Introducing our very own library of customer case studies from around the world

maria-komarova

ApprovalMax Case Study Library


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:

 

Mazars UK

Fay Bordbar_Assistant Manager_Mazars UK

“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

 

BDO Australia

SARAH WHITE Finance & Administration Manager, Shared Services

“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

 

Grant Thornton

BARRY BAKER Partner, Business Advisory Services

“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

 

ExcluServe

ExcluServe

“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

 

let logo

David Wieseneck

“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:

 

AVH Business Services

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 Australia

BDO Australia

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

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

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.

 

Grant Thornton

Grant Thornton

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.

 

ExcluServ

ExcluServ

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.

 

Festival Services

Festival Services

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.

 

Fieldays Society

Fieldays Society

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.

 

Firefly Learning

Firefly Learning

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.

 

Freedom Church

Freedom Church

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.

 

The Icehouse

The Icehouse

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%.

 

letgo

letgo

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.

 

Mazars Thailand

Mazars Thailand

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 Thailand

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.

 

ShineWing Australia

ShineWing Australia

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.

 

TC Group

TC Group

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.

 

Wilder Coe

Wilder Coe

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.

 

Tags: ,