ApproveThis manages your Reckon One Integration approvals.

When Accounting Meets Approval Muscle

Let’s cut through the corporate jargon: financial approvals suck. They’re the speed bumps in your accounting team’s highway. Reckon One handles the numbers. ApproveThis handles the decisions. Together? They turn “Where’s that invoice approval?” into “Already handled.”

For companies between 50-5k employees, this combo isn’t about flashy features – it’s about eliminating the three worst words in business: “Pending Accounting Approval.” We’re talking real-time tracking of financial requests, automated escalations when Bob from AP is on vacation, and approval thresholds that auto-approve small expenses but flag the suspicious stuff.

How This Tag Team Actually Works

Reckon One tracks the money. ApproveThis tracks the decisions. Connect them through Zapier, and you’ve got a system where:

• High-value invoices can’t get paid without proper sign-off
• Payment approvals trigger automatically based on amount
• Approvers don’t need to jump between systems (or even log in)

Here’s the kicker: ApproveThis approvers don’t need Reckon One licenses. Perfect for involving clients in payment approvals or getting quick sign-offs from execs who live in their inbox.

Real Use Cases That Don’t Feel Like Corporate Fluff

1. Invoice Approval That Actually Prevents Screwups

The Problem: Your team processes 500 invoices/month. 3% get delayed because someone approved the wrong vendor or amount. That’s 15 monthly fires – and at least one major oopsie per quarter.

The Fix: Connect Reckon One invoices to ApproveThis via Zapier. Now when a new invoice drops:

• Amount over $5k? Auto-route to CFO
• Vendor not in approved list? Flag for procurement
• Under threshold? Auto-approve and keep moving

Who This Helps: Manufacturing companies controlling raw material costs, agencies managing client budgets, anyone tired of “But I thought you approved it!”

2. Client Onboarding Without the Paperwork Hangover

The Problem: New client approval triggers 4 hours of data entry between systems. Sales says “approved,” accounting says “who’s this?”, and the client wonders why you need their address for the third time.

The Fix: When ApproveThis greenlights a new client contract:

• Auto-create Reckon One contact
• Set default payment terms based on approval notes
• Trigger welcome email with attached terms

Who This Helps: SaaS companies scaling onboarding, consultants juggling multiple client agreements, anyone who’s ever misspelled a client’s name in two systems.

3. Payment Approvals That Can’t Be Ignored

The Problem: Urgent vendor payment needs approval. AP sends email. Approver misses it. Follow-up call goes to voicemail. Three days later, you’re paying late fees for an “emergency” that wasn’t.

The Fix: Connect Reckon One payments to ApproveThis with:

• Auto-escalation if no response in 24hrs
• SMS alerts for payments over $10k
• Automatic delegation if approver’s OOO

Who This Helps: Construction firms dealing with subcontractors, retailers managing inventory payments, any business where cash flow timing matters.

Setting This Up Without Losing Your Mind

1. Zapier Account: If you’re not using it yet, sign up (it’s the duct tape of business software)

2. Connect Reckon One: Zapier’s Reckon One integration is straightforward – just need admin access

3. Link ApproveThis: Our ApproveThis-Zapier docs walk through the 5-minute setup

Pro Tip: Start with one workflow (invoice approvals work well). Expand after your team stops complaining about “another new system.”

Why This Isn’t Just Another Integration

Most accounting-approval combos just shuffle data. Here’s where we’re different:

Conditional Logic That Thinks: ApproveThis doesn’t just pass along invoice data – it can:

• Calculate discounts before approval
• Check budget remaining against request amount
• Auto-flag PO mismatches

Approval Guardrails: Set rules like “CFO approval required for any marketing expense over $20k” without manual checklists

Audit Trail That Doesn’t Lie: Every approval decision in ApproveThis timestamps who approved what – and shows exactly what data they saw from Reckon One

Who Actually Benefits (Beyond Accounting)

Operations Teams: Get real-time visibility into approval bottlenecks holding up purchases

Department Heads: Set custom approval rules per team without IT help

External Partners: Let vendors check approval status without Reckon access

Finance Controllers: Enforce approval policies without playing process cop

Common Objections (And Real Answers)

“We already have approval workflows in Reckon”
Cool. Now add conditional routing, delegation, and mobile approvals without custom dev work.

“We use spreadsheets for tracking”
And how’s that search for “Q3 vendor approval log tab 7” working out?

“Our process is too complex”
We handle multi-stage approvals with dependencies. Yours isn’t special.

Bottom Line

If your finance team spends more than 5 hours/week chasing approvals or explaining processes, this integration pays for itself in under a month. It’s not about being fancy – it’s about eliminating the crap that makes people hate financial processes.

Book a 15-minute demo and we’ll show how to connect your messiest approval process to Reckon One. No sales fluff – just a working setup that does something useful.