This website uses cookies to ensure you get the best experience on our website. More info
Got it!
Contact sales Get demo
free trial
log in
A trial is available from a desktop only. Leave your email here to receive a reminder with the link to your inbox.
Remind me

Case studies

Read success stories, process improvements, testimonials and inspiration from bookkeepers, accountants, their clients & stand-alone companies.

Featured case studies

Wilder Coe Ltd's white logo on a royal blue background
ICEHOUSE

How automated approvals help Icehouse's world-class services

Learn how this investment firm used automation to streamline invoice approvals so they could focus more on providing business solutions and expertise.
Sharesies' yellow logo on a bright pink background
SHARESIES

How Sharesies automated their approvals process & EOFY audits

Learn how NZ-born investment platform, Sharesies, uses automated approvals to stay compliant year-round and scale their business.
Wilder Coe Ltd's white logo on a royal blue background
WILDER COE

How Wilder Coe Automated Their Client’s Approval Processes

Discover how Wilder Coe adopted automated approvals within their client’s cloud-accounting tech stack and their own finance function.
Grant Thornton's Logo
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.
Firefly's red logo and brand name on a white background
Firefly

How a leader in digital education established much-needed spending and revenue control

Learn how Dext Prepare and ApprovalMax work together as a powerful techstack combination to reduce huge amounts of manual work for your finance team.
the name 'iridium' on a white background with green, orange and blue detailing.
iridium

Invoice automation for multinational tech start-ups in Africa

How process automation provides continuously growing multinational tech start-ups in Africa with clear workflows and easy data access from any location.
Mazars' logo in blue on a white backrground
mazars
Spend control for a multi-entity company in the renewable energy sector: from construction to operation
How automated approval workflows and the option of approving on the go enable timely management reporting for power plants in the construction phase.
Mazars' logo in blue on a white backrground
Meshed group
Reliable cash flow forecasting and minimisation of unauthorised spending in the agriculture sector
How to bring 6 million South African rand worth of unauthorised spending down to zero in just a year and establish reliable cash flow forecasting in the agriculture sector
SW accountants & advisors name/logo on a white background
sw accountants & advisors
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.
See more resources