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ApprovalMax Reviews & Product Details

Cassandra S.
CS
Director - Laurus Bookkeeping
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about ApprovalMax?

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.

What do you dislike about ApprovalMax?

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.

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

Simplification of approvals processes related to Accounts Payables Processing - eliminates the need for to and fro emails to gain the right approvals from the right people at the right time. Review collected by and hosted on G2.com.

Response from Masha Komarova of ApprovalMax

Thanks for the 5 stars, Cassandra! It's great to hear ApprovalMax has been able to simplify the accounts payable workflows for both you and your clients, whilst providing peace of mind—that's exactly what we aim to do.

ApprovalMax Overview

What is ApprovalMax?

ApprovalMax is an award-winning B2B software platform used by businesses around the world to build robust financial controls. It streamlines the approval process by allowing users to create automated workflows to approve bills and invoices. ApprovalMax integrates with platforms such as Xero, QuickBooks Online, and Oracle NetSuite to unlock powerful efficiencies for accounts payable and accounts receivable functions in any finance team.

ApprovalMax Details
Languages Supported
English
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Product Description

ApprovalMax is a cloud-based approval workflow solution for finance and accounting.


Seller Details
Year Founded
2016
HQ Location
London, GB
Twitter
@approvalmax
781 Twitter followers
LinkedIn® Page
www.linkedin.com
125 employees on LinkedIn®

Masha K.
MK
Overview Provided by:
Marketing Manager – ApprovalMax

Recent ApprovalMax Reviews

Helina P.
HP
Helina P.Small-Business (50 or fewer emp.)
5.0 out of 5
"Great app to manage simple and complex approvals"
ApprovalMax makes it very simple to manage all levels of complexities with regards to approvals. Not only can you manage multi-level user approval ...
💡 Brendan L.
💡L
💡 Brendan L.Small-Business (50 or fewer emp.)
5.0 out of 5
"Making it easy to manage the approval of your business expenses"
ApprovalMax has been transformative not only for our own operations but also in the accounts payable services we provide to clients. Getting App...
Cassandra S.
CS
Cassandra S.Small-Business (50 or fewer emp.)
5.0 out of 5
"Simplification of Payables Approvals processes within organisations"
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 mor...
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ApprovalMax Media

ApprovalMax Demo - ApprovalMax User Interface
With our flexible workflow builder it is easy to recreate any authorisation policy.
ApprovalMax Demo - Approval Matrix
Set up rule-based conditional, sequential and parallel approvals and fine-tune the role for approvers. The approval routing rules support multiple criteria; such as amount, GL code, supplier, tracking category for Xero and Vendor, Class, Amount for QBO.
ApprovalMax Demo - ApprovalMax Bill Approval
Authorise bills and purchase orders the way that suits you best.
ApprovalMax Demo - Bill-to-PO matching
In ApprovalMax, you can match bills to the already approved purchase orders from the same supplier to ensure correct coding and facilitate additional spend control. With the approval workflow settings you can prevent the approval of unmatched bills.
ApprovalMax Demo - Reports
ApprovalMax provides a number of pre-built reports as well as the option to quickly create new reports using various filters.
ApprovalMax Demo - Mobile Version
With the ApprovalMax mobile app for iOS and Android it’s easy to raise purchase orders and approve requests wherever you are.
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15 out of 16 Total Reviews for ApprovalMax

3.9 out of 5
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ApprovalMax Pros and Cons

How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Cons
G2 reviews are authentic and verified.
💡 Brendan L.
💡L
Founder | Managing Director
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about ApprovalMax?

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.

What do you dislike about ApprovalMax?

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.

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

track and manage approvals efficiently but also increased the risk of users confusing genuine requests with potential scams.

With ApprovalMax, all approvals are now centralised within a single platform, offering a secure, structured process for bill approvals. This allows us to offer accounts payable as a service, where we handle the administrative side, while clients retain full control to monitor and review bills. Clients can now easily verify expenses, check for accuracy in coding, and take ownership over the authenticity of each expense. This streamlined approach brings clarity and confidence, both in managing approvals and in protecting against fraud. Review collected by and hosted on G2.com.

Response from Masha Komarova of ApprovalMax
(Original )

Thanks Brendan. We're thrilled to hear that ApprovalMax has made such a difference to your business. Your email notifications settings shouldn't affect your Slack integration. You might need to review your 'my profile' settings. If you need assistance, feel free to reach out to our support team - we're happy to help!

Helina P.
HP
CEO
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
What do you like best about ApprovalMax?

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.

What do you dislike about ApprovalMax?

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

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

Complex approval automation workflows. Typically, team default to approvals in email chains, or worse, printed documents. ApprovalMax digitizes and automates the workflows to ensure ease of use and compliance. Review collected by and hosted on G2.com.

Peter Sean M.
PM
Director
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
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.

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

- It streamlines the approval process for our clients which is often done manually or over emails.

- It provides a structured approval process with an audit trail and ability to follow up on outstanding approvals.

- It allows approvers to review budget and also match to Purchase Orders Review collected by and hosted on G2.com.

Response from Masha Komarova of ApprovalMax

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.
SH
Founder
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: Organic
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.

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

As an accountant it's been fundamental for building the outsourced finance function

Bringing in scalable processes that enhance controls has been critical to this Review collected by and hosted on G2.com.

Response from Masha Komarova of ApprovalMax

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.

MC
Estimator And Project Manager
Media Production
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
What do you like best about ApprovalMax?

ApprovalMax has completely disturbed our approval process making it difficult and cumbersome. The worst part is the workflows, which have made monitoring and managing approvals difficult. Review collected by and hosted on G2.com.

What do you dislike about ApprovalMax?

We are unable to ensure compliance. The integration, with our existing systems is is flawless consuming us time. With poor notifications everyone oes not stays in the loop decreaasing communication and transparency. Review collected by and hosted on G2.com.

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

The customization options for approval workflows are somewhat limited which hinders adaptability to business processes. We would love to see integration with accounting software as it would save us from extra manual work and inconvenience. Review collected by and hosted on G2.com.

Verified User in Non-Profit Organization Management
AN
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review
What do you like best about ApprovalMax?

Integration with oher platform 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.

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

Different tiers approval for procurement stage Review collected by and hosted on G2.com.

Response from Masha Komarova of ApprovalMax

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

Verified User in Food & Beverages
UF
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic Review from User Profile
What do you like best about ApprovalMax?

Purchase order is directly synched to Xero Review collected by and hosted on G2.com.

What do you dislike about ApprovalMax?

Its limitations in uploading attachments Review collected by and hosted on G2.com.

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

The ease of getting the approval from the management Review collected by and hosted on G2.com.

Amit J.
AJ
Enterprise(> 1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
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.

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

It should have digitally automatic signature options preloaded in it Review collected by and hosted on G2.com.

ZB
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
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.

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

Approval max can be a bit slow and outdated however, i believe they have been working on a new look and new features recently. Review collected by and hosted on G2.com.

Verified User in Computer Software
AC
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Review source: G2 invite
Incentivized Review
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.

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

The manual emailed approval of purchase orders and invoices. Not having an audit trail of who approved what expense, when. No efficient system for keeping all approvals in once place. Review collected by and hosted on G2.com.