Connecting the dots: ApprovalMax launches Public API for better reporting and integration

Home Blog Connecting the dots: ApprovalMax launches Public API for better reporting and integration

Product updates

Want to connect ApprovalMax to your favourite reporting tool, app, or build a custom solution? With the new public API, discover endless possibilities to create the right integrations tailored to your unique needs.

By Dee Jones

4 min read •

June 13, 2023

The public API has been a popular request from our clients, as it allows you to query ApprovalMax data in reporting tools and integrates ApprovalMax with 3rd party systems. With it you can create personalised reports and connect ApprovalMax to other apps and services you use. This is well-suited for businesses, non-profit, and educational institutions amongst others, that manage several entities that need to gather data from various sources.

Whether you’re a developer, data analyst or a manager you can use this to build new integrations to link ApprovalMax with various platforms and services.

Who can use the ApprovalMax public API?

Customers: Create custom reports, including those using data from different organisations within ApprovalMax. This is particularly useful for companies with multiple entities or accounting firms needing an overview of all multiple clients’ activities.
Developers: The API opens a world of integration opportunities for other apps, allowing seamless connectivity with ApprovalMax. For example, creating custom dashboards that display real-time data on approval progress and bottlenecks, as well as monitoring documents status.

What can you do with the ApprovalMax public API?

Currently, the public API allows you to:

Retrieve documents from organisations connected to Xero, QuickBooks Online, and stand-alone workflows.
Create, edit, and submit documents for approval. In simpler terms, if your organisation is linked to Xero, QuickBooks Online, or uses stand-alone workflows, you can create new documents in draft status, make any necessary edits, and then submit them for approval.

While there are many ways you can connect to our public API, here are few of the most popular ways to use it:

Financial reporting

Use ApprovalMax public API to pull data into BI tools for automated extraction of your documents and create comprehensive financial reports.

Procurement processes

Connect your customer procurement system with ApprovalMax to sync data in real-time data.

Integrating with financial management systems

Embed ApprovalMax’s processes into your financial management software to offer enhanced capabilities.

Developer Portal

Is a secure toolbox for everything API-related which keeps your credentials safe.

Manage Connections

The Connections List page helps account owners, account managers, and administrators oversee your organisation’s connections securely.

Ready to explore?

Discover what you can do with ApprovalMax public API by exploring our documentation. If you have any questions, please contact our support team. While we’re thrilled about the launch, we’re not stopping here. There’s more to come soon – keep an eye out for upcoming developments:

Webhooks to enable real-time notifications for specific events within ApprovalMax

And this is just the beginning. Stay tuned for more updates!

Dee Jones believes the most powerful words are 'Let me tell you a story.' Her passion for storytelling helps her create meaningful, customer-focused experiences while removing friction, so customers never feel the complexities of the org chart.