Our plan for NetSuite users
For ultimate control with API integration, custom workflows, premium support, two-way sync, and the ability to review and approve sales orders.
Volume discount available
Get in touch with our team to learn more.
Accounts Payable
Automate approval workflows for vendor bills
Automate approval workflows for purchase orders
Approve expense reports
Approve, track and manage Vendor Return Authorisations
Create and approve journal entries
Create a manual journal workflow in ApprovalMax. Once approved, it syncs to NetSuite with a complete audit trail.
Prepare and verify bill payments
Group bills with similar due dates into a single bill payment request, set up the payment details, and submit for approval. Once approved, NetSuite generates the batch payment file, including partial payments if needed.
Put requests on hold
Pause a request without cancelling it by changing the status to ‘On Hold’. This lets you return to it later when the time is right. Also available on the mobile app.
Three-way matching
Match Bills to POs and receipts to spot discrepancies before approving.
Accounts Receivable
Approve sales orders
ApprovalMax pulls Sales Orders in "Pending Approval" status from NetSuite and starts the approval workflow
Create, approve and send sales invoices
Approved documents and attachments are automatically emailed to customers once the approval process is complete.
Workflow & Automation
Automate approval workflows
unlimited
Set up multi-step approvals
unlimited
Set up multi-entity and location approvals
unlimited
Build custom stand-alone workflows
Use stand-alone workflows to manage approvals outside your accounting platform – like contracts, CapEx, expenses, quotes, and reimbursements.
unlimited
Track version history (workflow)
unlimited
Set and manage approval rules
unlimited
Execute approvals
unlimited
Add and manage requesters and approvers
unlimited
Set auto approvals for repeatable transactions
Automatically approve requests which meet specific conditions, bypassing other rules in the workflow.
unlimited
Edit requests before final approval
Editing on Approval lets approvers make changes anytime without rejecting or restarting the process.
unlimited
Integration & Data Sync
Sync data automatically with NetSuite (two-way)
Integrate with Slack
Core
Access to mobile app
Generate and schedule reports
View automatic audit reports
Receive alerts for skipped approvals
ApprovalMax monitors documents approved directly in Xero without following ApprovalMax's workflow. It flags those documents and notifies Administrators via email, as this could indicate potential fraud.
Reach out to customer support 24/5
Access our comprehensive knowledge base, how-to videos, and guides for answers to your questions.
Set up flexible user-based roles
Users can hold one account or organisation-based role and multiple workflow-based roles. Combining these roles gives extra authority. E.g. an Auditor has read-only access to audit reports without making changes.
Tag users and add Watchers
Nudge approvers to act
Give approvers a gentle push to act on pending requests
Log in with two-factor authentication (2FA)
Log in with passkey
A passkey is a secure, password-free login method using your device for authentication, offering a safer and more convenient way to log in without remembering or typing passwords.
Log in with single sign on (SSO)
ISO 27001:2022 certified
GDPR-compliant
Get phone support
Add-on
ApprovalMax Capture
Automatically extract data, reduce errors and speed up your approval process.
add-on required
Watch a demo
Learn how ApprovalMax connects with NetSuite to automate approvals and build stronger financial controls.
Need help?
We've got you covered with live chat*, email support, and a knowledge base packed with FAQs, guides, and videos. Get answers fast!
*Live chat available for trial customers only
*Live chat available for trial customers only
“ApprovalMax has tremendously improved the efficiency in our invoice approval process, allowing both the finance admin team and department leaders to enjoy a centralized system to access, manage, and review all vendor bills. It has saved a lot of hours for everyone!”
Ivy He
Financial Controller, Illumin
“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
Director of Enterprise Technology, Yoco
“ApprovalMax helps me sleep better because we don't pay anything that hasn’t been through it, even if it means we have to rush a bill through. Being consistent with that and making it one of our rules gives me a lot of peace of mind.”
Rod Mourant
VP of Accounting & Global Controller at PartnerHero
Do you offer bookkeeping, accounting, or advisory services?
Contact our team for partner pricing.
