ApprovalMax has been a game changer for our finance team. We’ve significantly accelerated our month-end close process while gaining tighter control over our expenses. The approval workflows are clear, easy to set up, and flexible enough to fit our operations. It’s a reliable solution that adds accountability without slowing us down. Review collected by and hosted on G2.com.

We might migrate on the "capture" feature, but it's too new right now. Review collected by and hosted on G2.com.

We were previously emailing invoices for approval - but ApprovalMax has streamlined this so that invoices go to the right people for review and approval. As a result, we have greater efficiency of invoice processing, as well as a stronger control environment as invoices aren't entered into Xero without explicit approval. Review collected by and hosted on G2.com.

Fields can be edited in Xero after approval, though to some degree this is considered necessary. Review collected by and hosted on G2.com.

Approvalmax has been an amazing addition to our finance team Review collected by and hosted on G2.com.

Some limitations around expenses and spend claims Review collected by and hosted on G2.com.

Using ApprovalMax has helped us streamline the approval process in real time. With the ApprovalMax Capture feature, requests and invoices are automatically routed and approvers are notified instantly, which speeds up decision-making and reduces delays. Review collected by and hosted on G2.com.

One small limitation I’ve noticed is that when booking invoices with multiple line items and different account codes, the system sometimes only captures one code instead of all the separate ones. We then need to go in and manually correct it. If this could be improved, the Capture feature would be even more accurate and efficient. Review collected by and hosted on G2.com.

I could implement my company AP & AR processes via AM & most importantly AM focal, Matt Georges was extremely helpful & reachable each time we needed his assistance & advice. The integration is perfect. Review collected by and hosted on G2.com.

The notifications can be an overload at times & the sync time is 2 hours of a wait. Review collected by and hosted on G2.com.

ApprovalMax is intuitive and easy to solve issues yourself. The customer support is fantastic. Carmina has been a great support for us to learn more about ApprovalMax. It also integrates with Xero seamlessly. Review collected by and hosted on G2.com.

Nothing to note. Nothing to note. Nothing. Review collected by and hosted on G2.com.

ApprovalMax has been transformative not only for our own operations but also in the accounts payable services we provide to clients.

Getting ApprovalMax up and running is quick and straightforward. With just a few clicks, it connects to Xero (and also integrates seamlessly with Netsuite, QuickBooks, and CIN7), allowing us to set up customised approval workflows. These workflows can be as simple or as complex as needed, accommodating multi-level approvals with ease.

Once configured, the system takes over, and approvers receive email notifications whenever a bill is awaiting approval. By importing budgets into Xero, approvers can immediately see the budget impact of each approval, a feature I find particularly useful for tracking expenses against budget in real-time.

When a bill is approved, ApprovalMax automatically attaches a full audit trail in Xero, greatly simplifying our interactions with auditors, especially for our not-for-profit clients.

With ApprovalMax, we’ve completely eliminated paper processes and gained oversight into pending approvals, enabling us to close month-end faster and more efficiently.

Whenever I’ve needed support, the ApprovalMax customer service team has been prompt, knowledgeable, and responsive, making the experience even smoother. Review collected by and hosted on G2.com.

The Slack integration is great for being notified of new bills to approve. But unfortunately you still need to have email notifications turned on. I'm sure they'll fix this soon. Review collected by and hosted on G2.com.

So flexible to allow whatever workflows you want or need, but tight to ensure nothing happens without following the correct workflow Review collected by and hosted on G2.com.

Not much to dislike. we use it on every client we can. Review collected by and hosted on G2.com.

We have been Xero Partners for a number of years, and have clients with supplier bill and expense approvals processes that range from simple to more complex, and with potentially more than a single authoriser required. ApprovalMax has helped simplify this approvals process - allows our clients to have visibility of what expenses are being incurred, and ensure the accounting treatment or tracking is correct, prior to it hitting the ledger. With the added bonus of supplier approval protocols in play, we know that fraud mitigations is occuring at all levels within the Accounts Payables Process. Review collected by and hosted on G2.com.

Not sure its a dislike, but it does make you think more strategically about how you manage expense approvals in your business. To gain the full benefit of AM, you need the team (from the business owner down), to be engaged with the product Review collected by and hosted on G2.com.

ApprovalMax makes it very simple to manage all levels of complexities with regards to approvals. Not only can you manage multi-level user approval steps, but you can also set approval workflows based on accounts, classes, or locations that the transaction is allocated to or dollar thresholds. With the new receipt capture feature, it is simple to manage the complete bill and expense workflows automation with ease. Review collected by and hosted on G2.com.

I would love to see some further development to support expense report approvals for employee reimbursements. Review collected by and hosted on G2.com.