ApproveThis manages your Parsd AI by Capella Solutions Integration approvals.

When Documents Meet Decisions

Modern businesses face a critical challenge: bridging the gap between raw data and actionable decisions. Parsd AI by Capella Solutions cracks the first part – transforming unstructured documents like invoices, contracts, and forms into structured data. ApproveThis solves the second – turning that data into clear approvals. Together through Zapier, they create closed-loop systems where documents trigger decisions, and decisions update systems automatically.

Consider a construction firm processing 200 subcontractor invoices weekly. Parsd AI extracts line-item costs and project codes. ApproveThis routes them to project managers based on dollar thresholds. Approved invoices sync back to accounting software; disputed ones trigger alerts. This isn't hypothetical – it's what happens when you connect document intelligence with approval automation.

Core Strengths Multiplied

Parsd AI handles complex document types most tools avoid – handwritten maintenance logs, scanned purchase orders with coffee stains, multi-page contracts. Its AI doesn't just OCR text; it understands context, like distinguishing a project name from a client address in a proposal header.

ApproveThis adds decision layers to this data. When Parsd AI extracts a $45,000 equipment rental cost, ApproveThis can:

• Route it to the Facilities Manager (if >$30k)
• Require CFO approval (if from non-preferred vendor)
• Auto-approve (if under $5k and vendor is pre-certified)

Key differentiator: ApproveThis approvers don't need Parsd AI licenses. External auditors, client stakeholders, or field managers can review parsed data via email or a simple portal – no added software costs.

Real-World Workflow Accelerators

Use Case 1: Contract Lifecycle Management

Parsd AI ingests a vendor contract PDF, identifying key terms: payment terms, termination clauses, service SLAs. ApproveThis triggers a 3-step review:

1. Legal team validates compliance
2. Procurement checks pricing against benchmarks
3. Department head confirms budget allocation

For a healthcare provider, this cut contract review cycles from 14 days to 48 hours. Disputed terms are flagged in ApproveThis comments, synced back to Parsd AI's document annotations.

Use Case 2: Invoice Exception Handling

Parsd AI parses an invoice where the PO number doesn't match the project code. ApproveThis:

• Routes to AP clerk for initial verification
• Escalates to procurement if mismatch remains
• Auto-denies after 72 hours with no response

A manufacturing company using this flow reduced invoice exceptions from 23% to 6% in one quarter. Approval thresholds auto-approved 58% of clean invoices, letting AP focus on problem cases.

Operational Wins Across Teams

Legal & Compliance

Parsd AI redacts sensitive clauses before sending NDAs for approval. Legal reviews only flagged sections via ApproveThis, cutting review time by 70%.

Finance

Auto-calculated fields in ApproveThis validate Parsd AI's extracted totals. If a parsed invoice's subtotal doesn't match line items, it routes to a specialist tier before approvers even see it.

Operations

Field technicians submit handwritten safety checklists. Parsd AI digitizes them; ApproveThis routes critical violations to site managers immediately, minor issues to weekly reviews.

Implementation Made Simple

Setting up the integration takes under 30 minutes:

1. In Zapier, create a Zap with Parsd AI as the trigger
2. Choose "New Document" or "Document Parsed" events
3. Map parsed fields (vendor name, amount, dates) to ApproveThis
4. Set approval rules: thresholds, approvers, escalation paths

Pro Tip: Use ApproveThis' calculated fields to cross-validate Parsd AI's outputs. Example: If (Parsd_Invoice_Total != Parsd_Line_Items_Sum), require AP review before routing to approvers.

Beyond Basic Approvals

ApproveThis adds layers Parsd AI alone can't:

Approval Thresholds: Auto-approve office supply orders under $500 parsed from Amazon receipts, escalate IT hardware requests over $10k.

Vacation Delegation: If Parsd AI extracts a contract expiration date during a legal approver's PTO, ApproveThis auto-reassigns to their deputy.

Conditional Routing: Parsd AI identifies a "Non-Disclosure Agreement" type? Route to legal. "Equipment Lease"? Add facilities to the approval chain.

Why This Combo Works

Alternatives like DocuSign + generic RPA tools create silos. ApproveThis and Parsd AI through Zapier offer:

Closed-Loop Auditing: Every approval decision is logged against the original document in Parsd AI. No more digging through email chains to find why a PO was modified.

Two-Way Sync: When approvers request document revisions in ApproveThis, updates reflect in Parsd AI's version control. All stakeholders see the latest draft.

Scale Without Bloat: Approvers only need ApproveThis access – no added Parsd AI seats. Clients, vendors, or auditors can review parsed data without internal system access.

Getting Started

Ready to move from document processing to decision automation?

1. Register for ApproveThis – Free tier supports 50 docs/month
2. Connect to Parsd AI via Zapier (existing users: link your account)
3. Book a workflow audit to identify high-impact use cases

For complex needs like multi-country compliance or custom calculated fields, request a demo. Our team will craft approval logic matching your Parsd AI outputs.

Final Word

Parsd AI gives you data. ApproveThis turns it into action. Together, they ensure every document – no matter how messy – leads to a clear decision, accountable process, and auditable trail. The tools work; the integration is proven. What's missing isn't technology, but your first step to connect them.