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ApprovalMax
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ApprovalMax
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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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Fill in the form to get the playbook:

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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!

ApprovalMax for advisory and accounting practices

ApprovalMax for advisory and accounting practices

ApprovalMax streamlines the provisioning of all kinds of outsourced financial services ranging from compliance to advisory. The automated approval workflows enable easy client collaboration, simplify audit processes and save time and effort for accountants so that they can focus on high-value processes. It also speeds up reporting preparations with on-time approvals, and ensures that only authorised data is used for cash flow forecasting.
ApprovalMax delivers substantial benefits to any clients that need centralised spend control: multi-entity and multi-site businesses, not-for-profits, investor-driven start-ups, and almost all companies with multiple purchases and bill payments every month.
Why advisory and accounting practices ❤️ ApprovalMax
1
Centralized spend control through approval automation
2
Shared accountability with the client regarding payments
3
Full process automation for accounts payable
and accounts receivable approvals
4
Contextual collaboration with clients
5
Full audit trails for authorisation processes as well
as all bills and purchase orders
6
Complete eradication of error-prone paper- or email-based authorisations
What our customers say:
Katherine O'Carroll
Head of Business Outsourcing
BDO UK
“ApprovalMax is an important part of BDO’s outsourcing offering as it provides better transparency and control of the finance authorisation process, and helps enable remote management of our clients’ finance operations while making sure that levels of data accessibility and security remain high. Coupled with Xero’s accounting platform and other selected pre-integrated specialised applications, ApprovalMax advances operational efficiency and team productivity by providing end-to-end approval process automation and minimising manual process intervention.”
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. We now have clear, real-time visibility into our clients’ invoices, and our clients really appreciate the ease and convenience of using the ApprovalMax mobile app while away from their desk, or whilst travelling on business around the world.”
Rick Hemphill
Associate Director — Business and Private Client Advisory
SHINEWING AUSTRALIA
“Proud of our history and prouder still of our forward-thinking capabilities, we’ve kept our finger firmly on the pulse of technological trends and how they apply to our clients’ specific business case requirements. One thing’s for sure, the need for proper approvals has never been greater. Complementing a cloud accounting platform with an approval management app to replace a manual or email-based approval process is very rewarding. It boosts productivity and helps you establish a proactive, real-time decision-making process that ensures better process efficiency and higher executive accountability.”
Faye Thompson
Manager
WILDER COE LTD
“We have recently acquired a new client – an alternative energy group made up of 53 entities, each representing one of the group’s windmills. For managing efficiently a purchase invoice approval process as extensive as this client needs, they and Wilder Coe had to adopt a digitised and unified approach. That’s why we implemented ApprovalMax, the leading approval automation solution for Xero. Both we and our client are extremely happy with this software. It has exceeded everybody’s expectations!”