Custom approval workflows for every decision your business makes
Stop chasing critical sign-offs via email. Get the peace of mind that comes with automated custom approval workflows for every department, from HR to Legal.
Your business is bigger than just bills and invoices
Most businesses have great control over their invoices but suffer from approval silos elsewhere. When high stakes decisions happen in email threads, accountability vanishes and audit trails break.
No more back and forth
No more "did you see my email?" follow-ups. Automated notifications keep requests moving.
Audit-ready, always
Every approval timestamped and traceable. Your audit trail builds itself.
Approve from anywhere
Away from your desk? Approve on the go with the mobile app
Your decisions, your rules
Create multi-step, conditional routing for non-accounting requests like contract reviews or travel authorisations.
Capture the right data for every request
Get the context you need to make the right decision by adding custom fields like project codes, employee IDs or expiry dates.
Get a permanent record of every 'yes'
Every completed workflow generates a standardised audit trail than can be exported via PDF, ensuring every decision is documented.
What our clients say about ApprovalMax?
Works where your finance team already does
Run custom approval workflows right next to your existing accounting workflows. One platform, one login, one place for every business decision.
What are custom workflows and how do they differ from standard approvals?
ApprovalMax’s custom approval workflows operate independently of your accounting software. While standard workflows sync data to Xero or QuickBooks, custom workflows allow you to automate approvals for anything using the same rigorous approval logic you already trust, from legal contracts to HR leave requests
What are custom workflows and how do they differ from standard approvals?
ApprovalMax’s custom approval workflows operate independently of your accounting software. While standard workflows sync data to Xero or QuickBooks, custom workflows allow you to automate approvals for anything using the same rigorous approval logic you already trust, from legal contracts to HR leave requests.
Do I need to connect my accounting software to use them?
No. The core value of custom approval workflows is their independence. You can set them up directly within your ApprovalMax Organisation without any external integration, allowing you to centralize all business approvals in one secure location.
How many custom approval workflows can I create in ApprovalMax?
Custom workflow creation is unlimited on ApprovalMax’s Premium plan. This allows you to build a scalable operational foundation where every department has its own dedicated, automated approval path.
Can I customize the data captured in these workflows?
Yes. To ensure you have the context needed for a fast decision, you can create custom drop-down fields within the approval matrix. Whether it’s a project code, a department ID, or a priority level, you can tailor the request form to match your exact internal requirements.
Is there an audit trail for custom approval workflows in ApprovalMax ?
Yes. Every completed custom workflow generates a comprehensive, timestamped PDF Audit Report. This provides the ultimate strategic value: 100% audit readiness for every internal decision, ensuring you never have to scramble for documentation again.