Deltek Vision vs. WorkflowMax Comparison


Deltek Vision Deltek	WorkflowMax Xero	+	+
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About Easily manage client relationships, track opportunities, and estimate project costs. Reduce project risk and deliver projects on time and on a budget to improve customer satisfaction. Employ faster-reporting processes and provide role-based metrics to key decision-makers. Project Managers face daunting challenges to bring projects/engagements in on time and at the highest possible level of profitability. Vision helps them accomplish these tasks with real-time information to help identify problems early enough to allow for timely -course correction. Tools to constantly monitor project status and staff utilization. One integrated system to track all financial, project and resource planning data. By leveraging the processes and people that make your business unique, Deltek cloud solutions serve as the framework for ultimate project growth and profitability.	About If you're looking for a feature-packed yet affordable solution to help you supercharge project profitability, choose WorkflowMax. A cloud-based online workflow and job management product by Xero, WorkflowMax offers a comprehensive set of features loved by more than 10,000 businesses. These include quoting, time tracking, streamlined invoicing, job management, and insights and reporting. WorkflowMax is suitable for creative agencies, architects, engineers, surveyors, lawyers, IT companies, construction firms, consultants and anyone who bills by time.
Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook	Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook
Audience Professional services firms looking for a cloud-based IT solution to ensure the easy access of their data in the cloud	Audience Creative agencies, architects, engineers, surveyors, lawyers, IT companies, construction firms, consultants & anyone else who bills by time.
Support Phone Support 24/7 Live Support Online	Support Phone Support 24/7 Live Support Online
API Offers API	API Offers API
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing No information available. Free Version Free Trial	Pricing $33/month Free Version Free Trial
Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software	Reviews/Ratings Overall 4.5 / 5 ease 5.0 / 5 features 4.5 / 5 design 4.5 / 5 support 4.5 / 5 Read all reviews
	Pros & Cons from Real Users Pros The software is very easy to use as well as the integrations to the Xero billing simple make the process from start to finish seamless. It offers intuitive and flawless management to maximize efficiency. Easy to use. Very productively integrates with business intelligence. Document management. Time tracking integration. Cons The software could use a bit of an upgrade on the timeline features for overall project management dashboard. It worked great for me. Nothing to share about cons.
Training Documentation Webinars Live Online In Person	Training Documentation Webinars Live Online In Person
Company Information Deltek Founded: 1989 United States www.deltek.com/en/products/project-erp/vision	Company Information Xero Founded: 2007 New Zealand www.workflowmax.com
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Categories Accounting Billing and Invoicing Budgeting Business Intelligence Business Performance Management ERP Expense Report Financial CRM Lead Management Payroll Project Management Proposal Management Reconciliation Resource Management Time Tracking	Categories Architecture Billing and Invoicing Construction Management Job Costing Legal Time Tracking Project Management Proposal Management Quoting Subcontractor Time and Expense Time Tracking Workflow Management
Billing and Invoicing Features Billing Portal Contact Database Contingency Billing Customer Portal Customizable Invoices Dunning Management Hourly Billing Invoice History Mobile Payments Multi-Currency Online Invoicing Online Payments Payment Processing Project Billing Recurring/Subscription Billing Service Ticket Billing Tax Calculator Project Management Features Agile Methodologies Budget Management Client Portal Collaboration Tools Cost-to-Completion Tracking Customizable Templates Gantt Charts Idea Management Kanban Board Milestone Tracking Portfolio Management Resource Management Time & Expense Tracking Traditional Methodologies Proposal Management Features Automatic Formatting Calendar Management Collaboration Contact Management Content Repository Document Management Electronic Signature Knowledge Library Pipeline Management Requirements Management Revision Management RFP Management Task Management Templates Version Control Time Tracking Features Automatic Time Capture Billable & Non-Billable Hours Billing & Invoicing Employee Database Expense Tracking Mobile Time Tracking Multiple Billing Rates Offline Time Tracking Online Time Tracking Overtime Calculation Time per Project Reporting Timesheet Management Vacation / Leave Tracking Show More Features Accounting Features Accounts Payable Accounts Receivable Bank Reconciliation Billing & Invoicing Cash Management CPA Firms Cryptocurrency Support Expense Tracking Fixed Asset Management Fund Accounting General Ledger Government Multi-Currency Nonprofits Payroll Management Project Accounting Purchase Orders Tax Management Budgeting Features "What If" Scenarios Asset Planning Balance Sheet Capital Asset Planning Cash Management Consolidation / Roll-Up Forecasting General Ledger Income Statements Multi-Company Multi-Department / Project Profit / Loss Statement