Case Study: Wilder Coe automates client approvals with ApprovalMax

How Wilder Coe Automated Their Client’s Approval Processes

Wilder Coe Ltd, a London-based accounting firm, faced a significant challenge when they acquired a large client composed of 53 separate companies. The client’s existing manual approval process, managed through SharePoint, was plagued by errors, delays, and a lack of visibility, creating a time-consuming and inefficient workflow for managing financial documents.

To address this, Wilder Coe implemented ApprovalMax to automate the approval process. The solution integrated seamlessly with the client's existing Xero and Dext software stack. By setting up a multi-tier approval matrix within ApprovalMax, they streamlined workflows, provided complete visibility into invoice statuses, and created a robust audit trail. This resulted in a highly efficient, modernized process that saved time, reduced errors, and greatly simplified annual audits for the multi-entity client.

Wilder Coe Ltd

Faye Thompson

Head of Cloud Accounting