WorkflowMax and Airwallex come together to maximise invoice payment potential

WorkflowMax is on a mission to boost profitability and performance for businesses globally. With their unique job management platform, customers manage essential parts of their day-to-day operations to simplify leads, quotes, job management, job costing, time tracking, invoicing, reporting, and more.

WorkflowMax and Airwallex share an obsession with removing administrative burdens for businesses. As we both consistently invest in innovation, joining forces to create easier payment pathways was a natural evolution of both offerings. 

“The Airwallex integration is a key step in expanding our ecosystem,” says Ryan Kagan, Head of Growth and Partnerships. “This integration helps customers to connect their financial operations seamlessly with the tools they already rely on. It’s about creating a more connected, efficient experience that ensures businesses thrive in a global marketplace.

We spoke with Ryan and ​​Macaulay Hey, Product Manager, about what this integration means for customers looking to boost their productivity and financial operations, and how it unlocks a new level of efficiency in day-to-day business.

Streamlining invoice payments

As any owner, director or business leader will tell you, invoicing and invoice management processes can easily become an administrative nightmare. That’s why, at the heart of this integration, is the desire to solve the invoice headache once-and-for-all, by making simplicity and transparency king.

This new integration helps customers to easily accept payments directly from invoices. Bringing together a range of capabilities, users can add a handy ‘Pay Now’ button to their invoices, to accept over 160+ other payment methods, including credit card, debit card, Apple Pay, and Google Pay. 

“That immediate payment collection, and the positive impact it has on cash flow, wasn’t offered in the previous WorkflowMax product. One thing we're really proud of is to make this available now in the new platform - all in one place.” says Macaulay. 

Macaulay Hay

Product Manager

"Now it ‌takes less than 5 minutes. Invoice payments are set up from credit cards and payment can be received in the same day from their customers."

Let the cash flow

Ryan agrees that bolstering cash flow is a key benefit of this integration, and those businesses who need it the most will likely feel the greatest benefit. 

“​​Cash is king, and we're focusing on the small to mid-market segment,” he says. “They will feel the benefits of this integration the most.”

Ryan Kagan

Head of Growth and Partnerships

"We want to ensure their money gets into the bank as quickly as possible. This also highlights the efficiencies and functionality of our product. It enriches their experience and empowers them in how they collect funds and pay their bills."

While cash flows around the business, customers can maintain accurate and up-to-date accounting. This complete view can illuminate valuable insights into business performance. 

Users also enjoy the convenience of automatic syncing, where payments are instantly matched with their corresponding invoices in WorkflowMax. This can help them reconcile accounts with just a single click, saving time and errors.

A match made in B2B heaven

It’s a simple formula. The easier it is for businesses to manage their operations, the quicker they cangrow. Part of this ease comes when two customer-focused SaaS businesses collaborate (or join forces) to create an integration that directly addresses customer needs—resulting in a tech stack that's unstoppable.

"Our vision is to enhance the capabilities and functionality of our job management platform in a way that’s simple, intuitive, and easy to use," says Ryan. "We're committed to staying true to our core strengths while leveraging the broader ecosystem to naturally extend our features and functionality. This approach allows us to build a best-of-breed technology stack.” 

Ryan Kagan

Head of Growth and Partnerships

"Fortuitously, we connected with the team at Airwallex. What excited me was that Airwallex is not just another accounts receivable payment solution in an already saturated market. Instead, they offer so much more in the payments arena."

“By integrating with Airwallex, we can tap into accounts payable functions and expense management, creating an intuitive and aligned operational fit. This allows both of us to play to our strengths and create a better connected solution for our customers.”

Disclaimer: The information contained herein is factual information only and is not intended to imply any recommendation or opinion about a financial product.