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Multi-step approval workflows for Xero and QuickBooks
ApprovalMax is a cloud-based approval workflow platform designed to add multi-level approval controls to Xero and QuickBooks Online, enabling businesses to enforce spending authorization policies that the underlying accounting software cannot provide natively. Founded in 2015, ApprovalMax serves over 10,000 companies globally that need structured approval workflows without implementing full procurement suites. The platform adds purchase order approvals, invoice approvals, credit note approvals, and bill approvals on top of Xero or QuickBooks data. Approval matrices define who must approve transactions based on amount, department, category, or supplier. Multi-step approval chains require sequential sign-offs from multiple reviewers. Mobile approval enables managers to approve or reject from smartphones. Budget controls check approval requests against budget allocations. Audit trail records every approval decision for compliance and internal control documentation. The integration is bidirectional—approved documents are automatically created or updated in Xero or QuickBooks. SOX and internal control compliance is a key use case, providing the authorization controls that auditors require. ApprovalMax is particularly popular with accounting firms that implement it for their small business clients as an affordable internal control solution. Its focus on Xero and QuickBooks integration makes adoption seamless for businesses already on these platforms.