ApproveThis manages your Codat Integration approvals.

When Accounting Data Needs a Second Opinion

Let’s cut to the chase: financial approvals suck when you’re manually chasing down department heads or waiting for Janet from accounting to return from her 3-week cruise. Codat gives you real-time access to financial data. ApproveThis gives you a way to actually do something with it without playing corporate phone tag.

Together, they turn accounting events into actionable approval workflows. New invoice? Budget change? Procurement request? Codat sees it happen. ApproveThis gets the right eyes on it within minutes. No spreadsheets. No “I thought you were handling this” emails. Just clean audit trails and fewer excuses.

Why This Combo Doesn’t Just “Work” – It Solves

Most accounting software integrations just move data from point A to B. This pairing actually closes loops. Here’s how:

• Codat detects financial events (new invoices, payment failures, budget overages)
• ApproveThis routes them to humans who need to make decisions
• Decisions trigger actions back in Codat or whatever systems you use

The kicker? Approvers don’t need Codat licenses. Your external auditors, legal team, or department heads can approve/reject requests directly from email or ApproveThis’ dashboard. No added software costs. No training sessions.

Real-World Use Cases That Actually Matter

1. Invoice Approvals That Don’t Require a Psych Degree

Scenario: A mid-market manufacturing company uses Codat to pull invoice data from 50+ suppliers. Every new invoice triggers an ApproveThis workflow where:

• Line-item costs are auto-checked against contracted rates via Calculated Fields
• Approval thresholds automatically approve small invoices under $5k
• Larger invoices go to department heads + legal if terms change

Result: AP team processes invoices 62% faster. Legal only sees exceptions. Suppliers stop calling about payment status.

2. Budget Adjustments Without the Spreadsheet Circus

Codat detects when a department hits 75% of their quarterly budget. ApproveThis:

• Routes increase requests to CFO + department leads
• Uses conditional logic to require project ROI data for requests over $10k
• Auto-updates budget caps in Codat once approved

Result: Finance stops playing budget cop. Department leads get autonomy without overspending.

3. Procurement That Doesn’t Require a Blood Oath

Codat monitors inventory levels and purchase orders. When stock runs low:

• ApproveThis creates vendor-specific approval chains
• Requires 2+ approvers for new supplier contracts
• Auto-reassigns approvals if someone’s OOO (looking at you, vacation-heavy December)

Result: Operations keeps production lines moving. Procurement avoids rogue spending.

Setting This Up Without Losing Your Mind

Connect Codat → ApproveThis in Zapier in 4 steps:

1. Pick your Codat trigger: “Receive Webhook Messages” for specific events (new invoices, payments, etc.)
2. Map critical data: Pull invoice amounts, vendor IDs, or budget codes into ApproveThis request fields
3. Build approval logic: Set thresholds, approver groups, and conditional rules in ApproveThis
4. Test with live data: Use a test vendor invoice to confirm approvals route correctly

Pro tip: Use ApproveThis’ Calculated Fields to auto-flag invoices exceeding contract rates or budgets before humans even see them.

Who Actually Benefits From This?

Finance Teams

Stop being the bottleneck. Set approval rules once, then let Codat’s data + ApproveThis’ automation handle routine approvals. Only get pulled in for exceptions.

Operations Managers

Keep production lines moving by tying inventory alerts (via Codat) to instant purchase approvals. No more waiting for CFO sign-off on urgent parts orders.

External Auditors

Grant read-only access to approval trails without giving them full system access. Every decision is timestamped, reason-coded, and tied to raw data from Codat.

IT Departments

Replace custom-coded approval logic with ApproveThis’ no-code builder. Cheaper to maintain. Easier to audit.

The Unspoken Advantage: Audit Trails That Don’t Lie

Ever tried to reconstruct why a budget was approved six months later? With Codat + ApproveThis:

• Every approval shows the exact data snapshot from Codat at decision time
• Approval comments are tied to specific line items
• Delegated approvals show who approved what, and when

Compliance teams stop hounding you. Audits take hours, not weeks.

Common Roadblocks (And How to Dodge Them)

Problem: “Approvals are still slow even with automation!”
Fix: Use ApproveThis’ approval thresholds to auto-approve small transactions. Save human reviews for big-ticket items.

Problem: “Vendors keep changing invoice terms!”
Fix: Set Codat to monitor for contract deviations → trigger ApproveThis workflows requiring legal sign-off on any changes.

Problem: “Department heads ignore approval requests!”
Fix: Enable ApproveThis’ escalation rules + reminder emails. Shame works wonders.

Bottom Line: This Isn’t Just Another Integration

Most Zapier integrations just shuffle data. This one forces decisions. Codat tells you what’s happening. ApproveThis forces people to act on it. No more limbo.

For companies stuck between “We need better controls” and “We don’t want to slow down”, this is your loophole.

How to Start (Without a 6-Month IT Project)

1. Get Codat’s API access sorted for your accounting systems
2. Set up ApproveThis workflows for your top 3 approval pain points
3. Connect both via Zapier in an afternoon

Or just book a 15-minute demo and we’ll show you the ropes.