ApprovalMax

Financial approval workflow creator

4,6 /5 (5 reviews) Write a Review!

ApprovalMax Overview

What is ApprovalMax?

ApprovalMax creates approval workflows to route financial matters to the correct person for approval. Workflows can be generated for accounts payable, accounts receivable, expenses, purchase orders, and more, and can have multiple steps, with several approvers working in parallel on each level. ApprovalMax’s approval matrix allows users to designate conditional approvers based on customisable fields, such as the amount requested, so that approvals are routed to the most appropriate approver.

The iOS and Android apps allows users to approve or reject requests with one click, whether or not they are in the office, and chat in real time with the user who has made the request. Approvers are also presented with deadlines, based on a user-set average approval step duration, designed to reduce wait times.

ApprovalMax Overview

Pricing

Starting from
US$39,00/month

Pricing options

Free Trial
Subscription
Value for money

Full usage: $95 per month per company
Xero-only usage: $39 per month per company


ApprovalMax Features

Devices
Business size
S M L
Markets
United States, Canada, United Kingdom, Australia, China and 5 others, India, Japan, Germany, Brazil, Mexico
Supported Languages
English

Media

ApprovalMax workflows can have as many steps and parallel approvers as required
Users can set up conditional approvers in ApprovalMax using the custom dropdown fields in the approval matrix
ApprovalMax can also create approval workflows for Xero bills
ApprovalMax approvers are notified of requests by email
ApprovalMax integration with Microsoft Outlook allows users to approve requests with one click, directly from their inbox
ApprovalMax screenshot: ApprovalMax workflows can have as many steps and parallel approvers as required ApprovalMax screenshot: Users can set up conditional approvers in ApprovalMax using the custom dropdown fields in the approval matrix ApprovalMax screenshot: ApprovalMax can also create approval workflows for Xero bills ApprovalMax screenshot: ApprovalMax approvers are notified of requests by email ApprovalMax screenshot: ApprovalMax integration with Microsoft Outlook allows users to approve requests with one click, directly from their inbox

ApprovalMax Reviews

ApprovalMax Reviews

Overall rating
4,6
/
5
Excellent
3

Very good
2

Average
0

Poor
0

Terrible
0

Value for Money
4,7
Features
4,4
Ease of Use
4,6
Customer Support
4,5
100% recommended this app
Jez H.

An essential add-on for Xero


Verified Reviewer

Purchase Order Management

Overall we are extremely pleased with ApprovalMax and it was easy to implement then we anticipated with people picking it up quite quickly.


Tim P.

Value for Money controls

ApprovalMax has been welcomed by all users so far as it simplifies and clarifies the purchase approval purchase and excuses non-finance staff from having to use the finance system to do their jobs. That in turn reinforces our segregation of duties and keeps the auditors happy.


Sarah R.

Streamlines a difficult process

Very impressed with almost-instant, personal customer service.


Alexa L.

ApprovalMax Review


Jez H.
Industry: Religious Institutions
Company size: 11-50 Employees

An essential add-on for Xero

Used Weekly for 2+ years
Reviewed on 2018/12/31
Review Source: Capterra

Pros

We needed an approval workflow that was more advanced than the one provided by Xero, and ApprovalMax does the job very nicely. The ability to define approvers based on various criteria (we mainly use our location and department tracking categories) enables our budget holders to approve spending.

Cons

I believe ApprovalMax is worth the monthly subscription price, but it does seem strange that it costs more than the product which it extends. Then again, I suppose Xero has many more subscribers.

Rating breakdown

Value for Money
Ease of Use

Likelihood to recommend: 10.0/10

Verified Reviewer
Industry: Nonprofit Organization Management
Company size: 51-200 Employees

Purchase Order Management

Used Daily for 6-12 months
Reviewed on 2020/06/15
Review Source: Capterra

Overall we are extremely pleased with ApprovalMax and it was easy to implement then we anticipated with people picking it up quite quickly.

Pros

The best things about ApprovalMax is the ability to be to create custom approval workflows and then have them automatically flow into our accounting software. It has streamlined our operations across multiple physical locations.

Cons

I wish that their was previous for excel or other file types. It works very well with PDF but JPG are slow to load.

Rating breakdown

Ease of Use

Likelihood to recommend: 9.0/10

Tim P.
Industry: Education Management
Company size: 51-200 Employees

Value for Money controls

Used Daily for 1+ year
Reviewed on 2019/02/18
Review Source: Capterra

ApprovalMax has been welcomed by all users so far as it simplifies and clarifies the purchase approval purchase and excuses non-finance staff from having to use the finance system to do their jobs. That in turn reinforces our segregation of duties and keeps the auditors happy.

