AI Decision Making That Puts You in Control.
AI Decision Making That Puts You in Control.
AI Decision Making That Puts You in Control.
BPM Software
BPM Software
BPM Software
Automate Workflows Where Your Teams Already Work
Automate workflows where your teams already work. Speed up purchase orders, invoices,
and business-critical requests across Finance, Operations, HR, IT, and more, right inside Slack
or Microsoft Teams, and synced with your accounting stack

5.0 stars
Rating by Capterra users
5.0 stars
Rating by G2 Users
GDPR Compliant
Creating compliant ecosystem

AICPA
SOC 2 TYPE II

BPM Software
BPM Software
BPM Software
Automate Workflows Where Your Teams Already Work
Automate workflows where your teams already work. Speed up purchase orders, invoices, and business-critical requests across Finance, Operations, HR, IT, and more, right inside Slack or Microsoft Teams, and synced with your accounting stack

5.0 stars
Rating by Capterra users
5.0 stars
Rating by G2 Users
GDPR Compliant
Creating compliant ecosystem

AICPA
SOC 2 TYPE II


BPM Software
BPM Software
BPM Software
Automate Workflows Where Your Teams Already Work
Automate workflows where your teams already work. Speed up purchase orders, invoices, and business-critical requests across Finance, Operations, HR, IT, and more, right inside Slack or Microsoft Teams, and synced with your accounting stack

5.0 stars
Rating by Capterra users
5.0 stars
Rating by G2 Users
GDPR Compliant
Creating compliant ecosystem

