ApprovalMax Reviews & Product Details

ApprovalMax allows us a smoother workflow. We are well supported by Carmina Medina. Review collected by and hosted on G2.com.

We have struggled a bit where there are multiple approvers. If one person does not approve - we often have to start again from the first approver. Also, before we were told about a summary report for approving, there were too many emails. Perhaps it should be the default setting, and individual emails should be an option if people choose, rather than the other way around. When Carmina is in a meeting, she often refers us to her "support team". Someone usually sends us an email and requests further information. As we are often in the middle of a month-end/deadline, it is very difficult to get the information back to the support service on time. It usually results in us finding other ways to get around the issue - like using xero. It would be better if the ApprovalMax team could call us. Even better - an instant video call so we can share our screen and explain the issue and have it dealt with immediately. Review collected by and hosted on G2.com.

ApprovalMax is easy to implement, use and support is outstanding! It's a valuable tool in our Clients' businesses, ensuring financial transactions are checked and monitored. It serves as a great security system to ensure transactions are appropriate and authorised. The audit report pushed back into the finance system is great. We also really love that AM gives staff the ability to manage and be responsible for this bills and budgets without them having access to the finance system. Review collected by and hosted on G2.com.

Nothing comes to mind. If I ever have 'issues' Support is very accessible and responsive! Review collected by and hosted on G2.com.

The workflow is customizable depending on our needs and aligned with our business practices. Review collected by and hosted on G2.com.

If we could add a dashboard for top management users, it would help them view the various metrics they need for the business. For example, it could include budget monitoring, long outstanding payments that have not been processed, and the time spent on each approval—whether by the maker or the approver—so we can better understand responsibilities and turnaround time. Having these and other operating metrics in one place would help us monitor performance and improve our processes. Review collected by and hosted on G2.com.

I like the way ApprovalMax helps flow through the conditions set and only sends things to approvers based on their conditions without letting the admin worry about it. I appreciate how it allows for setting up approval limits, like a user approving amounts up to $1,000, and then automatically directing higher amounts to another user. Review collected by and hosted on G2.com.

Sometimes, I have issues with 2FA for other users who do not know it or have forgotten it, so a lot of hurdles need to be jumped before a resolution is made. Sometimes support is a bit of a pain, especially around new features like nudge audit. I don't think a lot of thought was given, or perhaps user expectation is different from what ApprovalMax has. Review collected by and hosted on G2.com.

I appreciate ApprovalMax for its clear process and user-friendly interface. It makes accessing documents and history easy and straightforward. I like that I can jump directly into the bill in Xero, which is very convenient. I also value the variety of reports available, and the ability to save customized reports for easy access to the information I need. Review collected by and hosted on G2.com.

Sometimes reassigning an approval can be a bit tricky depending on the workflow matrix. For some reason, sometimes the person you want to reassign to is not available in the dropdown list. It takes a bit of work to get the workflow right, but once it is up and running, it is worth the effort. It would be good to have a supplied guide for our clients to complete to assist them in deciding how to best choose criteria. Review collected by and hosted on G2.com.

1. Streamlined and automated approval workflows

I love that ApprovalMax lets me design custom multi-step approval processes for bills, purchase orders, and expenses based on roles, amounts, suppliers, and other criteria. This replaces slow, manual email or paper approvals with rules-based automation that keeps everything moving efficiently.

2. Ease of use and flexibility

The platform is intuitive and simple to use, even for colleagues who aren’t finance experts. It’s easy to set up workflows, adjust them as needs change, and tailor approval steps without complicated configuration.

3. Strong integration with accounting systems

ApprovalMax works seamlessly with tools like Xero and QuickBooks Online, so approvals, budgets, and audit trails stay synced with our accounting data. That integration makes the whole process feel like one connected system.

4. Increased visibility and control

I really value the real-time visibility into pending approvals, spend control, and audit logs. This gives our team confidence that we’re staying within budgets, enforcing policies consistently, and keeping a reliable record for compliance and reporting.

5. Mobile and on-the-go approvals

Approvers can act from anywhere using the mobile app or web interface, which speeds up decisions and reduces bottlenecks when people are out of the office Review collected by and hosted on G2.com.

I usually position dislikes like these as opportunities for improvement rather than deal-breakers. ApprovalMax is extremely useful overall, but a few refinements around usability, reporting, and onboarding would make the experience even stronger. Review collected by and hosted on G2.com.

I like that ApprovalMax allows our reviewers or approvers of bills to approve or review bills on the go. The setup process was quite easy, especially syncing with our Xero software program. The support team is very helpful, providing quick responses, which is extremely beneficial. Review collected by and hosted on G2.com.

We need to improve the setup of our workflow for approving bills. Specifically in our business, the employee base is growing, and we are often changing or having to add extra reviewers and approvers. So I think it's just the initial setup of our workflow. Review collected by and hosted on G2.com.

What I like about ApprovalMax is that it evolves, always bringing in new features and adapting to new trends in reporting like A.I. It automatically suggests things that help our process. It's very convenient for approving bills, POs, and refunds. Plus, people in my team are happy using it because it's mobile-friendly. The initial setup was very smooth too. Review collected by and hosted on G2.com.

None so far Review collected by and hosted on G2.com.

I like the flexibility ApprovalMax has with customizable reports, making it easier to identify errors or issues. I also appreciate how the platform pulls information from documents with minimal error. My team thought the setup was great, and overall, it makes the workflow seamless and dramatically reduces human error. Review collected by and hosted on G2.com.

I had an issue where it incorrectly coded stamp duty on invoices as GST on Expenses. Review collected by and hosted on G2.com.

I use ApprovalMax for bills, batch payment, and purchase order management. I really appreciate the easy matching of purchase orders and bills with check and balance features. The budget checking and matching capabilities stand out to me, as well as the integration with Xero for batch payments. The setup was very user-friendly too. Review collected by and hosted on G2.com.

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