Workflow Max

Strengthen Your Financial Controls with ApprovalMax

ApprovalMax is an award-winning online software solution designed to transform how businesses manage their financial authorization processes. By integrating seamlessly with cloud platforms like Xero and QuickBooks, it brings a new level of rigor and efficiency to your internal controls.

As the only Xero Certified Platinum Partner in the local area—and one of only a select few Platinum Partners in the UK—SGM (formerly David Howard) is uniquely qualified to help you implement and optimize this powerful tool.

Automated Workflow vs. Manual Chaos

Traditional paper- or email-based approval systems are prone to delays, lost documents, and lack of accountability. ApprovalMax replaces these outdated methods with fully automated, multi-role, and multi-tiered workflows.

• Customized Approval Paths: Define exactly who needs to approve what based on department, project, or spending limits.

• Information at Your Fingertips: Approvers can view attached scans and digital invoices directly within the app or their email, making the process incredibly quick and easy.

• Real-Time Transparency: Business owners and managers stay informed at every stage, with a clear digital audit trail for every transaction.

• Rapid Implementation: Setup is remarkably fast, often taking only a few minutes thanks to intuitive wizards.

The “Must-Have” for Growing Teams

If your business has more than a few staff members involved in the purchasing or billing cycle, ApprovalMax is an essential addition to your tech stack. It ensures that no invoice is paid without proper authorization, protecting your cash flow and simplifying your year-end audit.

Combined with SGM’s Platinum-level expertise, we ensure your approval workflows are not just functional, but strategically aligned with your business goals.