ApprovalMax Pricing, Features, Reviews & Comparison of Alternatives

ApprovalMax

Financial approval workflow creator

4.6/5 (5 reviews)

ApprovalMax overview

What is ApprovalMax?

ApprovalMax creates approval workflows to route financial matters to the correct person for approval. Workflows can be generated for accounts payable, accounts receivable, expenses, purchase orders, and more, and can have multiple steps, with several approvers working in parallel on each level. ApprovalMax’s approval matrix allows users to designate conditional approvers based on customisable fields, such as the amount requested, so that approvals are routed to the most appropriate approver.

The iOS and Android apps allows users to approve or reject requests with one click, whether or not they are in the office, and chat in real time with the user who has made the request. Approvers are also presented with deadlines, based on a user-set average approval step duration, designed to reduce wait times.
approvalmax.com

Pricing

Starting from
$39/month
Pricing options
Subscription
Free trial
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States, Canada, United Kingdom, Australia, China and 5 other markets, India, Japan, Germany, Brazil, Mexico

Supported languages

English
ApprovalMax screenshot: Users can set up conditional approvers in ApprovalMax using the custom dropdown fields in the approval matrixApproval Max. Episode 2 -  How-To VideoApprovalMax screenshot: ApprovalMax can also create approval workflows for Xero billsApprovalMax screenshot: ApprovalMax approvers are notified of requests by emailApprovalMax screenshot: ApprovalMax integration with Microsoft Outlook allows users to approve requests with one click, directly from their inboxApprovalMax screenshot: ApprovalMax workflows can have as many steps and parallel approvers as required

ApprovalMax reviews

Excellent
3

Very good
2

Average
0
Poor
0
Terrible
0
Value for money
Features
Ease of use
Customer support
  4.7
  4.4
  4.6
  4.5
Jez Hailwood

An essential add-on for Xero

Used weekly for 2+ years
Reviewed 2018-12-31
Review Source: Capterra

Pros
We needed an approval workflow that was more advanced than the one provided by Xero, and ApprovalMax does the job very nicely. The ability to define approvers based on various criteria (we mainly use our location and department tracking categories) enables our budget holders to approve spending.

Cons
I believe ApprovalMax is worth the monthly subscription price, but it does seem strange that it costs more than the product which it extends. Then again, I suppose Xero has many more subscribers.

Rating breakdown

Value for money
Ease of use
Features

Likelihood to recommend: 10/10

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Anonymous

Purchase Order Management

Used daily for 6-12 months
Reviewed 2020-06-15
Review Source: Capterra

Overall we are extremely pleased with ApprovalMax and it was easy to implement then we anticipated with people picking it up quite quickly.

Pros
The best things about ApprovalMax is the ability to be to create custom approval workflows and then have them automatically flow into our accounting software. It has streamlined our operations across multiple physical locations.

Cons
I wish that their was previous for excel or other file types. It works very well with PDF but JPG are slow to load.

Rating breakdown

Ease of use
Features

Likelihood to recommend: 9/10

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Tim Piper

Value for Money controls

Used daily for 1-2 years
Reviewed 2019-02-18
Review Source: Capterra

ApprovalMax has been welcomed by all users so far as it simplifies and clarifies the purchase approval purchase and excuses non-finance staff from having to use the finance system to do their jobs. That in turn reinforces our segregation of duties and keeps the auditors happy.

Pros
Easy to implement and interacts seamlessly with XERO

Cons
Inability to accept authorisation by any one of several potential authorisers

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 8/10

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Sarah Rogers

Streamlines a difficult process

Used weekly for 1-2 years
Reviewed 2019-02-17
Review Source: Capterra

Very impressed with almost-instant, personal customer service.

Pros
This software automates approval processes for accounts payable. I have used this in a volunteer association, saving time for volunteers and valuable paid administration time for staff. Volunteers can view and approve invoices for payment without needing to pop in to the office.

Cons
Need some slight adjustments to workflows, but the approval max team are working on these and communicate updates regularly.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Alexa Lippman

ApprovalMax Review

Used monthly for less than 6 months
Reviewed 2018-10-03
Review Source: Capterra

Pros
It's a great platform for expenses approvals, where a manager can review and finance can have full control over expenses.

Cons
Nothing. Everything is great. It's easy to figure out how to submit an expense for approval.

Rating breakdown

Ease of use
Features

Likelihood to recommend: 7/10

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ApprovalMax pricing

Starting from
$39/month
Pricing options
Subscription
Free trial
View Pricing Plans

Full usage: $95 per month per company
Xero-only usage: $39 per month per company

ApprovalMax features

API

Activity Dashboard (621 other apps)
Activity Tracking (345 other apps)
Audit Trail (341 other apps)
Auditing (382 other apps)
Automatic Notifications (549 other apps)
Billing & Invoicing (321 other apps)
Compliance Management (426 other apps)
Customizable Reporting (433 other apps)
Data Import/Export (411 other apps)
Document Management (354 other apps)
Document Storage (341 other apps)
Inventory Management (467 other apps)
Inventory Tracking (359 other apps)
Monitoring (323 other apps)
Real Time Data (359 other apps)
Real Time Reporting (315 other apps)
Reporting & Statistics (582 other apps)
Third Party Integration (468 other apps)
Workflow Management (459 other apps)

Security and privacy

Encryption

Encryption of sensitive data at rest
HTTPS for all pages

Access control

Multi-factor authentication options
This will ask you to sign in with LinkedIn

Videos and tutorials

Additional information for ApprovalMax

Key features of ApprovalMax

  • Microsoft Outlook plugin
  • iOS and Android apps
  • Personalised email notifications
  • Comment by email
  • Deadline reminders
  • Automatic routing
  • Conditional approvers
  • Full workflow audit trails
  • Instant messaging
  • Custom approval fields
  • Deadline creation
  • One-click approval
  • Documents attached to approvals
  • Open API
  • SSL security
  • Xero integration
View All Features

Benefits

iOS and Android apps allow users to approve when away from the office, while the Microsoft Outlook plugin enables users to approve or reject a request from within an email, and reply via email to create comments on the workflow

Conditional approvers can be set for workflows, based on customisable fields such as amount, territory or project. Multiple approvers can be set to approve in parallel for each step

Approvals can have as many steps as needed, with different conditional approvers at each level

Users can define typical step duration, which then gives approvers a deadline to prevent delays

Real-time chat on workflows allows for any clarifications and discussion required to be raised with the relevant people, and notifies users of any messages received

With Xero integration, bills created in Xero are automatically routed through multi-step workflows for approval