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ApprovalMax

ApprovalMax

Overview

What is ApprovalMax?

ApprovalMax is a cloud-based solution designed to automate and streamline the approval process for finance and accounting tasks. It integrates with popular online accounting platforms such as Xero and QuickBooks Online, offering an extensive range of financial controls for accounts payable and receivable...

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Recent Reviews

TrustRadius Insights

ApprovalMax has become an essential tool in facilitating remote and flexible work, streamlining the purchase approval process with its …
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Reviewer Pros & Cons

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Pricing

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ApprovalMax Standard

$44

Cloud
per month

ApprovalMax Advanced

$69

Cloud
per month

ApprovalMax Premium

$99

Cloud
per month

Entry-level set up fee?

  • Setup fee optional
For the latest information on pricing, visithttps://www.approvalmax.com/pricing

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

Starting price (does not include set up fee)

  • $44 per month
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Product Demos

ApprovalMax for Xero Product Demo

YouTube

ApprovalMax for QuickBooks Online Product Demo

YouTube
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Product Details

What is ApprovalMax?

ApprovalMax is a cloud-based solution designed to automate and streamline the approval process for finance and accounting tasks. It integrates with popular online accounting platforms such as Xero and QuickBooks Online, offering an extensive range of financial controls for accounts payable and receivable without requiring any paperwork or manual emails. The software enables users to customize workflows, define multiple levels of approvers based on conditional parameters, set deadlines using typical step durations, easily manage budgets, receive real-time notifications via mobile apps and chat feature.

With ApprovalMax's intuitive user interface, users can access all invoice-related information in one place with just a few clicks. Whether it's approving purchase orders or bills from anywhere at any time through mobile devices or replying to workflow requests using Outlook plugin- everything you need is right there. The software also keeps track of every step taken during the approvals process, creating an audit trail that makes record-keeping easier than ever before. All in all, ApprovalMax promises greater efficiency by reducing manual errors involved with traditional approval methods while providing meaningful insights into how processes are working across the businesses who use it.

ApprovalMax Features

  • Supported: Bill review and approval
  • Supported: Purchase order creation and approval
  • Supported: Sales invoice approval
  • Supported: Audit trail and reporting
  • Supported: Automated notifications and mobile app for approvals on-the-go
  • Supported: Budget checking
  • Supported: Supplier approval
  • Supported: Auto-approvals

ApprovalMax Screenshots

Screenshot of Bill approval workflowScreenshot of Purchase order creation and approval workflowScreenshot of Approval rulesScreenshot of Built-in reportsScreenshot of Automated audit trail

ApprovalMax Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Android
Supported CountriesGlobal
Supported LanguagesEnglish
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Comparisons

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Reviews and Ratings

(7)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

ApprovalMax has become an essential tool in facilitating remote and flexible work, streamlining the purchase approval process with its easy-to-use interface. With the simplification of expense approval workflows, senior staff no longer need to be physically present, reducing administrative tasks and waiting time. This has made it easier for users to focus on their core responsibilities while also ensuring timely payment of expenses.

The auto-generation of Purchase Order numbers by ApprovalMax ensures that the procurement system is paperless and reduces human resources costs. In addition, the software keeps track of invoices and POs provided to corporate partners, saving time and reducing paper usage. The audit trail feature is also especially helpful, providing documented approvals that are auditable by external parties. All these features provide a seamless experience for users, improving the procurement process while keeping auditors happy. The personal customer service provided by ApprovalMax's support team and sales consultants have made implementation easier, leading to a satisfying user experience.

Flexibility: Users appreciated the flexibility of ApprovalMax to create custom approval hierarchies based on various criteria, such as value or department. Several reviewers have noted that this feature allows them to set up workflows without needing support and modify them easily.

Email Notifications: According to the reviewers, email notifications in ApprovalMax were very effective and made it easy to approve expenses in a single click, ensuring a smooth and quick process for getting expenditures approved and signed off. Many users found this feature helpful for efficient workflow management.

Seamless Integration with Xero: The integration of ApprovalMax with Xero was highly appreciated by many users who found it seamless, saving time for the finance department while preventing errors in data capture. A few reviewers stated that this integration allowed them to streamline their operations across multiple physical locations effortlessly.

Missing Automation Features: Some users have criticized ApprovalMax for lacking automation features such as auto-scanning of quotes or invoices for coding prior to approval request. This can lead to a time-consuming and manual process that some users find frustrating.

Limited Notification Functionality: According to some reviewers, the software does not notify users when a transaction is rejected which can cause confusion. This lack of communication may require extra effort on the part of users to keep track of their transactions.

Slow Pace of Adding New Features: Many reviewers are unhappy with the pace at which new features are added to ApprovalMax. Some feel that it takes too long for updates and improvements to be made, leading them to consider other options in the meantime.

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