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 Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Supported iPad Supported Android Supported Chromebook Not Supported	Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Supported iPad Supported Android Not Supported Chromebook Not Supported
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 Supported 24/7 Live Support Not Supported Online Supported	Support Phone Support Not Supported 24/7 Live Support Not Supported Online Supported
API Offers API Not Supported	API Offers API Not Supported
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing No information available. Free Version Not Supported Free Trial Not Supported	Pricing $33/month Free Version Not Supported Free Trial Supported
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 Supported Webinars Supported Live Online Supported In Person Not Supported	Training Documentation Supported Webinars Supported Live Online Supported In Person Not Supported
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 Supported Billing and Invoicing Supported Budgeting Supported Business Intelligence Supported Business Performance Management Supported ERP Supported Expense Report Supported Financial CRM Supported Lead Management Supported Payroll Supported Project Management Supported Proposal Management Supported Reconciliation Supported Resource Management Supported Time Tracking Supported	Categories Architecture Supported Billing and Invoicing Supported Construction Management Supported Job Costing Supported Legal Time Tracking Supported Project Management Supported Proposal Management Supported Quoting Supported Subcontractor Supported Time and Expense Supported Time Tracking Supported Workflow Management Supported
Billing and Invoicing Features Billing Portal Supported Contact Database Supported Contingency Billing Not Supported Customer Portal Not Supported Customizable Invoices Supported Dunning Management Supported Hourly Billing Supported Invoice History Supported Mobile Payments Not Supported Multi-Currency Supported Online Invoicing Not Supported Online Payments Not Supported Payment Processing Supported Project Billing Supported Recurring/Subscription Billing Supported Service Ticket Billing Not Supported Tax Calculator Supported Project Management Features Agile Methodologies Supported Budget Management Supported Client Portal Supported Collaboration Tools Supported Cost-to-Completion Tracking Supported Customizable Templates Supported Gantt Charts Supported Idea Management Supported Kanban Board Supported Milestone Tracking Supported Portfolio Management Supported Resource Management Supported Time & Expense Tracking Supported Traditional Methodologies Supported Proposal Management Features Automatic Formatting Supported Calendar Management Not Supported Collaboration Supported Contact Management Supported Content Repository Supported Document Management Supported Electronic Signature Supported Knowledge Library Supported Pipeline Management Supported Requirements Management Not Supported Revision Management Not Supported RFP Management Not Supported Task Management Supported Templates Supported Version Control Not Supported Time Tracking Features Automatic Time Capture Not Supported Billable & Non-Billable Hours Supported Billing & Invoicing Supported Employee Database Supported Expense Tracking Supported Mobile Time Tracking Supported Multiple Billing Rates Not Supported Offline Time Tracking Not Supported Online Time Tracking Supported Overtime Calculation Supported Time per Project Reporting Supported Timesheet Management Supported Vacation / Leave Tracking Supported Show More Features Accounting Features Accounts Payable Supported Accounts Receivable Supported Bank Reconciliation Supported Billing & Invoicing Supported Cash Management Supported CPA Firms Not Supported Cryptocurrency Support Not Supported Expense Tracking Supported Fixed Asset Management Supported Fund Accounting Not Supported General Ledger Supported Government Not Supported Multi-Currency Supported Nonprofits Supported Payroll Management Not Supported Project Accounting Supported Purchase Orders Supported Tax Management Not Supported Budgeting Features "What If" Scenarios Not Supported Asset Planning Supported Balance Sheet Supported Capital Asset Planning Not Supported Cash Management Supported Consolidation / Roll-Up Supported Forecasting Supported General Ledger Supported Income Statements Supported Multi-Company Supported Multi-Department / Project Supported Profit / Loss Statement Supported Project Budgeting Supported Run Rate Tracking Not Supported Version Control Supported Business Intelligence Features Ad Hoc Reports Supported Benchmarking Supported Budgeting & Forecasting Supported Dashboard Supported Data Analysis Supported Key Performance Indicators Supported Natural Language Generation (NLG) Not Supported Performance Metrics Supported Predictive Analytics Not Supported Profitability Analysis Supported Strategic Planning Not Supported Trend / Problem Indicators Supported Visual Analytics Supported Business Performance Management Features Ad hoc Analysis Supported Ad Hoc Reports Supported Budgeting & Forecasting Supported Consolidation / Roll-Up Supported Dashboard Supported Key Performance Indicators Supported Predictive Analytics Supported Qualitative Analysis Not Supported Quantitative Analysis Not Supported Scorecarding Not Supported Strategic Planning Not Supported ERP Features Accounting Integration Supported Accounting Management Supported CRM Supported Dashboard Supported Distribution Management Not Supported Enterprise Asset Management Supported Financial Management Supported HR Management Not Supported Inventory Management Not Supported Order Management Supported Project Management Supported Purchase Order Management Supported Purchasing Supported Reporting/Analytics Supported Sales Management Supported Supply Chain Management Not Supported Warehouse Management Not Supported Expense Report Features Approval Process Control Supported Invoice Management Supported Multi-Currency Supported Receipt Management Supported Reimbursement Management Supported Spend Control Not Supported Time Tracking Supported Workflow Management Supported Financial CRM Features Account Alerts Supported Asset Management Supported Expense Tracking Supported Household Tracking Not Supported Influence Tracking Not Supported Lead Management Supported Marketing Management Supported Relationship Tracking Supported Team Assignments Supported Territory Management Not Supported Lead Management Features Activity Tracking Supported Campaign Management Supported Lead Capture