Bill & invoice approval right in Slack and Microsoft Teams

Automating bill and invoice management workflows will help your team handle more transactions in less time

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Automate routine in your finance to achieve maximum efficiency

Bill and invoice approval, budget alocation, expense tracking and forecasting – with Approveit, all these tasks can take a fraction of the time your team spends on them now

Bill uploaing takes seconds!

Just drag & drop a bill in PDF into our approval form and all data will be automatically captured

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Always have your invoices ready for audit

Unchangeable approval log is your guarantee of a solid audit trail and accountability within your team

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Unapproved expenses are no longer a problem

Strict expense approval protocols make unauthorised spending nearly impossible and encourage responsible spending patterns among your colleagues

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Allocate budgets and automatically track your remaining amounts

Substract all outgoing amounts from appropriate budgets automatically to be always aware of remeining funds

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Sync approved bills and invoices with your accounting system

Avoid manual data transfer by connecting Approveit to your accounting software

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Get started with Approveit to simplify and modernize your finances

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FAQ

Have more questions?

Submitting invoices and bills for approval can be done through several channels.

1. Requestors have the option to input bill and invoice details manually right into the system using Slack, Microsoft Teams or web interface.

2. Your teammates can upload their invoices and bills in PDF to the Approveit web app. OCR will capture all the data and submitting the invoice for approval becomes a matter of one click

3. Inviting your vendors to use the Vendor Portal allows for seamless submission of their payment documents. Vendors upload bills into the system and they get automatically routed for approval to responsible team members without anyone having to process them manually.

4. Bill approval requests can be created by simply sending a bill in PDF to an email address provided to you by Approveit. That way, vendors simply send an email, and the bill in it automatically becomes an approval request.

Absolutely, you can configure it in Approveit. The setup involves creating conditions that ensure only invoices exceeding a certain amount are forwarded for CFO’s approval. It’s a straightforward and clear process, designed to streamline management’s time and focus away from routine approvals.

In Approveit, you have the opportunity to control and manage budgets and track your expenses. You can create cost centers and allocate budgets (per category, or for the whole cost center) with specified frequency (quarter, month, year). All amounts of purchase orders and bills are automatically subtracted from allocated sums making it easy to track expenses in real time. The system will show you allocated, committed and spent amounts, as well as warn you about potential or current overspend. To learn more about budgeting in Approveit, click here.

Absolutely! We’ve got you covered. Approveit has direct integrations with Xero, QuickBooks Online, SoftLedger. We also offer a custom NetSuite integration our team can prepare within four weeks. Aproveit API allows you to create any integration you require, and we’d be happy to assist.