---
description: Learn how XCMworkflow can help your business. GetApp provides users in New Zealand with the most detailed information on software reviews, prices and features.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png
title: XCMworkflow Reviews, Pricing & Ratings | GetApp NZ 2026
---

Breadcrumb: [Home](/) > [Scheduling Software](/directory/233/scheduling/software) > [XCMworkflow](/software/2078257/xcmworkflow)

# XCMworkflow

Canonical: https://www.getapp.co.nz/software/2078257/xcmworkflow

> XCMworkflow is an award-winning, scalable accounting workflow software solution that provides 360° visibility to real-time information on tasks, projects, and more. The software is designed by CPAs and business process experts to help tax, accounting, and finance professionals increase productivity through streamlined processes and advanced technologies.
> 
> Verdict: Rated **4.0/5** by 5 users. Top-rated for **Likelihood to recommend**.

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## Overview

### Key benefits of XCMworkflow

Provides real-time visibility into tasks, projects, and metrics for improved firm management
Centralizes accounting workflow processes to increase efficiency and productivity
Automates routine tasks to reduce errors and free up staff for higher-value work
Enables easy collaboration between team members to improve communication
Integrates with other solutions for a streamlined tech stack

## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **4.0/5** | 5 Reviews |
| Ease of Use | 3.6/5 | Based on overall reviews |
| Customer Support | 3.3/5 | Based on overall reviews |
| Value for Money | 3.3/5 | Based on overall reviews |
| Features | 3.8/5 | Based on overall reviews |
| Recommendation percentage | 60% | (6/10 Likelihood to recommend) |

## About the vendor

- **Company**: XCM
- **Location**: Quincy, US

## Commercial Context

- **Pricing model**: Per Feature
- **Target Audience**: 2–10, 11–50, 51–200
- **Deployment & Platforms**: Cloud, SaaS, Web-based
- **Supported Languages**: English
- **Available Countries**: United States

## Features

- Access Controls/Permissions
- Accounting
- Alerts/Notifications
- Approval Process Control
- Audit Management
- Availability Management
- Booking Management
- Budget Management
- Business Process Automation
- Calendar Management
- Calendar Sync
- Collaboration Tools
- Commenting/Notes
- Compliance Management
- Customisable Dashboard
- Customisable Reports
- Customizable Fields
- Data Import/Export
- Document Management
- Graphical Workflow Editor

## Category

- [Scheduling Software](https://www.getapp.co.nz/directory/233/scheduling/software)

## Related Categories

- [Scheduling Software](https://www.getapp.co.nz/directory/233/scheduling/software)
- [Workflow Management Software](https://www.getapp.co.nz/directory/566/business-workflow/software)
- [Project Management Software](https://www.getapp.co.nz/directory/332/project-management/software)
- [Tax Preparation Software](https://www.getapp.co.nz/directory/3852/tax-preparation/software)

## Alternatives

1. [Bonsai](https://www.getapp.co.nz/software/2061778/bonsai) — 4.6/5 (95 reviews)
2. [Simpro](https://www.getapp.co.nz/software/91468/simpro-enterprise) — 4.0/5 (145 reviews)
3. [Synergist](https://www.getapp.co.nz/software/108511/synergist) — 4.7/5 (40 reviews)
4. [Bitrix24](https://www.getapp.co.nz/software/90602/bitrix24) — 4.2/5 (984 reviews)
5. [Wrike](https://www.getapp.co.nz/software/9964/wrike) — 4.4/5 (2887 reviews)

## Reviews

### "XCM Gets the Job Done" — 5.0/5

> **Nathalie** | *23 October 2019* | Accounting | Recommendation rating: 7.0/10
> 
> **Pros**: I like how detailed the user can make the workflow assignment (i.e. adding instructions, deliverables, even attachments).  It's also very easy to update project information as well as add and delegate various tasks.  Having a reliable way to track clients and projects is extremely vital in my industry so XCM plays a huge part in my day to day schedule.
> 
> **Cons**: Sometimes, because I think there's a lot of information stored for each project, the software runs slowly or there is a slight delay when information gets updated, so I wish it could run faster.  I've also noticed that there are some information grids that don't get used (such as questions/comments posted and check offs). It's also another program your company has to install and employees need to keep open in addition to the data storage software.  It would be a lot more convenient if XCM was capable and had a user-friendly way of storing a majority of client documents.
> 
> My experience has been positive.  XCM does a good job of making sure projects don't get forgotten.

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### "Leaving XCM for greener pastures" — 4.0/5

> **Edward** | *20 January 2022* | Accounting | Recommendation rating: 7.0/10
> 
> **Pros**: It maintained our workflow and allowed for questions from staff and review notes from management
> 
> **Cons**: IT was not easy to customize and some of the structure did not work well with our operations
> 
> It was a good product but now we have found some even better

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### "Xcm" — 2.0/5

> **Anne** | *21 June 2022* | Accounting | Recommendation rating: 0.0/10
> 
> **Pros**: This was not a good value for the money.
> 
> **Cons**: 1 Learning curve greater than other software
2 Not as multi functional as other software.
> 
> Unfortunately, the consensus in the office was this was not an easy software to transition to.

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### "XCM is good" — 4.0/5

> **Ashley** | *17 June 2020* | Accounting | Recommendation rating: 8.0/10
> 
> **Pros**: I like the ease of moving projects to the different areas.
> 
> **Cons**: I wish we could program My View to how each individual wants to see it. I also wish we could get email notifications with any movement of projects.

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### "XCM - Place to track hours" — 5.0/5

> **Thuy** | *17 February 2020* | Accounting | Recommendation rating: 10.0/10
> 
> **Pros**: Can book hours to work on each client per week and request processing to admin team.
> 
> **Cons**: Sometimes creating request processing is little difficult to call back if you did it wrong.

## Links

- [View on GetApp](https://www.getapp.co.nz/software/2078257/xcmworkflow)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.getapp.com/project-management-planning-software/a/xcmworkflow/> |
| en-AE | <https://www.getapp.ae/software/2078257/xcmworkflow> |
| en-AU | <https://www.getapp.com.au/software/2078257/xcmworkflow> |
| en-CA | <https://www.getapp.ca/software/2078257/xcmworkflow> |
| en-GB | <https://www.getapp.co.uk/software/2078257/xcmworkflow> |
| en-IE | <https://www.getapp.ie/software/2078257/xcmworkflow> |
| en-NZ | <https://www.getapp.co.nz/software/2078257/xcmworkflow> |
| en-SG | <https://www.getapp.sg/software/2078257/xcmworkflow> |
| en-ZA | <https://www.getapp.za.com/software/2078257/xcmworkflow> |

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