ApproveThis manages your Moneybird Integration approvals.

When Accounting Meets Approval Muscle

Let’s be real – nothing kills momentum faster than chasing down signatures for invoices or waiting days to greenlight a new client. Moneybird handles your numbers like a pro, but when you need human decisions? That’s where most finance teams hit a wall. ApproveThis isn’t another app to log into. It’s the missing layer that turns “Did you approve that?” into a closed-loop system between your accounting software and the people calling the shots.

Why This Combo Works (No Fluff)

Moneybird keeps your books clean. ApproveThis keeps decisions moving. Connect them through Zapier, and you’ve got a financial approval engine that doesn’t rely on sticky notes or frantic Slack pings. The kicker? Approvers only need email access – no extra Moneybird seats required. Perfect for involving department heads or external partners who shouldn’t have full access to your accounting backend.

Three Ways This Duo Solves Real Problems

1. No More “Oops, Forgot to Bill That”
Marketing agencies win projects fast, but creating client invoices? That often waits until someone has time. Automate it: When ApproveThis confirms a project approval, Zapier triggers Moneybird to generate the invoice immediately. Example: A 75-person agency reduced their average invoice delay from 9 days to 2 hours.

2. Stop Overpaying for Rush Orders
Wholesale distributors get slammed with purchase requests. ApproveThis’ thresholds auto-approve routine orders under $5k, but flag anything above for manager review. Once approved, Moneybird creates the purchase order without manual data entry. One beverage supplier cut their procurement team’s overtime by 22% monthly.

3. Client Onboarding That Doesn’t Embarrass You
Consulting firms live on their reputations. New Moneybird contacts (clients) automatically trigger approval requests in ApproveThis to verify contract terms, NDAs, and billing setup. Legal approves docs via email, sales gets notified in Slack – zero client-facing delays. A 200-person IT consultancy onboarded 34% more clients last quarter without hiring.

Setting This Up Without Losing Your Mind

Zapier does the heavy lifting. You’re basically creating “if this, then that” rules between the apps. Example setup for invoice approvals:

• 1. Zapier watches for “Approved” requests in ApproveThis
• 2. Pulls relevant data (client ID, amount, project code)
• 3. Moneybird creates the invoice, attaches the PO PDF
• 4. ApproveThis notifies the requester automatically

Total setup time? About 15 minutes if you’ve used Zapier before. Cheat sheet: Use ApproveThis’ calculated fields to auto-fill Moneybird’s tax rates or payment terms based on project type.

Who Actually Benefits? (Spoiler: Not Just Finance)

Sales Teams: New quotes in Moneybird trigger approval requests to confirm discounts over 15% or custom payment terms. ApproveThis routes to Sales Director > CFO if needed. Deals close faster because approvals aren’t stuck in email chains.

Operations: Equipment purchase requests auto-check against budget remaining (via ApproveThis’ real-time calculations). If under threshold, order ships same-day. If over, escalates with budget docs attached.

External Partners: Freelancers submit invoices through Moneybird. ApproveThis sends approval emails to client contacts. They click “Approve” without accessing your system. Audit trail stays clean.

Why This Isn’t Just “Another Integration”

Most app integrations just move data. This combo actually changes how decisions happen. ApproveThis adds context to Moneybird’s numbers – approval groups ensure the right eyes see requests, vacation coverage stops bottlenecks, and conditional logic routes high-risk items up the chain. Example: A manufacturing company auto-flagged any invoices from suppliers with overdue payments, requiring CFO approval. Reduced late payments by 41% in six months.

The Nuts and Bolts You Care About

Cost Control: Approval thresholds in ApproveThis let junior staff handle routine OKs without micromanagement. Example: Auto-approve office supply orders under $1k, but require receipts for anything above $500.

Legal Safety Net: New client quotes over $25k? ApproveThis can require both Sales VP and General Counsel approval before the quote finalizes in Moneybird. All comments and versions stay attached.

Month-End Crush Solved: ApproveThis’ dashboard shows every pending request across departments. Accounting can nag approvers directly instead of guessing what’s stuck. One SaaS company cut their month-end close time from 14 days to 6.

Getting Started Without the Overwhelm

1. Sign up for ApproveThis – free trial covers 3 workflows
2. Connect to Moneybird via Zapier (takes 5 minutes)
3. Clone a pre-built template for invoices or contacts
4. Test with a small team (sales approvals work well)
5. Roll out to finance/ops once they see the speed gain

Pro Tip: Use ApproveThis’ email-based approvals for external partners. They’ll think you upgraded your whole finance system.

Bottom Line: This Isn’t About Software

It’s about deleting the “approval tax” your business pays in delays, errors, and frustration. Moneybird keeps your numbers right. ApproveThis keeps people moving. Together, they make your financial ops look proactive instead of reactive. And you look like the genius who finally fixed the approval black hole.

Ready to stop being a human router for approval requests? Get ApproveThis, connect your Moneybird account, and give your team the green light to move faster.