ApprovalMax enhances the performance and efficiency
of firms that manage accounts payable
Improve client experience
ApprovalMax minimises the risk of human error and provides your clients with an easy way to approve financial documents. By automating the approval part of accounts payable process you also get better data and can prepare reporting faster.
Share responsibility and reduce your firm risks
If you're paying bills on behalf of your clients, it's important to ensure you're only paying approved bills. ApprovalMax ensures your client understands the details of each bill, so you can make payments with confidence. Sharing this responsibility reduces fraud risk and means bills can be paid on time.
Standardise your clients’ approval workflows
Whether your clients are using Xero, QuickBooks Online, or NetSuite, you can rest easy knowing there’s a trusted blueprint for their approval process. This saves time and effort, especially when onboarding new clients.
Make your audit process easier
With automatically generated detailed audit report you can say goodbye to hours of audit preparation. All authorisation information is just within several clicks.
Keep your GL for accounting staff only
When using ApprovalMax, there’s no need to give users from your client’s business access to Xero to approve financial documents. They only get notifications for the bills they need to see and approve when it suits them. This keeps financial data safe and private.
Build flexible approval workflows
The approval matrix in ApprovalMax allows users to set up custom and multi-level approval workflows. Transactions are reviewed and approved by those with delegated authority, based on their specific roles and responsibilities, providing time-savings and consistency with each approval.
Get accurate reporting and forecasting
When the clients are involved in the invoice reviewing process, transaction coding becomes more accurate. When authorisation is completed on time, you can feed that real-time data right into your reporting and forecasting.
Broaden your service offering
With our unique batch payment approval workflow, you’re one step closer to adding treasury services and cash flow management to your service portfolio. Budget checking is another feature that can be a service you could offer to your clients.
Become an ApprovalMax Partner
Our Partner Programme is designed for accounting and bookkeeping firms who provide accounts payable processing services to their clients. It is also for cloud integrators, advisors, and resellers who want to become experts in ApprovalMax to pass on the benefits of the features to their clients.
ApprovalMax Partner Enquiry
Our Partners ❤️ ApprovalMax
Tools like ApprovalMax are indeed critical to us when implementing business process automation. They increase efficiency and control for the business owner and allow us to deliver truly valuable services to our customers.”