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ApprovalMax
for Xero

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ApprovalMax Partner Enquiry

You own or work for an accounting firm and are interested in ApprovalMax? Then contact us today and request a call-back or demo. We're happy to demonstrate all the benefits ApprovalMax offers you and your clients.

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Request a quote

We'll need some details in order to prepare your quote, so please fill in the form below. Our sales representative will be in touch with you shortly.

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Fill in the form to get the playbook:

Please select the type of business you work for:
Please select your industry:
Please select the number of organisations or entities you manage in your accounting software:
Please select your accounting platform or cloud partner status:
Please select the number of clients you have:

Fill in the form to get the playbook:

Please select the type of business you work for:
Please select your industry:
Please select the number of organisations or entities you manage in your accounting software:
Please select your accounting platform or cloud partner status:
Please select the number of clients you have:

Fill in the form to get the playbook:

Please select the type of business you work for:
Please select your industry:
Please select the number of organisations or entities you manage in your accounting software:
Please select your accounting platform or cloud partner status:
Please select the number of clients you have:

Fill in the form to get the checklist:

Please select the type of business you work for:
Please select your industry:
Please select the number of organisations or entities you manage in your accounting software:
Please select your accounting platform or cloud partner status:
Please select the number of clients you have:
Service package

What's included


  • Requirements and scoping session
  • Help with workflow implementation
  • User and Administrator training

A standard package, yet customised to your needs!

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.
The #1 tool to get your bills and expenses approved and paid 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.

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.

Why our customers ❤️ using ApprovalMax?
Keeping approvers
out of the accounting system
Granting everyone access to the accounting system is not safe because it’s impossible to limit users in terms of what they can do or see there. ApprovalMax approvers don’t need to access the general ledger and only ever see information relevant to the documents that require their approval.
Flexible approval workflows
recreate your delegation of authority
policy to a T
The approval workflows can be as complex or as simple as you need them. You can implement a variety of rules for each approval step and have as many steps as you like. No matter how complex your delegation of authority policy is, it can be automated with ApprovalMax.
Automatically generated
audit reports
You no longer need to waste time compiling audit logs. ApprovalMax creates for each approved document a detailed audit report, which gets attached to it in the accounting system. There is also the option to provide auditors with access to all the approval workflows in read-only mode so that they can easily view and analyse your approval process.

Join our upcoming product demos!

ApprovalMax
for Xero

UK time zone

ApprovalMax
for Xero

ANZ time zone

ApprovalMax
for QuickBooks Online

UK/US time zone
What our customers say
Customers ❤️ using ApprovalMax
ApprovalMax is a
Multiple Award winner
App Partner
of the Year 2021
App Partner
of the Year 2020
App of the Month
June 2018