Features for bookkeeping practice

Lighten the load

Easily take care of manual, day-to-day tasks so your team can focus on what they do best.

Free up time for your team

Let automation take care of manual tasks like data entry so you can focus on high-value work.

Standardise and automate processes

A simpler way to work with all your clients, no matter what accounting system they use.

Broaden your service offering

Expand the ways you work with clients using the power of automation.

Enhance your client experience

Easily collaborate with clients on accounts payable and receivable from any device, anywhere.

Reduce your firm’s risk

Share responsibility with your clients and ensure approval at every stage.

A workspace that works for you

Tap into the power of automation for smarter workflows and make manual tasks a breeze.

Automate data entry

Save time inputting bills and expenses using our in-built automated data entry tool, ApprovalMax Capture. You can also use our Dext integration or any preferred data extraction app too.

Easily review and code bills

With the proper approvals in place, make sure all bills and expenses are seen by the right people and coded before going into your client’s general ledger.

Send documents to the right people, every time

Deliver documents where they’re meant to go using pre-set approval routing, following your client’s approval matrix.

Built-in audit reporting at every step

Automatically generate audit reports for each approved item and send them to your client’s accounting software.

Easily add access for your entire team

Manage your firm’s employees' access to ApprovalMax, invite your team to access the ApprovalMax Partner Portal, and give them permission to manage subscriptions and preferences

Integrate with Xero XPM

Add on to our existing practice staff management feature with this integration. Simply sync data and it will automatically show up across both XPM and ApprovalMax.

Stay in control with full visibility

Have complete oversight of what your team can and can’t access so you’re always secure and in control.

Log into all your client’s workspaces with a single click

Switch between your client’s workspaces without having to log in and out each time.

Scale your practice

Grow and enhance your practice’s services with specialised features that take you to the next level.

Create and approve manual journal entries

Within ApprovalMax, draft manual journal entries record financial events that don’t fit into the regular accounting cycle then automatically send them for approval.