ApprovalMax

ApprovalMax

Financial approval workflow creator

4.8/5 (4 reviews)

ApprovalMax Overview

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.

Pricing

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

Devices

Business size

S
M
L

Markets

Asia, Australia, Brazil, Canada, China and 5 others, Europe, Germany, India, Japan, Latin America

Supported Languages

English

ApprovalMax Reviews

Overall rating
4.8/5
100% positive reviews
3
Excellent
1
Very good
0
Average
0
Poor
0
Terrible
Tim P.

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
Jez H.

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
Sarah R.

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.

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

ApprovalMax 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

  • API

  • Activity Dashboard
  • Activity Tracking
  • Audit Trail
  • Auditing
  • Automatic Notifications
  • Compliance Management
  • Custom Fields
  • Customizable Reporting
  • Data Import/Export
  • Document Storage
  • Inventory Management
  • Inventory Tracking
  • Invoice Management
  • Monitoring
  • Real Time Data
  • Real Time Reporting
  • Reporting & Statistics
  • Third Party Integration
  • Workflow Management

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

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:

Large Enterprises, Mid Size Business, Small 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, QuickBooks Online, Xero, Xero

Q. What level of support does ApprovalMax offer?

ApprovalMax offers the following support options:

FAQs, Knowledge Base, Online Support