Name: ApprovalMax
Price: 49.5 USD
Rating: 4.6 (100 reviews)

ApprovalMax Pros and Cons: Top 5 Advantages and Disadvantages

Quick AI Summary Based on G2 Reviews

Generated from real user reviews

Users appreciate the streamlined and automated approval workflows of ApprovalMax, enhancing efficiency and visibility in the process. (14 mentions)

Users commend the ease of use of ApprovalMax, appreciating its intuitive setup and flexibility for efficient workflows. (11 mentions)

Users appreciate the easy integrations with accounting systems like Xero and QuickBooks, enhancing workflow efficiency. (8 mentions)

Users appreciate the efficiency of ApprovalMax, enabling streamlined workflows and enhanced financial transaction management. (8 mentions)

Users value the strong integration with accounting systems, enhancing workflow efficiency and maintaining synced financial data. (8 mentions)

Users experience missing features in ApprovalMax, hindering smooth workflows and complicating user support efforts. (5 mentions)

Users face approval issues due to complicated workflows and missing approvers, making setup and adjustments challenging. (3 mentions)

Users often face data management issues such as 2FA hurdles and tricky approval reassignments, complicating their experience. (2 mentions)

Users find limitations around expense management frustrating, as it can lead to extra work and re-uploads. (2 mentions)

Users find the lack of communication features in ApprovalMax hinders support and delays feature request visibility. (2 mentions)

5 Pros or Advantages of ApprovalMax

1. Approval Process

Users appreciate the streamlined and automated approval workflows of ApprovalMax, enhancing efficiency and visibility in the process.

See 14 mentions

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Verified User

Small-Business (50 or fewer emp.)

4.0/5

"Streamlines Approval Processes, But Needs Better Support"

What do you like about ApprovalMax?

I like the way ApprovalMax helps flow through the conditions set and only sends things to approvers based on their conditions without letting the admi

Nikki D.

Small-Business (50 or fewer emp.)

5.0/5

"ApprovalMax is a Fabulous Tool is our AppStack!"

What do you like about ApprovalMax?

ApprovalMax is easy to implement, use and support is outstanding! It's a valuable tool in our Clients' businesses, ensuring financial transactions ar

2. Ease of Use

Users commend the ease of use of ApprovalMax, appreciating its intuitive setup and flexibility for efficient workflows.

See 11 mentions

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Verified User

Small-Business (50 or fewer emp.)

4.0/5

"Streamlines Approval Processes, But Needs Better Support"

What do you like about ApprovalMax?

I like the way ApprovalMax helps flow through the conditions set and only sends things to approvers based on their conditions without letting the admi

Nikki D.

Small-Business (50 or fewer emp.)

5.0/5

"ApprovalMax is a Fabulous Tool is our AppStack!"

What do you like about ApprovalMax?

ApprovalMax is easy to implement, use and support is outstanding! It's a valuable tool in our Clients' businesses, ensuring financial transactions ar

3. Easy Integrations

Users appreciate the easy integrations with accounting systems like Xero and QuickBooks, enhancing workflow efficiency.

See 8 mentions

See Related User Reviews

Verified User

Small-Business (50 or fewer emp.)

5.0/5

"Simple, Easy to Use, and Flexible Two-Way Xero Integration"

What do you like about ApprovalMax?

Simple and easy to use, the 2 way integration with Xero gives plenty of options to suit different workflows.

Kylie C.

5.0/5

"Streamlined Bill Processing with Reliable Support"

What do you like about ApprovalMax?

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

4. Efficiency

Users appreciate the efficiency of ApprovalMax, enabling streamlined workflows and enhanced financial transaction management.

See 8 mentions

See Related User Reviews

Nikki D.

Small-Business (50 or fewer emp.)

5.0/5

"ApprovalMax is a Fabulous Tool is our AppStack!"

What do you like about ApprovalMax?

ApprovalMax is easy to implement, use and support is outstanding! It's a valuable tool in our Clients' businesses, ensuring financial transactions ar

Maritza M.

Mid-Market (51-1000 emp.)

5.0/5

"The platform is easy to navigate, and I can quickly find all the information I need"

What do you like about ApprovalMax?

It has streamlined our process and made tracking and approvals much more efficient.

5. Integrations

Users value the strong integration with accounting systems, enhancing workflow efficiency and maintaining synced financial data.

See 8 mentions

See Related User Reviews

Verified User

Small-Business (50 or fewer emp.)

4.0/5

"Streamlines Approval Processes, But Needs Better Support"

What do you like about ApprovalMax?

I like the way ApprovalMax helps flow through the conditions set and only sends things to approvers based on their conditions without letting the admi

Verified User

Small-Business (50 or fewer emp.)

5.0/5

"Simple, Easy to Use, and Flexible Two-Way Xero Integration"

What do you like about ApprovalMax?

Simple and easy to use, the 2 way integration with Xero gives plenty of options to suit different workflows.

5 Cons or Disadvantages of ApprovalMax

1. Missing Features

Users experience missing features in ApprovalMax, hindering smooth workflows and complicating user support efforts.

