Building the foundation for advisory services

Key technology change drives industry disruption When comparing conventional accounting and advisory, it’s usually on the assumption that the former is focused on compliance, while the latter aims at measuring and reporting on company performance. However, in reality, drawing a distinct line between the two is questionable as they are closely interconnected and advisory never […]

A major product release: sign in to ApprovalMax with Xero credentials

Exciting news! You can now sign in to ApprovalMax using your Xero credentials. This game-changing feature has just been announced by Nick Houldsworth, GM of the Xero Ecosystem, at Xerocon Brisbane 2019. It’s been designed to make the user experience seamless while keeping all data entirely secure. “Sign in with Xero is one of our […]

Checklist: It’s high time for approval automation if…

“As we find in most use cases, the best time for implementing an approval system is BEFORE it is considered a necessity. The reason is simple: when you get to the point where you do need an approval system, the company culture is often gridlocked. And as moving away from a paper-based system is a […]

Centralised financial controls for a multi-entity organisation

This article focuses on understanding how leading approval automation solution, ApprovalMax worked alongside Wilder Coe, who also uses Xero, to support one of their clients – specifically, a group organisation in the UK made up of 53 individual companies. “Our client is extremely happy with ApprovalMax. The software has exceeded theirs and Wilder Coe’s expectations.” […]

Success story: Approval automation for early-stage businesses

Portt & Co act as an outsourced finance function for ambitious and innovative small businesses. Their clientele is typically based in London and the South West but Portt & Co do also serve clients across the country. The company works particularly well with early-stage businesses who have external investors and need to establish meaningful system and […]

Yet another client success story: Approval Management as a key component of a Bill Automation App Stack

Rick Hemphill is a Senior Manager within ShineWing Australia’s Business and Private Client Advisory division. Here he shares his experience in helping to improve ShineWing’s approach to Bill Automation, and the benefits he discovered after switching from a paper-based approval process. ShineWing Australia is an Australian owned advisory and accounting firm with an 80 year […]

How to manage approval workflows across multiple Xero files

Best practices for multi-entity organisations as well as accounting and bookkeeping practices  It is quite common for organisations to have a number of entities that need to be handled separately. Therefore they set up separate Xero Organisations, and separate Xero files are used to capture and process the respective accounting data. However, an aggregated financial […]

Accountex UK 2019: A recap in pictures!

On the 1st and 2nd of May, ApprovalMax returned to the UK’s number one conference and exhibition dedicated to accounting and finance professionals: Accountex UK 2019. It was billed as ‘unmissable’, and with good reason! Accountex UK brought the sharpest minds in the industry together under one roof, with the challenge to keep moving forward. […]

Introducing the Xero Hospitality app playbook

Exciting news! Xero has released yet another app playbook as part of their brilliant app advisory series. These playbooks are aimed at guiding bookkeepers and accountants through the myriad of pre-integrated and connected apps available within the Xero ecosystem. This enables them to better educate their clients on the best apps to use for a specific […]