Paymo consultants
We can help you automate your business with Paymo and hundreds of other systems to improve efficiency and productivity. Get in touch if you’d like to discuss implementing Paymo.
About Paymo
Paymo is a project management and time tracking platform built for small to mid-sized professional services businesses. It combines task management, time tracking, resource scheduling, and invoicing in a single tool — reducing the number of separate applications teams need to manage projects from start to payment.
The problem Paymo solves is the fragmentation of project data across multiple tools. When tasks live in one app, time tracking in another, and invoicing in a third, project managers spend hours reconciling data instead of managing work. Paymo brings these functions together so you can see project progress, team utilisation, and financial health in one place, without manually stitching data between platforms.
Paymo delivers the most value when integrated with your accounting and operational systems. Syncing Paymo with Xero, QuickBooks, or your ERP through system integrations means invoices generated from tracked time flow directly into your accounting software — no double entry, no reconciliation headaches. Combined with business automation workflows, you can automate project status updates, resource alerts, and financial reporting across your entire project delivery pipeline.
If your services business is juggling separate tools for project management, time tracking, and invoicing, Paymo can consolidate those workflows. Talk to our team about integrating Paymo with your broader business systems for end-to-end project delivery automation.
Paymo FAQs
Frequently Asked Questions
Common questions about how Paymo consultants can help with integration and implementation
What types of businesses is Paymo designed for?
Can Paymo replace both project management and time tracking tools?
Does Paymo integrate with Australian accounting software like Xero?
How does Paymo handle resource scheduling and team utilisation?
Can Paymo generate reports for project profitability?
What does Paymo cost compared to using separate tools?
How it works
We work hand-in-hand with you to implement Paymo
As Paymo consultants we work with you hand in hand build more efficient and effective operations. Here’s how we will work with you to automate your business and integrate Paymo with integrate and automate 800+ tools.
Step 1
Assess Your Current Project Workflow
Document how your team currently manages projects, tracks time, and generates invoices. Identify the pain points — manual time entry, disconnected tools, late invoicing, unclear project profitability — so you know what Paymo needs to solve for your specific business.
Step 2
Set Up Your Paymo Workspace
Create your Paymo account and configure the workspace structure. Set up client profiles, project templates, task categories, and billing rates. A well-structured workspace from the start saves significant cleanup effort later.
Step 3
Migrate Existing Project Data
Import active projects, client details, and task lists from your current tools. Paymo supports CSV imports and integrations that simplify migration. Focus on active work first rather than trying to import your entire historical archive at once.
Step 4
Configure Time Tracking and Billing Rules
Set up billing rates per team member, project, or task type. Configure time tracking preferences — whether your team uses timers, manual entry, or timesheet views. Define which time entries are billable by default and how overtime or different rate tiers are handled.
Step 5
Integrate Paymo with Your Accounting Software
Connect Paymo to Xero, QuickBooks, or your preferred accounting platform. Map invoice fields, tax rates, and payment terms so invoices generated from tracked time flow into your accounting system accurately and consistently.
Step 6
Train Your Team and Establish Habits
Roll out Paymo to your team with focused training on daily workflows — logging time, updating tasks, and submitting timesheets. The biggest risk with any project management tool is low adoption, so make the first two weeks count by addressing friction points quickly.
Transform your business with Paymo
Unlock hidden efficiencies, reduce errors, and position your business for scalable growth. Contact us to arrange a no-obligation Paymo consultation.