Build automated workflows for finance, HR, IT, operations, procurement, legal, and any other business process directly inside Slack, Microsoft Teams, and email
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Manage finance, HR, IT, and operational approvals in one flexible platform.
Integrations
Bring data from NetSuite, Xero, QuickBooks, BambooHR, and other business systems into approval workflows, then sync approved data back automatically.
Explore all integrations →
Full audit trail
Keep every request, decision, comment, attachment, change, and timestamp in one centralized approval record — giving your team a single source of truth.
Easy to use
Run approval workflows directly in Slack, Microsoft Teams, email, and the Approveit web app, so employees can submit and approve requests without switching tools.
Set up in minutes
Launch approval workflows in minutes with the no-code builder, ready-made templates, and Approveit AI.
No lengthy implementation projects.
What is Approveit?
Approveit is an approval workflow platform for finance and operations teams. Employees submit purchase requests, bills, expenses, contracts and other requests in Slack, Microsoft Teams, email, the web app or an AI assistant like Claude. Approveit routes each one to the right approvers based on your rules, keeps a full audit trail, and syncs approved data to your accounting, ERP and spend systems.
Which tools does Approveit integrate with?
Approveit connects to the tools your team already uses, including Slack, Microsoft Teams, email, Claude (via MCP), NetSuite, QuickBooks Online, Xero, Sage Intacct, Ramp, Salesforce, HubSpot, DocuSign, Google Drive, Okta and Zapier. We support hundreds more integrations, plus an open API for custom connections.
How long does it take to set up?
Most teams launch their first workflow the same day. Start from a template or describe your process to Approveit AI and it builds the workflow for you. If you prefer, book a free setup call and our team will configure it with you in about 30 minutes.
Is Approveit secure and audit-ready?
Yes. Approveit is SOC 2 Type I and Type II compliant. Every request, comment and decision is logged with who approved what and when, and you control access with role-based permissions and SSO.
Can I try it before I buy?
Yes. Start a free trial and build your first workflow yourself, or book a demo and we’ll walk you through Approveit using your own approval process.
