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

Acounts-payable-automation

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

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

Acounts-payable-automation

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

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
Acounts-payable-automation

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

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Purchase Order

Learn More

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Accounts
Payable

Accounts Payable

Learn More

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Vendor
Management

Vendor Management

Learn More

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Audit-readiness
& Controls

Learn More

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Integrations

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)

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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

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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

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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

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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

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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

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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

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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

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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

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

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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

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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. 

how-ap-automation-works

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. 

how-ap-automation-works

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:

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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?

Experience Approveit
in Action