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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

Streamline and oversee the entire lifecycle of document production efficiently. Compose, assess, authorize, and disseminate intricate documents while ensuring full visibility and accountability throughout the process. Eliminate the hassle of managing various software tools once and for all. Regardless of who contributes to your document, you will save precious time on reformatting tasks due to publishing templates tailored to your precise specifications. Any updates made to shared clauses or images can be swiftly implemented in the common content library, automatically updating all pertinent documents without delay. Banish the confusion caused by numerous document versions by ensuring that all collaborators work from a unified source of truth. Accelerate your project timelines by allowing multiple authors, reviewers, and approvers to engage with different segments of the document simultaneously. Designate specific sections of a document to team members, subject matter experts, managers, and executives for their review and approval. Additionally, contextual editor and reviewer notes can be seamlessly integrated to enhance collaboration and clarity throughout the process, fostering a more efficient workflow overall.

API Access

Has API No 

API Access

Has API No 

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 Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

ApprovalMax

Country

United Kingdom

Website

www.approvalmax.com

Vendor Details

Company Name

Objective Corporation

Founded

1987

Country

Australia

Website

www.objective.com/products/objective-keystone

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

Desktop Publishing

For Newspapers / Magazines No 
For Printing No 
For eBooks No 
HTML Import / Export No 
Handles Database Formats No 
Image Editing No 
Multiple Editing Layers No 
Object Snapping / Grouping No 
PDF Export / Import No 
Templates No 

Alternatives

Alternatives

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