See 5 mentions

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Verified User

Small-Business (50 or fewer emp.)

4.0/5

"Streamlines Approval Processes, But Needs Better Support"

What do you dislike about ApprovalMax?

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 i

Mandy B.

5.0/5

"User-Friendly with Stellar Support"

What do you dislike about ApprovalMax?

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

2. Approval Issues

Users face approval issues due to complicated workflows and missing approvers, making setup and adjustments challenging.

See 3 mentions

See Related User Reviews

Kylie C.

5.0/5

"Streamlined Bill Processing with Reliable Support"

What do you dislike about ApprovalMax?

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 changin

Mandy B.

5.0/5

"User-Friendly with Stellar Support"

What do you dislike about ApprovalMax?

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

3. Data Management

Users often face data management issues such as 2FA hurdles and tricky approval reassignments, complicating their experience.

See 2 mentions

See Related User Reviews

Verified User

Small-Business (50 or fewer emp.)

4.0/5

"Streamlines Approval Processes, But Needs Better Support"

What do you dislike about ApprovalMax?

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 i

Mandy B.

5.0/5

"User-Friendly with Stellar Support"

What do you dislike about ApprovalMax?

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

4. Invoice Management

Users find limitations around expense management frustrating, as it can lead to extra work and re-uploads.

See 2 mentions

See Related User Reviews

Verified User

Mid-Market (51-1000 emp.)

5.0/5

"Approvalmax: A Game-Changer for Our Finance Team"

What do you dislike about ApprovalMax?

Some limitations around expenses and spend claims

Pallekonda S.

Mid-Market (51-1000 emp.)

4.5/5

"Bill approval made easy"

What do you dislike about ApprovalMax?

Sometimes it doesn't automatically add the approvers for the bills which is annoying and had to redo the upload again.

5. Lack of Communication Features

Users find the lack of communication features in ApprovalMax hinders support and delays feature request visibility.

See 2 mentions

See Related User Reviews

Verified User

Small-Business (50 or fewer emp.)

4.0/5

"Streamlines Approval Processes, But Needs Better Support"

What do you dislike about ApprovalMax?

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 i

Jon S.

Small-Business (50 or fewer emp.)

4.5/5

"Streamlined, efficient approvals"

What do you dislike about ApprovalMax?

There could be more visibility over the status of feature requests. Users, myself included, have presented great ideas to build on the foundations of

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Peter Sean M.

Director

Mid-Market (51-1000 emp.)

7/31/2024

"Trusted Partner for Approval Management"

5/5

What do you like best about ApprovalMax?

I love the simplicity of the solution. It doesn't aim to be everything, but rather solves a key problem in business and covers a range of areas from purchase orders, supplier bills, sales invoices and more. The integration with Xero is also really easy to set up. Finally, the team are always available to support when we have issues. Review collected by and hosted on G2.com.

What do you dislike about ApprovalMax?

It is hard to come up with many issues with the product. Perhaps my current issue is the new capture feature is not yet mature enough to replace our existing tool. Review collected by and hosted on G2.com.

Response from Masha Komarova of ApprovalMax

edit

Thanks Peter, we're thrilled to hear you are loving the product and we've been able to remove some of those tedious approval workflows you had previously. We'd love to hear how you are using Capture and what your existing tool provides. Please share your thoughts on the ApprovalMax feedback tool. https://support.approvalmax.com/portal/en/kb/articles/customer-feedback-tool-16-3-2022

Stuart H.

Founder

Small-Business (50 or fewer emp.)

8/8/2024

"Superb for controls and processes"

5/5

What do you like best about ApprovalMax?

It's easy to use and to scale business processes using approvalMax

You can build processes that are as simple or complex as required, and the connections to xero, dext and other accounting packages make implementation nice and straightforward Review collected by and hosted on G2.com.

What do you dislike about ApprovalMax?

The receipt Capture is still new, I wouldn't say I dislike it, but it will be exciting to see how quickly that can develop as this could be huge for businesses on the larger softwares that don't have this functionality currently Review collected by and hosted on G2.com.

Response from Masha Komarova of ApprovalMax

edit

Thanks Stuart, we're so pleased to hear you're loving ApprovalMax and how it supports your business needs. As an early adopter of ApprovalMax Capture, we’re excited about the new opportunities it will create for our customers.

Verified User in Non-Profit Organization Management

Mid-Market (51-1000 emp.)

6/10/2024

"Seamless integration and customizable"

4/5

What do you like best about ApprovalMax?

Integration with other platforms like Dext and Xero Review collected by and hosted on G2.com.

What do you dislike about ApprovalMax?

Reporting is lacking, would appreciate much more automation on reporting Review collected by and hosted on G2.com.

Response from Masha Komarova of ApprovalMax

edit

Thank you for leaving a review. ApprovalMax offers both request and line-item level reports, along with scheduled reporting features that allow you to set a schedule for generating reports and sending them to selected email addresses etc.

