ApprovalMax can help your business
Manage operations
- Order from suppliers and partners
Manage accounts, cash flow and finance
- Receive invoices or bills
- Pay bills
Reporting for Accountants and Bookkeepers
- Internal reporting (not for compliance)
- Audits
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 + 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.
Getting started
Getting started with ApprovalMax is easy:
- Click the ‘Get this app’ button at the top of this page to start a 14-day free trial of ApprovalMax.
- Choose Xero Single Sign-On (SSO), Google SSO, or your email to create an account when prompted.
- Follow the steps to verify your account.
To connect ApprovalMax to Xero:
- Open your ApprovalMax Organisation from the main menu and select ‘Approval Workflows’ under ‘Workflows and Settings’.
- Click the ‘Connect’ button next to ApprovalMax Workflows for Xero.
- Choose the relevant Xero Organisation and authorise ApprovalMax.
Reviews & ratings
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Most recent reviews
Great app!
Response from ApprovalMax
Clear audit trail
Response from ApprovalMax
worth it
Response from ApprovalMax