---
title: "ApprovalMax Software Pricing, Alternatives & More 2026 | Capterra"
description: "With the help of Capterra, learn about ApprovalMax Software - reviews, pricing plans, popular comparisons to other Accounting Practice Management products and more."
source_url: "https://www.capterra.com/p/176713/ApprovalMax/"
page_type: "product"
language: "en"
---

# 

 ApprovalMax Software Review 2026: Features, Integrations, Pros & Cons

Last updated on August 20, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews)

ApprovalMax

## What is ApprovalMax?

ApprovalMax is the AP approval engine sitting between your accounting software (Xero, QuickBooks Online, and NetSuite) and every outgoing payment. We make sure nothing moves without the right sign-off, giving you complete control over spend decisions. We govern the full AP lifecycle across four stages: - Capture: documents enter the system accurately and automatically (e.g. bills, PO, expenses,...) - Approve: approvals reach the right person automatically, escalate when someone's out of office and keep moving, without you chasing anyone. - Detect risk: duplicate invoices are flagged, new suppliers are vetted, and budget thresholds are enforced before money moves - Pay with confidence: every payment carries a complete, time-stamped record of who approved it and when; easily accessible the moment an auditor or board requests it

## What is ApprovalMax used for?

[Workflow Management](https://www.capterra.com/workflow-management-software/)[Accounts Payable](https://www.capterra.com/accounts-payable-software/)[Compliance](https://www.capterra.com/compliance-software/)

Recognitions

Shortlist

Best ease of use

Top alternative

Featured

Overall rating

Based on 30 user reviews

Reviews sentiment

Positive

97%

Neutral

0%

Negative

3%

Starting price

$59.4

Flat Rate, Per Month

Free trial  
available

Capterra Shortlist charts the highest-rated and most popular products...

-   Procurement / 2026

Our "Best of" badge program showcases products with the highest ratings...

-   Accounting Practice Management / 2025
-   Accounts Receivable / 2025
-   Document Control / 2025

Our "Best of" badge program showcases products with the highest ratings...

Do you work for ApprovalMax?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.approvalmax.com&name=ApprovalMax)

## ApprovalMax Overview

Updated August 2026

AI summary

ApprovalMax automates approval workflows for bills, purchase orders, and payment requests, making it suitable for small to enterprise businesses seeking greater control in accounting and finance operations. With configurable multi-level workflows, audit trails, and integrations with platforms like Xero, QuickBooks, and Dext, it supports accounts payable, compliance, and task management, and is delivered via cloud and mobile applications.

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### ApprovalMax

4.7 (30)

VS.

[4.4 (3,318)](https://www.capterra.com/p/120109/Xero/reviews/)

Starting Price

$59.4

Flat Rate, Per Month

Starting Price

$25

Flat Rate, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.7 (30)

Ease Of Use

4.4 (7,745)

Value For Money

4.6 (24)

Value For Money

4.2 (6,654)

Customer Service

4.5 (23)

Customer Service

4.0 (6,359)

## ApprovalMax alternatives

[4.2 (2,062)](https://www.capterra.com/p/135757/NetSuite/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

85%

of reviewers

rated it above 4 stars

[4.4 (222)](https://www.capterra.com/p/188698/Yooz/reviews/)

Starting price

$199.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

86%

of reviewers

rated it above 4 stars

[4.3 (716)](https://www.capterra.com/p/76/Intacct/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

86%

of reviewers

rated it above 4 stars

[4.2 (405)](https://www.capterra.com/p/184673/Melio/reviews/)

Starting price

$25.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

83%

of reviewers

rated it above 4 stars

[View all alternatives](https://www.capterra.com/p/176713/ApprovalMax/alternatives/)

## FAQs about ApprovalMax

Overview

### Which roles and teams benefit most from ApprovalMax?

ApprovalMax is most used by finance leaders, controllers, bookkeepers, and accounts teams that need structured approval workflows for bills, purchase orders, and payment requests. CFOs, CEOs, and directors use it to enforce spending controls and visibility, while operations and HR leaders streamline cross-department approvals and reduce manual follow-up.

