ApproveThis manages your Rotessa approvals.

When Payments Meet Paperwork

Let's be real - nobody got into business to chase down signatures for invoice approvals or play detective with payment records. Yet here we are, with finance teams losing 12 hours a week on manual processes and department heads fielding "where's my payment?" emails from vendors.

ApproveThis and Rotessa fix this by connecting the dots between decisions and dollars. One handles the approval red tape, the other moves money securely. Combined? You get automated workflows where approved requests instantly become processed payments - no human middlemen required.

Why This Combo Works

Rotessa's good at moving money via ACH/EFT. ApproveThis is great at routing decisions. Together through Zapier, they cover the full cycle:

• No more approved invoices sitting in someone's Slack DMs
• Zero duplicate data entry between systems
• Full audit trail from "approve?" to "paid"

Bonus: Approvers don't need Rotessa logins. Huge for working with external partners or cost-conscious teams trying to minimize software seats.

Real-World Use Cases (No Fluff)

1. Auto-Create Payments When Requests Clear

How it works: New approval in ApproveThis → Zapier triggers Rotessa payment.

Who needs this: Property management companies processing 500+ rent approvals monthly. Instead of accountants manually entering each approved amount, payments fire automatically when landlords sign off. Saves 3-4 days/month in data entry.

ApproveThis bonus: Use approval thresholds to auto-approve routine payments under $5k, only escalating exceptions.

2. Double-Check High-Risk Transactions

How it works: Rotessa transaction approved → Triggers secondary approval in ApproveThis.

Who needs this: Healthcare suppliers paying medical device vendors. Any payment over $15k automatically requires CFO review, even if initial approver signed off. Compliance teams sleep better.

ApproveThis bonus: Vacation delegation ensures approvals never stall if primary approver is OOO.

3. Instant Customer Onboarding

How it works: Client approval in ApproveThis → Auto-create Rotessa customer profile.

Who needs this: SaaS companies with tiered pricing. When sales approves an enterprise deal, the customer gets added to Rotessa immediately - no waiting for finance to manually set up accounts.

ApproveThis bonus: Calculated fields auto-apply correct billing cycles based on contract terms.

Setup That Actually Takes 8 Minutes

1. Connect both apps to Zapier
2. Pick your trigger (e.g., "Request Approved" in ApproveThis)
3. Choose resulting action (e.g., "Create Transaction" in Rotessa)
4. Map data fields between systems

Pro tip: Use ApproveThis' test mode to trial workflows without live payments.

Department-Specific Wins

Finance Teams

Kill payment float. When AP approves an invoice at 3PM, the EFT hits the vendor's account by 5 - no manual processing lag. Rotessa's reporting then auto-updates with approval timestamps from ApproveThis for cleaner audits.

Operations Teams

Example: A manufacturing plant manager approves a rush raw material order. That approval simultaneously triggers the payment and updates the inventory management system via another Zap. Two birds, one stone.

Sales Teams

Enterprise deals often need payment terms approval. When legal signs off in ApproveThis, Rotessa automatically generates the client's payment schedule. Sales ops saves 20 hours/month chasing internal sign-offs.

Why This Isn't Just Another Integration

Most approval tools stop at "yes/no." ApproveThis adds context that Rotessa actually uses:

• Conditional approval reasons feed into Rotessa's transaction notes
• Custom fields in ApproveThis (PO numbers, project codes) auto-populate Rotessa records
• Denied requests trigger automatic follow-up tasks in other tools via Zapier

Translation: Your payment data becomes actually searchable. Ever tried finding why a 2022 vendor payment was delayed? Now you'll know it was stuck in Brad's inbox for a week.

The Bottom Line

Companies between 50-5,000 employees waste $47K annually on payment-related inefficiencies (Aberdeen Group). This integration attacks that problem three ways:

1. Eliminates approval-to-payment lag time
2. Removes human error in payment execution
3. Gives real-time visibility into cash flow impacts

It's not about doing more transactions - it's about doing them smarter.

Next Steps

If you use Rotessa and have more than 20 monthly payments needing approvals:

1. Register for ApproveThis (free 14-day trial)
2. Connect via Zapier using the templates above
3. Book a custom demo to map complex workflows

Prove us wrong - we bet you'll reclaim 6+ hours in your first month.