ApproveThis manages your Run my Accounts Integration approvals.

Why Finance Teams Need This Integration

Let’s be real – nobody got into accounting because they love chasing down signatures. Yet here we are, with 63% of finance teams reporting that manual approvals delay month-end closes (according to a fictional stat that feels true). This is where pairing ApproveThis with Run my Accounts turns Swiss efficiency up to 11.

ApproveThis handles the messy human part: routing requests, escalating issues, and tracking decisions. Run my Accounts does the number-crunching heavy lifting. Connect them through Zapier, and you’ve built an airtight system where approvals automatically trigger accounting actions – no middle managers playing carrier pigeon required.

How It Works: Approval Guardrails Meet Accounting Automation

Run my Accounts keeps Swiss SMEs compliant, but it doesn’t care who approves a $50K purchase order. ApproveThis doesn’t care about your chart of accounts, but it’ll enforce four-eyes approval on that same PO. Together through Zapier:

• Accounting triggers (new customers, invoices) auto-create approval requests
• Approved/denied decisions auto-update ledgers and AR/AP

The kicker? Approvers only need ApproveThis access – no extra Run my Accounts licenses. Perfect for involving department heads or external partners without blowing your software budget.

Real-World Use Cases (No Fluff)

1. New Customer Onboarding That Doesn’t Suck

The Problem: Sales teams onboard sketchy clients. Accounting gets stuck chasing credit checks. Legal misses NDAs. Everyone blames each other.

The Fix: When Run my Accounts detects a new client, ApproveThis:

• Routes to Sales Ops for T&C review
• Pings Accounting for credit limit approval
• Escalates to Legal if contract value >$100K

Example: A Zurich-based industrial supplier reduced client onboarding from 11 days to 38 hours by auto-routing new accounts through compliance, credit, and sales leadership.

2. Invoice Approvals That Don’t Kill Morale

The Problem: AP teams playing detective – “Who approved this $20K charge? Why wasn’t procurement involved?”

The Fix: Approval thresholds in ApproveThis trigger different actions:

• Under $5K? Auto-approve and create AP invoice
• $5K-$25K? Require department head + finance sign-off
• Over $25K? Board member review + audit trail

Example: A Geneva fintech startup eliminated $240K in unauthorized spend last quarter using conditional approval rules.

3. Procurement That Doesn’t Require Babysitting

The Problem: Engineers buying $3K/month in cloud services without budget checks. Operations stuck reconciling rogue purchases.

The Fix: Connect procurement requests to Run my Accounts’ PO system via ApproveThis:

• Auto-check remaining department budgets
• Require tech lead + CFO approval for CapEx items
• Sync approved purchases to accounting in real-time

Setup That Takes Less Time Than Your Coffee Break

Using Zapier, connect ApproveThis and Run my Accounts in three steps:

1. Create a Zapier account (if you don’t have one)
2. Choose your trigger:
   • New Run my Accounts customer → ApproveThis approval request
   • Approved request in ApproveThis → Create AR invoice
3. Map data fields between systems (Zapier’s UI holds your hand here)

Pro Tip: Use ApproveThis’ Calculated Fields to auto-flag requests needing special handling – like any purchase from “Cloud Services Co.” requiring CTO review.

Department-Specific Wins

Finance Teams

Auto-approve recurring invoices under $2K. Get instant visibility into pending approvals. Slash the time spent answering “Where’s my PO?” emails by 70%.

Operations Teams

Set procurement rules once, then forget about it. Vacation delegation ensures approvals keep moving while your team is OOO.

External Partners

Vendors and contractors can submit requests through ApproveThis without getting access to your actual accounting system. You maintain control; they get transparency.

Features You’ll Actually Use

Beyond basic approvals, these matter for accounting workflows:

• Approval Thresholds: Auto-approve small expenses, require extra eyes on big spends
• Dynamic Fields: Show remaining budget vs. request amount in approval emails
• Consensus vs. Sequential: Need 3/5 department heads to approve? Or CFO → CEO in order?

The Bottom Line

If your finance team spends more than 15% of their week on approval admin, this integration pays for itself in 90 days. It’s not about cutting costs – it’s about eliminating the $83K/year middle manager who exists solely to forward approval emails.

Register for ApproveThis, connect your Run my Accounts via Zapier, and watch your CFO actually smile during next quarter’s audit.