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Approval workflows

For Finance teams

Approvals with a name, a timestamp and a diff

Replace approval threads in email and chat with apps that route each request to the right person, show exactly what will change, and record the decision. Approvers can act in the app or straight from Slack.

Halden Mutual Vendor Onboarding: five-step stepper, document checklist, risk flags and approvers for a new vendor

The right approver, every time

Route by amount, region, team or risk score. Requests above a threshold go to a second person, and nobody can approve their own request.

The change, not a summary

Approvers see a diff of exactly what will change, with the record's history beside it, before they press Approve.

A record auditors can use

Each decision stores who asked, who approved, when and what changed, and exports from the Logbook in one step.

01 — In production

How Kettleby Freight put a named approver on every process

“We replaced 14 spreadsheet processes in one quarter, and every app had a named approver before it went live.”

Dana Okafor

Finance Operations Lead, Kettleby Freight

Read the story

Container gantry crane silhouetted against an ember-orange dusk sky
Kettleby Freight logo

14 spreadsheet processes retired in one quarter

Container gantry crane silhouetted against an ember-orange dusk sky
Kettleby Freight logo

14 spreadsheet processes retired in one quarter

  • Kettleby Freight logo
  • Halden Mutual logo
  • Tessaly logo
  • Brackwater Energy logo
  • Quenby logo
  • Fennimore Health logo
  • Saltmarsh & Co. logo
  • Brennock Precision logo

03 — What it includes

Built for the approver as much as the requester

Routing rules in plain English

Write "refunds over $500 need a team lead" and Chamfer builds the routing, the threshold and the check.

Two-person rules

Require a second approver above any amount, and stop people approving their own requests.

Approve from Slack

Approvers get the request with the details and two buttons, and the decision is logged under their SSO identity.

Reminders and escalation

Requests that sit too long remind the approver, then move to a backup after the time you set.

Delegation with limits

Approvers on leave hand requests to a named delegate for a set period, and the Logbook shows who acted for whom.

Exportable history

Filter decisions by approver, amount or date and export them for audit as CSV or JSON.

05 — FAQ

What teams ask about approvals

Can an approver act without opening the app?

Can we stop people approving their own requests?

What does the approver actually see?

What happens if an approver is away?

Can approvals have several steps?

How do auditors get the history?

Give every decision a name and a timestamp

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