ApproveThis manages your ScanPay Integration approvals.

Two Platforms, One Powerful Partnership

When payment processing meets approval automation, businesses unlock new levels of efficiency. ScanPay's robust fintech platform handles digital payments with precision, while ApproveThis brings structure to decision-making workflows. Together through Zapier, they create closed-loop systems where financial actions trigger approvals, and approvals initiate payments - all without manual intervention.

This integration isn't just about connecting apps; it's about aligning teams. Finance gains control over cash flow, sales accelerates client onboarding, and operations maintains compliance. For businesses processing $50K+ monthly transactions, automating the handoff between approvals and payments can recover 15-20 hours monthly in administrative work.

Why This Integration Matters

Manual approval processes create three critical problems in payment workflows:

• Bottlenecks: Invoices stuck in email chains delay vendor payments
• Visibility Gaps: Finance can't track approval status in real time

ApproveThis solves these by adding audit-ready approval layers to ScanPay's payment infrastructure. When a $10,000 invoice appears in ScanPay, ApproveThis automatically routes it to the CFO while syncing decision data back to ScanPay. Approvers don't need ScanPay licenses - external partners can review requests via email while internal teams track everything in one dashboard.

Real-World Use Cases That Deliver ROI

1. Client Onboarding with Built-In Compliance Checks

How it works: New ScanPay customers > ApproveThis vetting > Approved customers sync back

A cybersecurity firm uses this to screen clients against OFAC lists during onboarding. Their compliance team receives automatic approval requests with customer KYC data. Only cleared accounts get activated in ScanPay, reducing regulatory risk.

2. Invoice Approval → Automatic Payment Recording

How it works: ScanPay invoice created > Approval workflow > Approved payments recorded

A manufacturing company routes all invoices over $5K through ApproveThis. The integration uses calculated fields to apply dynamic approval thresholds - regional managers approve up to $10K, CFO required above. Approved amounts auto-populate in ScanPay, eliminating duplicate data entry.

3. High-Risk Payment Authorization

How it works: Large ScanPay transactions > Multi-level approval > Payment release

An importer uses approval groups for international wire transfers. First, the accounting manager verifies amounts. Then, the treasury lead confirms FX rates. Only dual-approved payments process in ScanPay, preventing costly errors.

Implementation Made Simple

Setting up the integration takes three steps:

1. Connect ScanPay and ApproveThis in Zapier
2. Choose triggers like "New Invoice" or "Approval Completed"
3. Map data fields between systems

Most workflows require no coding. For advanced logic like approval thresholds, use ApproveThis' conditional rules builder. Need to handle approver vacations? Activate delegation settings so substitutes automatically receive requests.

Cross-Functional Benefits

Finance Teams

Reduce late payment penalties with SLA tracking. Custom reminders alert approvers 48/24 hours before deadlines. Real-time dashboards show which invoices need attention.

Sales Organizations

Accelerate enterprise deals by embedding approvals into ScanPay contracts. When a sales rep creates a custom payment plan, ApproveThis immediately routes it to legal. Approved contracts auto-activate in ScanPay.

Operations Managers

Maintain SOC 2 compliance with full audit trails. Every approval decision captures timestamp, approver comments, and data snapshots. Export records directly from ApproveThis during audits.

Critical Features That Make It Work

ApproveThis adds capabilities ScanPay alone can't provide:

• Conditional Routing: Send $50K+ invoices to executives, under $10K to managers
• Parallel Approvals: Have legal and finance review NDAs simultaneously

Meanwhile, ScanPay handles the heavy lifting of PCI-compliant payment processing. Together, they cover the entire lifecycle from request to reconciliation.

Getting Started

Begin with high-impact workflows:

Phase 1: Automate invoice approvals over your risk threshold

Phase 2: Add client onboarding checks for new ScanPay accounts

Phase 3: Implement multi-department approvals for complex payments

ApproveThis' sandbox environment lets you test workflows without live data. Use it to simulate edge cases before full deployment.

The Bottom Line

In industries where payment errors cause contractual breaches or compliance failures, ApproveThis acts as ScanPay's quality control layer. The integration ensures no payment processes without proper authorization, while Zapier handles the data sync automatically.

Ready to eliminate approval bottlenecks? Start your ApproveThis trial or book a custom demo to see the integration live. For ScanPay users, implementing approval automation could be your next competitive advantage.

Technical Notes

Key integration specs:

• Data passed between systems includes approval reasons, amounts, dates
• Zapier handles encryption in transit; both apps encrypt data at rest

Average setup time: 2-3 hours for first workflow. Subsequent automations take under 45 minutes. Need help? ApproveThis offers free Zapier configuration support for annual plans.