Verified User in Real Estate
AR
Verified User in Real Estate
Small-Business (50 or fewer emp.)
"Effortless Invoice Management with ApprovalMax"
5/5
What do you like best about ApprovalMax?

I love how user-friendly and straightforward ApprovalMax is, allowing easy navigation from one entity to another. I appreciate the overall summary of all invoices in each account, which saves us a lot of time. Before using ApprovalMax, it took about 5 minutes to navigate each Xero account and track invoices for approval, but now the dashboard immediately shows the number of invoices needing approval. The setup was easy as our account executive provided guidance, promptly addressing all our questions and concerns. Review collected by and hosted on G2.com.

What do you dislike about ApprovalMax?

None, really loving the ApprovalMax functions. Review collected by and hosted on G2.com.

Response from Holan Nguyen of ApprovalMax

Giving finance teams their time back is exactly what we set out to do, so it's great to know that's been your experience. Lovely to hear the setup went smoothly, too. Thank you for being a part of the ApprovalMax community!

Harpreet S.
HS
Harpreet S.
"Streamlines Approval Processes, But Needs Better Support"
4/5
What do you like best 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 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.

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 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.

Response from Kasia Bargielowski-Foster of ApprovalMax

Thank you for the 4-star review, Harpreet! We're glad we can help your clients move toward a paperless process.

We also really appreciate your candid feedback regarding 2FA hurdles and the nudge feature. It’s clear that our support and feature implementation didn't quite meet your expectations in these areas, and we take that seriously.

Regarding 2FA, we have some troubleshooting guides in our Help Centre designed to help admins get users back on track faster. As for the Audit Nudge, your perspective on user expectations is incredibly valuable - we'll be sharing your comments directly with our Product Team as they refine these newer tools.

Thank you for helping us improve, and for being a part of the ApprovalMax community!

See how ApprovalMax improved
Akid A.
AA
Akid A.
Account Receivable
Small-Business (50 or fewer emp.)
"Streamlined Approvals with Full Visibility and Audit Trails"
5/5
What do you like best about ApprovalMax?

I like ApprovalMax because it simplifies approval processes, improves financial control, and provides complete visibility and audit trails for every transaction, helping organizations work more efficiently and accurately. Review collected by and hosted on G2.com.

What do you dislike about ApprovalMax?

The main drawback is that setting up and customizing workflows can take time, and new users may need some training to become fully comfortable with all the features. However, the benefits generally outweigh these challenges. Review collected by and hosted on G2.com.

Response from Holan Nguyen of ApprovalMax

Thank you for the thoughtful review, Akid. Giving finance teams faster approvals and real control is exactly what we set out to do, so it's great to know that's been your experience.

We also hear you on the setup, and we are working on it. In the meantime, our Help Centre is a good way to help your team get familiar with everything faster: https://support.approvalmax.com/en/. It's great to have you in ApprovalMax community!

MB
Mandy B.
"User-Friendly with Stellar Support"
5/5
What do you like best about ApprovalMax?

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.

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 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.

Response from Kasia Bargielowski-Foster of ApprovalMax

Thank you for the fantastic 5-star review, Mandy! We’re so pleased to hear that ApprovalMax is adding real value to your Xero workflow and helping you with report easily on what's going on.

We also really appreciate your honest feedback regarding the workflow matrix and reassigning approvals. We know that getting the initial logic perfect can take some fine-tuning, and your idea for a client decision guide is a brilliant suggestion.

If you ever run into that dropdown list issue again, please don't hesitate to reach out to our support team - we’d love to take a closer look and make sure everything is syncing exactly as it should.

Thanks for being a part of the ApprovalMax community!

Verified User in Non-Profit Organization Management
UN
Verified User in Non-Profit Organization Management
Small-Business (50 or fewer emp.)
"Convenient Bill Recording in Xero with Insightful ApprovalMax Reports"
4.5/5
What do you like best about ApprovalMax?

It is very convenient to record invoices in xero through ApprovalMax. Also the reports available in ApprovalMax helps to make decisions regarding the invoices efficiently. Review collected by and hosted on G2.com.

What do you dislike about ApprovalMax?

It's better if the appearance of the ApprovalMax system can be changed Review collected by and hosted on G2.com.