Answer based on 29 reviews

Overview

### What company size and industries is ApprovalMax built for?

ApprovalMax serves small businesses first, with 93% of reviewers from that segment, and is used most in Accounting at 17%. It is built for finance teams and accounting firms, while also fitting midsize businesses at 7%, plus Education Management and Non-Profit Organization Management, each representing 14% of reviewers.

Answer based on 29 reviews

Talk to an expert

### More questions?

Ask our experts

Features and Usability

### What are the key features of ApprovalMax?

ApprovalMax offers approval workflow and approval process control, plus rules-based workflow, configurable workflow, and workflow automation. It also includes accounts payable, invoice management, purchase order management, expense tracking, audit trail, role-based permissions, alerts/notifications, and accounting integration for finance and compliance tasks.

Pricing

### How much does it cost and what fees or limitations are included?

ApprovalMax starts at $59.4/month flat rate for Xero or QuickBooks Online, with Advanced at 95 and Premium at 133.1; a free trial is available. Reviewers often call it good value, but note budget tracking can be confusing, setup may take time, and one reviewer reported post-cancellation charges.

Answer based on 10 reviews

Integrations

### Which third-party tools and platforms does ApprovalMax integrate with?

ApprovalMax integrates with Xero and Dext most often in reviewer feedback, and its catalog also lists NetSuite, QuickBooks Online, Slack, and Airwallex. Reviewers additionally mention QuickBooks and CIN7 in accounting and inventory workflows, with Xero clearly the most common connection for invoice approvals and audit trails.

Answer based on 18 reviews

Getting Started and Support

### What training and onboarding options does ApprovalMax offer?

ApprovalMax provides in person training, live online sessions, webinars, documentation, and videos. In person and live online formats support guided instruction, webinars cover scheduled group learning, documentation offers written reference material, and videos provide recorded walkthroughs for self-paced review.

Answer based on 1 reviews

Getting Started and Support

### What customer support options does ApprovalMax offer?

ApprovalMax provides Email/Help Desk, FAQ/Forum, Knowledge Base, Phone Support, and Chat. Users describe support as prompt, knowledgeable, and responsive, with chat giving quick advice. The overall experience is generally smooth, though some support interactions still depend on the issue and workflow setup.

Answer based on 2 reviews

## Features

AI summary

Based on 1,519 Accounting Practice Management reviews

Capterra data shows that buyers of accounting practice management software rank the following features as their top priorities:

-   **Workflow Management** (**58%** of reviewers rated this feature as critical)
-   **Client Management** (**52%**)
-   **Task Management** (**55%**)

ApprovalMax supports all three of the features reviewers value most: **Workflow Management**, **Client Management**, and **Task Management**. Together, these capabilities help accounting teams organize approval processes, keep client information accessible, and stay on top of day-to-day work, allowing teams to manage practice operations more efficiently and deliver more consistent client service.

Document Management

4.4 (7)

85.71% of 7 reviewers that rated this feature as important or highly important

Store, manage, and track all electronic documents in a centralized location

Access Controls/Permissions

5.0 (10)

70.00% of 10 reviewers that rated this feature as important or highly important

Define levels of authorization for access to specific files or systems

Mobile Access

4.4 (8)

50.00% of 8 reviewers that rated this feature as important or highly important

Access software remotely via mobile devices

Search/Filter

4.3 (8)

62.50% of 8 reviewers that rated this feature as important or highly important

Search and filter data across systems to locate required information by entering keywords or certain criteria

Workflow Configuration

4.6 (8)

75.00% of 8 reviewers that rated this feature as important or highly important

Alter the default workflow to meet your organization's needs

Billing & Invoicing

4.6 (7)

