ApproveThis manages your NuMetric Integration approvals.

When Accounting Meets Approval Automation

Finance teams know the drill: invoices pile up, estimates need sign-offs, and chasing approvals eats into time that could be spent analyzing budgets or optimizing cash flow. NuMetric solves half the equation with streamlined accounting operations. ApproveThis tackles the other half by bringing structure to decision-making. Together through Zapier, they create closed-loop automation where financial requests move seamlessly from creation to approval to execution.

This integration isn't about replacing your accounting team with robots. It's about eliminating the 37% of workweek hours lost to repetitive tasks (McKinsey), so your people can focus on strategic priorities. Let's break down why this combination works and how different teams benefit.

Why NuMetric Users Need Approval Guardrails

NuMetric excels at managing invoices, estimates, and core accounting functions. But financial controls require human judgment – determining whether a vendor invoice matches the contract, approving client estimates that exceed project budgets, or validating expense reports. These decisions often get bottlenecked in email threads or spreadsheet trackers.

ApproveThis adds three critical layers to NuMetric's capabilities:

• Conditional Routing: Auto-route invoices over $10K to the CFO while smaller amounts go to department heads
• Audit Trails: Maintain immutable records of who approved what, when, and with what comments
• Cross-Team Collaboration: Let project managers approve estimates without giving them full NuMetric access

Real-World Workflows (No Theory Allowed)

Use Case 1: Invoice Approvals That Prevent Overpayments

A marketing agency uses NuMetric to handle $200K+ in monthly vendor invoices. Their old process: Accounts payable would email invoices to department heads, who often forgot to reply. Result? Late payments and duplicate work.

The Fix: Zapier triggers an ApproveThis request whenever NuMetric generates an invoice. Approval workflows:

• Route vendor bills to the correct budget owner based on GL codes
• Auto-approve recurring invoices under $2K after 24 hours if no objections
• Escalate overdue approvals to AP managers with one click

Outcome: The team reduced invoice processing time from 14 days to 3, avoiding $18K in late fees last quarter.

Use Case 2: Client Estimates That Don't Blow Project Margins

A construction firm sends 50+ estimates weekly via NuMetric. Before ApproveThis, sales reps sometimes underbid projects to hit quotas, eroding profitability.

The Fix: Every NuMetric estimate triggers an approval chain:

• Project managers review labor/material costs
• Finance checks against historical margins
• Final sign-off from regional directors for bids over $500K

Outcome: The company increased project margins by 11% YTD by catching lowball estimates before submission.

Setting Up Your First Integration

Getting started takes under 20 minutes if you have:

1. A Zapier account (free tier works)
2. ApproveThis and NuMetric logins

Step 1: In Zapier, choose "New Invoice in NuMetric" as the trigger
Step 2: Select "Create Approval Request in ApproveThis" as the action
Step 3: Map NuMetric fields (e.g., invoice amount, vendor) to ApproveThis
Step 4: Set up conditional logic (e.g., route invoices over $5K to CFO)
Step 5: Test with a live invoice

Pro Tip: Use ApproveThis' calculated fields to auto-flag invoices that exceed project budgets stored in NuMetric.

Who Benefits Most (Beyond Accounting)

Operations Teams

Manufacturing companies use the integration to approve purchase orders tied to NuMetric inventory costs. Approval thresholds auto-approve routine material orders while flagging unusual spikes for human review.

External Partners

Marketing agencies share client campaign estimates via ApproveThis without requiring clients to log into NuMetric. Clients get branded approval emails with one-click sign-off, while the agency maintains NuMetric as its source of truth.

Executive Leadership

CFOs use the combined dashboards to track approval cycle times and identify bottlenecks. One retailer reduced their monthly close cycle from 12 days to 6 by analyzing approval lag times between systems.

Why This Isn't Just Another Zap

Most Zapier integrations simply pass data between apps. ApproveThis + NuMetric adds decision intelligence to the mix:

Scenario: A NuMetric invoice arrives from a new vendor.
Basic Automation: Create an approval task.
Advanced Workflow: Check if the vendor is pre-approved in ApproveThis → If yes, auto-approve invoices under $10K → If no, route to procurement with a 48-hour SLA.

This contextual handling is why 73% of users report fewer compliance issues after integrating the two platforms.

Getting Started Without the Overwhelm

Don't try to automate every approval process at once. Start with one high-impact workflow:

Quick Wins:
- Client estimate approvals
- Vendor invoice validation
- Expense report audits

Once these run smoothly, expand to complex workflows like multi-department budget approvals or project change orders.

Ready to eliminate approval bottlenecks? Start your free ApproveThis trial or book a custom demo to see NuMetric integrations in action.