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ApprovalMax

By ApprovalMax
Featured app
4.83 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
416
Xero users
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Free trial
available
Featured in
Featured app
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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
416 Reviews

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Most recent reviews

LS
Loren Starno
Posted 24 May 2024
5 out of 5 stars

Great product

This has made a real difference in our organization in terms of reduction of email, solid audit documentation and user experience. Reliable and great product.
EH
Elaine Hart
Posted 21 May 2024
4 out of 5 stars
ApprovalMax has made a real difference in our AP process. No more paper copies, signatures and email follow ups. I would recommend this app to any businesses.
AC
Alexandra Corbett
Posted 21 May 2024
4 out of 5 stars
We like ApprovalMax, no more emails and lost pieces of paper. Good connection with Xero and audit trails etc. Customer service is great too.

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.