News & Advice

You may have heard that Xero now includes Syft in its reporting tools, but when you go looking for it, what you see can vary quite a bit.

One of the most practical ways I like to think about AI tools like Copilot, ChatGPT, or others is not as “technology” at all, but something much more familiar like a training assistant sitting beside…

One of our clients runs an import and distribution business, selling to both retail and wholesale customers right across the country. They use Unleashed to manage their stock, and it integrates neatly…

With WorkflowMAX now a couple of years into its new ownership, we’re seeing a strong push on feature development — and some genuinely useful improvements coming through. This new quote variation…

WorkflowMax does not include an inventory or stock management module — and is not generally suited for business that have Inventory as a high priority. If stock control, reorder points, or valuation…

eInvoicing is a great step toward faster, more secure payments—but it does mean invoices can arrive directly into your system without the usual email trail, so it’s worth reviewing your processes now…

This recognition reflects more than just the work we’ve done with WorkflowMAX — it’s a testament to the results achieved alongside our clients, and the strong partnerships we’ve built along the way.

Helen takes a look at two AI tools for finding the best solution the shortcut a time-consuming repetitive task of exporting timesheet reports from WorkflowMax to Smartly Payroll each week.

When a client asks me a question and I turn to Co-pilot to find the answer, I say so. It might sound like a small thing, but it's changed how I work and how my clients experience working with me.

AI does not own outcomes, understand consequences or learn accountability so if an AI system gives bad advice, the responsibility still sits with the human or organisation using it. This is why AI…

On the surface, WorkflowMax’s built‑in document storage looks like it does the job. In practice, though, many businesses feel the limits if they start to feel friction if they rely heavily on emailed…

Our engagement with this client had been intermittent, primarily focused on resolving issues within WorkflowMax. The director consistently encountered challenges due to being overcommitted, making…