CLOUD APPROVAL WORKFLOWS
FOR FINANCE AND ACCOUNTING

Get rid of paper trails and email-based approval processes

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HOW IT WORKS

ApprovalMax integrates with cloud accounting software such as Xero and QuickBooks Online and enables multi-step approvals for Purchase Orders, Bills, Sales Invoices, and other accounting documents.

It is exceptionally easy to set up and use: approval configuration can be done with a few clicks and requires no technical expertise.

As soon as the approval flow is configured, access to approval requests and all the related data is provided in the user's preferred way - via email, on mobile devices or in a web app.

ApprovalMax is trusted by:

THE APPROVAL APP YOU'LL LOVE USING

ApprovalMax is designed to be extremely easy and highly intuitive.

Finance managers can visually set up workflows and the approval matrix in a web browser.

Approvers receive approval requests in the app or as an email notification - on both web-based and native iPhone or Android platforms.

BENEFITS

SAVE TIME AND
INCREASE ACCURACY

No more Approver chasing via email or call. 100% accuracy of the approval flow. Full details within each approval request available on the go.

SCALE UP AND IMPROVE
PRODUCTIVITY

More transactions performed. Less time spent on clarifications. Approval, authorization and validation made fast and easy.

ACHIEVE VISIBILITY
AND ESTABLISH CONTROL

Guardrails for Requesters in PO creation. Automatic matching of Bills with the corresponding POs. Reminder, email and push notifications to avoid delays.

ENSURE COMPLIANCE
AND SIMPLIFY AUDITS

Multi-step and role-based approvals. Each approval is audit-ready and provided with a complete approval history including all Approvers' comments.

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Innovative companies trust ApprovalMax with finance approvals

DAVID WIESENECK

VP Finance

ApprovalMax provides exactly what we need. Since Xero does not have a very good approval process in place, ApprovalMax takes care of this really well. You can set it up in 5 minutes and the integration works a treat. No more bugging Approvers to have them log into Xero and sort out approvals!”

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We use ApprovalMax because we needed to ensure we had an easy and audit friendly method to track approvals that connected with Xero. This enabled us to not require everyone to have a Xero account because they can have just an ApprovalMax access. The process of setting up was easy and enabled us to set up the approval flow in minutes!

TARIQ SANAD
CFO
Fetchr

This is an excellent add-on. ApprovalMax addresses one of the key issues with Xero — the missing authorisation process for Bills. With ApprovalMax I do not need to chase managers to get their approval.

MICHAEL FOULKES
CFO
Black Swan Data

ApprovalMax is a powerful approval management tool and another great tool for our online-accounting toolbox. ApprovalMax allows us to offer a ready-to-use seamless control system for our larger cloud based (Xero) clients who are looking to get a handle on their workflow, whether it be sales invoice approvals, vendor bill approvals or other. I would certainly recommend ApprovalMax!

DANIEL TALKINS
CEO
Future Balance CPAs

THE LATEST IN OUR BLOG

Purchase Order Creation from Within ApprovalMax.

In short, requesters can now create POs directly in ApprovalMax without needing to access Xero, and they will be kept in the loop about the POs approval progress.