AICPA
SOC 2 TYPE II

Why Approveit Works Across Industries
Why Approveit Works Across Industries
Why Approveit Works Across Industries
Every organization runs on workflows. In healthcare, retail, construction, or nonprofits, the gap between “approved” and “lost” shows up in spend, audits, and timelines. Approveit centralizes decisions, adds structure, and brings the process into chat, eliminating app-switching and keeping work moving
Every organization runs on workflows. In healthcare, retail, construction, or nonprofits, the gap between “approved” and “lost” shows up in spend, audits, and timelines. Approveit centralizes decisions, adds structure, and brings the process into chat, eliminating app-switching and keeping work moving
Every organization runs on workflows.
In healthcare, retail, construction, or nonprofits, the gap between “approved” and “lost” shows up in spend, audits, and timelines. Approveit centralizes decisions, adds structure, and brings the process into chat, eliminating app-switching and keeping work moving
In-chat execution reduces context switching
The real cost of manual approvals isn’t the clicks, it’s the constant app-switching. Handling workflows directly in Slack or Microsoft Teams removes that disruption, keeping teams focused while still getting fast sign-offs
The real cost of manual approvals isn’t the clicks—it’s the constant app-switching. Handling workflows directly
in Slack or Microsoft Teams removes that disruption, keeping teams focused while still getting fast sign-offs
No-code workflows that scale with you
Start with a simple two-step approval for a purchase request. As you grow, layer-in conditional logic (amount, category, cost center, project), parallel approvers, escalation rules, and region-specific policies, all without writing code
Start with a simple two-step approval for a purchase request. As you grow, layer
in conditional logic (amount, category, cost center, project), parallel approvers, escalation rules, and region-specific policies, all without writing code.
Procure-to-pay automation, end-to-end
Tie purchase orders to bills, flag duplicates, and match invoices against POs and receipts to reduce errors and overpayments. Three-way matching, verifying invoice → PO→ goods receipt, is a proven best practice
Tie purchase orders to bills, flag duplicates, and match invoices against POs and receipts to reduce errors and overpayments. Three-way matching, verifying invoice → PO→ goods receipt,
is a proven best practice for
Plays nicely with your stack
With prebuilt connectors (like Xero and SoftLedger) and secure APIs, Approveit plugs into your accounting and data stack. You can create and approve a PO, sync it to the ledger, turn it into a bill, and retain the full audit trail
Featured Capabilities
Featured Capabilities
Featured Capabilities
Purchase Order
Learn More
Industries we Serve
(and How they Use Approveit)
Industries we Serve
(and How they Use Approveit)
Industries we Serve
(and How they Use Approveit)
SaaS & Technology
SaaS & Technology
Keep engineering focused while Finance stays in control. Route cloud spend, SaaS renewals, and hardware purchases
for analytics; capture access points
for production systems (with expiry dates); and formalize contract approvals with Legal. For teams embedded in Slack, being able to approve in-channel slashes the “Where is this at?” noise that drains the day
Keep engineering focused while Finance stays in control. Route cloud spend, SaaS renewals, and hardware purchases for approval; capture access approvals for production systems (with expiry dates); and formalize contract approvals with Legal. For teams embedded in Slack, being able to approve in-channel slashes the “Where is this at?” noise that drains the day.
Keep engineering focused while Finance stays in control. Route cloud spend, SaaS renewals, and hardware purchases
for approval; capture access approvals for production systems (with expiry dates); and formalize contract approvals with Legal. For teams embedded in Slack, being able to approve in-channel slashes the “Where is this at?” noise that drains the day
Professional Services
Professional Services
Tie purchases and expenses to client projects and cost centers. Require project-lead approval on any spend booked to a client, capture supporting documents, and sync everything for clean WIP and billing. Approveit’s audit trail helps you justify pass-through expenses and defend scope changes
Tie purchases and expenses to client projects and cost centers. Require project-lead approval on any spend booked to a client, capture supporting documents, and sync everything for clean WIP and billing. Approveit’s audit trail helps you justify pass-through expenses and defend scope changes
E-commerce & Retail
E-commerce & Retail
Move quickly on inventory buys without losing control. Use thresholds to require buyer lead + finance review, prevent duplicate POs, and make sure inbound shipments match what was ordered before invoices are paid via three-way matching
Construction & Field Operations
Construction & Field Operations
Align site, regional, and HQ data. Set rules based on project codes and budget lines, attach quotes and scopes, and ensure goods receipt is captured before invoices move to payment
Align site, regional, and HQ data. Set rules based on project codes and budget lines, attach quotes and scopes, and ensure goods receipt
is captured before invoices move
to payment
Nonprofits & Education
Nonprofits & Education
Demonstrate stewardship with clean workflows and transparent spend. Route grant-funded purchases for program-manager review, add policy checks for vendor onboarding, and export tidy audit logs for your board or funding reviews. Logging decisions and access is particularly useful for compliance and donor reporting
Demonstrate stewardship with clean workflows and transparent spend. Route grant-funded purchases for program-manager review, add policy checks for vendor onboarding, and export tidy audit logs for your board or funding reviews. Logging decisions and access is particularly useful for compliance and donor reporting
Manufacturing & Supply Chain
Manufacturing & Supply Chain
Manufacturing & Supply Chain
Standardize MRO and direct materials approvals, enforce tolerances, and track delivery receipts. Connect workflows to your ERP/ledger and maintain supplier records centrally
Standardize MRO and direct materials approvals, enforce tolerances, and track delivery receipts. Connect workflows to your ERP/ledger and maintain supplier records centrally
Healthcare & Life Sciences
Healthcare & Life Sciences
Use role-based workflows to separate duties (requesters vs. approvers), capture requests for controlled purchases, and maintain decision logs that complement broader compliance efforts. Robust log retention practices help demonstrate sustained control operation
Use role-based workflows to separate duties (requesters vs. approvers), capture requests for controlled purchases, and maintain decision logs that complement broader compliance efforts. Robust log retention practices help demonstrate sustained control operation
Need an industry not listed?
Need an industry not listed?
Need an industry
not listed?
Approveit supports custom workflows for any vertical through no-code configuration
and APIs
Approveit supports custom workflows for any vertical through no-code configuration and APIs
Request a Demo
What Gets Better with Approveit
What Gets Better with Approveit
What Gets Better
with Approveit

Shorter Cycle Times, Fewer Bottlenecks

Shorter Cycle Times, Fewer Bottlenecks

Shorter Cycle Times, Fewer Bottlenecks
Stronger Financial Controls
Stronger Financial Controls
Stronger Financial Controls
Cleaner Month-End and Clearer Cash Visibility
Cleaner Month-End and Clearer Cash Visibility
Cleaner Month-End and Clearer Cash Visibility

Happier Teams

Happier Teams

Happier Teams
Security, Compliance, and Audit Trails
Security, Compliance, and Audit Trails


Decision logging
Approveit records the who/what/when/where for every request and decision, crucial for incident response, forensics, and evidence during SOC 2 or ISO 27001 audits. Authorization and approval decision logs make it far easier to prove that only the right people could (and did) approve sensitive actions.


Retention & Review
Keep your logs long enough to demonstrate continuous control operation over time. Many programs and frameworks emphasize retaining at least a year of logs and having a defined review cadence; Approveit makes exporting and reporting straightforward so your reviewers aren’t piecing together screenshots.


AP controls
out-of-the-boxImplement best practices like three-way match, duplicate detection, and tolerance checks. Approveit gives Finance the switches they need, while keeping the front-line experience accessible in chat.
Explore All Use Cases


Decision logging
Approveit records the who/what/when/where for every request and decision, crucial for incident response, forensics, and evidence during SOC 2 or ISO 27001 audits. Authorization and approval decision logs make it far easier to prove that only the right people could (and did) approve sensitive actions.