Pros

Easy to implement and interacts seamlessly with XERO

Cons

Inability to accept authorisation by any one of several potential authorisers

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 8.0/10

Sarah R.
Industry: Accounting
Company size: Self Employed

Streamlines a difficult process

Used Weekly for 1+ year
Reviewed on 2019/02/17
Review Source: Capterra

Very impressed with almost-instant, personal customer service.

Pros

This software automates approval processes for accounts payable. I have used this in a volunteer association, saving time for volunteers and valuable paid administration time for staff. Volunteers can view and approve invoices for payment without needing to pop in to the office.

Cons

Need some slight adjustments to workflows, but the approval max team are working on these and communicate updates regularly.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Alexa L.
Industry: Construction
Company size: 51-200 Employees

ApprovalMax Review

Used Monthly for 1-5 months
Reviewed on 2018/10/03
Review Source: Capterra

Pros

It's a great platform for expenses approvals, where a manager can review and finance can have full control over expenses.

Cons

Nothing. Everything is great. It's easy to figure out how to submit an expense for approval.

Rating breakdown

Ease of Use

Likelihood to recommend: 7.0/10

User recommendation
8,8/10
Based on 5 user ratings
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ApprovalMax Pricing

ApprovalMax Pricing

Starting from
US$39,00/month
Free Trial
Subscription
Value for money

Full usage: $95 per month per company
Xero-only usage: $39 per month per company

Full usage: $95 per month per company
Xero-only usage: $39 per month per company

Value for Money
4,7/5
Based on 5 user ratings
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ApprovalMax Features

ApprovalMax Features

API
Activity Dashboard
Activity Tracking
Audit Trail
Auditing
Automatic Notifications
Billing & Invoicing
Compliance Management
Customizable Reporting
Data Import/Export
Document Management
Document Storage
Inventory Management
Inventory Tracking
Monitoring
Real Time Data
Real Time Reporting
Reporting & Statistics
Third Party Integration
Workflow Management
Features
4,4/5
Based on 5 user ratings
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Categories

Additional information for ApprovalMax

Additional information for ApprovalMax

Key features of ApprovalMax

  • Automatic routing
  • Comment by email
  • Conditional approvers
  • Custom approval fields
  • Deadline creation
  • Deadline reminders
  • Documents attached to approvals
  • Full workflow audit trails
  • Instant messaging
  • Microsoft Outlook plugin
  • One-click approval
  • Open API
  • Personalised email notifications
  • SSL security
  • Xero integration
  • iOS and Android apps

Benefits

iOS and Android apps allow users to approve when away from the office, while the Microsoft Outlook plugin enables users to approve or reject a request from within an email, and reply via email to create comments on the workflow

Conditional approvers can be set for workflows, based on customisable fields such as amount, territory or project. Multiple approvers can be set to approve in parallel for each step

Approvals can have as many steps as needed, with different conditional approvers at each level

Users can define typical step duration, which then gives approvers a deadline to prevent delays

Real-time chat on workflows allows for any clarifications and discussion required to be raised with the relevant people, and notifies users of any messages received

With Xero integration, bills created in Xero are automatically routed through multi-step workflows for approval

ApprovalMax FAQs

ApprovalMax FAQs

Below are some frequently asked questions for ApprovalMax.

Q. What type of pricing plans does ApprovalMax offer?

ApprovalMax offers the following pricing plans:

Starting from: US$39,00/month

Pricing model: Subscription

Free Trial: Available

Full usage: $95 per month per company Xero-only usage: $39 per month per company

Q. What are the main features of ApprovalMax?

ApprovalMax offers the following features:

  • Automatic routing
  • Comment by email
  • Conditional approvers
  • Custom approval fields
  • Deadline creation
  • Deadline reminders
  • Documents attached to approvals
  • Full workflow audit trails
  • Instant messaging
  • Microsoft Outlook plugin
  • One-click approval
  • Open API
  • Personalised email notifications
  • SSL security
  • Xero integration
  • iOS and Android apps

Q. Who are the typical users of ApprovalMax?

ApprovalMax has the following typical customers:

Small Business, Large Enterprises, Mid Size Business

Q. What languages does ApprovalMax support?

ApprovalMax supports the following languages:

English

Q. What type of pricing plans does ApprovalMax offer?

ApprovalMax has the following pricing plans:

Subscription

Q. Does ApprovalMax support mobile devices?

ApprovalMax supports the following devices:

Android, iPhone

Q. What other apps does ApprovalMax integrate with?

ApprovalMax integrates with the following applications:

Microsoft Outlook, QuickBooks Online, QuickBooks Online Advanced, Xero, Xero

Q. What level of support does ApprovalMax offer?

ApprovalMax offers the following support options:

FAQs, Knowledge Base, Online Support