71.43% of 7 reviewers that rated this feature as important or highly important

Create, manage, and send invoices or bills to customers

ApprovalMax 86 features

### All Features
- Access Controls/Permissions: Define levels of authorization for access to specific files or systems
- Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.
- Accounting Integration: Integrate with a third-party accounting system
- Accounts Payable: Track money owed to a company's creditors/suppliers
- Accounts Receivable: Track outstanding invoices and the money owed from clients
- Activity Tracking: Track and document all activities across devices, networks, and other systems
- Aging Tracking: Categorizes outstanding invoices based on the amount of time they have remained unpaid
- Alerts/Escalation: System alerts about the need to escalate an issue or request
- Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
- API: Application programming interface that allows for integration with other systems/databases
- Approval Process Control: Manage the process of evaluating documents or requests submitted for approval
- Approval Workflow: Route documents and other data through one or more stakeholders for review and approval
- Audit Management: Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
- Audit Trail: A record of all activities within the system, including user access, changes made, etc.
- Billing & Invoicing: Create, manage, and send invoices or bills to customers
- Business Process Automation: Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes
- Cash Flow Management: Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period
- Client Management: Manage contact details and communication with clients
- Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together
- Commenting/Notes: Leave comments and notes on documents for others to view
- Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier
- Compliance Tracking: Track and report regulatory data to either internal management or external stakeholders
- Configurable Workflow: Configure existing workflows to meet your organization's needs
- Content Scan: Scan written content within documents, files, or websites
- Corrective and Preventive Actions (CAPA): Investigate and take action at root cause or error in processes to prevent recurring issues
- Credit Note: Legal document used by sellers & buyers to adjust invoice values in case of wrong billing, damaged goods etc.
- Customizable Fields: Customize data fields to support various needs and use cases
- Customizable Invoices: Invoices that can be tailored according to company's branding, payment terms and personalized information
- Customizable Reports: Alter the layout and content of reports
- Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements
- Data Capture and Transfer: Import, collect, and capture data from multiple sources
- Data Extraction: Automatically retrieve and pull information from documents, websites, images, data sets, and other sources
- Data Import/Export: Import and export data to and from software applications
- Data Security: Protect sensitive data for digital privacy
- Document Management: Store, manage, and track all electronic documents in a centralized location
- Document Review: Review and analyze existing information across documents
- Document Storage: Store and organize documents in a centralized system
- Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components
- Duplicate Payment Alert: Receive an automatic notification when the exact same payment is about to be initiated for the second time
- ERP integration: Integrate with existing ERP systems
- Expense Tracking: Monitor and record expenses such as purchases or charges incurred
- Financial Management: Plan, manage, and track the financial activities of an individual or organization
- Financial Reporting: Generate reports to assess the financial performance of an organization
- For Accountants: Software specialized for accountants and accounting firms
- For CPA Firms: Software specialized for certified public accountants (financial advisors) who help outside entities reach financial goals
- Fraud Detection: Identify and prevent suspicious activity
- Invoice History: Store and view prior invoices for each account/client
- Invoice Management: Captures invoice data and maintains comprehensive records for auditing and reporting purposes
- Invoice Processing: Creation, processing, verification, and execution of invoices till the payment is made
- ISO Compliance: Guidelines set by the International Organization for Standardization
- Mobile Access: Access software remotely via mobile devices
- No-Code: Drag and drop/visual interfaces that allow non-tech users to build without writing code
- Onboarding: Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service
- Order Management: Manage and track customer orders for goods, investments, or any other purchases
- Policy Management: Create, manage, and track policies and procedures within an organization
- Project Management: Plan and coordinate all the resources, costs and time needed to execute assignments
- Purchase Order Management: Create, send, and track purchase orders and their statuses
- Purchase Order Reconciliation: Aligns purchase orders with incoming invoices and receiving reports
- Purchasing & Receiving: Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity
- Quotes/Estimates: Generate quotes or estimates for customers
- Real-Time Data: Receive data and information in real time
- Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs
- Real-Time Reporting: Active reporting of data and metrics
- Reminders: Timed notification for any upcoming task, deadline, appointment, or activity
- Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
- Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data
- Requisition Management: Review, approve and cancel requests for goods/services to be purchased
- Revision History: Track what was updated, who made the changes, compare two revisions, and revert or perform another revision
- Risk Management: Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties
- Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals
- Rules-Based Workflow: Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work
- Sarbanes-Oxley Compliance: Regulations on a company's internal process when dealing with financial reporting
- Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria
- Secure Data Storage: Securely stores data to prevent data loss or breaches
- Spend Control: Set allowances and ensure employees don't spend more than the allotted amounts
- Status Tracking: Track the status over time for a request, process, asset, or transaction
- Supplier Management: Manage all supplier data and operations
- Task Management: Create, manage and track all task activities and progression
- Text Editing: Edit text as needed
- Third-Party Integrations: Set up connections to third-party platforms to improve business processes
- User Management: Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
- Vendor Management: Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.
- Version Control: Track revisions and updates made to files and navigate between different versions
- Workflow Automation: Streamlining repetitive tasks and activities through automated and predefined workflows
- Workflow Configuration: Alter the default workflow to meet your organization's needs
- Workflow Management: Create, design and manage workflows for repetitive tasks

