Approveit

Approveit is a cloud-based, no‑code workflow automation and approvals platform designed to centralise and standardise approvals across finance, procurement, HR, IT, and general operations. It is built around the idea that most approvals currently live in unstructured Slack or Teams chats, emails, and spreadsheets, making them hard to track, audit, and scale. Approveit replaces those ad‑hoc channels with structured, configurable workflows that still run inside the collaboration tools people use every day, while maintaining a system of record, audit trails, and tight integrations with accounting and business systems. The product targets SMB and mid‑market organisations that need stronger spend control and compliance without implementing a full-blown ERP or building custom workflow apps.​ Approveit provides a visual, no‑code workflow builder that lets operations, finance, or IT teams design multi-step approval processes without development work. Users can define triggers (for example, a form submission in Slack or Teams, an email, or an API call), route the request through conditional approval chains based on amount, department, vendor, project, or custom fields, and configure notifications and escalations. The engine supports parallel and sequential approvals, dynamic approvers (such as “manager of requester” or “budget owner”), and branching logic based on data, allowing organisations to encode complex business rules in an accessible way. Every request becomes a structured object with fields, status, and history, rather than an unstructured chat, which is crucial for auditability and analytics. One of Approveit’s defining characteristics is its deep embedding in collaboration platforms. It offers native apps for Slack and Microsoft Teams, so users can initiate, approve or reject requests directly from messages, using forms and interactive buttons instead of switching to a separate approvals portal. Email-based approvals are supported as well, so stakeholders who live in their inbox can participate without adopting new tools. For product teams and external portals, Approveit also exposes an embeddable SDK and API that allow organisations to surface approval forms and status views inside their own web or mobile apps. This multi-surface approach reduces friction and significantly increases adoption, since end users can stay within their existing communication channels while the underlying logic and records live in Approveit.​​ From a finance and procurement perspective, Approveit is built to handle purchase orders, invoices, vendor onboarding, budget approvals, and expense claims. It integrates with accounting platforms such as Xero, QuickBooks Online, NetSuite, SoftLedger and others, allowing approved data (for example, vendor details, PO lines, invoice amounts and coding) to be synced automatically into the ledger. This eliminates double entry and reduces the risk of discrepancies between approval records and accounting data. Approveit can also post to Google Sheets for lightweight reporting or intermediary data processing, and integrates with calendars to manage due dates and reminders. For IT and HR, Approveit supports workflows like access requests, hardware and software provisioning, time-off approvals, and onboarding and offboarding checklists, again keeping approvals in Slack/Teams while writing back to internal systems via API where needed.​ Compliance, auditability and documentation are key design pillars. Each approval captured in Approveit generates a tamper-evident audit trail showing who requested, who approved or rejected, when, and with what comments. The system can produce human-readable approval records and e‑signature‑equivalent PDFs that can be attached to ERP or document management systems for audit and regulatory purposes. This is particularly valuable for organisations that need to demonstrate internal controls over purchasing, vendor management or access rights, such as those working towards SOC 2, ISO 27001 or other governance frameworks. Centralised history and search make it easy to retrieve prior approvals for dispute resolution, vendor negotiations or audits, which is difficult when approvals are scattered across chat history and inboxes.​

Approveit’s competitive edge comes from being built “chat-first,” deeply embedded in Slack and Microsoft Teams while still behaving like a full approvals system with strong accounting integrations and audit controls. Many competitors either focus on generic ticketing and workflow tools that sit outside collaboration platforms, or on finance‑centric approval tools that require users to live in a separate UI. Approveit instead lets users request, review and approve directly inside Slack, Teams or email, which dramatically reduces adoption friction and keeps processes visible where work already happens.​​ A second differentiator is its no-code, business‑friendly workflow builder tuned specifically for approvals around finance and operations. While horizontal automation tools can in theory model approvals, they often require more technical configuration and lack native concepts like multi‑step purchase approval, invoice sign‑off, vendor onboarding or access requests. Approveit ships opinionated workflows and templates for these use cases while still allowing complex, conditional routing rules based on spend thresholds, departments, vendors, projects and custom fields. This makes it easier for finance or operations leaders—not just IT—to own and iterate on approval logic without waiting for developers, which is a key constraint in many mid‑market teams.​

• Small Businesses (1-99)
• Mid Market (100-500)
• Enterprise (500+)