Simplify Payment Approvals with Smart Automation Workflows
Pain Point: Tracking down approvals for vendor payments can slow down business and create backlogs in your finance process. It’s easy to forget a pending request or lose track of who’s supposed to approve what.
How It Works: We build a workflow that automatically triggers when a new payment request is submitted via form or CRM. Here’s the flow:
- An employee submits a vendor payment request.
- The request is routed via email or Slack to the manager for approval.
- Once approved, the finance system (e.g., QuickBooks or Xero) is notified or updated.
- If it’s not approved within 24 hours, a reminder is automatically sent.
Benefits & Value:
- No Bottlenecks: Approvals don’t get stuck in someone’s inbox.
- Traceability: You have a full history of who approved what, and when.
- Compliance: Helps keep internal financial processes auditable.
- Speed: Faster payment processing means better vendor relationships.
Conclusion: With a smart approval workflow, your finance team stays agile and efficient, even as you grow.
Call to Action: Want to automate your vendor approvals? [Schedule a free demo] and we’ll walk you through a live example.”Waiting on someone to approve a vendor payment? We can help you set up a smooth, automated path that keeps the finance team moving.