Retention & Review
Keep your logs long enough to demonstrate continuous control operation over time. Many programs and frameworks emphasize retaining at least a year of logs and having a defined review cadence; Approveit makes exporting and reporting straightforward so your reviewers aren’t piecing together screenshots.


AP controls
out-of-the-boxImplement best practices like three-way match, duplicate detection, and tolerance checks. Approveit gives Finance the switches they need, while keeping the front-line experience accessible in chat.
Explore All Use Cases


Decision logging
Approveit records the who/what/when/where for every request and decision, crucial for incident response, forensics, and evidence during SOC 2 or ISO 27001 audits. Authorization and approval decision logs make it far easier to prove that only the right people could (and did) approve sensitive actions.


Retention & Review
Keep your logs long enough to demonstrate continuous control operation over time. Many programs and frameworks emphasize retaining at least a year of logs and having a defined review cadence; Approveit makes exporting and reporting straightforward so your reviewers aren’t piecing together screenshots.


AP controls
out-of-the-boxImplement best practices like three-way match, duplicate detection, and tolerance checks. Approveit gives Finance the switches they need, while keeping the front-line experience accessible in chat.
Explore All Use Cases


Decision logging
Approveit records the who/what/when/where for every request and decision, crucial for incident response, forensics, and evidence during SOC 2 or ISO 27001 audits. Authorization and approval decision logs make it far easier to prove that only the right people could (and did) approve sensitive actions.


Retention & Review
Keep your logs long enough to demonstrate continuous control operation over time. Many programs and frameworks emphasize retaining at least a year of logs and having a defined review cadence; Approveit makes exporting and reporting straightforward so your reviewers aren’t piecing together screenshots.


AP controls
out-of-the-boxImplement best practices like three-way match, duplicate detection, and tolerance checks. Approveit gives Finance the switches they need, while keeping the front-line experience accessible in chat.
Explore All Use Cases
Decision Logging
Retention & Review
SoD & Least Privilege
AP Controls
Decision Logging
Approveit records the who/what/when/where for every request and decision, crucial for incident response, forensics, and evidence during SOC 2 or ISO 27001 audits. Authorization and approval decision logs make it far easier to prove that only the right people could (and did) approve sensitive actions

Decision Logging
Retention & Review
SoD & Least Privilege
AP Controls
Decision Logging
Approveit records the who/what/when/where for every request and decision, crucial for incident response, forensics, and evidence during SOC 2 or ISO 27001 audits. Authorization and approval decision logs make it far easier to prove that only the right people could (and did) approve sensitive actions

Security, Compliance,
and Audit Trails
Integrations
Integrations
Integrations
Slack & Microsoft Teams
Slack & Microsoft Teams
Approve requests, attach files, and see status updates without leaving your chat. Workflows that live where conversation happens reduce context switching and speed decisions, especially for distributed teams
Approve requests, attach files, and see status updates without leaving your chat. Workflows that live where conversation happens reduce context switching and speed decisions, especially for distributed teams
Xero
Xero
Create POs in Xero, sync workflows, and convert approved POs to bills with the audit trail intact. Approveit aligns with Xero’s purchase order and billing flows to keep your ledger accurate and your approvals discoverable
Create POs in Xero, sync workflows, and convert approved POs to bills with the audit trail intact. Approveit aligns with Xero’s purchase order and billing flows to keep your ledger accurate and your approvals discoverable
SoftLedger & More
SoftLedger & More
Connect your ledger, data warehouse, or internal tools with secure APIs and SDKs. Keep systems of record authoritative while Approveit orchestrates the workflow logic
Learn More
Implementation & Onboarding
Implementation & Onboarding
Implementation
& Onboarding
Start in minutes
Spin up core workflows (e.g., Purchase Orders, Bills, Vendor Onboarding) and invite approvers from your Slack/Teams directory. Map your cost centers, categories, and projects, then set thresholds for one- or two-step approvals
Import team structure & standardize forms
Bring in vendor data, standardize the questions requesters must answer, and attach policy notes (e.g., “Three quotes required above €5,000”). This ensures requests are “right the first time,” cutting rework.
Pilot, expand, and refine
Begin with one department (often Finance), prove the cycle-time and control improvements, then expand to Operations, IT, and HR. Use Approveit’s reporting and logs to pinpoint bottlenecks and fine-tune routing rules. Guidance from ISO-style change management principles can help you manage these iterations well.

