Case Study: Grant Thornton achieves stronger bill automation and financial controls with ApprovalMax

Advisory Services and Bill Automation for not-for-profit organisations

Grant Thornton New Zealand, an accounting and business advisory firm, needed a solution to help its not-for-profit clients manage strict audit and compliance requirements while minimizing operational expenses. The challenge involved automating bill management and implementing strong financial controls to improve collaboration and ensure accountability. They turned to ApprovalMax for its bill automation and approval workflow capabilities.

ApprovalMax provided a solution integrated with Xero and Dext Prepare, automating multi-tiered invoice approval workflows. This setup ensured a clear segregation of duties, shared accountability with clients, and full audit readiness. The implementation by ApprovalMax allowed Grant Thornton to deliver efficient advisory services, significantly improving the invoice management cycle and facilitating regulatory compliance for their clients.

Grant Thornton

Barry Baker

Partner, Business Advisory Services