Overview
Approveit is an app that takes routine and time-consuming approval process and turns it into a smooth automated workflow in a matter of minutes.
✅ Using approval automation for your expenses will benefit your business in many ways:
- Approvals are restricted to your chosen communication channel
- You set up a universal approval workflow for everyone in your team to use
- Requests always get to the right person
- You save up to 70% of the time your teammates spend on manual approval processing
- You avoid errors in your Xero records thanks to direct integration
Approveit is:
👌Easy to use. Setting up your first automated approval workflow will only take five minutes. The app can be implemented very quickly, without any additional training for your team 👌Convenient. Available as a web and mobile app. 👌Transparent. Everyone on your team will have the same request form to fill in with required and optional fields that you need to set up only once. 👌Compliant. All requests and their details are permanently stored in your approval history and are available for downloading in .csv or .xlxs 👌Versatile: Approveit is not limited to just spend approvals. You can automate approval workflows across your entire organization.
👌Perfect for Finance to approve: Purchase orders, invoices and bills Expense reimbursements New vendors New deals
Main features: ➡️ simple approval workflow builder with a pre-set XERO template available ➡️ sequential approval steps ➡️ approvals streamline right in Slack, MS Teams or email ➡️ conditional rules for the approval process ➡️ direct integration with XERO (and 5000+ apps) ➡️ approval history download in .csv or .xlsx (for SOC compliance audits) ➡️ E-signed approval confirmations in .pdf ➡️ Approveit is available as a Mobile app
Build your first approval workflow in minutes:
📝 Use our templates to create custom approval forms
👬 Assign approvers, add steps, and set up approval conditions
🔗 Integrate with the software your team uses for post-approval actions automation
📩 Receive and process approval requests right in Slack or email workspace
📓 View, sort, filter, and export your team’s approval history in Excel/CSV format.
🌳For every 100 approval requests you make Approveit donates to plant one tree! Also, 1% of our revenue we contribute to carbon removal.
Let’s make the world better together!
🔥 Free 7-Day Trial available! Try all our premium features before you decide to upgrade your Plan.
Approveit + Xero
Approveit integrates with XERO directly! It’s extremely easy, you don’t need any coding skills or anything like that.
Direct integration with XERO will let you: Use the Purchase Order approval template that is identical to the one in XERO Have filling options dropdowns in the approval request input fields “supplier”, “product”, “category”, “tax rate” pulled in from your XERO account Automatically create a new Purchase Orders in XERO upon approval of the request
There is a detailed guide on how to set it all up.
Approveit integrates not only with XERO but with over 3000 apps!
Through API with any system of your choice
Getting started
Click "Get This App" button above to sign up to Approveit via XERO.
After you’re finished with our short onboarding, you’re ready to create your first approval workflow right away. Click here (https://approveit.today/blog/creating-workflow-guide/) to see the detailed guide on creating a workflow. While creating your first workflow you can choose our XERO Purchase Order Approval template to make your approval request form repeat the XERO purchase order template.
To automate transferring your purchase orders to XERO upon approval, connect Approveit to your XERO account in your Approveit account settings. Here is the guide (https://www.youtube.com/playlist?list=PLoRo7GMku8MGYDvnjTyv6i2XD6tDdPYa_) on how to do that.
In case you have any questions or difficulties, just drop us a line! Our support team will be happy to assist you.
