Configuration
Your approval rules, set up in an afternoon.
Your administrators configure everything themselves: the forms requesters fill in, who approves what, and the organization the rules are built on. No consultants, no vendor tickets.
Approval steps
Head of the requester's department
1 approverEvery purchase request
Finance director
1 approverUS$10,000 or more · authority level 3 or above
Publishing a change creates a new version. Applications already in flight keep the rules they started with.
Forms that fit the request
Each approval type has its own fields: amounts, dates, choices, attachments, help text. Requesters see only what that request needs.
Flows that follow your rules
Steps that apply only above an amount or for a category, approvers resolved from the organization chart or authority level, deadlines per step.
Change without breaking anything
Types and flows are versioned. Publish a change and new applications use it, while those in flight finish under the rules they started with.
How it works
- 01
Build your organization
Departments and divisions, their heads, and import users from Excel in one go.
- 02
Set roles and authority
Give people roles and authority levels, so flows can say “level 3 or above”.
- 03
Design the approval type
Add the fields the request needs and the help text requesters will see.
- 04
Publish the flow
Order the steps, set conditions, completion rules and deadlines, then publish.
Questions
Do we need a consultant to set it up?
No. Everything is configured in the browser by your own administrators, and changes take effect when you publish them.
What happens to applications in flight when we change a flow?
They keep the version they started with. Only new applications use the published change.
Can we follow a business calendar?
Yes. Deadlines count business hours on your organization's calendar, with its holidays.
More features
- Approval workflowSubmit, amend, approve with conditions, recall — every state clear to everyone involved.
- Delegation and escalationDelegates, representatives, on-duty rotas and automatic escalation keep every task moving.
- Guest approvalClients, suppliers or auditors decide one task through a secure, time-limited link.
- Audit and complianceAn audit trail that can't be edited, printable approval records and compliance export.
- IntegrationsWebhooks, integration keys, single sign-on and user provisioning.
- Mobile appiOS and Android app for requesters and approvers — coming soon.
Set up your first approval flow today.
Start a 30-day free trial with your real organization, users and approvals. Or let us show you around.
30 days free. No credit card.