ApproveThis manages your BrightManager Integration approvals.

Why These Two Tools Belong Together

Let’s cut to the chase: approval processes suck when they’re manual. Especially in accounting firms and client service businesses where every new client, project change, or contract renewal needs four eyes (or twelve) on it. That’s where ApproveThis and BrightManager come in – like peanut butter and jelly for your workflow automation.

BrightManager keeps UK accountants and bookkeepers sane by managing client relationships. ApproveThis keeps everyone else sane by turning approval bottlenecks into straight-through processing. Connect them via Zapier, and you’ve got a system where client onboarding, offboarding, and compliance checks happen faster than you can say “Where’s the PDF attachment?”

No More Approval Chicken

Here’s what happens when you bridge these platforms:

• New clients get vetted before they hit your books – no more rogue accounts slipping through
• Approval statuses auto-update both systems – say goodbye to spreadsheet cross-referencing

And here’s the kicker: ApproveThis approvers don’t need BrightManager licenses. Perfect for external partners or department leads who just need to approve/reject – not poke around your entire client database.

Real-World Use Cases That Actually Matter

1. Client Onboarding That Doesn’t Feel Like Dental Surgery

When a new client pops up in BrightManager, ApproveThis can automatically:

• Route compliance checks to your AML officer
• Get sign-off from the partner assigned to the account
• Push approved clients to your billing system

Example: A 200-person payroll firm uses this to ensure every new client meets their risk thresholds. Partners approve directly from Outlook – no logins, no hunting for requests.

2. Closing Accounts Without the Paper Trail

When clients get marked as “No Longer a Client” (NLAC) in BrightManager, ApproveThis triggers:

• Final approval from the accounts team to settle outstanding invoices
• Automatic handoff to your CRM for exit surveys

Example: A bookkeeping agency recovered £12k in overlooked invoices last quarter by automating their NLAC approval chain.

3. Two-Way Street Automation

ApproveThis requests can create BrightManager client profiles automatically. Translation? Your biz dev team submits a form, it routes for internal approvals, then magically appears in BrightManager – no copy/paste errors.

Setup That Takes Less Time Than Your Morning Coffee

1. Create a Zapier account (if you’re somehow still living without one)
2. Connect BrightManager and ApproveThis as Zapier apps
3. Choose your triggers:
   • “New Client” in BrightManager → “Create Request” in ApproveThis
   • “Request Approved” in ApproveThis → “Update Client Status” in BrightManager
4. Test with a real client account (we both know your test environment is production)

Pro tip: Use ApproveThis’ calculated fields to auto-flag high-risk clients based on BrightManager data. No more manual risk scoring.

Department-Specific Wins

Compliance Teams

Automatically route high-risk clients (those £50k+ contracts) through enhanced due diligence workflows. Approval thresholds in ApproveThis mean anything over your risk tolerance gets CFO eyes automatically.

Account Managers

Ever had a client go NLAC because someone forgot to click “approve” on the offboarding request? Vacation delegation in ApproveThis prevents that – out-of-office approvers get auto-reassigned.

Partners/Senior Leadership

Get real-time dashboards showing approval bottlenecks. That client acquisition stuck in legal review for 2 weeks? Now you’ll know by Tuesday morning.

Why This Isn’t Just Another Integration

Most approval tools treat every app connection the same. Not here. The BrightManager link taps into features most teams ignore:

Calculated Fields That Actually Calculate

Auto-flag clients who hit three+ risk factors in BrightManager (late payments + high volume + international). ApproveThis can route these to a special review board automatically.

Approval Groups That Don’t Ghost You

Require consesus from all partners in a client’s industry vertical? Or sequential approvals from junior → senior staff? Configure once, then forget about chasing people down.

Common Objections (And Why They’re Wrong)

“We already have BrightManager workflows”
Cool. Do they handle multi-team approvals with conditional logic? Can approvers sign off via email without logging in? Didn’t think so.

“Our process is too complex”
Define “complex.” Approval chains that change based on client location, service type, and risk profile? Built three last week. Show us your process – we’ll show you the Zap.

When to Keep It Simple

Not every BrightManager event needs an approval chain. Good candidates for automation:

• New clients over £X in projected revenue
• Requests to waive onboarding fees
• Changes to client billing terms

Leave the trivial stuff in BrightManager. Use ApproveThis for decisions that actually need oversight.

Final Word

If you’re using BrightManager without approval automation, you’re basically leaving money on the table. Client onboarding delays, compliance oversights, and partner frustration aren’t just annoyances – they’re revenue leaks.

ApproveThis isn’t another layer of bureaucracy. It’s the system that lets your team say “yes” faster and “no” with better documentation. And because it plugs into BrightManager through Zapier, you’re not rebuilding your entire tech stack.

Book a demo to see how approval automation actually works. Or start a free trial if you’re the hands-on type. Either way, stop letting manual approvals slow down your client engine.