Start in minutes
Spin up core workflows (e.g., Purchase Orders, Bills, Vendor Onboarding) and invite approvers from your Slack/Teams directory. Map your cost centers, categories, and projects, then set thresholds for one- or two-step approvals
Import team structure & standardize forms
Bring in vendor data, standardize the questions requesters must answer, and attach policy notes (e.g., “Three quotes required above €5,000”). This ensures requests are “right the first time,” cutting rework.
Pilot, expand, and refine
Begin with one department (often Finance), prove the cycle-time and control improvements, then expand to Operations, IT, and HR. Use Approveit’s reporting and logs to pinpoint bottlenecks and fine-tune routing rules. Guidance from ISO-style change management principles can help you manage these iterations well.

Start in minutes
Spin up core workflows (e.g., Purchase Orders, Bills, Vendor Onboarding) and invite approvers from your Slack/Teams directory. Map your cost centers, categories, and projects, then set thresholds for one- or two-step approvals.
Import team structure & standardize forms
Bring in vendor data, standardize the questions requesters must answer, and attach policy notes (e.g., “Three quotes required above €5,000”). This ensures requests are “right the first time,” cutting rework.
Pilot, expand, and refine
Begin with one department (often Finance), prove the cycle-time and control improvements, then expand to Operations, IT, and HR. Use Approveit’s reporting and logs to pinpoint bottlenecks and fine-tune routing rules. Guidance from ISO-style change management principles can help you manage these iterations well.
Start in minutes
Spin up core workflows (e.g., Purchase Orders, Bills, Vendor Onboarding) and invite approvers from your Slack/Teams directory. Map your cost centers, categories, and projects, then set thresholds for one- or two-step approvals.
Import team structure & standardize forms
Bring in vendor data, standardize the questions requesters must answer, and attach policy notes (e.g., “Three quotes required above €5,000”). This ensures requests are “right the first time,” cutting rework.
Pilot, expand, and refine
Begin with one department (often Finance), prove the cycle-time and control improvements, then expand to Operations, IT, and HR. Use Approveit’s reporting and logs to pinpoint bottlenecks and fine-tune routing rules. Guidance from ISO-style change management principles can help you manage these iterations well.
Reporting & ROI
Reporting & ROI
Reporting & ROI
Workflows aren’t just routine in your process, they’re data. With Approveit you can track:



On-time payments and DPO trends
On-time payments
and DPO trends
On-time payments
and DPO trends
(to balance cash discipline with supplier relationships)
Spend by vendor/
category/project
(committed vs. actual)
Duplicate flags resolved
Three-way match exceptions
(and their root causes)
Aging & SLA performance
On-time payments
and DPO trends
(requests at risk
of breaching)
Cycle time
by workflow
(e.g., PO approval time
by amount band)
Pair these insights with your accounting data to identify early-payment discount opportunities, tighten tolerances, or add second-approver rules only where they deliver value
Pair these insights with your accounting data to identify early-payment discount opportunities, tighten tolerances, or add second-approver rules only where they deliver value
Pair these insights with your accounting data to identify early-payment discount opportunities, tighten tolerances, or add second-approver rules only where they deliver value
Request a Demo
Frequently Asked Questions
Frequently Asked Questions
Frequently Asked Questions
What is BPM software?
Business Process Management tools let you design, execute, monitor, and optimize workflows inside a single platform.
What is BPM software?
Business Process Management tools let you design, execute, monitor, and optimize workflows inside a single platform.
What is BPM software?
Business Process Management tools let you design, execute, monitor, and optimize workflows inside a single platform.
Is BPM only for large enterprises?
No, SMBs use BPM to scale without adding headcount; cloud pricing makes entry affordable
Is BPM only for large enterprises?
No, SMBs use BPM to scale without adding headcount; cloud pricing makes entry affordable
Is BPM only for large enterprises?
No, SMBs use BPM to scale without adding headcount; cloud pricing makes entry affordable
Do I need a mature process culture first?
A repeatable, documented process helps, but templates and low-code modeling reduce the ramp-up barrier
Do I need a mature process culture first?
A repeatable, documented process helps, but templates and low-code modeling reduce the ramp-up barrier
Do I need a mature process culture first?
A repeatable, documented process helps, but templates and low-code modeling reduce the ramp-up barrier
How does BPM improve compliance audits?
Built-in logging means auditors can trace who did what, when, and why in seconds.
How does BPM improve compliance audits?
Built-in logging means auditors can trace who did what, when, and why in seconds.
How does BPM improve compliance audits?
Built-in logging means auditors can trace who did what, when, and why in seconds.
What KPIs should we track post-launch?
Throughput time, first-pass yield, and cost per transaction are common benchmarks.
What KPIs should we track post-launch?
Throughput time, first-pass yield, and cost per transaction are common benchmarks.
What KPIs should we track post-launch?
Throughput time, first-pass yield, and cost per transaction are common benchmarks.
Ready to Streamline Workflows in your Industry?
Ready to Streamline Workflows in your Industry?

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