We’d love to hear your thoughts on any additional reporting features you’d like to see. Please share your feedback in the ApprovalMax customer feedback tool - https://support.approvalmax.com/portal/en/kb/articles/customer-feedback-tool-16-3-2022

Amit J.

Enterprise (> 1000 emp.)

8/24/2023

"Very nice experience"

4/5

What do you like best about ApprovalMax?

Its too smooth and having high security enabled Review collected by and hosted on G2.com.

What do you dislike about ApprovalMax?

Sometimes do lagging, and we can't use third party websites while suffering Review collected by and hosted on G2.com.

Zachary B.

Mid-Market (51-1000 emp.)

3/5/2023

"Good for approving Work Flows but little confusing to use"

4/5

What do you like best about ApprovalMax?

A major perk of the system is the ease of setting up approval processes very simple and effective and easily integrated for notifications. Review collected by and hosted on G2.com.

What do you dislike about ApprovalMax?

Approval max could use an improved layout and some updated features to help cross work flows if needed. Review collected by and hosted on G2.com.

Tamer e.

Purchasing Specialist

Mid-Market (51-1000 emp.)

11/22/2022

"a good system for approving and raising POs"

4.5/5

What do you like best about ApprovalMax?

Easy to use and ability to create customised reports Review collected by and hosted on G2.com.

What do you dislike about ApprovalMax?

Very hard to search POs with the specific search criteria Review collected by and hosted on G2.com.

Verified User in Computer Software

Mid-Market (51-1000 emp.)

8/31/2022

"User friendly approval system"

4/5

What do you like best about ApprovalMax?

Good flexibility to create bespoke approval hierarchies based on value, department etc. Email notifications are very effective and make it easy to approve in a single click. Review collected by and hosted on G2.com.

What do you dislike about ApprovalMax?

Doesn't seem to have much automation when it comes to input - for example auto-scanning of quotes or invoices for coding prior to approval request would be a great feature (similar to what expense claim systems such as Xero Expenses, Webexpenses, Expensify, Concur do now. Review collected by and hosted on G2.com.

Verified User in Hospitality

Small-Business (50 or fewer emp.)

12/29/2021

"Transparent Expenditure Tracking"

5/5

What do you like best about ApprovalMax?

ApprovalMax is easy to use and not only helps to make everything transparent for future auditing purposes but also ensures a smooth and quick process for getting expenditures approved and signed off. What's more, everything goes straight into your accounting software, saving the finance department time and preventing errors in data capturing. Review collected by and hosted on G2.com.

What do you dislike about ApprovalMax?

The plus features for QuickBooks Online aren't as advanced as the plus features for Zero. I know the dev team is currently working on this, though, and I am excited for when these awesome features become available for QuickBooks Online. The Budgeting tool, in particular, is going to be an absolute game-changer for my managers! Review collected by and hosted on G2.com.

Verified User in Non-Profit Organization Management

Small-Business (50 or fewer emp.)

9/23/2020

"Makes submitting volunteer expenses easy"

3.5/5

What do you like best about ApprovalMax?

- Remembers repeat suppliers to save having to input the same details repeatedly

- Clear sign off and approval process so reduced internal admin and confusion

- Option of changeable tax (ie VAT or no VAT) plus it does the maths for you of adding up total expenses

- Ability to attach pdfs and files so can upload photographs of receipts whilst I don't have access to a scanner

- Remembers departments for coding to make it easier to track budgets and ensure accurate coding, you are able to scroll through these to find the most appropriate department for the expense rather than trying to remember it off the top of your head. Review collected by and hosted on G2.com.

What do you dislike about ApprovalMax?

- Large volume of daily updates on outstanding requests

- If an expense is miscoded it seems to be impossible to go in and edit the request once it is submitted so you have to duplicate the work to redo the same expense rather than simply clicking to update the coding. Review collected by and hosted on G2.com.

Recommendations to others considering ApprovalMax:

Creating an easy to follow user guide for staff makes the new system really easy and quick to pick up and improves efficiency. Review collected by and hosted on G2.com.

What problems is ApprovalMax solving and how is that benefiting you?

- Ensures expenses are paid to volunteers in a timely manner

- Easier to keep track of invoices and POs provided to corporate partners

- Faster approval process that is more flexible to accommodate remote and home working, don't need to wait for a senior member of staff to be in the office to sign off an expense.

- Reduces the admin of needing to find out the status of an expense when you can log in and track it Review collected by and hosted on G2.com.

Verified User in Law Practice

Mid-Market (51-1000 emp.)

7/31/2019

"Approval Max Finance System"

3.5/5

What do you like best about ApprovalMax?

When items are pre-populated it makes it very easy to load documents for approval. Review collected by and hosted on G2.com.

What do you dislike about ApprovalMax?

Cannot be centralized to all network-based teams. Each Network team if not central can only access companies listed as per their team. The PDF invoices or quotations sometimes cannot get loaded due to their size, this means you have to wait for IT Team to compress the files 1st. Review collected by and hosted on G2.com.