---

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Features

4.6 (30)

4.6

Based on 30 reviews

## Pricing

Value for money

4.6 (24)

Free Trial

[View pricing plan details](https://www.capterra.com/p/176713/ApprovalMax/pricing/)

ApprovalMax for Xero

$59.40

Flat Rate,Per Month

It includes:

-   Bill approvals
-   Purchase order approvals
-   Bill-to-PO matching
-   Manual Journal entries
-   Credit note approvals
-   Sales invoices and quote approvals
-   Reporting
-   Audit trails
-   Budget checking
-   Auto-approvals
-   Contact approvals
-   Review Step
-   On Hold Status
-   Goods received notes
-   Xero batch payment approvals
-   Payments with Airwallex
-   Stand-alone workflows
-   Priority support
-   Public API
-   Slack integration
-   ApprovalMax Capture - addon
-   ApprovalMax Pay - addon (UK only)
-   Request and workflow history

ApprovalMax for QuickBooks Online

$59.40

Flat Rate,Per Month

It includes:

-   Bill approvals
-   Purchase order approvals
-   Expense approvals
-   Sales invoices
-   Bill-to-PO matching
-   Reporting
-   Audit trails
-   Auto-approvals
-   Review step
-   Vendor approvals
-   Goods received notes
-   On Hold status
-   Journal Entry Approvals
-   Request and workflow history
-   Stand-alone workflows
-   Priority support
-   Public API
-   ApprovalMax Capture - addon
-   Slack integration
-   Dext Integration

ApprovalMax for Oracle NetSuite

Custom Price

It includes:

-   Bill Processing
-   Expense Reports Approvals
-   Sales Order Approvals
-   Fraud Detection
-   Compatible with NetSuite Customization
-   Purchase Order Management
-   Vendor Return Authorisation Approvals
-   Automatic Audit Trail and Reports
-   Stand-alone workflows
-   Premium Support

Value for money

4.6 (24)

4.6

Based on 24 reviews

## Integrations

[

Slack](https://www.capterra.com/p/135003/Slack/)[

QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[

Xero](https://www.capterra.com/p/120109/Xero/)[

NetSuite](https://www.capterra.com/p/135757/NetSuite/)[

Dext](https://www.capterra.com/p/160189/Dext/)[

Airwallex](https://www.capterra.com/p/218771/Airwallex/)

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

Customer Service

4.5 (23)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

4.5 (23)

4.5

Based on 23 reviews

## User reviews

Overall rating

4.7

Based on 30 reviews

Filter by rating

5(23)

4(6)

3(0)

2(0)

1(1)

Mentioned topic

Sorted by most recent

AM

Alison M.

Senior Manager

Accounting

### "Great product for busy teams"

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

4.0

4.0

Likelihood to Recommend

8/10

July 30, 2026

I am backup for using this when some of the team are on holiday. Easy to login to see where items have got to in the work flow

Pros

Easy for those in purchasing to get items approved who may be located elsewhere. Easy for team members to pick up wherever they are and for external accountants to check on progress of items. Great for senior team members to be able to view where costs lie and changes in supplier costs

Cons

Would be great for sales details too,in order to be able to track costs against the related sales invoice

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

ZL

Zach L.

