Why Approval Automation Matters

Approval bottlenecks cost businesses time and money. A single delayed sign-off can stall projects, frustrate teams, and create financial blind spots. For accounting teams using ZarMoney, manual approval processes undermine the efficiency gains of a modern cloud platform. This is where ApproveThis changes the game.

Two Systems, One Powerful Connection

ZarMoney delivers robust accounting tools – from expense tracking to client management. ApproveThis adds intelligent approval automation that adapts to your business rules. Together via Zapier, they create closed-loop processes where financial data triggers approvals, and approvals update financial records automatically.

Key Integration Benefits

Finance teams reduce check-in emails by 60% when using automated approval routing. Operations managers cut project delays caused by approval waits. Executives gain real-time visibility into pending decisions impacting cash flow. External vendors and clients can approve invoices or contracts without needing ZarMoney logins.

Real-World Use Cases

1. Client Onboarding with Built-In Compliance

Marketing agencies and SaaS companies often require legal review before activating high-value clients. With this integration:

• New ZarMoney clients automatically generate approval requests
• Legal teams receive email-based sign-off requests
• Approved clients get activated in ZarMoney without manual entry

A Phoenix-based digital agency reduced client onboarding time from 3 days to 4 hours using this workflow.

2. Expense Management That Prevents Overspending

Construction firms and field service companies use ApproveThis thresholds to control costs:

• ZarMoney expenses over $5K trigger multi-level approvals
• Project managers get mobile-friendly approval requests
• Approved expenses sync back to ZarMoney with audit trails

Auto-escalation rules ensure urgent approvals aren't delayed by vacationing managers.

3. Vendor Payments with Fraud Prevention

Manufacturing companies handling hundreds of supplier invoices use calculated fields to flag discrepancies:

When a ZarMoney bill exceeds purchase order amounts by more than 10%, ApproveThis automatically routes it to CFO review. Custom logic compares line items against original contracts stored in ZarMoney.

Implementation Made Simple

Setting up the integration takes under 30 minutes:

1. Create Zapier connections to both ZarMoney and ApproveThis
2. Map ZarMoney triggers (new customers/expenses) to ApproveThis request templates
3. Configure approval rules based on dollar amounts or custom fields
4. Test with sample data before full deployment

Pro Tip: Use ZarMoney's custom fields to pass critical data like department codes or project IDs into ApproveThis for smarter routing.

Team-Specific Advantages

Finance Teams

Auto-approve routine transactions under $1K while flagging exceptions. Real-time dashboards show pending approvals impacting monthly close. Audit-ready records prove compliance without manual documentation.

Operations Managers

Prevent project stalls with escalation rules that bypass unavailable approvers. Mobile access lets field supervisors approve purchase requests from job sites.

Executives

Spot approval bottlenecks through historical analytics. Adjust thresholds as business needs change without IT help.

Beyond Basic Automation

ApproveThis adds unique value through:

Conditional Routing: Send international client approvals to regional directors based on ZarMoney location data

Dynamic Calculations: Auto-approve discounts under margin thresholds calculated from live ZarMoney COGS data

Delegation Controls: Maintain approval continuity during employee turnover or vacations

The Bottom Line

ZarMoney provides the financial system of record. ApproveThis delivers the decision-making framework. Combined through Zapier, they transform how businesses control spending, manage risk, and maintain agility.

Next Steps

Ready to eliminate approval delays? Start your ApproveThis trial or schedule a custom demo showing ZarMoney integration scenarios specific to your industry.