Invoices that route themselves to the right approver.
Approval Flows turns your approval policy into rules. Amount bands, PO mismatches, new vendors and cost centres decide who signs off, and nothing reaches payment without the right approval.
Reviewed invoices and payment requests with their extracted data and match results.
Rules evaluate each record and assign approvers in order, with reminders and escalation.
Approved records released to export, with the full approval trail attached.
Your delegation of authority, enforced.
Written in the same terms your finance policy already uses.
Conditional routing
Route on amount, vendor, cost centre, branch, project, document type or any extracted field.
Multi-level approval
Sequential or parallel approvers, with limits per role.
Reminders and escalation
Email reminders, then escalation to a backup approver after the time you set.
Payment calendar
Due dates and early payment discounts visible to approvers so nothing is paid late or early by mistake.
Approve from email
Approvers see the key fields and the document in the email and approve with one click.
Audit trail
Who approved, when, at which amount and against which rule, kept with the record.
How an invoice gets approved
Arrive
A reviewed invoice enters the flow with its match result.
Evaluate
Rules run top to bottom and assign the first matching path.
Approve
Approvers act in the app or from email. Reminders go out automatically.
Release
Fully approved records export to accounting and are ready for payment.
The details
What you can build with Approval Flows.
- Conditions
- Amount ranges, vendor, vendor age, cost centre, branch, project, document type, match status, any field
- Approver types
- Named users, roles, managers of the requester, groups with any-one or all-must approve
- Timing
- Reminder and escalation intervals in hours, business-day aware
- Channels
- Web app and email approval
- Availability
- Carton and Warehouse plans
Approval Flows questions
Can different branches follow different rules?
What happens when an approver is on leave?
Can an approver change an amount?
Next on the table
Bring your approval matrix.
Send us the spreadsheet or policy page you use today. We will set it up as rules during your trial and run real invoices through it.
- Stained or folded
- Handwritten notes
- Skewed scans