Finish the BlueRock move properly
Keep the product, rebuild the broken plumbing: the Xero sync, the reports, the exports someone built in 2019. The workflow you had, back.
for accountants · workflowmax
The WorkflowMax question, answered for your firm.
Old WorkflowMax is gone, the BlueRock version is a different product with different connections, and thousands of NZ firms are somewhere between "migrated" and "working like it used to". Stay, finish properly, move to XPM, or switch - we assess your actual setup for a fixed price and give you the honest answer. Then we do the move.
in plain terms
iterate helps NZ firms out of WorkflowMax limbo. A fixed-price assessment maps what your old setup had connected, what broke in the move (or would break), and which platform genuinely fits how your firm quotes, tracks and bills work. Then we migrate the data, rebuild the connections on the new platform, and test against real jobs before your team switches. We don't resell any of these products - the recommendation is only about your firm.
the three ways out
Stay. Move. Or fix the workflow itself.
XPM, Karbon, or another fit
If you have to re-learn and re-connect anyway, it's the cheapest moment you'll ever get to choose the right platform instead of the familiar one.
Fix the workflow, then pick the tool
Most firms didn't love their old setup - they loved that it was set up. Decide what should be automated first, then which tool carries it.
common questions
Answered straight.
We migrated to WorkflowMax by BlueRock but things still feel broken. Is that normal?
Very. The new product has a different design and a different connection surface, so anything wired to the old one - Xero syncs someone tuned, report feeds, custom exports - broke quietly or was never rebuilt. 'The data arrived' and 'the practice works like it used to' are different finish lines. Getting from one to the other is exactly what this service is.
Should we stay, move to XPM, or look at something else?
It depends on your firm, and anyone who answers before looking is guessing. Broadly: if the new WorkflowMax fits how you quote and bill, finish the migration properly. If you were only there because it was Xero's, XPM is the natural home. If your pain is workflow and chasing rather than job costing, other tools deserve a look. The assessment gives you the answer for your setup - and we don't resell any of them, so it's the honest one.
What does the assessment involve?
We inventory what was actually connected to your old setup (there's always one nobody remembered), map your data - clients, jobs, time, WIP, templates - and test the target against real jobs before your team switches. You get the findings and a fixed price for the move itself. Days of focused work, not a quarter.
What does it cost?
The assessment is a fixed price agreed up front, and it's often credited toward the migration if you proceed. No hourly discovery, no surprises.
start here
Tell us where you're up to.
Migrated-but-not-settled, still deciding, or quietly hand-carrying data across a gap that used to be automated - wherever you are, the first conversation is free and the assessment is a fixed price.