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Submit the form to watch the ApprovalMax for Xero demo

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Refer a business

ApprovalMax Customer Referral Program

Know someone who’d love ApprovalMax?

Refer a business to ApprovalMax and receive a £50 gift card (or local currency equivalent) when they become a customer. If you’re already using ApprovalMax with Xero, QuickBooks Online or NetSuite, you know how much time strong financial controls can save.

Now you can help others discover it too — and receive a reward when they get started.

Join the program
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Easiest to use Approval Automation Software
Integrating with some of the world's best platforms
Xero
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integrations

Integrating with some of the world's best platforms

How does it work

4 steps to join the referral program

1
Fill in the form

Register your referral using the form below.

 

If you'd like to refer multiple organisations, please complete a separate form for each referral.

2
We review your application

We’ll receive your details and confirm you are in the program. 

3
They start using ApprovalMax

Your referral creates a paid account connected to Xero, QuickBooks Online or NetSuite.

4
Receive your reward

 

 

Once your referral has:
• Maintained a paid subscription for 3 months
• Connected their accounting platform
• Submitted 5+ approved requests



You'll receive a £50 gift card (or local currency equivalent) as a thank-you.

Let's start

Ready to refer?

For every successful referral, you’ll receive a £50 gift card (or local currency equivalent), paid 30 days after the referred customer completes their third paid month.

Your referral must:
• Be a new organisation
• Have a paid ApprovalMax subscription
• Be connected to Xero, QuickBooks Online or NetSuite
• Submit 5 or more approved requests within the first 3 months

Referral Partner-1

FAQ
Want to learn more?
Who can I refer?

Any business that could benefit from stronger financial controls and approval workflows, and that uses Xero, QuickBooks Online or NetSuite.

Can I refer multiple organisations?

Yes. You can refer as many organisations as you like.

Do I need to be an ApprovalMax customer to participate in the program?

Yes, you must be an existing ApprovalMax customer with an active subscription to take part in the program.

When do I receive my reward?

Rewards are issued 30 days after the third paid month of the referred customer’s subscription.

What if the business is already an ApprovalMax customer?
 

In that case, the referral will not be eligible for a reward.

Do referrals apply to businesses coming through integration partners?

No. This referral program applies only to organisations subscribing directly with ApprovalMax.

ApprovalMax is quick and easy. It allows you to give responsibility for reviewing and approving documents to the right people in the business, and helps distribute the responsibility to the people who need it and takes any guesswork out.
Derek Martin
Director of Enterprise Technology, Yoco
ApprovalMax helps me sleep better because we don't pay anything that hasn’t been through it, even if it means we have to rush a bill through. Being consistent with that and making it one of our rules gives me a lot of peace of mind.
Rod Mourant
VP of Accounting & Global Controller at PartnerHero
ApprovalMax is our go-to solution for POs, invoice and credit note approvals, and some custom standalone workflows, such as new budgets and change budgets. Every time we show it to a customer they love it – they all take a slightly different approach to which features they use but they’re very happy with the solution and team.
Lee Shaw
CFO and Systems Architect at Cloudfox Group Ltd
ApprovalMax allows us to provide a quick win for a lot of clients without over-complicating the structure because it's so simple to set up and manage. It solves a big problem, saves them time and streamlines things, but it's not hard to implement – it just starts working seamlessly.
Peter Sean
Magner, Sales & Marketing Director at Iridium
ApprovalMax is easy to use and people really like it. It’s an easy problem solver to put in and it’s so well priced there’s not a massive hurdle to access it – and it just works!
Carl Ferner
Partner - Business Advisory & IT Consulting at BDO New Zealand
Trusted by 19,000+ businesses
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