WorkSmart

What WorkSmart does

WorkSmart is a privately held New Zealand-based cloud consultancy specialising in the implementation and integration of the Xero ecosystem for small and mid-sized businesses. Founded in 2015 by Ricky Monopoli and Todd Dunick in Nelson, the company operates as a Platinum Certified Xero Partner and provides end-to-end services spanning advisory, software selection, system design, project management, migration from legacy on-premise systems, integration across add-on platforms, training, and ongoing support. Its portfolio spans inventory management (Cin7 Core, Unleashed, Dear), point-of-sale (Lightspeed, formerly Vend), job management for trades (Tradify, GeoOp, Simpro, WorkflowMax, MechanicDesk), payroll (iPayroll, Flexitime), real estate (PropertySuite), e-commerce (Shopify, Amazon, Crossfire EDI), and approval automation (ApprovalMax).

The firm's core technology is not proprietary software; rather, it is implementation expertise layered on top of Xero and its 500+ connected third-party applications, with delivery conducted both remotely (Skype, Zoom) and on-site across New Zealand and Australia. The company holds tiered partner status with multiple vendors — Preferred Cin7 Core Worldwide Partner, Featured Unleashed Implementation Partner, MechanicDesk's only New Zealand partner, iPayroll Gold Partner, and WorkflowMax partner — giving it both referral-channel access and credibility across verticals.

WorkSmart's revenue model is professional services: project-based fees for consulting, conversion, and implementation work, supplemented by training engagements and ongoing support contracts on a multi-year basis. The customer base is segmented vertically across real estate agencies, automotive workshops, trade businesses, retail and wholesale operators, manufacturing, professional services, and (more recently) hospitality. Named clients include Bayleys Realty, Bike Barn, NPD Retail, Tasman Rugby Union, Keytone Dairy (ASX:KTD), and several multi-channel e-commerce retailers. The company is privately owned by its two founding directors with no disclosed external funding or institutional investors.

Name

WorkSmart

Legal name

WorkSmart Limited

Website

https://worksmarter.co.nz

Company type

Private

Founded year

2015

Operating status

Operating

Headcount range

1–10 employees

Short description

WorkSmart is a New Zealand-based cloud consultancy and Platinum Certified Xero Partner that implements and integrates Xero with inventory, POS, job management, payroll, and e-commerce applications for SMEs across retail, real estate, trades, manufacturing, and professional services in NZ, Australia, and the USA.

Ownership category

akta.pro rank

Product category

Cloud Software Implementation and IT Consulting Services

NAICS

Computer Systems Design and Related Services (54151)

SIC

Services-Computer Integrated Systems Design (7373), Services-Computer Programming Services (7371), Services-Management Consulting Services (8742)

akta.pro primary industry

ITSM Managed Services (Run/Operate/Optimize) (BPAEAJAN)

akta.pro secondary industry

IT Service Desk & End-User Support (L1/L2) (BPAAACAA)

Keywords

• Cloud consultancy services
• Xero implementation partner
• Accounting software integration
• Inventory management consulting
• Cloud migration services

Headquarters

HQ city

Nelson

HQ country

New Zealand

HQ region

Oceania

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Professional Services (Consulting & Implementation): WorkSmart generates revenue through professional services including cloud consultancy, system scoping, Xero conversion, and full implementation project management. They assess client business processes, recommend appropriate software solutions, manage the transition from legacy systems to cloud platforms, and ensure proper integration between systems.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels6 records

Core offering

WorkSmart provides cloud consultancy, Xero conversion, and Xero add-on implementation services, helping businesses migrate from legacy on-premise systems to integrated cloud platforms. The firm specialises in integrating Xero with third-party applications including inventory management (Unleashed, Cin7 Core), point of sale (Lightspeed), job management (MechanicDesk, WorkflowMax, Tradify), payroll (iPayroll, Flexitime), and property management (PropertySuite), delivering end-to-end project management, training, and ongoing support across New Zealand and Australia.

Product overview

WorkSmart is a cloud consultancy and Xero implementation partner (Platinum Certified), not a software product company. The company offers a portfolio of cloud software implementation, training, and support services focused on the Xero ecosystem. Services include Xero conversion and setup, inventory management (Unleashed, Cin7 Core), Point of Sale (Lightspeed POS), job management (MechanicDesk, WorkflowMax, Tradify, GeoOp, Simpro), payroll solutions (iPayroll, Flexitime), and real estate property management (PropertySuite). These are third-party SaaS applications that WorkSmart implements and integrates with Xero, providing cloud consultancy, system design, project management, training, and ongoing support across all platforms.

Differentiator

Problem solved

Functional benefit

Products and services

• Xero Conversion Services

Quantifiable outcome

• Seamless transition from legacy on-premise systems to integrated cloud platforms with no impact on day-to-day operations
• +2 more outcomes

Named customers8 records

Segments7 records

Ideal customer profiles6 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration19 records

Feature3 records

Partnerships

Nine partnerships are on record, tiered core.

