ApproveThis manages your Alegra Integration approvals.

When Accounting Meets Accountability

Let’s get real: nothing kills momentum faster than chasing down signatures for invoices or waiting days to approve a new vendor. Alegra handles your Latin American finances like a pro, but money moves faster when approval processes aren’t stuck in email threads. That’s where ApproveThis comes in – we’re the missing link between “We need this approved” and “It’s done.”

Connect these two via Zapier, and suddenly your accounting team isn’t playing detective to find out who approved what. Approval chains become actual chains – linked, strong, and traceable.

Why This Combo Works (When Others Just Add Clutter)

Alegra’s great at tracking pesos, but approvals? Not so much. ApproveThis doesn’t touch your books – we touch the process. Here’s the breakdown:

• Alegra’s Job: Record invoices, track contacts, keep financial records air-tight
• ApproveThis’s Job: Ensure the right people sign off on Alegra actions before they hit your books

The magic happens in the handoff. New Alegra invoice? Auto-send for approval. Approval granted? Auto-create the Alegra contact. No back-and-forth, no missed steps.

Real-World Wins for Teams Who Hate Waiting

For Procurement Teams: The “No Surprise Invoices” Guarantee

Imagine a construction company in Mexico City. Their site manager orders $15K worth of materials. Alegra records the invoice, but ApproveThis:

• Routes it to the project lead (under budget?)
• Then to finance (vendor approved?)
• Auto-approves if under $5K using thresholds

Result: Zero rogue purchases. Finance isn’t blindsided. Project leads stay accountable.

For Sales Teams: Client Onboarding That Doesn’t Suck

A Colombian SaaS company lands a new enterprise client. Sales rep adds them to Alegra. ApproveThis instantly:

• Pings legal for NDA check
• Alerts CFO for credit limit approval
• Only then creates the Alegra contact

No more selling to clients who’ll never pass compliance. No more accounting chasing sales for missing info.

Four Ways to Automate (Without Hiring a Developer)

1. Invoice Approvals That Actually Prevent Overspending

The Zap: New Alegra invoice → ApproveThis request → Accounting manager + department head → Approved? Back to Alegra as verified.

Who Needs This: Manufacturing firms, import/export businesses – anyone where unauthorized purchases hurt margins.

2. Client Setup Without the Paper Chase

The Reverse: New ApproveThis request (e.g., marketing agency onboarding) → Auto-create Alegra contact once approved.

Cool Factor: Approvers can be external clients (they don’t need Alegra access). Perfect for agencies managing multiple brands.

3. Supplier Vetting Made Less Painful

The Flow: New Alegra contact (potential vendor) → ApproveThis checks tax docs → Procurement head approval → Vendor activated.

Time Saver: Brazilian retail chains use this to onboard holiday suppliers fast without compromising compliance.

4. Post-Approval Auto-Invoicing

The Kick: ApproveThis approves a project → Instantly generate Alegra invoice.

Why It’s Gold: Argentine consulting firms use this to bill clients the second milestones get greenlit.

Setting This Up Without Losing Your Mind

Zapier’s the bridge here. You’ll:

1. Connect Alegra to Zapier (takes 2 minutes – Alegra’s docs are decent)
2. Connect ApproveThis (even faster – we built it for non-tech folks)
3. Pick your triggers:
   - New Alegra invoice needing approval?
   - New contact requiring vetting?
4. Test with a $100 invoice or test client

Pro Tip: Use ApproveThis’s calculated fields to auto-approve small expenses but escalate big ones. (Because no one needs 3 signatures on office snacks.)

Why Your Team Leads Will Love This

CFOs Sleep Better

Approval thresholds mean $5k+ expenses can’t slip through without exec review. Real-time tracking shows who’s sitting on requests. Audit trails are automatic.

Operations Stops Playing Messenger

That intern who chases approvers? They can actually do their job now. ApproveThis reminders nudge slowpokes via email. Vacation mode reassigns tasks so projects don’t stall.

External Partners Don’t See Your Sausage-Making

Clients get clean approval emails (branded if you want). Vendors see status updates without accessing Alegra. Everyone thinks you’re organized.

The “Wait, That’s Possible?” Features

Beyond basic approvals, this combo lets you:

• Auto-Escalate: Let’s say an invoice is 48hrs old. ApproveThis can ping the manager’s boss automatically.
• Approval Chains: Country manager → Regional head → CFO, in order. No skipped steps.
• Dynamic Decisions: If an Alegra invoice’s total exceeds Q2 budget, require CEO approval.

Common Pitfalls (And How to Dodge Them)

Don’t: Auto-approve everything under $10k. Do: Set thresholds per department. Marketing’s $10k isn’t procurement’s $10k.

Don’t: Let approvers delegate manually. Do: Use ApproveThis’s vacation rules. María’s out? Requests go to her deputy automatically.

Don’t: Create infinite approval steps. Do: Use conditional logic. Only 3 approvals if over $50k? Set it once, forget it.

Ready to Stop Being a Approval Babysitter?

If your Alegra instance is the brain, ApproveThis is the spine – keeping processes upright and moving. No more “I thought you approved this?” moments. No more clients paying late because invoices got stuck in legal.

Best part? Approvers don’t need Alegra licenses. Clients, vendors, execs – they approve via email. Click, done, back to work.

Register for ApproveThis, hook up Alegra in an afternoon, and watch those financial processes finally act grown-up.

Or, if you’re the cautious type: grab a demo. We’ll show how a 500-employee food distributor cut invoice approvals from 6 days to 14 hours. Your turn.