ApprovalMax

Silver

Approval Automation•

Payment Management•

Purchase Management•

Receipt & Invoice Processing•

Sales Ordering•

www.approvalmax.com

ApprovalMax extends online accounting platforms with approval automation for accounts payable and accounts receivable. It replaces manual paper- or email-based approval routing with automated multi-role approval workflows.

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ApprovalMax decision required notification: approval or reject notification screen

ApprovalMax Bill to Purchase Order matching

ApprovalMax bill/invoice breakdown with client information

ApprovalMax screenshot: Approval matrix for the "Departmental approval" step

About this App

The #1 tool to get your financial documents approved on time

Streamline your workflow instead of sending 100s of emails to get approval for accounting documents.

Set up an approval workflow

Create an automated workflow tailored exactly to your organisation’s needs

Add any number of approval steps

You can have as many steps as you like, just add the required number to reflect your approval process.

Select approvers for each step

Add the approvers and specify which person is to approve which documents: e.g. the Marketing Director approves all the Marketing Department’s expenses.

Set up an approval matrix for each step

Every approval step has its own approval rules and you can add as many approvers as you like to each of them.

Document approval

Review and approve bills and purchase orders wherever you are

Approve in the web app

Use the “Requires my decision” folder to go through all documents awaiting your approval.

Approve from an email

You’ll have all document details in the email notification and can use its “Approve” or “Reject” button to make your decision there and then.

Approve via our mobile app

You don’t need to be at the office to approve - with our mobile app you have all documents awaiting your approval including the relevant data at hand and can make your decision on the go whenever you have a minute.

Audit trail and reporting

Get automated audit trails and set up adjustable reports

Automated audit reports

For each approved document a detailed audit report is created automatically and posted to the general ledger along with it.

Built-in and custom reports

In ApprovalMax you can generate reports on documents pending approval, documents approved, potential fraud detected as well as quickly create new reports using various filters.

Stay safe and keep approvers out of your accounting systemApprovalMax makes it easy to safeguard your data by making sure decision-makers only see information that’s relevant to the documents they need to approve.

Manage your delegation of authority with flexible approval workflowsSet up workflows and rules for decision makers at each approval step. No matter how complex your delegation of authority policy is, ApprovalMax can automate it.

Benefit from automatically generated audit reportsImprove the auditing process by automatically attaching audit reports to every approved document in your accounting system. You can also give auditors ‘read-only access’ to all approval workflows.

How much could your organisation save with ApprovalMax?

/Maximize your impact and see how much you can save by automating your approval workflows and streamlining your finance function.

ApprovalMax integrates with platforms such as Xero, QuickBooks Online and Oracle NetSuite to unlock powerful efficiencies for approvers and finance teams. Not only does it streamline the accounts payable process, but it also gives you better spend control, improves your financial controls, and helps with regulatory compliance.

You can use ApprovalMax to create flexible approval workflows, and automate the tracking of all approval-related activities, such as audit trails and detailed audit reports. Approvers can use the web app or mobile app to make quick and easy approvals. There are also a variety of smart features to help you simplify accounts payable and accounts receivable processing in your business.

Cost (from)

£27.00/month

Free Practice Subscription

Trial

14 day free trial, fully functional, no credit/debit card required

Partner Program

Support Channels

Email
Live Chat
Online Help
Phone
Web Form

Mobile Platforms

Android
iOS

Accounting Platforms

Integrations

Geographies Served

Australia
Canada
Ireland
New Zealand
United Kingdom
USA
Worldwide

Industries

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Offers by ApprovalMax

ApprovalMax: Get three months absolutely free

Sign up to ApprovalMax and get three months of financial controls and approval automation free! Terms and conditions apply. **Tighten your financial controls** Build robust internal financial controls across your business to help detect and prevent fraud. **Easy approval workflows** Decide who should approve what whenever certain conditions are met. **Everything in one place** Audit trails, approvals, rejections and comments are all in the one app.

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50% off the first 3 months: Move your clients into the world of approval automation

Your clients can enjoy lightning-fast approvals and multiple benefits with ApprovalMax! Sign your client up to ApprovalMax by 30 June and get 50% off the first 3 months Switch from slow manual approvals, to lightning-fast approvals. Offer ends on 30 June, 2023! *These offers are valid for organisations that sign up to ApprovalMax for a new subscription between 10 May – 30 June 2023. Partners with existing subscriptions can get this offer for new client subscriptions. A credit will be applied from the second month of new subscriptions being activated. ApprovalMax may get in touch with you with relevant updates. You may opt-out by clicking 'unsubscribe' in any email. Learn more by reading our privacy policy.

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1 month free and 50% off: Step into the world of approval automation and get yourself a deal

Enjoy lightning-fast approvals and multiple benefits with ApprovalMax. Sign your business up to any ApprovalMax plan by 30 June 2023 and get one month free, plus 50% off set up and training* Switch from slow manual approvals, to lightning-fast approvals. Offer ends on 30 June, 2023! *Full price setup and training is £219.00. These offers are valid for organisations that sign up to ApprovalMax for a new subscription between 10 May – 30 June 2023. A credit will be applied from the second month of new subscriptions being activated. ApprovalMax may get in touch with you with relevant updates. You may opt-out by clicking 'unsubscribe' in any email. Learn more by reading our privacy policy. Learn more by reading our privacy policy: https://www.approvalmax.com/policy

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