Rethink Workflow vs. WorkflowMax Comparison


Rethink Workflow Rethink Workflow, Inc.	WorkflowMax Xero	+	+
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Governed Workflow Automation -Low-code workflow automation for any step in the portfolio and project management process -Changes ripple automatically across hundreds or thousands of projects -Admins create and manage workflow changes without code -Waterfall, agile, stage-gate, and hybrid delivery supported in one governed system Resource and Capacity Planning -Time-phased planning and allocation across thousands of resources by month, quarter, or year -Planning horizon extends years forward and back without restructuring the system -Supports employees, contractors, equipment, and other non-labor resources Financial and Portfolio Reporting -Bidirectional reporting: top-down portfolio to project, and bottom-up project to portfolio -Time-phased financial planning, forecasting, and tracking, including when funds are committed or earned -Role-based and executive-ready reporting dashboards -Native data export on any data object, including custom fields, for ALM, PLM, ERP, and BI systems Extensible Data Model -Every standard object, custom field, and custom object automatically generates API endpoints -Custom objects support hundreds of configurable fields, each API-enabled by design -Data model can be extended without breaking integrations or requiring middleware Embedded AI with Planview Anvi -Natural language questions answered about any project, program, or portfolio using live data -Scheduled agents automate recurring status reports on a defined schedule -Risk identification agent surfaces risks at project initiation from scope, timeline, and resource profile -Work plan agent surfaces recommendations based on delivery patterns across the organization -Sentiment analysis across project text fields and an in-app text assistant for tone, grammar, and translation -Customer data is not used to train AI models AdaptiveWork is designed for upper mid-market to large organizations, including departments within larger enterprises, that need governance and reporting to scale without adding administrative overhead. 714 Ratings Visit Website Interfacing Integrated Management System (IMS) Interfacing’s Integrated Management System (IMS) is an AI-powered platform that unifies BPM, QMS, Document Control, and GRC into one platform. 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About Rethink Workflow is a free, simple, powerful, and secure business process automation tool that allows NGOs, businesses, and enterprises to create forms and design workflows online.	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 Supported Linux 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 NGOs, Business at any size	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 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 $2.99/month/user https://support.rethinkworkflow.com/p/features-pricing.html Free Version Supported Free Trial 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 Supported	Training Documentation Supported Webinars Supported Live Online Supported In Person Not Supported
Company Information Rethink Workflow, Inc. Founded: 2016 United States www.rethinkworkflow.com	Company Information Xero Founded: 2007 New Zealand www.workflowmax.com
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Categories Application Development Supported Business Management Supported Business Process Automation Supported Business Process Management Supported Collaboration Supported Construction Management Supported CRM Supported Database Supported Inventory Management Supported IT Asset Management Supported IT Management Supported Nonprofit Supported Sales Force Automation Supported Supply Chain Management Supported Task Management Supported Time and Expense Supported Time Tracking Supported Volunteer Management Supported Workflow Management Supported Workforce Management 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
Construction Management Features Accounting Integration Supported Budget Tracking/Job Costing Not Supported Change Orders Supported Commercial Not Supported Contract Management Supported Contractors Not Supported CRM Supported Equipment Tracking Supported Estimating Not Supported Incident Reporting Supported Mobile Access Not Supported Offline Access Not Supported Residential Supported RFI & Submittals Not Supported Subcontractor Management Supported Timesheets Supported Time Tracking Features Automatic Time Capture Not Supported Billable & Non-Billable Hours Not Supported Billing & Invoicing Supported Employee Database Not Supported Expense Tracking Supported Mobile Time Tracking Not Supported Multiple Billing Rates Not Supported Offline Time Tracking Supported Online Time Tracking Supported Overtime Calculation Not Supported Time per Project Reporting Not Supported Timesheet Management Supported Vacation / Leave Tracking Supported Time and Expense Features Activity Tracking Supported Billable Hours Tracking Supported Billing Rate Management Not Supported Expense Tracking Supported Invoice Processing Supported Multiple Billing Rates Not Supported Project Tracking Supported Reimbursement Management Supported Time Tracking by Client Not Supported Time Tracking by Project Not Supported Workflow Management Features Access Controls/Permissions Supported Approval Process Control Supported Business Process Automation Supported Calendar Management Not Supported Compliance Tracking Supported Configurable Workflow Supported Customizable Dashboard Supported Document Management Supported Forms Management Supported Graphical Workflow Editor Supported Mobile Access Supported No-Code Not Supported Task Management Supported Third Party Integrations Supported Workflow Configuration Supported Show More Features Application Development Features Access Controls/Permissions Supported Code Assistance Not Supported Code Refactoring Not Supported Collaboration Tools Supported Compatibility Testing Not Supported Data Modeling Not Supported Debugging Not Supported Deployment Management Supported Graphical User Interface Supported Mobile Development Not Supported No-Code Not Supported Reporting/Analytics Supported Software Development Supported Source Control Not Supported Testing Management Supported Version Control Not Supported Web App Development Not Supported Business Management Features Billing & Invoicing Supported CRM Supported Employee Management Supported Financial Management Supported Inventory Management