Approveit

Approveit is approval workflow software for finance, HR, IT, operations, procurement and legal teams. Its homepage pitch is "Approvals that happen where your team already works": you build automated workflows for any business process and run them directly inside Slack, Microsoft Teams and the Approveit web app. The page title describes it as software to "Automate invoice approvals, purchase requests, and workflows in Slack," with setup in minutes. The company also operates under approveit.co, but the pages held for that domain carry no content, and none of the pages state where the company is based.

What you build and how

The product follows a 3-step flow that the homepage lays out. First, "Build your workflow": you create forms, approval steps, conditions and routing rules with the no-code builder, or "simply describe your process to Approveit AI and get a ready-to-edit workflow draft." Second, "Submit requests anywhere": employees create and submit requests in Slack, Microsoft Teams or the web app using simple forms tailored to each process. Third, "Approve and track": every step is logged. The site says people can submit and approve without switching tools, and lists email alongside Slack, Teams and the web app as places to act.

A step-by-step guide on the site shows what building looks like. You open the "Workflow" tab in the left-side menu and click "New workflow." You then choose an approval form template that fits the use case, for example Accounts payable, then Bill approval. You can switch on an external data source so that an event outside Approveit triggers an approval request, using Zapier or the Approveit API. Next you edit the form fields the requestor fills in. Some fields are mandatory, which means they can be reordered but not deleted. You add fields from a right-hand panel, name them and add the options a requestor can pick. Dynamic fields appear only when a condition holds. The guide's example is a single-line text field that shows only when the expense type is Fixed.

Then you add approvers. The guide builds a 3-step flow: a first approval step, a second named "Finance approval," and a third that runs only if its conditions are met. A "Show Flow" button displays the whole approval flow before you save it with "Done." The guide's own definition is that a workflow is a structured process with defined steps, responsible parties, conditional logic and smart intake forms. It points to a Smart Intake Forms guide and a Conditional Logic guide for more depth, so this is a process tool with a built-in form designer rather than a stand-alone form product.

After approval, a "Send requests data to" setting handles what happens next. An email can go to a specified address. An action can run through Zapier, for example creating a new row in a Google Sheets table. Or an action can run through the Approveit API. Workflow settings let you add labels, and an Access setting lets you limit a workflow to specific team members.

The homepage names several finance-oriented features. For invoices, they are matched with purchase orders or budget lines and sent to the right people, mismatches are flagged automatically, and "AI matching helps detect mismatches and suggest corrective actions." The integrations block says you can "bring data from NetSuite, Xero, QuickBooks, BambooHR, and other business systems into approval workflows, then sync approved data back automatically." The site's article list includes a purchase order approval workflow guide and a Xero purchase order guide whose flow runs Draft, Awaiting approval, Approved, Billed.

What the pages claim

The held pages publish no prices or plan names. The calls to action are "Request a Demo" and "Log In," and a "Pricing" item sits in the main navigation, but its figures are not in the pages held, so check the live page before budgeting.

The homepage lists four reasons teams choose it. A full audit trail keeps "every request, decision, comment, attachment, change, and timestamp in one centralized approval record," described as a single source of truth. It says the tool is easy to use, because approvals run in Slack, Microsoft Teams, email and the web app. It says you can set up in minutes with the no-code builder, ready-made templates and Approveit AI, with "no lengthy implementation projects." And it ties the audit record to audits, saying teams can "easily pass audits and stay in control with complete financial process transparency."

One customer quote comes from Danny L., finance manager at Easygo: "Easy to understand and implement with flexibility to adjust your structure. Improve the operation and communication among teams." A second testimonial says it was easy to set up and integrate into Slack. The pages name no user count, no compliance certifications and no hosting regions.

The site's own taxonomy labels the product as workflow automation, approval software and BPM software. The use cases named across the guide and articles are accounts payable bill approval, purchase order approval, onboarding workflows, office supply needs and asset tracking, plus the Xero purchase order flow.

Who it suits, and where it stops

Approveit fits a finance or operations team that already lives in Slack or Microsoft Teams and wants requests, approvals and records in one place without a separate portal. An accounts payable team matching invoices against purchase orders, a procurement team routing purchase requests, and an HR team handling onboarding requests are the cases the site shows. A team that connects NetSuite, Xero, QuickBooks or BambooHR gets named integrations, and a team on other systems can use Zapier or the API. For a Xero shop, the purchase order guide shows the intended path: who can raise purchase orders, who can approve them, and how an order moves from draft to billed. A finance manager at Easygo is the one customer the pages name, so smaller shops can read his quote as the closest thing to a reference point.

The limits are what the pages leave out. It is built around approvals, so document generation, eSignature and a general app builder are not part of the description. Details such as plan tiers, request volume limits, hosting and certifications need a conversation with the company. A team that does not use Slack or Teams still has the web app and email, but the pitch is strongest for chat-first organizations.