- A Partner Success Manager
- A free ApprovalMax licence for your own use*
- Priority support
- Partner discounts
- Joint marketing opportunities
- Partner learning and certification
- Practice staff access
- The ApprovalMax referral program
*Available to Silver partners and above
Who is it for?
Outsourced bookkeeping
Treasury services
Month-end reporting
Accounts payable as a service
Cash flow and bill management
Audit, compliance, and advisory
Why use ApprovalMax for your accounting and bookkeeping practice?
Reduce risk and responsibility
Share the responsibility with your clients and make sure there’s approval at every stage, so that the right bills are paid on time. Easily collaborate with clients on accounts payable and receivable from one central, convenient place.
Stay on top of regulatory requirements
Establish strong workflows that meet your client’s regulatory requirements. Using smart automation, make sure the right process is followed, each and every time.
Be audit-ready, anytime
Say goodbye to sifting through old emails for POs and bills for internal audits! Automatically capture an audit trail for each approved document that gets sent straight into your client’s accounting system of choice.
Expand the capabilities of your practice
Expand your service offering with end-to-end accounts payable workflows and generate additional revenue.
Create workflows that suit your clients needs
Impress your clients with custom workflows that automatically follow their delegation of authority to put documents in the hands of the right people. Build out strong financial controls, with like segregation of duties, for anything from approving bills, to paying expenses, or even signing off on contracts and timesheets
Make manual tasks a breeze
Free up your team and let automation take care of data entry so you can focus on high-value work. Reduce errors and save time inputting bills and expenses using our in-built automated data entry tool, ApprovalMax Capture.
Integrate with top cloud accounting platforms
Connect ApprovalMax to your preferred accounting system through integrations with Xero, QuickBooks Online, and Oracle NetSuite, to build the right tech stack for your firm’s needs.
Features
Approval automation
Purchase orders
Batch payment approvals
Audit trail
Bill-to-PO matching
Automated data capture
Secure payments
Xero XPM integration
Bill processing
Purchase order management
Budget checking
- Automated workflows and reporting
- Practice staff access management
- Expand your service offering and fees
- Standardise how you work with your clients
