Module · Approvals & Workflows

Approvals without the chasing.

A visual workflow engine for spend, leave, contracts and anything else — routed automatically, escalated when ignored, audited forever.

Approvals & Workflows

01The Problem

The problem you know

Requests buried in inboxes

The PO sat in someone's email for nine days. The vendor charged a late fee, and nobody can say where it stalled.

Rules that live in heads

Who approves what, above which amount? When the hierarchy is unwritten, every request becomes a negotiation.

No trail when it matters

An auditor asks who approved that payment and on what grounds — and the answer is a shrug and a WhatsApp scroll.

03What you get

Approvals & Workflows

01

Visual workflow builder

Drag-and-drop approval chains with sequential or parallel steps, custom conditions and auto-escalation — no coding.

02

Dynamic routing

Requests route by department, amount, project or any custom field — including manager-hierarchy traversal.

03

Smart notifications

Instant alerts via email, Slack and mobile push, with automated reminders so nothing gets stuck.

04

Immutable audit trails

Every action logged with timestamp, user and comment — exportable, with unlimited retention.

05

Mobile one-tap approvals

Approve or reject from anywhere, with attachments and full context on the phone.

06

Delegation & substitutes

Going on leave? Scheduled delegations hand your approvals to a trusted colleague automatically.

In the real world

Purchase orders

POs lost in email threads were causing payment delays; amount-based routing delivered 3x faster PO processing, zero late fees and 100% budget compliance.

HR requests

Leave and hiring approvals needed manual follow-ups; a self-service portal with auto-notifications cut admin time by 90%.

Document review

Contracts stalled waiting for legal; parallel approval steps for Legal, Finance and Sales got contracts signed 5 days faster.

?FAQ

Questions, answered

Can I customise the approval chains?
Yes — build linear or branching workflows with conditions on any field, like "if amount > $10,000", to route requests differently.
What happens if an approver is on vacation?
Delegations for specific periods route their approval tasks automatically to a designated substitute — no bottlenecks.
Is there a limit on approval steps?
No limits — create as many steps as your process needs, and combine sequential and parallel steps in the same workflow.

See Approvals & Workflows on your own case.

A 30-minute demo, no obligation.

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