
ApproveThis manages your Fee Navigator Integration approvals.
April 17, 2025
Integration Category: Invoices
Two Platforms, One Competitive Advantage
Fee Navigator's AI-powered merchant statement analysis gives businesses precision insights - but turning those proposals into action requires human decisions. ApproveThis adds the missing layer: structured, auditable approval workflows that keep pace with data-driven insights. Together, they transform fee management from a reactive cost center into a strategic lever.
Where Fee Navigator Ends, ApproveThis Begins
Fee Navigator excels at analyzing complex fee structures and generating proposals. However, financial teams often hit bottlenecks when:
- Proposals require sign-off from compliance, legal, and regional managers
- Revisions trigger redundant email threads
- Urgent updates stall because approvers are OOO
ApproveThis solves these gaps through Zapier-powered automation that bridges proposal creation and stakeholder authorization. When a Fee Navigator proposal (new or updated) triggers an approval workflow, businesses gain:
- 50-70% faster approval cycles
- Full audit trails for compliance
- Real-time visibility into pending decisions
Real-World Use Cases: Beyond the Template
1. High-Velocity Merchant Negotiations (Retail Banking)
Regional banks using Fee Navigator to optimize interchange fees can pair updated proposals with automatic approval escalation. Example: When a proposal exceeds a $250K monthly impact threshold, ApproveThis routes it directly to the CFO while bypassing middle management. Approval groups ensure legal and risk teams review in parallel rather than sequence.
2. Client-Specific Fee Structures (Consulting Firms)
Management consultancies often customize billing models per engagement. By triggering approval requests when Fee Navigator generates new proposals, partners can:
- Attach SOW drafts as PDFs to approval requests
- Use calculated fields to flag proposals exceeding client budget ceilings
- Automatically notify project managers once approved via Slack
3. Compliance-Driven Revisions (Payment Processors)
When regulatory changes force fee structure updates, ApproveThis ensures no proposal revision goes live without legal review. Vacation delegation automatically reassigns approvals if primary counsel is unavailable - critical for meeting strict regulatory deadlines.
Features That Make the Integration Unique
While Zapier handles the connection between Fee Navigator and ApproveThis, three features create disproportionate value:
Approval Thresholds
Auto-approve routine proposals under $10K impact while routing larger deals to executives. Saves 8-12 hours/month in manual triage.
Email-Based Approvals
External legal counsel can review/approve proposals directly from Gmail without needing Fee Navigator access. Maintains control without complicating collaborator access.
Real-Time Calculated Fields
Display side-by-side comparisons of previous vs. proposed fees within approval requests. Approvers see delta percentages without opening Fee Navigator.
Setting Up the Integration
1. Create a Zapier account (free tier works)
2. Choose Fee Navigator as trigger app
3. Select "New/Updated Proposal" event
4. Connect ApproveThis as action app
5. Map critical Fee Navigator fields to ApproveThis request template
6. Test with $0-impact proposal to verify routing
Pro Tip: Use ApproveThis' conditional logic to vary approval paths based on Fee Navigator's 'Proposal Type' field.
Team-Specific Benefits
Finance Teams
Reduce month-end closing delays by linking proposal approvals to NetSuite journal entries. Approval thresholds auto-approve recurring items while flagging exceptions.
Sales Operations
Ensure custom client pricing adheres to discount authorization policies. Route non-standard Fee Navigator proposals to revops before CRM entry.
Executive Leadership
Get visibility into high-impact proposals without inbox overload. Daily digest emails show pending decisions ranked by financial impact.
Why This Pairing Works
Fee Navigator provides the analytical firepower; ApproveThis adds governance velocity. Together, they enable businesses to:
- Respond to market changes 3x faster with revised fee structures
- Eliminate "shadow approvals" conducted via email/Slack
- Reduce compliance risks through immutable decision records
Getting Started
ApproveThis offers a 14-day free trial with prebuilt templates for Fee Navigator integrations. For complex use cases involving multiple subsidiaries or regulatory jurisdictions, request a custom demo to see conditional logic and approval chains in action.
Fee Navigator users can explore integration docs for sample proposal approval workflows.
Final Word
In fee management, speed isn't about cutting corners - it's about eliminating process friction. By connecting Fee Navigator's analytical precision with ApproveThis' approval rigor, finance teams gain both agility and control. The result? Fee structures that adapt as fast as your business demands.
Integrate with Fee Navigator 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 Fee Navigator
Suggested workflows (and their Zapier components) for Fee Navigator
Create approval requests for new and updated proposals
When Fee Navigator registers a new or updated proposal, this automation creates an approval request in ApproveThis. It streamlines the review process and helps accelerate decision-making. *Note: Ensure that request fields match your approval workflow design.*
Zapier Components

Trigger
New and Updated Analysis and Proposal
Triggers when a new analysis/proposal OR any subsequent updates are made in Fee Navigator.
Action
Create Request
Creates a new request, probably with input from previous steps.
Create approval requests for new proposals
Every time Fee Navigator creates a new proposal, this automation sends an approval request to ApproveThis. It simplifies the review workflow and reduces manual tracking efforts. *Note: Verify your request settings align with organizational policies.*
Zapier Components

Trigger
New Proposal
Triggers when a new analysis/proposal is generated in Fee Navigator. It does NOT trigger on any subsequent updates.
Action
Create Request
Creates a new request, probably with input from previous steps.
Create approval requests for updated proposals
This integration sends an approval request to ApproveThis when Fee Navigator updates an existing proposal. It maintains control over revisions and ensures timely approvals. *Note: Customize approval thresholds for different proposal types.*
Zapier Components

Trigger
Updated Proposal
Triggers when subsequent updates to an analysis/proposal are generated in Fee Navigator. It does NOT trigger on the initial proposal.
Action
Create Request
Creates a new request, probably with input from previous steps.
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