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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Optimize your processes by avoiding the need to send countless emails for approval of accounting documents. It's risky to give everyone access to the accounting system, as it becomes challenging to control user permissions regarding what they can view or modify. ApprovalMax ensures that approvers do not need to access the general ledger; instead, they are only presented with the information pertinent to the documents they need to approve. You can customize your approval workflows to be as straightforward or intricate as necessary, incorporating a variety of rules for each stage of approval and allowing for multiple steps. Regardless of how detailed your delegation of authority policy may be, ApprovalMax can automate it seamlessly. Moreover, there’s no longer a need to spend time generating audit logs, as ApprovalMax automatically creates a comprehensive audit report for every approved document, which is then attached within the accounting system. Additionally, auditors can be granted read-only access to all approval workflows, ensuring transparency and ease of review. This streamlined approach not only enhances efficiency but also fortifies security and accountability in your financial processes.

Description

Adopting a comprehensive strategy for overseeing the entire capital expenditures lifecycle enables organizations to effectively outline, strategize, and supervise all operations in real-time using an advanced platform. Inpensa connects the achievement of benefits directly to business cases and overarching strategies, promoting a complete lifecycle methodology that is particularly suited for managing transformative projects aimed at delivering measurable outcomes. With our integrated capital planning solution, the cumbersome reliance on manual spreadsheets is eliminated, streamlining the entire process from start to finish while ensuring that the latest planning information seamlessly aligns with the general ledger and other relevant systems. The system facilitates the funding request process through intelligent data capture, assisting users in developing, analyzing, and securing approval for business cases. In addition to tracking budget accuracy and the timeliness of deliveries, our solution effectively assesses whether the anticipated benefits that guide investment decisions have been realized, thereby enhancing decision-making. By consolidating the planning, analysis, and approval of CapEx investments into a single platform, organizations can achieve improved efficiency and oversight. This holistic approach ultimately empowers teams to make informed decisions that drive value and support strategic objectives.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Microsoft Outlook Yes 
QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
Xero Yes 

Integrations

Microsoft Outlook No 
QuickBooks Online No 
QuickBooks Online Advanced No 
Xero No 

Pricing Details

$39 per month
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

ApprovalMax

Country

United Kingdom

Website

www.approvalmax.com

Vendor Details

Company Name

Inpensa

Founded

2011

Country

United States

Website

inpensa.com

Product Features

Accounting Practice Management

Approval Workflow Yes 
Billing & Invoicing No 
Client Management No 
Client Portal No 
Document Management No 
Due Date Tracking No 
For CPA Firms Yes 
Project Management No 
Staff Management No 
Time Tracking No 

Product Features

Business Process Management

Access Controls / Permissions Yes 
Alerts / Notifications Yes 
Business Process Automation Yes 
Business Rules Management No 
Collaboration No 
Process Change Tracking Yes 
Process Mapping No 
Process Modeling & Design No 
Visual Workflow Management Yes 

Financial Risk Management

Compliance Management Yes 
Credit Risk Management No 
For Hedge Funds No 
Liquidity Analysis No 
Loan Portfolio Management Yes 
Market Risk Management No 
Operational Risk Management No 
Portfolio Management Yes 
Portfolio Modeling Yes 
Risk Analytics Benchmarks Yes 
Stress Tests No 
Value At Risk Calculation No 

Project Management

Agile Methodologies No 
Budget Management No 
Client Portal No 
Collaboration Tools Yes 
Cost-to-Completion Tracking No 
Customizable Templates Yes 
Gantt Charts No 
Idea Management Yes 
Kanban Board No 
Milestone Tracking Yes 
Portfolio Management Yes 
Resource Management Yes 
Time & Expense Tracking Yes 
Traditional Methodologies No 

Project Portfolio Management

Budget Management No 
Collaboration No 
Dashboard Yes 
Issue Management No 
Milestone Tracking Yes 
Portfolio Management Yes 
Project Planning Yes 
Requirements Management Yes 
Resource Management Yes 
Status Tracking No 
Task Management Yes 
Time & Expense Tracking Yes 

Spend Management

Approval Workflow Yes 
Budgeting / Forecasting Yes 
Expense Tracking Yes 
Multi-Currency Yes 
Prepaid Cards No 
Procurement Management No 
Receipt Management No 
Spend Analysis Yes 
Spend Control Yes 
Supplier Management No 

Strategic Planning

Budgeting & Forecasting Yes 
Dashboard Yes 
Goal Setting / Tracking Yes 
Idea Management Yes 
KPIs No 
Modeling & Simulation Yes 
Roadmapping Yes 
Scenario Planning Yes 
Scorecards Yes 

Alternatives

Alternatives

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