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Projectworks is designed to help professional & creative services businesses better manage their organisations in the areas of project management, project financials, and people management. By integrating directly with Xero you get the benefits of a purpose built professional services automation tool, and a world class accounting package working seamlessly together.


Why use ProjectWorks + Xero

Reconcile payments made in Xero back into Projectworks for simple debtor management.

Export invoices created in Projectworks directly into Xero.


More about ProjectWorks

Simple invoice creation, either time and materials or fixed price.

Projectworks is a cloud based workforce management platform designed to help professional & creative services businesses better manage their organisations in the areas of project management, project financials, and people management. Our mission is to provide a platform that helps world class services businesses to get the most out of their existing workforces, and enable them to grow.

We are based in Wellington, New Zealand, and built on a foundation of user centered design experience, and software engineering pedigree. Born out of a services business, every aspect of the Projectworks platform has been carefully designed to support running projects in real world situations.


What is Xero?

Xero is world-leading online accounting software built for small business.

  • Get a real-time view of your cashflow. Log in anytime, anywhere on your Mac, PC, tablet of phone to get a real-time view of your cash flow. It’s small business accounting software that’s simple, smart and occasionally magical.

  • Run your business on the go. Use our mobile app to reconcile, send invoices, or create expense claims - from anywhere.

  • Get paid faster with online invoicing. Send online invoices to your customers - and get updated when they’re opened.

  • Reconcile in seconds. Xero imports and categorises your latest bank transactions. Just click ok to reconcile.

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DATA FLOW BETWEEN PROJECTWORKS & XERO

The connection between Projectworks and Xero is simple. Once you have created your invoices in Projectworks they can then be exported to Xero. You can choose to either send the invoices to your customers from Projectworks or Xero, either way works great. Once invoices are marked as paid in Xero they can be reconciled in Projectworks with the click of a button.


Get Started Today

For detailed steps on connecting Projectworks to Xero please visit our knowledge base article that contains everything you need to know.