Supported Lead Distribution Not Supported Lead Nurturing Supported Lead Scoring Not Supported Lead Segmentation Supported Pipeline Management Supported Prospecting Tools Not Supported Source Tracking Supported Payroll Features 401(k) Tracking Not Supported Attendance Management Not Supported Benefits Management Not Supported Check Printing Not Supported Compensation Management Not Supported Deductions Management Not Supported Direct Deposit Not Supported Multi-Country Not Supported Multi-State Not Supported Reporting/Analytics Supported Self Service Portal Not Supported Tax Compliance Not Supported Vacation / Leave Tracking Not Supported W-2 and 1099 Preparation Not Supported Wage Garnishment Not Supported Resource Management Features Capacity Management Supported Data Visualization Supported Demand Forecasting Supported Drag & Drop Not Supported Employee Scheduling Supported Filtered Search Supported Resource Allocation Supported Skills Tracking Supported Utilization Management Supported	Billing and Invoicing Features Billing Portal Supported Contact Database Supported Contingency Billing Not Supported Customer Portal Supported Customizable Invoices Supported Dunning Management Supported Hourly Billing Supported Invoice History Supported Mobile Payments Not Supported Multi-Currency Supported Online Invoicing Supported Online Payments Not Supported Payment Processing Supported Project Billing Supported Recurring/Subscription Billing Not Supported Service Ticket Billing Not Supported Tax Calculator Supported Project Management Features Agile Methodologies Supported Budget Management Supported Client Portal Supported Collaboration Tools Supported Cost-to-Completion Tracking Supported Customizable Templates Supported Gantt Charts Supported Idea Management Supported Kanban Board Supported Milestone Tracking Supported Portfolio Management Not Supported Resource Management Supported Time & Expense Tracking Supported Traditional Methodologies Supported Proposal Management Features Automatic Formatting Not Supported Calendar Management Supported Collaboration Supported Contact Management Supported Content Repository Not Supported Document Management Supported Electronic Signature Not Supported Knowledge Library Not Supported Pipeline Management Not Supported Requirements Management Not Supported Revision Management Not Supported RFP Management Not Supported Task Management Supported Templates Supported Version Control Not Supported Time Tracking Features Automatic Time Capture Supported Billable & Non-Billable Hours Supported Billing & Invoicing Supported Employee Database Supported Expense Tracking Supported Mobile Time Tracking Supported Multiple Billing Rates Supported Offline Time Tracking Not Supported Online Time Tracking Supported Overtime Calculation Not Supported Time per Project Reporting Supported Timesheet Management Supported Vacation / Leave Tracking Not Supported Show More Features Architecture Features 2D Drawing Not Supported 3D Modeling Not Supported Bills of material Supported BIM Modeling Not Supported Building Information Modeling Supported Client Management Supported Contact Management Supported Contract Management Supported Document Management Supported Drafting Not Supported Manufacturing Design Data Not Supported Presentation Tools Supported Project Management Supported Proposal Management Supported Quotes/Proposals Supported Visualization / Presentation Not Supported Construction Management Features Accounting Integration Not Supported Budget Tracking/Job Costing Supported Change Orders Not Supported Commercial Not Supported Contract Management Supported Contractors Supported CRM Supported Equipment Tracking Supported Estimating Not Supported Incident Reporting Not Supported Mobile Access Supported Offline Access Supported Residential Not Supported RFI & Submittals Not Supported Subcontractor Management Not Supported Timesheets Supported Job Costing Features Bills of Material Supported Budgeting & Forecasting Not Supported Change Orders Not Supported Cost-to-Completion Tracking Not Supported Invoice Management Supported Overrun Reporting Not Supported Percent-Complete Tracking Supported Production Cost Tracking Supported Purchase Order Management Supported Quotes / Estimates Supported Time Tracking Supported Work Order Management Not Supported Quoting Features Automated Quoting Supported Catalog Management Supported Client Portal Supported Contact Management Supported Customer Accounts Supported Customizable Branding Supported Discount Management Supported Forms Creation Not Supported Pricing Management Not Supported Product Configurator Not Supported Proposal Management Supported Time and Expense Features Activity Tracking Supported Billable Hours Tracking Supported Billing Rate Management Supported Expense Tracking Supported Invoice Processing Supported Multiple Billing Rates Supported Project Tracking Supported Reimbursement Management Not Supported Time Tracking by Client Supported Time Tracking by Project Supported Workflow Management Features Access Controls/Permissions Supported Approval Process Control Not Supported Business Process Automation Supported Calendar Management Supported Compliance Tracking Supported Configurable Workflow Not Supported Customizable Dashboard Supported Document Management Supported Forms Management Not Supported Graphical Workflow Editor Not Supported Mobile Access Supported No-Code Not Supported Task Management Supported Third Party Integrations Supported Workflow Configuration Supported
Integrations Acterys Not Supported Box Not Supported Causal Not Supported Deputy Not Supported Exsalerate CRM Not Supported FMIS Asset Management Supported Freshservice Not Supported Google Drive Not Supported HubSpot CRM Not Supported HubSpot Customer Platform Not Supported HubSpot Marketing Hub Not Supported PayHero Not Supported Peaka Not Supported Shift Not Supported Sourcing Force Supported StarfishETL Not Supported TheHouseMonk Not Supported Time Doctor Not Supported WebRezPro Not Supported iPayroll Not Supported Show More Integrations View All 7 Integrations	Integrations Acterys Supported Box Supported Causal Supported Deputy Supported Exsalerate CRM Supported FMIS Asset Management Not Supported Freshservice Supported Google Drive Supported HubSpot CRM Supported HubSpot Customer Platform Supported HubSpot Marketing Hub Supported PayHero Supported Peaka Supported Shift Supported Sourcing Force Not Supported StarfishETL Supported TheHouseMonk Supported Time Doctor Supported WebRezPro Supported iPayroll Supported Show More Integrations View All 32 Integrations
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