Polish banks) plus an open API, not a marketplace. | Flowtly integrationschecked 24 Oct 2026 |
| WorkflowMax | Pro | Quotes with line items, time estimates and online acceptance, turned into jobs. | WorkflowMax product pagechecked 24 Oct 2026 |
| WorkflowMax | Pro | Works with Xero and QuickBooks, including a Xero payroll timesheet export in Australia and New Zealand. | WorkflowMax product pagechecked 24 Oct 2026 |
| WorkflowMax | Con | Capacity planning and the full work-in-progress ledger are on the Advanced plan only. | WorkflowMax pricing pagechecked 24 Oct 2026 |
| WorkflowMax | Con | Each plan has a minimum number of users. | WorkflowMax pricing pagechecked 24 Oct 2026 |
When WorkflowMax is the better choice
- Every job starts from a quote the client accepts online.
- Xero or QuickBooks is your ledger and you want jobs to feed it.
- Reviewing work in progress job by job before invoicing is how you close the month.
Pricing model
How each product charges. We do not copy list prices here, because vendors change them: follow the link for today’s figures.
Flowtly
Per user, per month, on three plans, with annual billing cheaper than monthly. Free trial.
WorkflowMax
Per user, per month, on Essentials, Pro and Advanced, each with a minimum number of users; quarterly and annual billing cost less. 14-day free trial.
Moving from WorkflowMax
Typical effort: two to four weeks for a team of 20, with both tools running side by side for one billing cycle
- 1
Export
Export clients, jobs and timesheets from WorkflowMax.
- 2
Import and check
Bring clients and projects into Flowtly and set your rates; we help with the first import.
- 3
Run in parallel
Invoice one month from Flowtly while WorkflowMax stays read-only, then switch it off.
See Flowtly with your own projects
Bring a sample of your projects into the free trial. We help with the first import.
Other comparisons
- Flowtly vs ProductiveThe closest match to Flowtly; the difference is people records and European e-invoicing.
- Flowtly vs OdooThe broadest suite here; a service firm configures the apps it needs and leaves the rest.
- Flowtly vs AsanaExcellent for planning and tracking tasks; billing and margin live in other tools.
- Flowtly vs Bitrix24A wide collaboration and CRM workspace at a flat price; project finance is lighter.
- Flowtly vs SkelloMade for shift rotas and French labour rules; not for billing client projects.
- Flowtly vs spreadsheetsFlexible and familiar until several people edit the numbers every month.
Sources and review
Written by Flowtly’s team, who build one of the two products compared. Every point about WorkflowMax is checked against its public pages on the date shown.
- WorkflowMax product page, checked 24 Oct 2026