Become an ApprovalMax partner and get access to:
- 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
Where ApprovalMax earns its place in your practice
Outsourced bookkeeping
Stop being the manual approval layer. Give clients the workflows to manage their own sign-offs - with full visibility on your end.
Treasury services
Governance that follows every payment to the bank. Not just approved - verified, recorded, and defensible.
Month-end reporting
Every stage of the AP process produces a permanent record. Month-end stops being a scramble.
AP as a service
One platform across every client. Build the governance layer once, apply it everywhere.
Cash flow and bill management
Audit, compliance, and advisory
Works with the platforms your clients already use
ApprovalMax sits on top of your existing stack - Xero, QuickBooks, NetSuite - adding the approval governance layer without touching what's already working.
Other integrations
Stop being the middleman. Start being the adviser.
Your clients manage their own approvals. You maintain oversight.
Empower clients to run their own approval workflows while you retain full visibility. No more acting as the go-between for decisions that should sit with them - and no more audit scrambles when a client can't produce a paper trail.
Every approval creates the audit trail. No compilation required.
Each approved document generates an immutable, time-stamped record - who approved, what they saw, and when - pushed straight into their accounting system. When auditors come calling, the answer is already there.
Approval controls built around how each client actually operates.
Route documents automatically based on each client's delegation of authority - bills, expenses, purchase orders, contracts. The right people approve the right spend, every time, with segregation of duties built in.
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
The governance layer your practice has been missing
- Automated approval routing - invoices and POs move to the right approvers without manual forwarding
- Practice staff access management - full visibility across your client base, without being in the approval chain
- Standardise governance across every client - one platform, one set of controls, regardless of client size or complexity
- Turn audit emergencies into routine requests - complete approval records, instantly accessible
Get our app
