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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
512
Xero users
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Free 14 day
trial available
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Featured app
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ApprovalMax can help your business

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
512 Reviews

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Most recent reviews

SM
Sarah Miller
Posted 10 Apr 2025
5 out of 5 stars

Effective addition for the whole team

Easy to navigate software, even for non-accountancy folk. Saves paper and increases efficiency by reducing management time shuffling invoices around departments.
TF
Trish Fisher
Posted 9 Apr 2025
5 out of 5 stars

Time saver and security feature

We've had ApprovalMax for a couple of years now and it most certainly sped up the process of approvals and getting bills turned around and paid promptly. But in addition, when things go wrong within an organisation, ApprovalMax records/workflows are instrumental in the security of your financial business. So worth the investment.

Response from ApprovalMax

Such a strong callout, Trish - the real test of a tool is when things don’t go to plan, and we’re so glad ApprovalMax has had your back. Thanks for sharing your experience.
JS
Jessica Schwann
Posted 8 Apr 2025
5 out of 5 stars

A Game-Changer for Our Approval Workflow

As a bookkeeper, I introduced ApprovalMax to streamline the approval process in our company, and I’m thrilled with the results. Previously, our approval process took up to three days to send, review, and receive all necessary approvals. But with ApprovalMax, everything has been drastically improved, in hours we can solve everything! I worked closely with the team to design the workflow, and I had all the support I needed during the implementation phase. The transition was seamless, and I can already see the difference. Now, we have a structured, efficient process: invoices are entered by Monday, sent for approval that same day, and the first stage of approvals must be completed by Wednesday. The final stage is finished by Thursday, ensuring that all payments are made by Friday. This process is now incredibly smooth and organized. Since implementing ApprovalMax, we’ve had no issues in the approval phase. It has become faster, simpler, and much more practical. I’m extremely satisfied with how much this software has helped us grow as a company and improve our operations. It has truly made a huge difference in our workflow! Otherwise, the support team are the best I have ever seen! Thanks guys!

Response from ApprovalMax

Jessica, this was so great to read - loved hearing how you’ve shaped the workflow and made approvals part of a smooth weekly rhythm. Our team will be thrilled to know they helped make the transition so seamless.

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.