Solving accounts payable inefficiencies with approval automation
35 mins
For anyone who wants to use approval software with their prospective customers.
Alex Keselman
Product Expert & Solution Engineer, ApprovalMax
An introduction to workflow automation software: ApprovalMax (5 mins)
When ApprovalMax was founded, marketplace reviews and explanation of ApprovalMax’s purpose.
Key capabilities of ApprovalMax (10 mins)
- Which workflows are available?
- How you can make your Accounts Payable process even more robust with Bill-to-PO matching and budget checking.
- How you can make your approvals on-the-go.
- Where ApprovalMax fits into your app stack (OCR tools —> ApprovalMax —> Accounting software).
Live overview of the product (10 mins)
- Adding users and defining their user role, building a workflow from scratch.
- Adding rules to each approver.
- UX/UI for the users — Decision Required tab, what data is available, how we can configure our notifications.
- Reports and how we can customise them, scheduling reports.
- Advanced features — Bill-to-PO matching, budget checking, auto-approval rules and standalone workflows.
Partner programme (2 mins)
Benefits of partner program, typical client profile and onboarding capabilities
Pricing (3 mins)
- Pricing model: Flat-fee, based on the number of entities, no limits on amount of users/requests.
- Discounts available: NFP discount, Annual contract, Volume discounts.
Next steps (5 min)
Use or customise this agenda with one click in Connect4 — the client meeting platform.
Start a free trialSolving accounts payable inefficiencies with approval automation agenda template summary
The agenda templates is for anyone who’s demoing ApprovalMax to their prospective customers/partners can use this agenda to structure the call in the best way possible.
Alex Keselman is a product expert with over 7 years of experience implementing IT-solutions to companies worldwide.
