Home Customer stories Scope Solutions simplifies client tech stacks with ApprovalMax
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Case study

Scope Solutions simplifies client tech stacks with ApprovalMax

Learn how Scope Solutions uses ApprovalMax for a smoother, streamlined technology experience.

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25 clients
using ApprovalMax
30
documents approved on average per client, per month
5 hours
saved on average per client, per month
70%
improvement on approval time, on average

Scope has been transforming businesses with innovative, tailored, cloud-based solutions for over a decade. With established headquarters in Malta, a strong presence in the Middle East, and having also recently launched in Cyprus, Scope’s distinctive approach towards identifying and integrating cohesive solutions within business operations has been the catalyst of its rapid growth and continued success.

 

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40+
Employees
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Xero
Accounting Platform
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Cloud Technology
Industry
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Malta
Location
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8 reasons to bolster your financial controls for Xero users
As businesses expand, they can benefit from stronger financial controls and approvals to prevent, detect, and correct any financial issues before they arise.
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When we build tech stacks for our clients, they ideally want to do everything in one place. When we discover an app that can do multiple things, like with ApprovalMax Capture and ApprovalMax, it’s always better – it’s a streamlined, smoother experience.
michele hili
Michele Hili
Finance Solutions Team Lead at Scope Solutions

While Scope Solutions’ clients are from a broad range of industries and business sizes, they all come to the team with the same challenge: needing to optimise. They’re usually doing something that they feel can be done in a much quicker, faster, and more efficient way – but need help with the how.

Scope Solutions was founded in 2012 over a jug of beer between friends with the simple idea of solving technology problems for businesses. Since then, the practice has grown to have a team of more than 40 spread across Malta, Dubai, and Cyprus.

The team has doubled in the past four years as more businesses come to them looking for advice on optimising their technology and processes. Part of this is due to the unique expertise the team has; it hires people from each of the industries it works with to bring in the right mix of expertise. 

“The whole notion is our specialists all come from industries we're trying to target. This is because we want to understand our clients rather than just trying to sell them something which we don't understand,” says Sadin Pokharel, Solutions Specialist at Scope Solutions.

Scope solutions-team
Always optimising

As cloud solution implementation specialists, the team at Scope Solutions is always exploring new technology developments to understand how to help clients build better processes. That’s how they first came across ApprovalMax, at Xerocon in 2017. “We began testing bill approvals, which was great – it added a lot of value to what was quite a basic process in Xero at that time,” says Pokharel.

From there, Scope has continued to expand its use of ApprovalMax with clients as new features, like bill-to-PO matching and budget checking, were added. This has resulted in big improvements for clients across the board.

“One common benefit across all clients using ApprovalMax is that their approval speed has improved a lot,” says Michele Hili, Finance Solutions Team Lead at Scope Solutions.

Before, clients would say “I don’t know how this was approved”. Now, they’re comfortable knowing that if a document ends up in Xero it was meant to be there because it’s gone through all the right approvals. “We’ve had very good feedback about ApprovalMax since it lets them focus on approving what’s important,” Hili says.

Capturing a simpler tech stack

Scope Solutions’ search for new technology led the team to ApprovalMax Capture, ApprovalMax’s built-in OCR tool, as a way to simplify clients’ tech stacks while still adding extra functionality.

OCR-tool-ApprovalMax

Where clients had previously been using other OCR tools, Scope is now introducing them to ApprovalMax Capture to do more with less. When it comes to building a tech stack for clients, the team says they ideally want to do everything from one place – and ApprovalMax Capture allows them to do exactly that.

“We’re showing our clients Capture and they say ‘it’s so much faster! It’s giving us all the line items straight away,” says Pokharel. “Plus the pricing is very competitive.”

This means the team can shift clients to start approval requests from ApprovalMax right away and have Xero be the endpoint for bills only once approved. “It's always nicer for a client to log in to one tool instead of going back and forth – it's a much more seamless, streamlined process.”

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The right controls, without shortcuts

With ApprovalMax, Scope Solutions simplifies its client's tech stacks while adding the extra functionality and controls they need. Some of the main benefits include:

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Restricted access to accounting data
With ApprovalMax, Scope’s clients can share the right documents for approval without needing to grant access to sensitive financial data in Xero.
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Foolproof controls
Clients can easily set up complex, automated controls to meet the specific needs of their businesses – like only allowing marketing to submit invoices that meet certain criteria or link to selected budgets.
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Simple setup and use
Many of Scope’s clients are hesitant about adopting new software, so ApprovalMax’s straightforward setup and ease of use are a big win – especially with the mobile app and Slack integration.
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Multiple tools in one
With ApprovalMax Capture, the team can add the OCR capabilities clients need without adding extra tools to their tech stack.

Discover some of ApprovalMax’s most popular features

Approval Automation

Streamline your approval processes with automated workflows.

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Budget checking

Get a real-time overview of budgets during approvals.

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Bill-to-PO matching

Easily match bills to purchase orders for accurate record-keeping.

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Audit trails

Track all approval activity at any time for greater transparency and compliance.

audit-trails

Integration with any OCR

Pair ApprovalMax with any OCR tool to save time and reduce errors.

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