APPROVAL WORKFLOWS FOR FINANCE

STAY IN CONTROL & ENFORCE COMPLIANCE WITH YOUR POLICIES

START A 30-DAY TRIAL

ApprovalMax is trusted by:

UPCOMING WEBINAR:

Loading upcoming webinars

WHAT IS APPROVALMAX?

ApprovalMax is an approval workflow tool for all finance matters that enables multi-step authorization processes for Bills, Purchase Orders, Sales Invoices, Credit Notes, and other finance documents. Inefficient email communication and paper-based approvals are replaced by electronic document approvals in an intuitive app on your PC or mobile device. While it's powerful and robust under the surface, it's easy to set up and easy to use. No need for technical expertise — the initial configuration is done in minutes.

HOW IT WORKS

Multi-step approval workflows

Each item type (such as Bill, Purchase Order, or Sales Invoice) gets its own multi-step approval workflow. Say the manager approves first, then the CFO, and finally the CEO — always in line with the authorization level defined for your company.

Conditional Approvers

Conditional Approvers are defined in the approval matrix. For example: Jeff approves only Bills related to his territory, Maria approves all items with an amount over $10,000.

Approvals

When a new approval request is assigned, the respective Approver receives an email notification or a push notification with all the relevant information. Making a decision takes just one click.

BENEFITS FOR MY BUSINESS

STAY IN CONTROL
AND BE COMPLIANT

With ApprovalMax you make sure that the proper managers can approve Bills, Purchase Orders, Sales Invoices, and other finance documents without additional burden. Get rid of paper-based instructions, which are hard to keep track of and impossible to enforce.

NO NEED TO CHASE APPROVERS SAVING YOU TIME AND HEADACHES

Get approvals from the management team faster and without having to run after them. Automated reminders will help you every step of the way.

PASS ANY AUDIT
WITH EASE

ApprovalMax provides for each item a ready-to-use audit report with full history: who approved it when, and what comments/notes did the Approvers make.

THE FINANCE APP YOU'LL LOVE USING

Smooth user experience for both finance managers and Approvers.

ApprovalMax is designed to be intuitive for all people involved in an approval process. The finance manager visually sets up the workflow and the approval matrix via a form in the web browser. Approvers are able to approve requests in the app, email notification, or on the go using the native iPhone or Android app.

Download on the App Store
Download on the Google Play

APPROVAL WORKFLOWS FOR YOUR ACCOUNTING SYSTEM

Available now.
Learn more
Need this for your accounting system? Let us know!

POWER UP XERO WITH MULTI-STEP APPROVAL WORKFLOWS

ApprovalMax adds the multi-step approval workflow capability to standard Xero items such as Bills, Purchase Orders, Sales Invoices, etc. When a Bill/Purchase Order/Sales Invoice is created and submitted for approval in Xero, it gets pulled to ApprovalMax in order to collect all required approvals. The respective managers will be notified by email and can make their decision by simply hitting a button: in the notification or in the web browser or on their smartphone. Once all approvals are in place, the Bill's/PO's/Sales Invoice's status changes to "Authorized" in Xero. This ready-to-use integration is enabled with just a few clicks.

LEARN MORE

SIGN UP WITH YOUR EMAIL ADDRESS

ApprovalMax Blog

New features, case studies, how-to and more.

Follow uson Medium