What I like most about ApprovalMax is how seamlessly it integrates with Xero. Bills are automatically routed to the correct approver, and once they’re approved, they sync back to Xero as awaiting payment. It also removes the need to constantly email approvers and chase them for sign-off.

Another thing I appreciate is that when a bill is rejected in ApprovalMax, I can clearly see the reason in Xero’s history and notes. That makes it easy to understand what action I need to take before resubmitting, or whether I don’t need to resubmit it at all. Overall, it makes the approval process simpler and more efficient. Review collected by and hosted on G2.com.

None. As a bookkeeper, I find the features helpful and useful for my work. Review collected by and hosted on G2.com.

I like how ApprovalMax keeps the approval process straightforward and easy to track. It gives Finance clear visibility into payment status, cuts down on manual follow-ups, and provides a solid audit trail. The integration with Xero is also very helpful. Review collected by and hosted on G2.com.

Sometimes the approval process can be slow when approvers aren’t available. It would be helpful to have more flexible workflow and notification options to keep things moving. Also, when there are multiple attachments, a “Download All” option would save Finance a lot of time, rather than having to download each document one by one. Review collected by and hosted on G2.com.

What I like most about ApprovalMax is that it gives us a clear and structured approval process for purchase orders and invoices. It reduces the need to chase approvals, provides a full audit trail, and gives us better visibility over where transactions are sitting in the approval process. It also integrates well with Xero, which helps streamline our accounts payable process and provides stronger controls around spending. Review collected by and hosted on G2.com.

At times, the system can be a little slow or laggy, particularly when processing or navigating between transactions. It would also be useful to have more options for tagging transactions to specific projects, initiatives or cost centres, as this would provide better reporting and tracking of expenditure. Review collected by and hosted on G2.com.

Approvalmax has strengthened our accounts payable approval process by allowing remote employees to review invoices and confirm that they’ve been entered into our accounting system under the correct general ledger codes and class. It also provides our auditors with a clear audit trail showing that all approvals were received and that any needed corrections were made when necessary.

Approvalmax will give us these same benefits as we begin adding new offices across the country, especially with its "Location" feature. Another basic but important benefit is that I can remind approvers that an expense cannot be paid until it’s approved, which helps prevent procrastination or ignored notifications. Instead, people quickly review and either approve or reject an invoice.

Attaching a copy of the invoice is simple and quick, and the notes field makes it easy to add any context that’s needed. The ability to communicate within each entry also keeps conversations streamlined and straightforward. Overall, this is definitely one of—if not the—best additions to our approval process. Review collected by and hosted on G2.com.

There’s a bit of a delay before Approvalmax recognizes a new vendor I’ve entered in our QuickBooks software, so I have to remember to keep checking until the vendor shows up in Approvalmax and I can enter the invoice(s). Review collected by and hosted on G2.com.

ApprovalMax has significantly improved our purchase order and invoice approval processes by replacing email-based approvals with a clear, structured workflow. It gives excellent visibility over who has approved what, ensures approvals follow delegated authority limits, and creates a complete audit trail that is easy to access when required. The integration with Xero also reduces manual administration, improves accountability, and helps prevent unauthorised spending before costs are incurred. Review collected by and hosted on G2.com.

ApprovalMax can be somewhat rigid when changes to approvers or workflows are required, and urgent approvals can occasionally be difficult to process outside normal approval paths. Some users also find it less convenient having to work across multiple systems, and reporting functionality could be more robust. Review collected by and hosted on G2.com.

What I like most about ApprovalMax is its flexible workflows. The audit trail also provides better control and accountability. I also find the schedules reports and approver nudge feature very useful. Review collected by and hosted on G2.com.

One thing I dislike is that watchers have to be added manually. It would be helpful to have rules that automatically assign specific group of people as watchers based on criteria e.g. site or department Review collected by and hosted on G2.com.

