ApprovalMax for not-for-profits

Not-for-profit is a generic term for a variety of diverse organisations like churches, charities, schools, sports associations and others. They all have strict requirements in terms of authorisation transparency, spend traceability and audits as their budgets are particularly rigid and usually determined from outside the organisation.

ApprovalMax helps NFPs meet these requirements in the most convenient way by moving spend approvals outside of the accounting platform and enabling a completely paperless multi-layered approval process. Automatically created searchable reports give a complete picture of all approval- related details, which simplifies audits significantly.

What organisations get out of it

Complete eradication of error-prone manual or email-based authorisations

No more time spent on approver chasing and approval routing

Clear segregation of duties in the spend control process

Approval process on the surface and ready for review

Automatically generated audit reports attached to every purchase order and bill

Full audit readiness and ensured regulatory compliance

Serving NFP clients as an advisor?

Then check out the benefits ApprovalMax brings to advisors who use Xero for their services to NFP clients.

ApprovalMax for Partners

Who already tried ApprovalMax for NFPs

Richard
Britten-Kelly

Director of Accounting

In ApprovalMax we found a tool that is focused on getting the documentation out to the client in a flexible, rule-based manner at a cost that we can absorb in a fixed price costing. As a result we have moved away from clients signing - or authorising - paper documents and let ApprovalMax take care of it.

Jez
Hailwood

Finance and Systems Director

In the UK alone, Freedom Church currently has six church locations as well as several central offices; each one with their own utility/rent bills and personal expense claims. All expenditure need the approval of both the local church leaders and the UK facilities manager, making a UK-wide coordination of bill approval extremely challenging! ApprovalMax is just perfect for managing the expense claims and other bills generated by our UK-based churches and the central team; we run everything through this app.

FAY
BORDBAR

Head of Business
Outsourcing

We love ApprovalMax! This application is so simple to use and easy to implement. It's also really robust - it just always works. Our clients are very happy with it.

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.

Watch Our Webinar:

Establishing financial controls for NFPs

Our clients' stories

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.

Freedom Church

Streamlined expense management of 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.

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.

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.

READ MORE CASE STUDIES

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