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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
Capture the essential information on invoices, eInvoices, purchase order, receipts and IDs. Customize workflows according to your needs, and improve efficiency by reducing processing times.
Intelligent Document Processing
SenseTask AI extracts crucial data with impressive accuracy. This reduces manual data entry errors and increases accuracy. Your team can focus on the important things by processing documents at lightning-fast speeds and handling invoices seamlessly.
Document Workflows & Approvals
SenseTask’s Document Management System allows you to build workflows and approve steps around key data extracted, ensuring that each document moves smoothly along its unique process.
API Access
Has API
API Access
Has API
Integrations
Xero
IBM Cloud SAP
Microsoft Dynamics 365 Business Central
Microsoft Outlook
QuickBooks Accountants
QuickBooks Online
QuickBooks Online Advanced
Integrations
Xero
IBM Cloud SAP
Microsoft Dynamics 365 Business Central
Microsoft Outlook
QuickBooks Accountants
QuickBooks Online
QuickBooks Online Advanced
Pricing Details
$39 per month
Free Trial
Free Version
Pricing Details
$99/month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
ApprovalMax
Country
United Kingdom
Website
www.approvalmax.com
Vendor Details
Company Name
SenseTask
Founded
2019
Country
Romania
Website
sensetask.com
Product Features
Accounting Practice Management
Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking
Product Features
OCR
Batch Processing
Convert to PDF
ID Scanning
Image Pre-processing
Indexing
Metadata Extraction
Multi-Language
Multiple Output Formats
Text Editor
Zone Selection Tool