Can Claude connect to ApprovalMax?
Yes. ApprovalMax doesn't have an official Claude connector yet, but Helm connects it for you, securely and with only the access you approve.
What is ApprovalMax?
ApprovalMax is an approval workflow platform that sits on top of accounting systems such as Xero and QuickBooks Online, routing bills, purchase orders and other documents through multi-step sign off. It is widely used by Australian businesses and accounting firms that want tighter control over spending.
Visit ApprovalMaxWhat Claude can do with ApprovalMax
Read or update, depending on your setup
- Summarise bills waiting for approval and who they are sitting with
- List open purchase orders and their approval status
- Spot approvals that have stalled for longer than usual
- Report on approval history for audit and internal control reviews
- Group spend awaiting approval by supplier or approver
Who uses it
Finance managers
See at a glance which bills are stuck in approval and chase the right person before the payment run.
Operations managers
Check which purchase orders their team raised are approved, rejected or still waiting.
External accountants
Review approval history for a client to confirm controls are being followed before year end.
What your team can ask Claude
“Which bills are still waiting for approval, who are they sitting with, and how long have they been there?”
“Summarise this month's bills by supplier, including the GST amount where it's shown.”
“List open purchase orders over 5,000 dollars and their current approval status.”
“Who on the team has the most items waiting for their approval right now?”
“Pull the approval history for invoices from Coastal Freight this financial year so I can check they were all signed off properly.”
How it connects
There's no official Claude connector for ApprovalMax yet. Helm connects it using the method that suits your setup, whether that's a secure custom connector we build and host, or an AI agent that works inside ApprovalMax with your team's approval. We'll recommend the right one on a 30-minute call.
Looking after your ApprovalMax data
ApprovalMax holds supplier bills, purchase orders and the sign off trail behind them, so Helm keeps Claude's access to reading and reporting and leaves approving or rejecting with the people responsible.
- Only the access you approve.
- Everything stays in your own accounts.
- On Claude's business plans, your data isn't used to train AI models.
Want to learn how to connect ApprovalMax?
Book a 30-minute intro call and we'll show you how Claude can work with ApprovalMax in your business.
Questions about Claude and ApprovalMax
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