Introducing our very own library of customer case studies from around the world
Our library of industry-leading case studies is now available on the ApprovalMax website!
We’ve been exploring how our clients are using ApprovalMax for a while now and the time has come to present our library of case studies to share all of their experiences and opinions.
For navigating the library and searching for cases you are particularly interested in, you can use hashtags and select verticals (such as #Charities, #Hospitality or #Education), types of services & solutions (#Advisory, #FinancialControls, #BillAutomation), kinds of client organisation (#SME, #NotForProfits or #Multi-Entity), advantages of implementing ApprovalMax (such as #Efficiency, #EliminateOvercharge or #Paperless) or geographical locations.
ApprovalMax extends the online accounting platform Xero with approval-driven financial controls for Accounts Payable and Accounts Receivable. It replaces paper- and email-based approvals with fully automated multi-role and multi-tiered approval workflows, and ensures spend control and regulatory compliance for both internal accounting and financial service outsourcing organisations. Here’s what our clients and partners have to say about the benefits of working with ApprovalMax:
“When it comes to managing supplier invoices, clients may have complex authorisation processes that require time-consuming and error-prone manual orchestration. This means they constantly have to validate where in the authorisation queue each invoice is and who’s currently responsible for its approval. Using ApprovalMax to automatically pick up and route new supplier invoices for approval eliminates manual work and human errors. It also ensures that all proper authorisations are in place before an invoice is paid.”
Fay Bordbar, Assistant Manager, Mazars UK
“When running a large and quickly growing business & accountancy advice practice, maintaining efficiency and agility while dealing with an increasing number of internal finance documents that need proper review and authorisation is a tall order.
ApprovalMax provides the best way for addressing these challenges and enables easy-to-use mobile access to bill authorisation data for all our Partners and staff across South Australia. Flexible and agile controls for the approval process, timely notifications, status updates and an automated audit trail – this is how ApprovalMax reduces significantly the unnecessary overhead in our internal operations, and provides a solid foundation for growth.”
Sarah White, Finance & Administration Manager, Shared Services, BDO AU
“With many of our clients operating as non-profits, Grant Thornton needed a Xero-connected solution for bill automation and financial controls that would enable us to deliver efficiently both accounting and advisory services – including vCFO – to our NFP clientele.
ApprovalMax was selected as the best-in-class Xero-connected approval automation app. It has since become an essential part of Grant Thornton’s trusted finance app stack as it significantly improves the invoice management cycle and facilitates audit readiness.”
Barry Baker, Partner, Business Advisory Services, Grant Thornton NZ
“If you are a multi-entity and multi-site organisation, it means a paper-based system isn’t going to work. In ApprovalMax, we found a tool that is focused on getting the documentation out to the client in a flexible and rule-based manner at a cost that can be absorbed in a fixed price fee. As a result, we have moved clients from signing – or authorising – paper documents to ApprovalMax.”
Richard Britten-Kelly, Director of Accounting, Excluserv
“One of my initiatives was to implement a transparent process for our managers’ approvals. They have an important job to focus on, so, there’s no time for training them on accounting software. And the fact is: if it is not simple, they just won’t use it. With ApprovalMax we left a procedure that consisted of emails being replied to or forwarded, and switched to a proper digital process. All in all, ApprovalMax has cut my weekly time effort for approvals from 4 hours to about 10 minutes.”
David Wieseneck, VP of Finance, letgo
This is just a short overview to illustrate scenarios in which ApprovalMax has solved major problems for our clients. Go to the library of case studies page to find out more!
To date, the following case studies are available in the library:
AHV Business Services
Data automation solution for clients in construction and healthcare industries
How to implement data automation and digital financial controls – a Xero partner success story.
BDO South Australia implements ApprovalMax for internal bill automation
How the largest locally owned accounting and advisory firm in South Australia has implemented ApprovalMax for internal bill automation.
BDO United Kingdom
Technology partnership with BDO for their “client first, think differently” BDODrive initiative
How establishing an automated end-to-end approval process and minimising manual process intervention advances operational efficiency and team productivity.
Bruce Stevenson Insurance Brokers
Bill Automation solution gives wings to Scotland’s largest independent insurance broker
How revolutionising the bill and expense management process can boost both team and individual productivity.
Advisory services and bill automation for not-for-profit organisations
How not-for-profit organisations benefit from advisory services and bill automation – a Xero Platinum Partner success story.
Approval-driven spend control for multi-entity and multi-site organisations
How ApprovalMax enables approval-driven spend control for multi-entity and multi-site organisations – a Xero-certified accounting partner success story.
Approval process digitisation and automation paves the way for tailored spend management
How ApprovalMax helps Australia’s largest German festival to improve spend management, automate approvals and go clutter-free.
Cloud accounting solution for the largest agribusiness society in the Southern Hemisphere
How ApprovalMax enables control and visibility for a not-for-profit society that promotes agricultural interests both locally and on the global stage.
How a revolutionary leader in digital education established spending and revenue control
How ApprovalMax helps Firefly signal the future of education – a cloud-based transformation story by a leading UK EdTech start-up.
Streamlined expense management for a rapidly growing multi-location church
How ApprovalMax brings efficiency to the management of expense claims and other bills generated by remote teams of a multi-location church organisation.
ApprovalMax, Receipt Bank, and Xero jointly deliver an end-to-end AP automation solution
How end-to-end automation streamlines the approval process and reduces invoice processing time by 80%.
Financial controls and vendor bill automation for multi-entity organisations
How a fully digital process provides multi-step approval workflows for one of America’s most popular apps.
Improved sales invoice accuracy and enhanced customer satisfaction for a leading accounting and advisory practice
How ApprovalMax enables control and transparency for large multi-national clients.
Mazars United Kingdom
Approval-driven bill automation for larger clients and international subsidiaries
How increased control and major time savings deliver an immediate positive impact to Mazar’s clients.
Approval management as a key component of bill automation in accounting outsourcing
How complementing a cloud accounting platform with an approval management app replaces manual and email-based processes – a Xero Platinum Partner success story.
Strengthening advisory and outsourced accounting services
How helping clients to fully automate their internal approval processes enables TC Group to focus on high value-added advisory and consulting services.
Implementing centralised financial controls for a multi-entity client
How Wilder Coe implemented ApprovalMax for an alternative energy group with 53 entities (windmills) located across the UK.