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VERIFYiQ Integration

ApproveThis manages your VERIFYiQ Integration approvals.

April 17, 2025

Integration Category: Accounting

Why This Integration Isn’t Just Another Zap

Let’s cut through the noise: Most accounting teams don’t need more software – they need less busywork. That’s where connecting ApproveThis (your approval sheriff) and VERIFYiQ (your QuickBooks/Xero watchdog) through Zapier changes the game. We’re talking about turning “file review completed” into “approved by the right person” without a single Slack chase or spreadsheet update. For companies juggling client accounts, month-end closes, or audit prep, this combo isn’t nice-to-have – it’s “how did we live without this” territory.

The Nuts and Bolts of No-BS Automation

VERIFYiQ spots discrepancies in QuickBooks/Xero files like a bloodhound. ApproveThis hunts down approvals like it’s personal. Together? They automate the most tedious part of accounting workflows: getting human sign-off on critical fixes. Picture this:

  • VERIFYiQ finishes a client file review → Zapier pings ApproveThis
  • ApproveThis routes it to the partner in charge → Approval happens via email
  • Client never knows you almost missed that tax code error

No license headaches for external approvers. No “who’s on vacation this week” guesswork. Just clean records and cleaner audits.

Real-World Use Cases That Actually Matter

1. Audit Firms: Killing Spreadsheet Ping-Pong

Your team finds 12 reconciliation issues in a client’s QuickBooks. Normally, this means:
- Email the partner
- Wait 3 days
- Resend because they missed the attachment
- Finally update the tracker

With the integration:
VERIFYiQ flags issues → ApproveThis notifies the partner via email → One-click approval → Workflow auto-updates. Partners don’t need to log into VERIFYiQ – huge win when dealing with 50+ client accounts.

2. Internal Finance Teams: Month-End Without the Migraines

Month-end close finds a $47K discrepancy in Xero. Junior accountant fixes it, but needs CFO sign-off. Instead of:
- Hunting down the CFO between board meetings
- Printing 14 pages of supporting docs
- Playing calendar tag

The integration:
Auto-sends approval request with VERIFYiQ’s fix report → CFO approves from phone during Uber ride → System logs it with timestamp. Bonus: ApproveThis escalates if no response in 24hrs.

3. Client Advisory: Proving Value Without the Theater

Fix a client’s inventory accounting error. Instead of:
- Scheduling a Zoom to “present findings” (read: justify your fees)
- Chasing their controller for a thumbs-up

The integration:
Auto-send approval with VERIFYiQ’s before/after snapshots → Client approves via email → Audit trail created. Clients see your proactive work without the dog-and-pony show.

Features You’ll Actually Use (No Fluff)

ApproveThis isn’t just a fancy “approve” button. These features matter when paired with VERIFYiQ:

  • Approval Thresholds: Auto-approve fixes under $5K? Done. Over that? Route to CFO.
  • Vacation Delegation: Partner OOO? Requests auto-forward to their second.
  • Calculated Fields: Show risk scores based on VERIFYiQ’s findings during approval.

Setting This Up Without the IT Department

If you can set up a Zoom filter, you can do this:
1. Create a Zapier account (free tier works)
2. Trigger: VERIFYiQ’s “File Review Completed”
3. Action: ApproveThis “Create Request” with key details
4. Test with a dummy file review → Approve via email

Total time? 23 minutes. ROI? Cutting approval delays from days to hours.

Who Actually Benefits (Spoiler: Not Just Accounting)

CFOs Who Hate Surprises

Real-time visibility into fixes needing sign-off. No more “Wait, when did we approve that?” before earnings calls.

Advisory Teams Building Trust

Clients see rapid response to issues. Approval papertrail becomes a billing justification tool.

Compliance Officers Sleeping Better

Every fix approval timestamped with VERIFYiQ’s data. Audit defense made stupid simple.

The Bottom Line

ApproveThis + VERIFYiQ isn’t about automation for automation’s sake. It’s about:
- Clients not questioning your response times
- Partners not drowning in approval requests
- Your team not babysitting workflows

Register for ApproveThis, connect your VERIFYiQ account via Zapier, and start approving fixes – not chasing people.

Or, if you’re the “show me first” type: Book a 12-minute demo. We’ll skip the sales poetry.

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Integrate with VERIFYiQ Integration and get 90 days of ApproveThis for free.

After you create a Zapier integration, please email us at support@approve-this.com with your account name and we'll add 3 months of ApproveThis to your account. Limit one redemption per account.

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Best Approval Workflows for VERIFYiQ

Suggested workflows (and their Zapier components) for VERIFYiQ

Create approval requests for new file reviews

When a file review is completed in VERIFYiQ, this integration creates an approval request in ApproveThis to streamline decision workflows. It automates the approval process, reducing delays in decision-making. *Note: Customize approval parameters in ApproveThis as needed.*

Zapier Components

VERIFYiQ Logo

Trigger

File Review Completed

Triggers when a file review is marked as completed.

Action

Create Request

Creates a new request, probably with input from previous steps.