Case Studies

Selected client success stories from around the world

    #All

AVH Business Services

Data automation solution for clients in construction and healthcare industries

    #XeroCertifiedAdvisor

    #Construction

    #Healthcare

    #BillAutomation

    #HubDoc

    #AU

How to implement data automation and digital financial controls - a Xero partner success story.

BDO AUSTRALIA

BDO South Australia implements ApprovalMax for internal bill automation

    #XeroPlatinumChampionPartner

    #BillAutomation

    #Efficiency

    #Paperless

    #AU

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

    #XeroPlatinumChampionPartner

    #SME

    #BillAutomation

    #ClientCollaboration

    #UK

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

    #Insurance

    #BillAutomation

    #Expenses

    #AutomatedAudits

    #Scotland

How revolutionising the bill and expense management process can boost both team and individual productivity.

GRANT THORNTON

Advisory Services and Bill Automation for not-for-profit organisations

    #XeroPlatinumChamptionPartner

    #Advisory

    #NotForProfit

    #BillAutomation

    #Paperless

    #NZ

    #XeroPartner

How not-for-profit organisations benefit from advisory services and bill automation - a Xero Platinum Partner success story.

EXCLUSERV

Approval-Driven Spend Control for Multi-Entity and Multi-Site Organisations

    #XeroGoldChampionPartner

    #Multi-Entity

    #AutomatedAudits

    #ActionableData

    #UK

    #NotForProfit

    #Education

How ApprovalMax enables approval-driven spend control for multi-entity and multi-site organisations - a Xero-certified accounting partner success story.

Festival Services

Approval process digitisation and automation paves the way for tailored spend management

    #EventManagement

    #Oktoberfest

    #Hospitality

    #FinancialControls

    #Bills

    #Efficiency

    #AU

How ApprovalMax helps Australia's largest German festival to improve spend management,automate approvals and go clutter-free.

Fieldays Society

Cloud accounting solution for the largest agribusiness society in the Southern Hemisphere

    #EventManagement

    #Hospitality

    #Agriculture

    #PurchaseOrders

    #Bills

    #NZ

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

Find out how a revolutionary leader in digital education established much-needed spending and revenue control

    #Education

    #FinancialControls

    #Bills

    #Expenses

    #Trainings

    #UK

How ApprovalMax helps Firefly signal the future of education - a cloud-based transformation story by a leading UK EdTech start-up.

Freedom Church

Streamlined expense management of a rapidly growing multi-location church

    #Churches

    #NotForProfits

    #FinancialControls

    #Multi-Entity

    #Bills

    #Expenses

    #UK

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

ApprovalMax, Receipt Bank, and Xero jointly deliver an end-to-end AP automation solution

    #Investments

    #Startups

    #Advisory

    #FinancialControls

    #Multi-Entity

    #Bills

    #Expenses

    #NZ

How end-to-end automation streamlines the approval process and reduces invoice processing time by 80%.

LETGO

Financial controls and vendor bill automation for multi-entity organisations

    #eCommerce

    #BillAutomation

    #Multi-Entity

    #ExecutiveApprovals

    #USA

How a fully digital process provides multi-step approval workflows for one of America's most popular apps.

MAZARS THAILAND

ApprovalMax improves sales invoice accuracy and enhances customer satisfaction for a leading accounting and advisory practice

    #XeroPlatinumChampionPartner

    #ProfessionalServices

    #SalesInvoices

    #ClientCollaboration

    #Asia

How ApprovalMax enables control and transparency for large multi-national clients.

MAZARS UNITED KINGDOM

Approval-driven Bill Automation for larger clients and international subsidiaries

    #XeroPlatinumChampionPartner

    #Charities

    #Retail

    #Multi-Entity

    #BillAutomation

    #UK

How increased control and major time savings deliver an immediate positive impact to Mazar's clients.

SHINEWING AUSTRALIA

Approval management as a key component of bill automation in accounting outsourcing

    #XeroPlatinumChampionPartner

    #Advisory

    #SmallBusiness

    #BillAutomation

    #Multi-entity

    #AU

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

Strengthening advisory and outsourced accounting services

    #XeroPlatinumChampionPartner

    #RealEstate

    #Multi-entity

    #BillAutomation

    #UK

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

Implementing centralised financial controls for a multi-entity client

    #AccountingAdvisory

    #FinancialControls

    #BillAutomation

    #Multi-Entity

    #AlternativeEnergy

    #UK

How Wilder Coe implemented ApprovalMax for an alternative energy group with 53 entities (windmills) located across the UK.

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