Project Budgeting Run Rate Tracking Version Control Business Intelligence Features Ad Hoc Reports Benchmarking Budgeting & Forecasting Dashboard Data Analysis Key Performance Indicators Natural Language Generation (NLG) Performance Metrics Predictive Analytics Profitability Analysis Strategic Planning Trend / Problem Indicators Visual Analytics Business Performance Management Features Ad hoc Analysis Ad Hoc Reports Budgeting & Forecasting Consolidation / Roll-Up Dashboard Key Performance Indicators Predictive Analytics Qualitative Analysis Quantitative Analysis Scorecarding Strategic Planning ERP Features Accounting Integration Accounting Management CRM Dashboard Distribution Management Enterprise Asset Management Financial Management HR Management Inventory Management Order Management Project Management Purchase Order Management Purchasing Reporting/Analytics Sales Management Supply Chain Management Warehouse Management Expense Report Features Approval Process Control Invoice Management Multi-Currency Receipt Management Reimbursement Management Spend Control Time Tracking Workflow Management Financial CRM Features Account Alerts Asset Management Expense Tracking Household Tracking Influence Tracking Lead Management Marketing Management Relationship Tracking Team Assignments Territory Management Lead Management Features Activity Tracking Campaign Management Lead Capture Lead Distribution Lead Nurturing Lead Scoring Lead Segmentation Pipeline Management Prospecting Tools Source Tracking Payroll Features 401(k) Tracking Attendance Management Benefits Management Check Printing Compensation Management Deductions Management Direct Deposit Multi-Country Multi-State Reporting/Analytics Self Service Portal Tax Compliance Vacation / Leave Tracking W-2 and 1099 Preparation Wage Garnishment Resource Management Features Capacity Management Data Visualization Demand Forecasting Drag & Drop Employee Scheduling Filtered Search Resource Allocation Skills Tracking Utilization Management	Billing and Invoicing Features Billing Portal Contact Database Contingency Billing Customer Portal Customizable Invoices Dunning Management Hourly Billing Invoice History Mobile Payments Multi-Currency Online Invoicing Online Payments Payment Processing Project Billing Recurring/Subscription Billing Service Ticket Billing Tax Calculator Project Management Features Agile Methodologies Budget Management Client Portal Collaboration Tools Cost-to-Completion Tracking Customizable Templates Gantt Charts Idea Management Kanban Board Milestone Tracking Portfolio Management Resource Management Time & Expense Tracking Traditional Methodologies Proposal Management Features Automatic Formatting Calendar Management Collaboration Contact Management Content Repository Document Management Electronic Signature Knowledge Library Pipeline Management Requirements Management Revision Management RFP Management Task Management Templates Version Control Time Tracking Features Automatic Time Capture Billable & Non-Billable Hours Billing & Invoicing Employee Database Expense Tracking Mobile Time Tracking Multiple Billing Rates Offline Time Tracking Online Time Tracking Overtime Calculation Time per Project Reporting Timesheet Management Vacation / Leave Tracking Show More Features Architecture Features 2D Drawing 3D Modeling Bills of material BIM Modeling Building Information Modeling Client Management Contact Management Contract Management Document Management Drafting Manufacturing Design Data Presentation Tools Project Management Proposal Management Quotes/Proposals Visualization / Presentation Construction Management Features Accounting Integration Budget Tracking/Job Costing Change Orders Commercial Contract Management Contractors CRM Equipment Tracking Estimating Incident Reporting Mobile Access Offline Access Residential RFI & Submittals Subcontractor Management Timesheets Job Costing Features Bills of Material Budgeting & Forecasting Change Orders Cost-to-Completion Tracking Invoice Management Overrun Reporting Percent-Complete Tracking Production Cost Tracking Purchase Order Management Quotes / Estimates Time Tracking Work Order Management Quoting Features Automated Quoting Catalog Management Client Portal Contact Management Customer Accounts Customizable Branding Discount Management Forms Creation Pricing Management Product Configurator Proposal Management Time and Expense Features Activity Tracking Billable Hours Tracking Billing Rate Management Expense Tracking Invoice Processing Multiple Billing Rates Project Tracking Reimbursement Management Time Tracking by Client Time Tracking by Project Workflow Management Features Access Controls/Permissions Approval Process Control Business Process Automation Calendar Management Compliance Tracking Configurable Workflow Customizable Dashboard Document Management Forms Management Graphical Workflow Editor Mobile Access No-Code Task Management Third Party Integrations Workflow Configuration
Integrations Causal Datameer Deputy Dropbox Freshdesk Google Drive HubSpot Customer Platform HubSpot Marketing Hub Lyftrondata MYOB Manufacturo Oncord Rippling Runn Shift Sourcing Force StarfishETL Time Doctor Zendesk iPayroll Show More Integrations View All 7 Integrations	Integrations Causal Datameer Deputy Dropbox Freshdesk Google Drive HubSpot Customer Platform HubSpot Marketing Hub Lyftrondata MYOB Manufacturo Oncord Rippling Runn Shift Sourcing Force StarfishETL Time Doctor Zendesk iPayroll Show More Integrations View All 32 Integrations
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