How ApproveThis + Gaviti Cuts Through Approval Chaos (Without the Meetings)

Let's be real – chasing down approvals for every invoice exception or client payment plan feels like herding cats with a laser pointer. You've got Gaviti keeping your A/R team from drowning in spreadsheets, but when every exception needs three signatures? That's where ApproveThis comes in like a caffeinated collections manager.

Why Finance Teams Are Gluing These Two Tools Together

Gaviti's the muscle that keeps your cash flow moving. ApproveThis is the bouncer at the door making sure every decision sticks to the rules. Connect them through Zapier, and you've just automated the bureaucratic middleman that's been slowing down your collectors.

Here's what happens when they team up:

• Payment extensions get approved before the client changes their mind
• Write-off requests don't die in your controller's overflowing inbox
• Every approval leaves an audit trail that'd make your CFO grin

The Killer Use Case Your A/R Team Will Actually Use

Imagine this: A collector negotiates a 60-day payment plan with a shaky client. In Gaviti, they tag the account, add notes, and hit save. Before ApproveThis, this would trigger a week-long email chain with legal and accounting. Now?

How it actually works:

1. New note in Gaviti about payment terms → Zapier alerts ApproveThis
2. ApproveThis pings Accounting Lead + Legal via email (they can approve from their phones)
3. Once greenlit, Gaviti auto-updates the client's terms and logs everything

We're talking about turning "Let me circle back" decisions into 24-hour resolutions. For a mid-sized manufacturing company dealing with 50+ negotiated payments monthly? That's 150 fewer status update emails. Your team might actually take lunch breaks now.

Not Just for Invoice Drama – Other Ways This Duo Wins

Scenario 1: The "Can We Even Afford This Client?" Check
Sales teams love saying yes. Finance loves not going bankrupt. When a new Gaviti account hits $250k+ in overdue balances, ApproveThis can demand CFO sign-off before extending more credit. No more rogue sales deals.

Scenario 2: The "Oops We Overcharged Them" Fix
Customer success logs a refund request in Gaviti. ApproveThis routes it based on amount: Team lead handles anything under $1k, Controller needed above that. Customers get faster resolutions, accounting avoids micromanaging every tiny refund.

Why Your Controller Will Hug You (Professionally)

ApproveThis brings three things Gaviti can't live without:

• Approval Thresholds: Auto-approve anything under $500 so your team isn't bugged for coffee money
• Delegation That Doesn't Suck: Accounting manager on PTO? Requests reroute instantly – no "per my out of office" disasters
• Real-Time Dirty Laundry List: That dashboard shows every pending decision, so month-end close isn't a scavenger hunt

And here's the kicker – external auditors or clients can approve stuff without needing a Gaviti login. Just send them an email link. No more "I can't find the portal password" nonsense.

Setting This Up Without Losing Your Mind

Zapier does the heavy lifting here. If you can order DoorDash, you can handle this:

1. Connect Gaviti to Zapier (takes 2 minutes – here's how)
2. Choose your trigger (New note, status change, whatever kicks things off)
3. Plug in ApproveThis, map the key fields (amount, client, reason code)
4. Test with a fake $5 request to make sure Karen in Accounting gets her alert

Pro tip: Use ApproveThis' Calculated Fields to auto-flag high-risk requests. Example: If days overdue > 90 AND balance > $10k, require VP approval. Set it once and forget it.

Who Else Benefits Besides Finance?

Sales Ops: Getting commission exceptions approved without 17 Slack follow-ups
Legal: Review contract amendments tied to specific A/R accounts
Execs: Seeing approval bottlenecks in real dashboards (no more surprise cash flow fires)

Even external auditors get happier – every decision is timestamped, logged, and tied to actual people. No more "Why did we approve this?!" forensic accounting.

The Bottom Line (Because We Know You're Busy)

Gaviti keeps your collections team from drowning. ApproveThis stops the "Who approved this?!" blame game. Together? They turn your A/R process from reactive chaos into something that almost feels... organized.

Best part? Approvers don't need another software login. They click approve/reject in their email. For companies juggling 50-5000 employees, that's the difference between process that works and one that works people.

Book a 15-minute demo and we'll show you how to set this up before your next collections meeting. Or keep forwarding approval emails like it's 2012. Your call.