Case Study: TC Group strengthens spending control and client advisory services with ApprovalMax

Strengthening advisory and outsourced accounting services

TC Group, a UK-based 'Top 100' firm of chartered accountants, faced a recurring challenge with their clients who lacked control over spending. Their clients used inefficient methods like spreadsheets to track purchase orders and had no proper process for approvals or matching bills to orders, leading to potential errors and unauthorized payments. To address this, they turned to the vendor ApprovalMax and its automated approval workflow solution.

With ApprovalMax, TC Group implemented a centralized system for purchase order and bill management. The solution automated multi-tiered approval workflows, ensuring only pre-approved orders were recorded in Xero and that all bills were matched to them before payment. This strengthened TC Group's consulting services, freed up time for high-value advisory work, improved client satisfaction, and ensured full compliance and audit readiness for their clients.

Taylorcocks

Andy Perrett

Cloud Accounting Associate Partner