ApprovalMax Features

ApprovalMax

Financial approval workflow creator

4.6/5 (5 reviews)

Competitor Feature Comparison

API
Accounting
Accounting Integration
Activity Dashboard
Alerts/Notifications
Approval Workflow
Audit Trail
Automatic Billing
Billing & Invoicing
Billing Portal
Budgeting/Forecasting
Business Process Automation
CPA Firms
Client Management
Client Portal
Commenting/Notes
Configurable Workflow
Contact Database
Credit Card Processing
Customizable Branding
Customizable Dashboard
Customizable Fields
Customizable Invoices
Customizable Reports
Customizable Templates
Data Import/Export
Document Management
Due Date Tracking
Electronic Payments
Expense Tracking
For Accountants
For CPA Firms
Invoice Creation
Invoice History
Invoice Management
Invoice Processing
Mobile Access
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Progress Tracking
Project Billing
Projections
QuickBooks Integration
Real Time Data
Real-time Updates
Recurring/Subscription Billing
Reminders
Reporting & Statistics
Reporting/Analytics
Search/Filter
Secure Data Storage
Staff Management
Status Tracking
Task Management
Third Party Integrations
Workflow Configuration
Workflow Management
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API
Accounting
Accounting Integration
Activity Dashboard
Alerts/Notifications
Approval Workflow
Audit Trail
Automatic Billing
Billing & Invoicing
Billing Portal
Budgeting/Forecasting
Business Process Automation
CPA Firms
Client Management
Client Portal
Commenting/Notes
Configurable Workflow
Contact Database
Credit Card Processing
Customizable Branding
Customizable Dashboard
Customizable Fields
Customizable Invoices
Customizable Reports
Customizable Templates
Data Import/Export
Document Management
Due Date Tracking
Electronic Payments
Expense Tracking
For Accountants
For CPA Firms
Invoice Creation
Invoice History
Invoice Management
Invoice Processing
Mobile Access
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Progress Tracking
Project Billing
Projections
QuickBooks Integration
Real Time Data
Real-time Updates
Recurring/Subscription Billing
Reminders
Reporting & Statistics
Reporting/Analytics
Search/Filter
Secure Data Storage
Staff Management
Status Tracking
Task Management
Third Party Integrations
Workflow Configuration
Workflow Management
Visit WebsiteCompare App
API
Accounting
Accounting Integration
Activity Dashboard
Alerts/Notifications
Approval Workflow
Audit Trail
Automatic Billing
Billing & Invoicing
Billing Portal
Budgeting/Forecasting
Business Process Automation
CPA Firms
Client Management
Client Portal
Commenting/Notes
Configurable Workflow
Contact Database
Credit Card Processing
Customizable Branding
Customizable Dashboard
Customizable Fields
Customizable Invoices
Customizable Reports
Customizable Templates
Data Import/Export
Document Management
Due Date Tracking
Electronic Payments
Expense Tracking
For Accountants
For CPA Firms
Invoice Creation
Invoice History
Invoice Management
Invoice Processing
Mobile Access
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Progress Tracking
Project Billing
Projections
QuickBooks Integration
Real Time Data
Real-time Updates
Recurring/Subscription Billing
Reminders
Reporting & Statistics
Reporting/Analytics
Search/Filter
Secure Data Storage
Staff Management
Status Tracking
Task Management
Third Party Integrations
Workflow Configuration
Workflow Management
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Mobile apps

iOS App


0 reviews

Android App


58 reviews

ApprovalMax Feature Reviews

5 reviewers had the following to say about ApprovalMax's features:

Sarah R.

Streamlines a difficult process

2019-02-17

Very impressed with almost-instant, personal customer service.

Pros

I have used this in a volunteer association, saving time for volunteers and valuable paid administration time for staff.

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

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Jez H.

An essential add-on for Xero

2018-12-31

Pros

We needed an approval workflow that was more advanced than the one provided by Xero, and ApprovalMax does the job very nicely.

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

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Alexa L.

ApprovalMax Review

2018-10-03

Pros

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

Cons

Everything is great. It's easy to figure out how to submit an expense for approval.

Rating breakdown

Ease of use
Features

Time used: Less than 6 months

Frequency of use: Monthly

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
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Anonymous
(Nonprofit Organization Management company, 51-200 employees)

Purchase Order Management

2020-06-15

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.

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

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Tim P.

Value for Money controls

2019-02-18

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

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more