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.

business is bigger than bills

Your decisions, your rules

Create multi-step, conditional routing for non-accounting requests like contract reviews or travel authorisations.

your decisons your rules

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.

capture the right data

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?

ApprovalMax is quick and easy. It allows you to give responsibility for reviewing and approving documents to the right people in the business, and helps distribute the responsibility to the people who need it and takes any guesswork out.
Derek Martin, Yoco

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.

integrations-1
Faq

Got a question? We have answers

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.

Ready to get started with ApprovalMax custom approval workflows?