Response from Holan Nguyen of ApprovalMax

Glad the reporting is helping you make quicker calls on invoices, and recording bills into Xero is staying simple for your team.

On the look and feel, that's something we're always refining to give you a better experience. Thank you so much for the feedback, and it's great to have you in our community.

Verified User
G
Verified User
Mid-Market (51-1000 emp.)
"Seamless Multi-Level Approval, Minor Capturing Limitations"
4.5/5
What do you like best about ApprovalMax?

I find ApprovalMax's multi-level approval authentication very useful. It's great that anything lower than $400 can be assigned to line managers for approval. The initial setup was very easy, which I appreciate. Review collected by and hosted on G2.com.

What do you dislike about ApprovalMax?

I find the invoice capturing feature in ApprovalMax could be improved. It would be great if it worked more like Dext, allowing a one-stop process where coding is also possible and duplication is not accepted or allowed. Review collected by and hosted on G2.com.

Response from Holan Nguyen of ApprovalMax

Hi there, thanks for such a considered review.

Great to see approvals routing the right way which the right people stepping in only where it counts, without slowing everything down. On Capture (our OCR tool), we hear you, and we'll pass this to the product team.

Once again, thank you for being part of our community!

Verified User in Primary/Secondary Education
UP
Verified User in Primary/Secondary Education
Mid-Market (51-1000 emp.)
"Great Spend Control and Clear Visibility to spending levels"
4/5
What do you like best about ApprovalMax?

Control over spending. Stops staff committing us to a spend where there isn't a budget. It gives us visibility to our total liability Review collected by and hosted on G2.com.

What do you dislike about ApprovalMax?

It can slow the business down if people don't buy into the PO process properly. The software itself is very good. Review collected by and hosted on G2.com.

Response from Holan Nguyen of ApprovalMax

Good spending control makes all the difference when you're working to a school budget, so it's great to hear that's exactly what you're getting.

Thank you so much for taking the time to share this!

IG
Ilan G.
Accounting Firm Manager
Accounting
Small-Business (50 or fewer emp.)
"Flexible and Easy Invoice Approval Solution"
4/5
What do you like best about ApprovalMax?

I like ApprovalMax for its quick setup, especially when using integrations, as everything syncs easily. I also appreciate the flexible workflow for approvals, which allows me to select numerous options when setting who can approve or what limits they have. Review collected by and hosted on G2.com.

What do you dislike about ApprovalMax?

I think ApprovalMax could have better integration with QuickBooks and more features like Xero. Also, integration with other ERP systems would be good. Review collected by and hosted on G2.com.

Response from Holan Nguyen of ApprovalMax

Ilan, glad the setup experience and workflow flexibility are working well. Having full control over who approves what and at what limits makes a real difference day to day.

Your point on QuickBooks and broader ERP integrations is well-received. We're continuously working on expanding our QuickBooks capabilities and will keep you posted as things develop.

Thank you for sharing your experience with us!

Verified User in Consulting
AC
Verified User in Consulting
Mid-Market (51-1000 emp.)
"Effortless Approval Automation with Seamless Integration"
5/5
What do you like best about ApprovalMax?

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.

What do you dislike about ApprovalMax?

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.

Response from Kasia Bargielowski-Foster of ApprovalMax

Thank you for the thoughtful review - its great to hear ApprovalMax is giving you the flexibility, efficiency and control you need. We also appreciate your thoughts on how we can improve. You'll be pleased to hear onboarding and usability are key for us going in to 2026. If you have any specific recommendations on the reporting side, we'd love to hear your ideas via our Customer Feedback Tool (https://support.approvalmax.com/en/articles/414754-how-do-i-get-to-the-customer-feedback-tool-in-approvalmax)

Cindy L.
CL
Cindy L.
Assistant Manager
Mid-Market (51-1000 emp.)
"Time-Saving XERO Sync Makes Bookkeeping Easy"
4/5
What do you like best about ApprovalMax?

Sync directly with XERO to save time on bookkeeping. Review collected by and hosted on G2.com.

What do you dislike about ApprovalMax?

Nothing bad about approvalmax, its a good tool overall Review collected by and hosted on G2.com.

Response from Kasia Bargielowski-Foster of ApprovalMax

Thanks for the review Cindy! We're so glad its proving to be a reliable tool for your workflow with a Xero sync that saves you time. Thanks for using ApprovalMax!