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ApprovalMax logo ApprovalMaxAccounting and bookkeeping software

AI automation inside ApprovalMax.

Give finance teams a joined view of approved ApprovalMax work and prepare the next review action without chasing screens.

Aged-approvals worklist

An illustrative Microsoft Teams thread for ApprovalMax: Marcus D. asks, Horizon works through ApprovalMax and Microsoft Teams, and returns: An aged-approvals worklist.
ApprovalMax · Accounting and bookkeeping
MD Marcus D.8:41 AM @Horizon, show me purchase requests waiting more than two days and who needs to act next.
HorizonAPP8:41 AMOn it. Checking ApprovalMax now.Approved ApprovalMax records checkedWork waiting on someone flaggedCross-checked and compiled into one list
An aged-approvals worklist.

Source-linked briefing

An illustrative Microsoft Teams thread for ApprovalMax: Ella R. asks, Horizon works through ApprovalMax and Microsoft Teams, and returns: A source-linked approval briefing.
ApprovalMax · Accounting and bookkeeping
ER Ella R.9:12 AM @Horizon, summarise this request, its attachments and approval history for the finance manager.
HorizonAPP9:12 AMOn it. Checking ApprovalMax now.Approved ApprovalMax records checkedCross-checked and compiled into one briefing
A source-linked approval briefing.

Approver follow-up

An illustrative Microsoft Teams thread for ApprovalMax: Nick B. asks, Horizon works through ApprovalMax and Microsoft Teams, holds every change for review, and returns: A review-ready approver follow-up.
ApprovalMax · Accounting and bookkeeping
NB Nick B.11:26 AM @Horizon, prepare the follow-up for the next approver, but do not approve or reject anything.
HorizonAPP11:26 AMOn it. You approve before anything is saved.The approved details read from this threadNothing saved in ApprovalMax until you approve
A review-ready approver follow-up.
The connection

How does Horizon actually get into ApprovalMax?

Horizon connects through ApprovalMax's official API. Your organisation approves the account, records and actions in use before the workflow is built.

Microsoft TeamsYour team asks here
The official doorwayYour organisation approves access 01Seeapproved records02Prepareyour approval first03Startagreed trigger or schedule
ApprovalMaxYour approved records
01 · See

What Horizon can see

In ApprovalMax, Horizon can work with organisations, users, requests, approval decisions, workflow status and supported audit information.

02 · Prepare

What Horizon can prepare

Horizon shows your team each proposed ApprovalMax change before anything is saved. Supported request or workflow actions stay with the authorised approver and are never treated as automatic approval.

03 · Start

How work can start

For ApprovalMax, Horizon can check approval work on a schedule and use documented notifications where the agreed workflow supports them.

What we confirmed about the ApprovalMax connection

  • Horizon can organise the queue and evidence, while the authorised person still makes the decision.
  • The customer chooses which organisations are connected.
  • A reliable build combines timely notices with a scheduled safety check.

Checked against official ApprovalMax information on .

Day to day

Use ApprovalMax without jumping between systems.

ApprovalMax stays in place as the software your team already uses. Your team asks in Teams, Copilot, Claude or ChatGPT, and Horizon answers with only the approved records that request needs.

We connect one workflow first, prove it with your team on real review steps, then expand.

Partner8:42 AM “Show me purchase requests waiting more than two days and who needs to act next.” An aged-approvals worklist.
Practice manager11:18 AM “Summarise this request, its attachments and approval history for the finance manager.” A source-linked approval briefing.
Accountant3:06 PM “Prepare the follow-up for the next approver, but do not approve or reject anything.” A review-ready approver follow-up.
Common questions

Using Horizon with ApprovalMax, answered.

What could our team ask Horizon to do with ApprovalMax?
Give finance teams a joined view of approved ApprovalMax work and prepare the next review action without chasing screens. Typical results include an aged-approvals worklist, a source-linked approval briefing, and a review-ready approver follow-up.
Can our team use ApprovalMax from Microsoft Teams?
Yes, after the agreed access is approved. Your team asks Horizon in Teams, Horizon checks the approved ApprovalMax information and connected systems, then returns the answer or proposed action for review.
Can Horizon use ApprovalMax with Outlook, SharePoint or our other software?
Yes. We design one workflow around ApprovalMax and the other approved systems your team relies on, so the result can use the relevant information without staff opening each system separately.
Can Horizon prepare changes in ApprovalMax, not just answer questions?
Yes, where ApprovalMax supports the agreed action. Horizon prepares the change, shows it to the right person and applies it only under the permissions and review rules agreed for the workflow.
What would we start with in ApprovalMax?
We start with one useful, controlled request such as: @Horizon, show me purchase requests waiting more than two days and who needs to act next. The first version stays narrow enough to test with real staff and real review steps.
What access is needed before work starts?
An ApprovalMax administrator authorises the connection. We confirm the organisation, workflow data and permitted changes before using live approval information.
Does Horizon replace ApprovalMax?
No. ApprovalMax remains the system your team uses. Horizon connects only the approved data and actions needed for the agreed workflow.
How does Horizon keep the ApprovalMax workflow safe?
We agree exactly which records, people and actions are in scope. We test one limited workflow with approved examples, keep important changes behind human review and expand only after the pilot is working properly.
The audit costs nothing

Put AI to work inside ApprovalMax.

Tell us the ApprovalMax job you would rather not do yourself.

30 min with our Director. No sales rep, no follow-up.