Approveit is an app that automates your approval process right in your Slack workspace. Set a fully automated workflow in less than 10 minutes to shorten your spend approval cycle by 70% and save up to $2M annually.
Popular use cases: - Purchase order approvals - Invoice approvals - Expense approvals - Payroll approvals - Budget allocation100% control over your finances right from Slack. Approveit integrates with 5000+ apps to fully automate the spend approval process together with post-approval actions, like recording approved purchase orders in QuickBooks or Xero.Problems that we solve: - Invoice approval and recording into the accounting system take too long - Spend requests get lost in multiple communication channels - Expenses that can’t be properly traced - Mistakes in transaction recording - Unapproved purchase orders recorded in the accounting system - Unapproved spending in non-business-related categories - Inefficient and uncontrolled budget allocation**Perfect for Finance. Built with remote work in mind.**Main features: - Sequential approval process - Approvals streamline right in Slack - Advanced Conditional rules based on the amount, tax rates, departments, etc. - Attaching files to approval requests right in Slack - Direct integration with QuickBooks, Freshbooks, Xero, and Jira - E-Signed approval confirmation in .pdf - Approval history download in .csv or .xlsx (for compliance audits) - Setting approvers based on organizational structure - Purchase order form templates, just like in Xero and QuickBooks - 5000+ integrations through Zapier + Approveit APIBuild your first approval workflow in under 10 minutes: :memo: Use our templates to create approval forms that meet your needs :two_men_holding_hands: And set conditional rules and assign approvers :link: Integrate with your accounting software to automatically record transactions upon approval :envelope_with_arrow: Create, discuss and approve requests right in Slack or email :notebook: View, filter, and export your team's approval history in Excel/CSV format. :deciduous_tree: For every 100 approval requests you make Approveit donates to plant one tree. Also, 1% of our revenue contributes to carbon removal. Let's make the world better together!
Approveit will be able to view:
Approveit will be able to do:
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Customer data is retained by Approveit, Inc. during the retention period necessary for the management of the business relationship except those required to establish proof of a right or contract that may be archived in accordance with provisions of the Commercial Code relating to the shelf life of books and documents created during commercial activities and the Consumer Code relating to the retention of contracts concluded electronically, namely 10 years. The Data is kept by Approveit Today for commercial prospection for 3 years.
Data archiving and removal policy
The Visitor is invited to update the data concerning him which is inaccurate, incomplete or obsolete. In accordance with the regulations applicable to the protection of personal data, the Visitor has:
access rights to his data,
a right of rectification,
a right to erase data,
a right of limitation,
a data portability right (a copy of his data),
a right to oppose the treatment
Data storage policy
6. DATA TRANSFER
Personal Data may be stored and processed in any country where Approveit Today, its suppliers, partners, or subcontractors manage servers. In the event that Personal Data may be transferred outside the territory of the European Economic Area, Approveit, Inc. shall take all necessary measures to ensure that the Personal Data benefit from the appropriate safeguards (and in particular through the Privacy Shield or Standard Contractual Clauses approved by the European Commission).
7. DURATION OF STORAGE OF PERSONAL DATA
Customer data is retained by Approveit, Inc. during the retention period necessary for the management of the business relationship except those required to establish proof of a right or contract that may be archived in accordance with provisions of the Commercial Code relating to the shelf life of books and documents created during commercial activities and the Consumer Code relating to the retention of contracts concluded electronically, namely 10 years. The Data is kept by Approveit, Inc. for commercial prospection for 3 years.
App/service has sub-processors
Certifications & compliance
Data deletion request procedure
We delete all the data associated with an individual in 3 days after the request and notify the individual after the data is erased (the request can be done in written form or via email email@example.com)
While this app may offer HIPAA compliance, Slack does not have a business associate agreement with any third-party application providers, including those in the Slack App Directory, so you are responsible for validating the provider's compliance and executing an appropriate agreement before enabling.
Supports Security Assertion Markup Language (SAML)