WorkflowMax to Power BI

What is WorfkflowMax?

WorkflowMax is a cloud project management software owned by Xero that helps architects, engineers, creative agencies, and other businesses create and run jobs through quoting, invoicing, scheduling, and reporting. 

What is Power BI?

Power BI is an on-premise and cloud-based data visualization tool from Microsoft. It allows business intelligence professionals and data analysts to build and disseminate interactive visual reports and dashboards for analytical decision-making purposes.

WorkflowMax-Power BI Integration: Problems With The Connector Approach​

Being able to easily build interactive dashboards and visualize WorkflowMax data in Power BI can be a game changer. The only problem? No standard WorkflowMax-Power BI connector exists.

Businesses either have to settle with querying extracted CSVs to connect WorkflowMax data to Power BI that add unnecessary man-hours to project timelines or develop native connectivity in-house, requiring substantial multi-domain expertise and development costs. 

Even with a fully configured connection interface, fetching WorkflowMax data in PowerBI has its limits.

1.Integration Complexities

An integration interface poses various limits for importing data. Users must first have an optimized WorkflowMax-Power BI connector to smoothly import all WorkflowMax data and also spend time modifying data through transformations to ensure it conforms to a standard format prior to being used for PowerBI reports.


2. Lack of Multi-Entity Consolidation

Businesses often have financial data scattered in disparate accounting systems including Xero, QuickBooks, and Excel. Being able to consolidate all sources to keep track of all historical data and utilize it for rolling forecasts, budgeting, and other financial planning uses would require having a fully configured connector for each software that can cost a fortune in licensing and platform or development costs.

3. Static and One-Dimensional Reporting

The lack of write-back features means WorkflowMax reporting isn’t dynamic enough to be changed, edited, or amended in near real-time within Power BI. Also, the lack of templates means that multiple reports would have to be made to keep track of varying categories that can hinder cross-functional collaboration efforts.

Visualize Invoicing and Quoting Jobs Using Acterys

Acterys offers out-of-the-box solutions to seamlessly connect WorkflowMax to Power to create stunning dashboards and reports without requiring extensive development expertise and costly licensing fees. 

Using a virtualized approach to data consolidation, Acterys lets you manage all financial data including WorkflowMax in fully editable Power BI reports and dashboards to make better capital allocation decisions across finance and operations teams. 

1. Point-and-Click Setup of WorkflowMax

Cut hours off querying extracted CSV files or developing native WorkflowMax to Power BI integration. Acterys’ intuitive interface lets you set up WorkflowMax within 2 minutes and is optimized to add multiple WorkflowMax clients to enrich your Power BI reports and dashboards.

2. One-Stop Shop Reporting For Workflow Data

Make efficient analysis of WorkflowMax reporting by incorporating workflows and financial data from other sources including Dear Inventory, Xero Practice Manager, MYOB, QuickBooks, and Excel in Acterys’ virtualized on-premise or cloud SQL database – all under one roof.

3. Pre-built Templates For Multiple Scenarios

Eliminate communication silos by utilizing Acterys’ pre-built templates to create multiple dashboards for finance, operations, supply chain, and more departments for strategic alignment. Add and track multiple dimensions and categories to customize WorkflowMax data within Power BI reports to drill down into transaction level-data at any level.