Product Details
Approveit is an AI-enhanced workflow and approvals platform that lets teams design, route, and audit approvals right where they already work, Slack, Microsoft Teams, Email, or the web, using a no-code builder.
Outcomes at a glance
Set up your first flows in minutes with templates and a visual builder.
Shorten approval cycles by up to 70%; customers report seven-figure savings potential.
Reduce manual data entry with two-way sync to accounting and real-time visibility.
Who it’s for
Finance-led operations (AP/AR, procurement), IT, and Ops teams at mid-size and enterprise companies that need fast deployment, strong governance, and auditability.
Key capabilities
AI decisioning with human-in-the-loop: automate routing/approvals while keeping people in charge of high-risk steps.
Procurement & Finance automation: create POs, link bills to POs, manage vendors, and plan spend with cost centers and AI forecasting.
AR/AP workflows: sync approved bills/invoices to QuickBooks, Xero, NetSuite, and SoftLedger, no copy-paste.
Approve anywhere: submit and approve in Slack/Teams or directly from email, with action buttons in messages.
Audit-ready records: e-signed approval confirmations (PDF) and exportable history for compliance reviews.
Analytics & reporting: real-time status tracking and centralized logs.
Integrations
Native connections for QuickBooks, Xero, NetSuite, SoftLedger; plus API/SDK and Zapier for thousands more tools.
Security & compliance
SOC 2 Type I controls, GDPR-aligned DPA, and encryption at rest, backed by tamper-proof audit logs.
Get started in minutes
Pick a template or create a custom form. 2) Add approvers, steps, SLAs, and conditional logic. 3) Connect accounting/ERP/HR apps for post-approval automation. 4) Review and approve in Slack, Teams, email, or the web app.
Sustainability
For every 100 approval requests, Approveit plants a tree; 1% of revenue contributes to carbon removal.