Which subscription plan is the right one for me?

Which subscription plan is the right one for me?

The right option depends on your needs. If you want to use only the pre-defined workflows that are integrating with Xero or QuickBooks Online, then the "Standard Edition" plan is right for you.

If you also want to work with other workflows, such as leave approvals or travel approvals, the "Premium Edition" plan is the one for you because it also offers standalone workflows.
You can combine two or more plans, according to your needs.

Standard Edition

ApprovalMax for Xero

This subscription covers approval workflows for Xero items such as Bills, Sales Invoices, Purchase Orders, Credit Notes. Generic workflows not related to Xero items are not supported.

ApprovalMax for QuickBooks Online

This subscription covers Purchase Order approval and Bill creation and approval workflows for QuickBooks Online. Generic workflows not related to QuickBooks Online items are not supported.

Standard Edition plan includes Standard Support service.

Premium Edition

This subscription supports workflows for any finance matter, including flows for the available integrations. As an example: with this plan, an investment company can set up approval workflows for Xero Bills as well as for Cash Calls that have nothing to do with Xero.

​Premium Edition plan includes Premium Support service.

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