Approveit

Description Features Permissions Security & Compliance

Approveit is a Slack-native approval workflow platform that helps teams automate approvals, eliminate manual follow-ups, and maintain a complete audit trail. Build workflows without code, route requests automatically, and approve requests directly in Slack.Why teams choose Approveit
- No-code workflow builder with ready-made templates
- Automated routing based on amount, department, budget, vendor, location, or custom rules
- Approval requests, reminders, comments, and decisions directly in Slack
- AI-powered document processing and data extraction
- Complete audit trail for compliance and reporting
- Unlimited approvers and flexible multi-step workflowsPopular approval workflows
- Invoice approvals
- Purchase order approvals
- Expense approvals
- Vendor onboarding approvals
- Contract approvals
- Budget approvals
- Access requests
- Software procurement approvals
- Time-off requests
- Quote and discount approvals
- Change management approvalsBuilt for every team
Finance teams use Approveit for invoice, bill, expense, purchase order, and budget approvals. HR teams automate hiring, onboarding, and time-off requests. IT teams manage access requests and software approvals. Procurement, Legal, Sales, and Operations teams use Approveit to standardize approval processes and improve visibility.AI assistant
Describe your process in plain English and Approveit helps build the workflow for you. Upload invoices, PDFs, emails, and documents to automatically extract data and pre-fill approval requests using AI-powered OCR.Integrations
Connect approval workflows to the systems your team already uses. Approveit integrates with Slack, Microsoft Teams, Email, NetSuite, Sage Intacct, QuickBooks, Xero, SoftLedger, Salesforce, Jira, Okta, Zapier, REST APIs, and webhooks.
Pull data from business systems into approval requests, validate information before approval, and automatically sync approved changes back to your ERP, accounting, CRM, HR, and operational systems.Why Slack users love Approveit
Approve requests, reject requests, add comments, review attachments, complete tasks, and receive notifications without leaving Slack. Keep approvals moving while giving your team full visibility into every request and decision.

Approveit will be able to view:

Approveit will be able to do:

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General

Privacy & data governance

Data retention policy

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

App/service uses large language models (LLM)

Certifications & compliance

Security