Here are the things which i like:-

1) You dont need to chase people to get the things approved. Like If i Post a claim then every approver can see the details and everyone knows when to approve it also the limit of approval. Transparency is great.

2)Strong Financial Controls

3) Automated Approval Workflows

4) Integration with Xero that is very handy

5) Improved Visibility Review collected by and hosted on G2.com.

1) Workflow Setup Can Be Time Consuming

2) Employees and managers may need training to understand approval workflows and system navigation

3) While ApprovalMax supports many workflow rules, highly complex approval scenarios may require workarounds.

4) Any synchronization issues with the accounting system can affect approval and accounting workflows. Review collected by and hosted on G2.com.

ApprovalMax is most valuable to me because it streamlines and controls approval workflows within one centralized system. The intuitive UI makes both the initial setup and day-to-day use straightforward. Its integrations with tools like Xero and QuickBooks help reduce duplicate data entry, and the automated workflows plus real-time notifications noticeably speed up approvals while still maintaining a clear audit trail. Review collected by and hosted on G2.com.

At the start, setting up workflows and fully understanding all the functionality can take some time. This wasn’t a major issue for us because we received strong support and guidance from Carmina Medina, which made onboarding much smoother and helped us get comfortable with the system quickly. Review collected by and hosted on G2.com.

What I like best about ApprovalMax is its ability to automate and standardize approval workflows while maintaining strong financial controls. The customizable approval rules allow us to route requests to the right approvers based on spending limits, departments, or transaction types. The complete audit trail and seamless integration with Xero provide excellent visibility and accountability throughout the approval process.

ApprovalMax helps us eliminate manual approval processes that were previously managed through emails and messaging platforms. It provides a centralized system for tracking approvals, reducing the risk of unauthorized spending and ensuring compliance with internal policies. As a result, approvals are processed more efficiently, management has better visibility over transactions, and our finance team spends less time on administrative follow-up.

The platform performs reliably and integrates smoothly with Xero. Approval requests are routed quickly, notifications are timely, and users can easily track approval statuses in real time. We have experienced improved efficiency and reduced processing delays since implementing ApprovalMax.

ApprovalMax delivers excellent value by significantly strengthening our internal controls while reducing manual effort across the approval process. By automating workflows, approval routing, reminders, and audit tracking, it saves considerable administrative time, reduces the risk of errors and unauthorized spending, and improves overall compliance. The increased efficiency, enhanced visibility, and stronger governance have resulted in measurable operational benefits, making ApprovalMax a worthwhile investment for our finance team and the wider organization.

The onboarding process was straightforward, and configuring approval workflows was relatively easy. The support team has been responsive whenever assistance was needed, and the available documentation helped our users get up to speed quickly.

While ApprovalMax is primarily focused on workflow automation rather than advanced AI capabilities, its intelligent approval routing, automated reminders, and configurable approval rules significantly reduce manual intervention and help ensure approvals are handled efficiently and consistently. Review collected by and hosted on G2.com.

While ApprovalMax works well for our approval workflows, there are some areas that could be improved. Certain workflow configurations can be complex to set up initially, especially for organizations with multiple entities or intricate approval hierarchies. Some reporting and dashboard capabilities could also be enhanced to provide more flexible analysis and insights. Additionally, occasional interface improvements and further automation features would make the user experience even more efficient. However, these are relatively minor points compared to the overall benefits the platform provides. Review collected by and hosted on G2.com.

I like ApprovalMax because it lets us request and receive approvals directly from our management team, and it integrates with our system, Xero, so we don’t have to rely on endless back-and-forth emails. Overall, using ApprovalMax reduces manual work and makes the approval process easier to track, clearer to understand, and more straightforward from start to finish. I also want to thanks to Carmina CSM who help us alot from we start onboard the system.She is super helpful! Review collected by and hosted on G2.com.

The system can be a bit confusing, especially for people who aren’t familiar with it or with how to key in the data, such as the operations team. Review collected by and hosted on G2.com.