Read success stories, process improvements, testimonials and inspiration from bookkeepers, accountants, their clients & stand-alone companies.
Featured case studies
ICEHOUSE
How automated approvals help Icehouse's world-class services
Learn how this investment firm used automation to streamline invoice approvals so they could focus more on providing business solutions and expertise.
SHARESIES
How Sharesies automated their approvals process & EOFY audits
Learn how NZ-born investment platform, Sharesies, uses automated approvals to stay compliant year-round and scale their business.
WILDER COE
How Wilder Coe Automated Their Client’s Approval Processes
Discover how Wilder Coe adopted automated approvals within their client’s cloud-accounting tech stack and their own finance function.
Grant thornton
Advisory services and bill automation for not-for-profit organisations
How not-for-profit organisations benefit from advisory services and bill automation - a Xero Platinum Partner success story.
Firefly
How a leader in digital education established much-needed spending and revenue control
Learn how Dext Prepare and ApprovalMax work together as a powerful techstack combination to reduce huge amounts of manual work for your finance team.
iridium
Invoice automation for multinational tech start-ups in Africa
How process automation provides continuously growing multinational tech start-ups in Africa with clear workflows and easy data access from any location.
mazars
Spend control for a multi-entity company in the renewable energy sector: from construction to operation
How automated approval workflows and the option of approving on the go enable timely management reporting for power plants in the construction phase.
Meshed group
Reliable cash flow forecasting and minimisation of unauthorised spending in the agriculture sector
How to bring 6 million South African rand worth of unauthorised spending down to zero in just a year and establish reliable cash flow forecasting in the agriculture sector
sw accountants & advisors
Approval management as a key component of bill automation in accounting outsourcing
How complementing a cloud accounting platform with an approval management app replaces manual and email-based processes - a Xero Platinum Partner success story.
