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ApprovalMax

By ApprovalMax
4.84 out of 5 stars
Free trial available
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ApprovalMax makes it easy for Xero users to build robust financial controls across accounts payable and accounts receivable with automated approvals and more.
Rated
4.8
out of 5
Reviewed by
378
Xero users
Try this app
Free trial
available
Listed for
7 years
November 2016

Overview

ApprovalMax makes it easy for Xero users to build robust financial controls across accounts payable (AP) and accounts receivable (AR). Go one step further with the Xero integration to quickly approve bills, PO’s, invoices, credit notes, and batch payments without relying on paper and email approvals. Save time by letting automated routing take care of multi-role and multi-tiered approval workflows!

Xero users choose to implement ApprovalMax because it maximises efficiency, lets you go completely paperless, and speeds up invoice approvals for finance teams, accountants, and bookkeepers. If you want to prevent, detect, and correct AP and AR issues while protecting your business from fraud and stressful audits, then ApprovalMax is for you.

Benefits for businesses:

  • Automated approvals. Manage your delegation of authority with flexible approval workflows.
  • Full control. From purchase order approval, to bill approval, and batch payment execution.
  • Security and privacy. Stay safe and keep approvers out of Xero.
  • Audit-readiness. Benefit from automatically generated audit reports and easily pass audits.

Benefits for accounting and bookkeeping firms:

  • Clean data. Make sure your clients have clean and correctly coded data.
  • Shared responsibility. Share responsibility and reduce your firm risks.
  • Standardisation. Standardise your clients’ app stack with best in class approval workflows.
  • New service offering. Broaden your service offering with the treasury function.

Need more end-to-end automation?

ApprovalMax integrates with other apps such as : Dext > ApprovalMax > Airwallex :

  • Save time on entering the data with Dext
  • Process bills with ApprovalMax
  • Close the loop of AP processing with Airwallex batch payments (for UK, Australia, and New Zealand businesses only)
ApprovalMax
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ApprovalMax + Xero

ApprovalMax integrates seamlessly with Xero to ensure automatic data exchange with a two-way sync. It only takes minutes to connect your Xero account to an ApprovalMax organisation. Start automating your approvals and tightening your financial controls today.

👉Read our 8 reasons to tighten your financial controls for Xero users eBook to learn more.

Reviews & ratings

4.8 out of 5 stars
378 Reviews

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Most recent reviews

GB
Glorianne Bugeja
Posted 1 Mar 2024
5 out of 5 stars
A very great platform that simplifies the process of approving invoices. This is done through a customised workflow, which allows for different rules. Works well with Xero and very easy to use. It also gives users an audit trail as to which invoices have been approved, by whom and when. Highly recommend this tool for organisations that use Xero as their main accounting tool.
JG
Janelle Gurney
Posted 21 Feb 2024
4 out of 5 stars
If you're using Xero, ApprovalMax is a must-have for handling approvals in procurement and accounts payable. Its flexible workflows make customization a breeze and have been incredibly useful in catching errors and avoiding duplications. With quick support and regular updates, ApprovalMax has become essential for us, vastly enhancing efficiency and control in our financial operations.
MO
Marilou Oli
Posted 18 Feb 2024
5 out of 5 stars

Great addition to our control process in Finance

Ever since we started working with ApprovalMax, it’s been a great addition to our internal control process.

Additional info

Shared data

Xero
ApprovalMax
Invoicesshared from Xero to ApprovalMax and from ApprovalMax to Xero
Contactsshared from Xero to ApprovalMax and from ApprovalMax to Xero
Accountsshared from Xero to ApprovalMax
Tracking Categoriesshared from Xero to ApprovalMax
Tax Ratesshared from Xero to ApprovalMax
Purchase Ordersshared from Xero to ApprovalMax and from ApprovalMax to Xero
Itemsshared from Xero to ApprovalMax
Currenciesshared from Xero to ApprovalMax
Credit Notesshared from Xero to ApprovalMax and from ApprovalMax to Xero
Branding Themesshared from Xero to ApprovalMax

Functions

Invoicing and jobsBills and expenses

Industries

Property and realtyAccountingNot for profit

App details

By ApprovalMax
Added in 2016

Countries

Australia, Canada, Global, Hong Kong, Indonesia, Ireland, Malaysia, New Zealand, Philippines, Singapore, South Africa, United Kingdom, United States

Languages

English

Support

Setup walkthroughContact supportsupport@approvalmax.com

Contact

+44 20 3034 3380

Follow

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Try ApprovalMax for free

Although Xero reviews each app in the Xero App Store, we can’t give any guarantees. It’s up to you to assess the performance, quality and suitability of any app before going ahead.