Case Study: Taylorcocks improves multi-entity spending control with ApprovalMax

How to effectively manage spending across multi-entity businesses

Taylorcocks, a leading accountancy practice and Xero Platinum Partner, faced the challenge of helping its multi-entity business clients gain control over their expenditures. Their clients lacked the tools to manage spend effectively, often relying on error-prone spreadsheets without proper approval processes or purchase order matching, leading to unauthorised payments and inefficiencies.

The solution was implemented with ApprovalMax, which provided a strict, automated approval workflow for both purchase orders and bills. The software enabled custom, multi-level approvals and automatic matching of invoices to purchase orders before payment. As a result, Taylorcocks' clients fully automated their internal processes, achieving significant time savings, higher productivity, and enhanced data quality, which in turn increased client satisfaction for the accountancy firm.

Taylorcocks