Approvals & teams
Clear decisions. Less back-and-forth.
Give each request a responsible person, the evidence they need and a clear next action.
- AI + familiar tools
- Role-scoped
Designed for the whole workflow.
Give each request a responsible person, the evidence they need and a clear next action.
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The right approver
Route each request to an assigned approver so people know who is responsible.
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Delegation when needed
Delegate decisions for a period, so requests are not stuck while someone is away.
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A decision history
Approve, return with a question or reject, and keep the reasoning with the record.
From submission to decision.
Every step has an owner.
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1. Submit
The requester sends an expense with its documents and purpose.
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2. Assign
The request goes to the responsible approver under your approval policy.
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3. Review
The approver checks the evidence, purpose and policy.
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4. Decide
Approve, return with a question or reject. The history is kept.
What you can do
Decide with the evidence in front of you.
The approver sees the amount, supplier, purpose, documents and policy in one place, and confirms what they have checked.
- See the submitted version, amount and supporting document together.
- Return a request with a question instead of rejecting it outright.
- Confirm that evidence, purpose and policy were reviewed.
- Delegate approval for a set period.
- Keep a clear record of who decided what, and when.
Decisions stay with people.
Approval has its own controls.
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Scoped decisions
Only the assigned approver can decide. Where independent review is required, nobody approves their own claim.
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Approval is not payment
Approving an expense does not change its payment status.
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AI cannot approve
The assistant can prepare a summary for you. It cannot approve or pay by itself.
A few useful answers.
Can I approve my own expense?
Not where your policy requires independent review. A decision cannot approve the approver's own claim in that case.
What happens when someone is away?
Approval can be delegated for a period, so requests keep moving.
Does approval mean the expense is paid?
No. Approval and payment are tracked separately.
Do individuals have to use approvals?
No. Personal users are not forced through company approvals.
Related features
Give your expenses a better place to work.
Start with a simple instruction. Keep the details—and the decisions—under your control.