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Exploring ApprovalMax: Matt Lowry on Streamlining Multi-Step Approvals with Accounting & Inventory Systems
Manage episode 440571425 series 3585895
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In this conversation, Matt Lowry from ApprovalMax discusses the history and features of the approval workflow software. ApprovalMax was founded in 2014 and is integrated with accounting systems like Xero, QuickBooks Online, NetSuite, and CIN7 Core. The software allows for multi-step, multi-tiered approvals and provides visibility and traceability in the approval process. It also offers features like fraud detection and OCR. The product is flexible and can be accessed through a web app, mobile app, or Slack integration. Onboarding and support are available through a free trial, sales representatives, and a 24/5 support team.
Takeaways:
- ApprovalMax is an approval workflow software that integrates with accounting systems like Xero, QuickBooks Online, NetSuite, and CIN7 Core.
- The software allows for multi-step, multi-tiered approvals and provides visibility and traceability in the approval process.
- ApprovalMax offers features like fraud detection and OCR, and it can be accessed through a web app, mobile app, or Slack integration.
- Onboarding and support are available through a free trial, sales representatives, and a 24/5 support team.
Chapters:
00:00 Introduction and Background
03:30 Overview of ApprovalMax
07:38 Integration with Accounting Systems
11:24 Sales and Implementation Process
13:48 Integration with Other Systems
17:27 Addressing Hybrid Work Environments
20:23 Ease of Use and Daily Impact
23:43 Onboarding and Support
29:39 Getting in Touch with ApprovalMax
If you have any questions at all please don't hesitate to get in touch.
https://bluehub.co.uk/contact
https://approvalmax.com/
Your host is Matt Flanagan.
Got a question for him reach out at enquiries@bluehub.co.uk
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