FPA Manager

Financial Services

### "Great approval control tool"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

0.0

0.0

Likelihood to Recommend

8/10

April 3, 2026

Pros

ApprovalMax provides great approval controls with audit trails and integrates seamlessly with Xero. The interface is intuitive and easy for non‑finance users.

Cons

Budget controls can be challenging where invoices cover periods that don’t align neatly with budget cycles. This can be difficult for non‑finance users to understand, particularly where accrual accounting is required to interpret spend correctly.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

SF

Simon F.

Head of Finance

Financial Services

### "Approval Max Review"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

4.0

4.0

Likelihood to Recommend

10/10

March 27, 2026

Overall we're really pleased with Approval Max. It represents great value for money, is easy to implement and I'd definitely use it again.

Pros

I liked how easy it was to implement - it took very little time and effort to get up and running. It also integrates with Xero making posting invoices super easy once approved. I also love the OCR capability which saves so much time when inputting invoices.

Cons

The budget tracking functionality, although useful, can be confusing as it only includes deductions for bills which have been through Approval Max, it doesn't take account of journals which might have been posted against a budget in Xero.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

AN

Anonymous User

People and Finance Operations

Information Technology and Services

### "Solid approval workflow tool that integrates seamlessly with Xero"

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

3.0

3.0

Likelihood to Recommend

8/10

March 27, 2026

We use ApprovalMax for accounts payable and bill approvals, and it's made a genuine difference to how our finance team operates. What used to involve chasing people over email is now a structured, trackable process. It integrates seamlessly with Xero right out of the box, and the setup was much simpler than we expected. Overall, it's a reliable tool that does exactly what it promises.

Pros

ApprovalMax is quick and straightforward to set up, with minimal configuration needed to get going and simple to use. The Xero integration works flawlessly, bills flow through without any manual workarounds. It saves significant time by replacing email-based approval chains with automated workflows, and the audit trail is thorough, logging every approval with timestamps and approver details, which makes compliance reporting much easier.

Cons

Some workflow configurations could be more flexible, as there are occasional limitations when trying to customise approval rules for more complex scenarios. Minor UX improvements would also help, particularly for first-time approvers who are less tech-savvy.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

EB

Emma B.

Financial Controller

Non-Profit Organization Management

### "Great software for approval and providing an audit trail. "

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

February 1, 2026

My overall experience with ApprovalMax is very positive, we have used the software for many years and our external auditors often praise the audit trail of bills being approved with the evidence automatically attached to a bill in Xero. This gives a clear time stamp and user name in Xero, with no added effort.

Pros

ApprovalMax offers great value for money as a one-stop approval software which integrates with Dext and Xero. It is easy to use, you can set up customised work-flows easily, and customise them per user. ApprovalMax allows supplier management through approval work-flows. It means more then one approver can review a supplier or purchase invoice. Customer support are available via a chat function which gives advice quickly. You can log in using other via credentials, giving quick secure access.

Cons

The part I like least about ApprovalMax is how you remove a user. It requires off-boarding and you need to scroll across to find it. It is not obvious, but can be done easily once you know where to find it. Some users have struggled setting up the 2-step authentication, but the admin user has been able to sort this without too much hassle.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Helina P.

CEO

Accounting

### "A must for any company with bill and expense approval needs"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

November 28, 2024

We have been using the app with clients, and it has improved payment turnaround for employee expense reimbursements and vendor payments, and reduced our team's time in chasing for approvals for bills.

Pros

Seamless approval process for teams. The app can handle very complex approval rules, and even coverage when people go on vacation. They are actively developing, so we're seeing lots of new features all the time. They recently added receipt capture (get your bills and receipts into the app with ease and OCR that does the data entry for you!), and budget checking which helps approvers to confirm the expense to the overall budget without needing to jump into manual spreadsheets or accounting software. Notifications and the app make it easy to get approvals quickly and chase down outstanding approvals avoiding month end delays.

