ApproveThis manages your Alkymi approvals.

When Data Meets Decisions

Let's be real - financial services move at light speed until someone needs to approve something. That's where Alkymi's document automation crashes into ApproveThis' approval engine like a perfectly timed high-five. One extracts data from PDFs faster than you can say "compliance headache," the other slaps structure on approval chaos. Together? They turn what used to be multi-day processes into "did that already get done?" moments.

Why This Combo Works for Mid-Sized Companies

Most finance teams between 50-5k employees aren't drowning in tech budget - they need tools that punch above their weight class. Alkymi handles the document grunt work (trade confirmations, KYC forms, you name it), while ApproveThis stops approval requests from dying in email threads. The kicker? Approvers don't need Alkymi licenses. Perfect for:

• External auditors reviewing transaction reports
• Compliance teams needing legal sign-off
• Ops managers handling vendor contracts

Real Workflows for Real Finance Teams

Use Case 1: The Compliance Time Machine

Imagine an investment firm processing 200+ trade confirmations daily. Alkymi auto-extracts trade details, then ApproveThis:

• Routes discrepancies to portfolio managers via email (no login needed)
• Escalates unresolved issues after 12hrs automatically
• Logs every approval for audit trails that won't make regulators cringe

Use Case 2: Vendor Onboarding That Doesn't Suck

Commercial banks using Alkymi to parse new client docs can set ApproveThis to:

• Require dual approvals for high-risk clients
• Auto-approve repeat vendors under $50k
• Delegate approvals when analysts take PTO (without missing SLAs)

Features You'll Actually Use

This isn't about buzzword bingo - these are the tools teams abuse the "recurring meeting" button without:

Thresholds That Prevent Micromanagement

Set ApproveThis to auto-approve routine docs under specific values (say, invoices under $10k). Alkymi's extracted data triggers these rules automatically. Managers only see exceptions.

Email Approvals That Don't Feel Like 1998

Approvers get clean mobile-friendly emails with key data points pulled from Alkymi. One-click decisions update both systems. No VPNs. No "which password was that?"

Delegation That Doesn't Require a PhD

When your compliance officer takes vacation, ApproveThis automatically reroutes approvals to their deputy. No more "permission denied" errors in Alkymi.

Setting It Up Without Losing Your Mind

If you can order DoorDash, you can connect these systems:

1. Create Zapier account (they're the middleman here)
2. Choose Alkymi trigger (document processed/record updated)
3. Map key data fields to ApproveThis request template
4. Test with a real document (pro tip: use April's TPS reports)

Most teams get first workflows live in under 90 minutes. Seriously.

Who Actually Benefits From This?

Compliance Teams

Automate review cycles for KYC docs, AML checks, and regulatory filings. ApproveThis' audit trails satisfy even the most paranoid auditors.

Operations Managers

Process vendor invoices 3x faster by combining Alkymi's PO matching with ApproveThis' hierarchical approvals. Bonus: automatic three-way matching.

Client Services

Accelerate onboarding packages by triggering approvals the second Alkymi extracts client data from submitted docs. No more "we'll get to it next week."

The Fine Print That Matters

Licensing: ApproveThis doesn't require approvers to have Alkymi seats. Huge cost saver when working with external partners.

Security: Both platforms are SOC 2 compliant. Your CFO can stop sweating.

Scale: Handles 10 or 10,000 monthly approvals without hiring more coordinators.

No-BS Next Steps

If you process more than 50 financial documents monthly:

1. Check Alkymi's docs for your specific use case

2. Create free Zapier account

3. Start ApproveThis trial (takes 8 minutes)

Or book a 22-minute demo to see live workflows. We'll even show you how hedge funds use this combo to shave 3 days off monthly closes.

Still Reading?

That's either commitment or analysis paralysis. Here's the deal - financial workflows don't have to suck. Alkymi handles the data extraction heavy lifting, ApproveThis stops approvals from becoming group therapy sessions. Together? They're the closest thing to a productivity cheat code you'll find this quarter.