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.

BDK SOFTWARE SOLUTIONS

Reliable cash flow forecasting and minimisation of unauthorised spending in the agriculture sector

    #PurchaseOrders

    #Expenses

    #FinancialControls

    #SA

How ApprovalMax enhances the accuracy of data to enable reliable cash flow forecasting and eliminates unauthorised spending for an agriculture group.

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.

FLINDER

Financial controls for investor-driven start-ups

    #Audits

    #Expenses

    #Startups

    #FinancialControls

    #UK

How flinder obtains high-quality data for decision-making via the data validation capabilities and well-tuned processes provided by ApprovalMax.

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.

Haines Watts

Spend control for a hospitality business

    #Audits

    #Expenses

    #Hospitality

    #FinancialControls

    #PurchaseOrders

    #UK

How to implement spend control for a bustling hospitality business by automating its purchase order approval workflow.

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%.

IRIDIUM

Invoice automation for multinational tech start-ups in Africa

    #Audits

    #Expenses

    #Startups

    #FinancialControls

    #SA

How process automation provides continuously growing multinational tech start-ups in Africa with clear workflows and easy data access from any location.

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 THAILAND

Spend control for a multi-entity company in the renewable energy sector: from construction to operation

    #Advisory

    #Construction

    #Audits

    #FinancialControls

    #Multi-Entity

    #Asia

How automated approval workflows and the option of approving on the go enable timely management reporting for power plants in construction phase.

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.

MGR

Spend control via approval automation for a large residential property group

    #Advisory

    #RealEstate

    #Audits

    #FinancialControls

    #Multi-Entity

    #UK

How eliminating paper-based document flows facilitates the hassle-free provision of outsourced accounting services.

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.

SOLUTIONS AND SERVICES

A leading New Zealand accounting and advisory practice enables cloud-based budget control for schools

    #Advisory

    #Education

    #Bills

    #NotForProfits

    #AUNZ

How ApprovalMax ensures transparency and control throughout the approval process, and allows the setup of multiple budget holder scenarios for schools.

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.

THORNE WIDGERY

Cost efficiency and spend control for academies of all sizes

    #Education

    #NotForProfits

    #Expenses

    #Audits

    #Multi-Entity

    #UK

How implementing cloud technology enables centralised spend control for academies and multi-academy trusts.

VIRGATE ACCOUNTS

Bill management for SMEs in the hospitality sector

    #XeroPartner

    #Bills

    #Hospitality

    #Multi-Entity

    #SmallBusiness

    #UK

Bill management for hospitality clients of all sizes - from small businesses to restaurants with over 200 sites.

WELLINGTON GIRLS COLLEGE

Enabling paperless accounting environment in a New Zealand school

    #Advisory

    #Education

    #PurchaseOrders

    #NotForProfits

    #AUNZ

How going digital transformed the accounting function of a college to save lots of paper and time for all participants of the approval process.

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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