Supported Marketing Management Supported Order Management Not Supported Point of Sale (POS) Supported Project Management Not Supported Purchasing Supported Scheduling Not Supported Time & Expense Tracking Supported Training Management Supported Vendor Management Supported Business Process Management Features Access Controls / Permissions Supported Alerts / Notifications Supported Business Process Automation Supported Business Rules Management Supported Collaboration Supported Process Change Tracking Supported Process Mapping Supported Process Modeling & Design Supported Visual Workflow Management Supported Collaboration Features Brainstorming Not Supported Calendar Management Not Supported Chat / Messaging Not Supported Contact Management Not Supported Content Management Supported Document Management Supported Project Management Not Supported Real Time Editing Not Supported Task Management Supported Version Control Not Supported Video Conferencing Not Supported Database Features Backup and Recovery Not Supported Creation / Development Supported Data Migration Not Supported Data Replication Not Supported Data Search Not Supported Data Security Not Supported Database Conversion Not Supported Mobile Access Not Supported Monitoring Not Supported NOSQL Not Supported Performance Analysis Not Supported Queries Not Supported Relational Interface Not Supported Virtualization Not Supported IT Asset Management Features Asset Tracking Supported Audit Management Supported Compliance Management Supported Configuration Management Supported Contract/License Management Supported Cost Tracking Supported Depreciation Management Supported Inventory Management Supported IT Service Management Supported Maintenance Management Supported Procurement Management Supported Requisition Management Supported Supplier Management Supported IT Management Features Capacity Monitoring Not Supported Compliance Management Supported Event Logs Not Supported Hardware Inventory Supported IT Budgeting Supported License Management Supported Patch Management Supported Remote Access Not Supported Scheduling Not Supported Software Inventory Not Supported User Activity Monitoring Not Supported Inventory Management Features Alerts/Notifications Supported Barcoding / RFID Not Supported Forecasting Not Supported Inventory Optimization Not Supported Kitting Not Supported Manufacturing Inventory Management Supported Mobile Access Supported Multi-Channel Management Supported Product Identification Supported Reorder Management Supported Reporting/Analytics Supported Retail Inventory Management Supported Supplier Management Supported Warehouse Management Supported Nonprofit Features Accounting Supported Committee Management Supported Donor Management Supported Dues Management Supported Event Management Supported Fundraising Management Supported Member Database Supported Membership Management Supported Social Media Management Supported Volunteer Management Supported Sales Force Automation Features Call Management Supported Campaign Management Supported Channel Management Supported Commission Management Supported Contact Management Supported Contract Management Supported Customer Database Supported Email Marketing Not Supported Field Sales Management Not Supported Lead Management Supported Opportunity Management Supported Performance Metrics Not Supported Proposal Generation Not Supported Referral Tracking Not Supported Sales Forecasting Not Supported Territory Management Supported Supply Chain Management Features Demand Planning Not Supported Electronic Data Interchange Not Supported Import / Export Management Not Supported Inventory Management Supported Order Fulfillment Supported Order Management Supported Sales & Operations Planning Not Supported Shipping Management Supported Supplier Management Supported Transportation Management Supported Warehouse Management Supported Task Management Features Collaboration Supported Create Subtasks Not Supported Gamification Not Supported Gantt Charts Not Supported Mobile Access Not Supported Percent-Complete Tracking Not Supported Progress Tracking Supported Recurring Tasks Supported Reporting/Analytics Supported Spreadsheet View Supported Task Board View Not Supported Task Planning Not Supported Task Scheduling Not Supported Task Tracking Supported Time Tracking Supported To-Do List View Supported Volunteer Management Features Attendance Management Supported Calendar Management Not Supported Event Management Supported Group Management Supported Member Directory Supported Membership Management Supported Recognition Management Not Supported Registration Management Supported Scheduling Supported Self Service Portal Not Supported Training Management Supported Volunteer Profiles Supported Workforce Management Features Budgeting & Forecasting Not Supported Contractor Management Supported Employee Lifecycle Management Supported Labor Projection Not Supported Performance Appraisal Not Supported Recruiting Management Supported Scheduling Not Supported Skills Tracking Not Supported Time & Attendance Supported Variable Workforce 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 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 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 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 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 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 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 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
Integrations Bookkeeper360 Not Supported Causal Not Supported Deputy Not Supported Freshservice Not Supported Google Drive Not Supported HubSpot CRM Not Supported HubSpot Marketing Hub Not Supported Lyftrondata Not Supported MYOB Not Supported Oncord Not Supported Peaka Not Supported Shift Not Supported StarfishETL Not Supported Teamstack Not Supported TheHouseMonk Not Supported Time Doctor Not Supported WebRezPro Not Supported Xero Not Supported Zendesk Not Supported iPayroll Not Supported Show More Integrations	Integrations Bookkeeper360 Supported Causal Supported Deputy Supported Freshservice Supported Google Drive Supported HubSpot CRM Supported HubSpot Marketing Hub Supported Lyftrondata Supported MYOB Supported Oncord Supported Peaka Supported Shift Supported StarfishETL Supported Teamstack Supported TheHouseMonk Supported Time Doctor Supported WebRezPro Supported Xero Supported Zendesk Supported iPayroll Supported Show More Integrations View All 32 Integrations
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