ApprovalMax

The #1 tool to get your financial documents approved on time

Streamline your workflow instead of sending 100s of emails to get approval for accounting documents.

Set up an approval workflow

Create an automated workflow tailored exactly to your organisation’s needs

Add any number of approval steps

You can have as many steps as you like, just add the required number to reflect your approval process.

Select approvers for each step

Add the approvers and specify which person is to approve which documents: e.g. the Marketing Director approves all the Marketing Department’s expenses.

Set up an approval matrix for each step

Every approval step has its own approval rules and you can add as many approvers as you like to each of them.

Document approval

Review and approve bills and purchase orders wherever you are

Approve in the web app

Use the “Requires my decision” folder to go through all documents awaiting your approval.

Approve from an email

You’ll have all document details in the email notification and can use its “Approve” or “Reject” button to make your decision there and then.

Approve via our mobile app

You don’t need to be at the office to approve - with our mobile app you have all documents awaiting your approval including the relevant data at hand and can make your decision on the go whenever you have a minute.

Audit trail and reporting

Get automated audit trails and set up adjustable reports

Automated audit reports

For each approved document a detailed audit report is created automatically and posted to the general ledger along with it.

Built-in and custom reports

In ApprovalMax you can generate reports on documents pending approval, documents approved, potential fraud detected as well as quickly create new reports using various filters.

Stay safe and keep approvers out of your accounting systemApprovalMax makes it easy to safeguard your data by making sure decision-makers only see information that’s relevant to the documents they need to approve.

Manage your delegation of authority with flexible approval workflowsSet up workflows and rules for decision makers at each approval step. No matter how complex your delegation of authority policy is, ApprovalMax can automate it.

Benefit from automatically generated audit reportsImprove the auditing process by automatically attaching audit reports to every approved document in your accounting system. You can also give auditors ‘read-only access’ to all approval workflows.

How much could your organisation save with ApprovalMax?

/Maximize your impact and see how much you can save by automating your approval workflows and streamlining your finance function.

ApprovalMax integrates with platforms such as Xero, QuickBooks Online and Oracle NetSuite to unlock powerful efficiencies for approvers and finance teams. Not only does it streamline the accounts payable process, but it also gives you better spend control, improves your financial controls, and helps with regulatory compliance.

You can use ApprovalMax to create flexible approval workflows, and automate the tracking of all approval-related activities, such as audit trails and detailed audit reports. Approvers can use the web app or mobile app to make quick and easy approvals. There are also a variety of smart features to help you simplify accounts payable and accounts receivable processing in your business.