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ApprovalMax

By ApprovalMax
4.82 out of 5 stars
Free 14 day trial available
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ApprovalMax makes it easy for Xero users to build robust financial controls across accounts payable (AP) and accounts receivable (AR).
Rated
4.8
out of 5
Reviewed by
460
Xero users
Try this app
Free 14 day
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). This all-in-one solution gives you full control and speeds up approvals for bills, PO’s, invoices, credit notes, and batch payments without the need for paper or emails. Automated routing has been designed to handle multi-role and multi-tiered approval workflows, giving you precious time back in your day.

Hundreds of Xero users have given ApprovalMax 5 star reviews for maximising efficiency, going paperless, automatic audit trails, and speeding up invoice approvals. An added security bonus is that there’s no need to give Xero access to your users in order to do approvals – use ApprovalMax instead and your approvers will only see what they need to see, keeping the accounting data in your general ledger safe and secure.

ApprovalMax has new product add-ons for Xero users, as at 12 June 2024, to help build out end-to-end AP efficiency:

  • ApprovalMax Capture. Upload photos or PDFs of bills so they can be automatically scanned, then imported into ApprovalMax for approval.
  • ApprovalMax Pay (currently in Beta for UK businesses). Make secure payments for approved bills directly from the ApprovalMax platform with open banking technology.

Benefits of ApprovalMax 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.
  • Budget checking. Check spend against budgets in real-time.
  • Sales quotes. Create, approve, and share sales quotes with customers from ApprovalMax.
  • Audit-readiness. Benefit from automatically generated audit reports and for stress-free audit preparation.

Benefits of ApprovalMax for accounting and bookkeeping firms:

  • Clean data. Peace of mind knowing your clients have clean and correctly coded data.
  • Reduce your firm’s risk. Share responsibility with your clients by seeking approval at every stage.
  • Standardisation. Give your clients’ an efficient app stack with best in class approval workflows.
  • Broaden your service offering: Use automation to expand the services you provide for clients.

Need more end-to-end automation? ApprovalMax also integrates with other apps:

  • Capture it – save time on entering the data with Dext.
  • Approve it – process bills with ApprovalMax.
  • Pay it – 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 is a powerful all-in-one solution that 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. Once you connect ApprovalMax with Xero, you’ll be able to enhance your accounts payable and receivable processes securely in just a few clicks and create end-to-end workflows across AP and AR.

Reviews & ratings

4.8 out of 5 stars
460 Reviews

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Most recent reviews

AG
Abhishek Gupta
Posted 3 Oct 2024
5 out of 5 stars

Seamless Integration with Xero and Streamlined Approval Process

We have been using ApprovalMax for several years now, and it has become an essential part of our workflow. Its seamless integration with Xero has been particularly helpful, ensuring that our approval processes are smooth and efficient. One of the standout features is the ability to set up clear approval workflows, which not only streamlines decision-making but also creates a solid audit trail. During audits, having this level of transparency and documentation makes the entire process much easier, as all approvals are tracked and easily accessible. ApprovalMax has significantly improved our financial management and control, and we highly recommend it for any business looking to enhance their approval processes.

Response from ApprovalMax

Thanks for your review Abhishek, we value your business and continued trust in the product. It makes us happy to hear ApprovalMax has been streamlining your workflows and making your financial management easier for years.
PB
PandF Bookkeeper
Posted 3 Oct 2024
5 out of 5 stars

FAST, EASY AND WONDERFUL SUPPORT

I was introduced to ApprovalMax in a new job role. It is extremely efficient with the approval process integration with Xero. I have required assistance from support and they have been extremely helpful. Happy to recommend.

Response from ApprovalMax

Thanks for the recommendation, our support team will be thrilled with the shout-out.
LA
Leanne Apiata
Posted 2 Oct 2024
5 out of 5 stars
This is perfect for our NFPs as shows a clear trail of evidence for auditors of financial authorisation and great for internal control/ processing within our orgaisations.

Response from ApprovalMax

Thanks for the review Leanne. Having a clear audit trail is essential, and one of the functions ApprovalMax excels at.

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

Contact supportsupport@approvalmax.com

Contact

+44 20 3034 3380

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14 day free trial available

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.