Cons

Until recently, we missed having the receipt capture feature. That has been solved.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

December 16, 2024

Thanks for the 5 stars Helina! We're really glad to hear that your payment processes has been made faster and freed up your team for more important work. It’s great to know that ApprovalMax Capture has solved your OCR needs and cut down on that pesky manual data entry. We really appreciate your support!

BB

:bulb: Brend L.

Director

Accounting

### "ApprovalMax - Game Changer"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

November 19, 2024

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.

Pros

The simplicity of setting up a client with approval workflows

Cons

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 source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

December 4, 2024

Thanks so much for the awesome review, Brend! It’s great to hear ApprovalMax is making those end-of-month tasks easier for you. About the Slack integration—it shouldn’t rely on email notifications being enabled—try checking the settings under 'My Profile.' If you run into any issues, our support team is ready to help!

DP

Dmitri P.

Operations

Transportation/Trucking/Railroad

### "Stay away there's better vendors out there."

1.0

Overall Rating

1.0

1.0

Ease of Use

3.0

3.0

Features

2.0

2.0

Customer Service

1.0

1.0

Likelihood to Recommend

0/10

October 24, 2024

Pros

none really, approvals are not easily customizable, you cannot setup logic to look for double billing unless its same invoice number, too simple for what the charge

Cons

After cancelling account they kept charging subscription, be careful to make sure you're not getting scammed like we did.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

November 12, 2024

Hi Dmitri, we’re sorry to hear you feel this way and that you encountered challenges with approval customisation and duplicate billing. To clarify, ApprovalMax identifies duplicate bills based on parameters such as date, amount, and supplier to streamline your processes. Regarding your subscription, you retired the organisation within your subscription instead of cancelling your entire subscription. A business can have lots of different organisations under a subscription. Once our Customer Success team understood your request through your correspondence, they cancelled your subscription that same day, 22 Oct.

CS

Cassandra S.

Director and Senior Bookkeeper

Accounting

### "Great Product to use"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

September 22, 2024

Great overall experience - simple interface and intuitive. Has flexibility for various client structures and operations, from more simple to complex

Pros

Ability to set approval matrixes to allow different organisational levels of approval. Also the ability to verify supplier banking details before they could be used.

Cons

No real dislikes - would be handy to be able to make supplier payments directly from the platform, but not a deal breaker

Switched from

[Xero](https://www.capterra.com/p/120109/Xero/)

More granularity re approvals and approvers.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

September 26, 2024

Thanks for the review Cassandra, It warms our hearts to hear you're enjoying the product! Now, about those supplier payments—great minds think alike! We’re currently in beta (UK), and we’re excited to roll it out to more countries soon. Learn more about ApprovalMax Pay here: https://approvalmax.com/features/approvalmax-pay

LM

Lara M.

Director

Accounting

### "Full financial control system"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

August 5, 2024

I’d definitely recommend it if you’re struggling to keep track of what’s going on, have budgets to track & need internal sign off. Having everything in one place, you can give staff access to ApprovalMax rather than the accounting system. They run regular demos & live webinars for support purposes as well.

Pros

ApprovalMax is great if you have a team or separate finance team/external sign-off. It’s intuitive to use, easy to build workflows & a great app for approvers. The new features such as Capture, means you can deal with the whole approval process directly in the app, making it easier for users. It has good reporting including auditing for fraud purposes. Features such as being able to temporarily assign another approved when on holiday & have ‘either/or’ approval chains means it avoids bottlenecks.

Cons

The partner dashboard isn’t the best for practices & seeing all your clients & subscriptions. Sometimes the set up can take a bit of time.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

August 9, 2024

Thanks Lara for the recommendation and 5 star review. It's great to hear you're enjoying ApprovalMax Capture and really utilising all our other time-saving features. Thanks for the note about the partner dashboard; we'll look into that.

[View all Reviews](https://www.capterra.com/p/176713/ApprovalMax/reviews/)

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