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ApprovalMax

By ApprovalMax
Featured app
4.81 out of 5 stars
Free 14 day trial available
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ApprovalMax makes it easy for Xero customers to build robust financial controls across accounts payable (AP) and accounts receivable (AR).
Rated
4.8
out of 5
Reviewed by
473
Xero users
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Free 14 day
trial available
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Featured app
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Overview

At ApprovalMax, we understand the challenge of managing accounts payable (AP) and accounts receivable (AR) in a fast-paced world. That’s why we’ve designed an easy-to-use, all-in-one solution to help Xero customers like you save time, reduce paper, and gain full control over your approvals. Say goodbye to long email threads and paper trails – our automated workflows handle everything from bills to purchase orders (POs) to invoices, credit notes, and batch payments.

Don’t just take our word for it – hundreds of Xero customers have given ApprovalMax 5-star reviews for boosting efficiency, improving accuracy, and speeding up invoice approvals. And the best part? Your financial data stays secure. Approvers don’t need full access to Xero; they only see what’s relevant to them, keeping everything safe.

We’re always working to make your life easier. Check out our latest updates:

  • ApprovalMax Capture: Upload images or PDFs of your documents, and we’ll automatically scan, import, and get them ready for approval – no manual data entry needed.
  • ApprovalMax Pay: Once bills are approved, you can pay them securely, directly from the platform, using open banking technology. No more jumping between systems. (UK only)

Here’s why businesses love ApprovalMax:

  • Automated approvals: Set up workflows that fit your business. Streamline approvals, manage delegation, and reduce bottlenecks.
  • Full control: From purchase orders to bill approvals to batch payments, you decide what happens and when.
  • Budget checking: Keep a close eye on spending and check against budgets in real time, so you’re never caught off guard.
  • Sales invoices and quotes: Quickly create, approve, and send sales invoices and quotes to customers – all from within ApprovalMax.
  • Audit-ready: Automatically generate audit reports, making audit preparation painless and stress-free.

Here's why accounting and bookkeeping firms trust ApprovalMax:

  • Clean data: Sleep easy knowing your clients’ data is accurate and properly coded.
  • Reduce risk: With every step requiring approval, you can confidently share responsibility with your clients.
  • Standardisation: Help your clients streamline their processes and stay consistent with best-in-class approval workflows.
  • Expand your services: Use automation to offer even more value to your clients, and grow your firm.

Want to take your automation even further? ApprovalMax connects seamlessly with other tools to elevate your workflows:

  • Capture it: Save time on data entry with Dext Prepare.
  • Approve it: Get bills processed faster with ApprovalMax.
  • Pay it: Complete payments with Airwallex batch payments (currently available for UK, Australia, and New Zealand businesses).
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 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
473 Reviews

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Most recent reviews

SM
Susie Marsden
Posted 20 Dec 2024
5 out of 5 stars

Great app!

Help us to control and keep track of expenditure, even though we are a small team it is embedded into our culture.

Response from ApprovalMax

Thanks Susie. We're so happy our app has become part of your team's culture and helps you stay on top of your expenses.
HA
Helen Alexander
Posted 20 Dec 2024
4 out of 5 stars

Clear audit trail

Invoices pass from Hubdoc to Xero then to Approval Max , with Approval Max adding a document in Xero with the approval audit trail. Perfect for our auditors and cuts down on email traffic.

Response from ApprovalMax

Thank you Helen, we're thrilled to hear how smoothly everything flows with ApprovalMax, and that it's making audits easier and your inbox quieter.
BT
Biscoth Tshikuna
Posted 18 Dec 2024
4 out of 5 stars

worth it

If you are looking for an easy way to streamline all the approval steps then this software is really worth it. its also gives you the opportunity to set see the budget before you approve which is the one thing our managers really needed. there are some disadvantages such as it does not allow for users to draw reports if they have no admin rights, and the report layout could use work too.

Response from ApprovalMax

Thanks, Biscoth, for sharing your thoughts! We're really happy to hear that ApprovalMax is helping with your approvals and budgets. For reporting, we’re exploring improvements, but as a workaround, admins can create the reports users need and schedule them to be emailed as CSV files.

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

Bills and expensesInvoicing and jobs

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.