ApprovalMax

ApprovalMax is a B2B financial controls platform that automates accounts payable and receivable workflows. It replaces manual approval processes—forwarded invoices, follow-up emails, and scattered records—with a single workflow that tracks spend requests from capture through verification, approval, and payment. The system records who approved each document, what information they reviewed, and when, creating an audit trail attached to the transaction in the connected accounting platform.

Core capabilities include multi-level approval workflows with rules based on amount, vendor, or department, running sequentially or in parallel. Segregation of duties is enforced so requesters cannot approve their own requests, and substitute approvers can be nominated when someone is unavailable. Automated reminders help prevent stalled approvals. ApprovalMax integrates with Xero, QuickBooks Online, and Oracle NetSuite, plus Dext for invoice data capture, Airwallex for payments, and Slack for in-app approvals and notifications. A public API supports custom integrations. The platform also includes anomaly detection to surface duplicates, unusual activity, and vendor changes.

ApprovalMax is designed for finance teams, finance leadership, accountants, and bookkeepers working across industries including construction, hospitality, healthcare, and not-for-profits. Plans are organized by accounting platform—Xero, QuickBooks Online, or NetSuite—with separate partner pricing available for bookkeeping, accounting, and advisory firms. A 14-day free trial is offered without requiring a credit card.