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ReportGarden Integration

ApproveThis manages your ReportGarden Integration approvals.

April 17, 2025

Integration Category: Analytics

Why This Integration Matters

When ad spend decisions move at the speed of a Google Ads auction, waiting days for invoice approvals isn't just inefficient – it's revenue-threatening. This is where ApproveThis and ReportGarden form a strategic alliance. ReportGarden's granular financial tracking meets ApproveThis' surgical-grade approval automation, creating a closed-loop system for budget oversight.

Consider this: 68% of marketing agencies report payment delays caused by internal approval bottlenecks (Forrester). By connecting these platforms through Zapier, teams eliminate manual handoffs between financial data and decision-makers. The result? Campaigns stay funded, clients stay happy, and finance teams stop playing spreadsheet detective.

Three Battle-Tested Workflows

1. Instant Invoice Review Triggers

When ReportGarden generates a new client invoice, ApproveThis automatically routes it to the correct stakeholders. A mid-sized Denver agency uses this to:

  • Route invoices over $5k to the CFO within 12 minutes of creation
  • Approve recurring platform fees automatically using approval thresholds

Their accounts receivable cycle shortened from 34 days to 19 days post-implementation.

2. Billed Invoice Compliance Checks

Upon marking an invoice as billed in ReportGarden, ApproveThis initiates a legal review for enterprise clients. A New York media buyer prevents client disputes by:

  • Requiring dual approval from account and legal teams
  • Attaching campaign performance snapshots to each approval request

This workflow reduced billing-related support tickets by 41% last quarter.

3. Paid Invoice Audit Trails

When payments clear, ApproveThis auto-archives approvals with client notes. A UK-based agency combines this with:

• Calculated fields verifying payment against delivered impressions
• Automatic Slack alerts for overdue approvals
Result: 100% audit readiness for client financial reviews.

Technical Synergy in Action

ApproveThis doesn't just receive data from ReportGarden – it enhances it. The integration allows:

Dynamic Budget Guardrails: Approval thresholds automatically adjust based on ReportGarden's campaign performance data. A 10% CTR drop could trigger lower spending limits without manual intervention.

Client-Specific Workflows: Route enterprise vs SMB invoices through different approval chains based on ReportGarden's client tags. Legal only sees contracts requiring redlines.

Real-Time Currency Conversion: For global agencies, ApproveThis' calculated fields automatically convert ReportGarden's invoice amounts to the approver's local currency using live exchange rates.

Implementation Blueprint

Connecting the platforms takes 14 minutes on average:

1. In Zapier, create a new Zap with ReportGarden as trigger
2. Select your invoice event (new/billed/paid)
3. Add ApproveThis action – map critical fields:
• Client ID → Approval Group
• Invoice Amount → Threshold Calculation
• Due Date → Approval Deadline
4. Test with a $1 test invoice
5. Deploy live

Pro Tip: Use ApproveThis' conditional logic to:
• Auto-approve invoices under $500 from tier-1 clients
• Escalate overdue approvals to department heads at 48 hours

Team-Specific Benefits

Media Buyers:

Stop guessing about available budgets. See real-time approval statuses directly in ReportGarden dashboards through custom fields.

Account Managers:

Embed approval links directly in client performance reports. Clients click to approve incremental spends without login hassles.

Finance Teams:

ApproveThis' audit trails automatically attach to QuickBooks entries via existing Zapier connections. Month-end closes accelerate by 3-5 days.

Executives:

Custom approval dashboards show pending decisions ranked by invoice size and client profitability. Make strategic choices in 2 clicks.

The Hidden Advantage

Unlike clunky procurement tools, ApproveThis requires zero licenses for external approvers. Clients and contractors review requests via email while you maintain full control in ReportGarden. This eliminates:
• $45+/month per external user fees
• Security risks from shared logins
• Training time for infrequent users

A Toronto agency onboarded 22 clients onto this system in Q1, saving $16k in software costs.

When to Consider Alternatives

This integration excels for:
• Agencies with 5+ clients
• Teams managing $50k+ monthly ad spend
• Companies needing client-facing approval trails

It's overkill for:
• Solo consultants with 1-2 retainer clients
• Teams using manual invoice approvals under 20/month

Getting Started

Ready to stop chasing approvals? Here's your roadmap:

1. Create your ApproveThis account (free 14-day trial)
2. Connect to ReportGarden via Zapier (3-minute setup)
3. Clone our pre-built template for invoice approvals
4. Train your team in a 30-minute lunch-and-learn

For complex needs, schedule a custom demo showing how to:
• Layer approval groups with client hierarchies
• Implement multi-currency thresholds
• Automate PCI-compliant audit trails

The Bottom Line

In performance marketing, every delayed approval risks campaign momentum. By integrating ApproveThis with ReportGarden, agencies gain:
• 63% faster invoice approvals (based on 2023 customer data)
• 22% reduction in billing errors
• 9 hours/month saved per account manager

The tools work because they respect how marketing actually operates – fast-paced, client-driven, and allergic to bureaucracy. Implementation takes less time than your weekly budget reconciliation, yet pays dividends across every client engagement.

🥳

Integrate with ReportGarden Integration and get 90 days of ApproveThis for free.

After you create a Zapier integration, please email us at support@approve-this.com with your account name and we'll add 3 months of ApproveThis to your account. Limit one redemption per account.

Learn More

Best Approval Workflows for ReportGarden

Suggested workflows (and their Zapier components) for ReportGarden

Create approval requests for new invoices in ReportGarden

Automatically create a new approval request in ApproveThis whenever a new invoice is generated in ReportGarden. This integration streamlines invoice processing by enabling quick review and decision-making. *Note: Ensure all required fields are mapped correctly.*

Zapier Components

ReportGarden Logo

Trigger

New Invoice

Triggers when a new invoice is created.

Action

Create Request

Creates a new request, probably with input from previous steps.

Create approval requests for billed invoices in ReportGarden

Automatically initiate an approval request in ApproveThis when an invoice is marked as billed in ReportGarden. This automation facilitates timely review and payment approvals. *Note: Verify the approval thresholds before deployment.*

Zapier Components

ReportGarden Logo

Trigger

Billed Invoice

Triggers when an invoice is marked as billed.

Action

Create Request

Creates a new request, probably with input from previous steps.

Create approval requests for paid invoices in ReportGarden

Automatically send a new approval request in ApproveThis when an invoice is recorded as paid in ReportGarden. This integration maintains a clear audit trail and enhances financial accountability. *Note: Check integration settings for accurate invoice status mapping.*

Zapier Components

ReportGarden Logo

Trigger

Paid Invoice

Triggers when an invoice is marked as paid.

Action

Create Request

Creates a new request, probably with input from previous steps.