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.
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.
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 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.
SaaS & Technology
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
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
Move quickly on inventory buys without losing control. Use thresholds to require buyer lead + finance approvals, prevent duplicate POs, and make sure inbound shipments match what was ordered before invoices are paid via three-way matching.
Construction & Field Operations
Align site, regional, and HQ approvals. 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
Demonstrate stewardship with clean approvals and transparent spend. Route grant-funded purchases for program-manager approvals, 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
Standardize MRO and direct materials approvals, enforce tolerances, and track delivery receipts. Connect approvals to your ERP/ledger and maintain supplier records centrally.
Healthcare & Life Sciences
Use role-based workflows to separate duties (requesters vs. approvers), capture approvals 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?
Approveit supports custom workflows for any vertical through no-code configuration and APIs.
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