• XerocoreTechnology or IntegrationPlatinum Xero Partner - the highest tier of Xero partnership. WorkSmart's team are certified Xero consultants with deep knowledge of Xero's functionality. They provide Xero conversion, migration, and full implementation services, with the capability to handle conversions from any current financial accounting system.
• Cin7 CorecoreTechnology or IntegrationPreferred Cin7 Core Worldwide Partner. WorkSmart offers dedicated training and support for Cin7 Core Systems users across New Zealand, Australia, and the USA. They have implemented and supported manufacturing, wholesaling, and retail businesses with multi-level assembly, advanced sales/purchasing, POS, B2B, Shopify, WooCommerce, Amazon, and EDI integrations.
• Unleashed SoftwarecoreTechnology or IntegrationFeatured Unleashed Implementation Partner. WorkSmart provides training and support across all Unleashed features and integrations, with experience in over 100 inventory management clients. They can match business-specific processes and recommend and implement other cloud tools including Xero, Shopify, and ProspectSoft CRM.
• MechanicDeskcoreTechnology or IntegrationMechanicDesk's only New Zealand partner. WorkSmart recommends MechanicDesk as their preferred automotive application for its simplicity and power with full Xero integration. Services include full implementation and support for automotive workshops nationwide.
• PropertySuitecoreTechnology or IntegrationImplementation partner for PropertySuite, a real estate agency management software. WorkSmart provides end-to-end project management of PropertySuite and Xero integration, including payroll integration with select payroll partners.
• Lightspeed POScoreTechnology or IntegrationPartner for Lightspeed Retail (X-Series) Point of Sale Software integrated with Xero. Lightspeed is described as the world's easiest POS system, working online and offline on any device, suitable for retail stores.
• WorkflowMaxcoreTechnology or IntegrationWorkflowMax partner by BlueRock. WorkSmart provides comprehensive integrated system solutions for architecture, creative, building and construction, engineering, and IT service industries. Full implementation, training, and support with Xero integration.
• TradifycoreTechnology or IntegrationCertified Tradify partner. Cloud-based job management for trade businesses including automotive, plumbers, builders, electricians, and construction companies. WorkSmart implements Tradify integrated with Xero for mobile workforce management.
• ShopifycoreTechnology or IntegrationShopify partner. WorkSmart implements Shopify e-commerce stores integrated with Xero and inventory management systems (Cin7 Core, Unleashed, Dear) for seamless multi-channel retail operations.

Scale indicators4 records

Recent moves6 records

Expansion highlights4 records

Emerging players

• Re-Leased: New Zealand property and lease management software integrated with Xero, serving commercial property managers and landlords. Sits in the same NZ Xero ecosystem as WorkSmart and addresses overlapping real estate and property-management customers that WorkSmart services with PropertySuite integrations.
• Practice Ignition: Australian-headquartered practice management platform for accounting and bookkeeping firms, deeply integrated with Xero. Operates in the same Xero ecosystem and target customer base as WorkSmart, providing software that competes for the same advisory/engagement wallet share.
• Float: UK-headquartered cash flow forecasting and budgeting tool that integrates with Xero, QuickBooks, and other cloud accounting platforms. Comparable as a Xero ecosystem software vendor selling into the same SMB and advisor base that WorkSmart serves with implementation and integration work.
• Karbon: Global workflow and practice management software built for accounting firms using Xero and other cloud accounting platforms. Sits inside the same Xero ecosystem as WorkSmart, serving accountants and bookkeepers with software that complements (and partially substitutes for) implementation consulting.
• Figured: New Zealand-based farm financial management software built on the Xero platform. Comparable as a NZ-headquartered Xero ecosystem player targeting a specific vertical (agriculture) that overlaps with WorkSmart's vertical-specialist positioning.
• Spotlight Reporting: New Zealand-origin financial reporting and dashboarding add-on tightly integrated with Xero. A peer in the sense that it sells into the same NZ/AU Xero advisor and SMB ecosystem that WorkSmart services, often alongside WorkSmart-led implementations.

Direct peers

• Auldhouse: Established New Zealand IT training and consulting firm that delivers cloud and business software enablement to similar NZ SMB and mid-market customers. Comparable in customer profile, NZ geographic focus, and training-led services model.
• BlueRock: Australian cloud business software firm behind WorkflowMax (job management for architecture, construction, and professional services). WorkSmart is a WorkflowMax implementation partner, and BlueRock sits in the same NZ/AU Xero ecosystem serving overlapping customer segments with adjacent services.
• Annexa: Australian managed services and cloud consulting firm specialising in platforms such as NetSuite, Microsoft, and cloud business applications. Comparable as a regional managed services/cloud implementation partner serving mid-market customers with similar advisory-led delivery model.

Broad incumbents

• Datacom: One of the largest IT services and cloud consultancies in New Zealand and Australia, with broad capabilities across managed services, cloud migration, and systems integration. Overlaps with WorkSmart on cloud implementation and managed services, but at far larger scale and across much wider portfolios.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/worksmartnz
• YouTubeyoutube.com/channel/UCErmCkP1RkqveYws9vVDE4g
• Facebookfacebook.com/worksmartltd
• LinkedInlinkedin.com/company/worksmart-ltd

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about WorkSmart