ApproveThis manages your Greatweek Integration approvals.

Two Platforms, One Goal: Removing Friction from Business Processes

Greatweek consolidates banking, payments, and accounting into a single hub, giving finance teams real-time visibility into cash flow. ApproveThis brings structure to the decision-making that impacts those financials – vendor payments, contract approvals, budget adjustments. When connected via Zapier, these platforms create closed-loop processes where financial data triggers approvals, and approvals update financial systems automatically.

This integration matters because 23% of payment delays stem from approval bottlenecks (PYMNTS 2023). For growing companies, manual handoffs between finance tools and email-based approvals create risk. The Greatweek-ApproveThis bridge solves this by making approvals a native part of financial workflows.

Where This Integration Delivers Immediate Impact

Accounts Payable: From Invoice to Payment Without the Paper Chase

A construction company receives 50+ vendor invoices weekly in Greatweek. Their Zapier integration triggers ApproveThis requests that route to project managers based on vendor type (materials vs. subcontractors). Approvers get emailed summaries with links to original invoices in Greatweek. Once approved, Greatweek auto-generates payments, and the AP team sees real-time approval statuses beside each invoice.

Key Feature: Approval Thresholds allow automatic approval of recurring sub-$500 payments while flagging larger amounts for review. Vacation Delegation ensures holiday schedules don't delay critical supplier payments.

Client Onboarding: Compliance Without the Back-and-Forth

A fintech uses Greatweek to collect potential client financial data. New contacts trigger ApproveThis workflows requiring compliance officers to verify KYC documentation stored in Greatweek. External legal counsel (without Greatweek access) receives email approvals with encrypted attachments. All decisions sync back to Greatweek client profiles with timestamps for audits.

Key Feature: ApproveThis’ email-based approvals let external stakeholders participate without needing system access – critical for regulated industries.

Building Cross-Team Workflows Without the Complexity

Traditional approval processes force teams to choose between speed and control. Sales discounts approved in CRMs lack audit trails. Finance teams waste time chasing down decision-makers. This integration layers governance where it’s needed without adding steps.

Sales Teams: Discount Authority That Balances Trust and Oversight

When a sales rep in Greatweek proposes a 15% discount, ApproveThis triggers a multi-step review. First, the sales director approves the strategic rationale. If over $10K, the CFO receives a parallel request with margin impact calculations pulled from Greatweek data. Approved deals update Greatweek opportunities automatically; denials notify reps with feedback.

Why It Works: ApproveThis’ Calculated Fields auto-populate deal metrics, reducing back-office queries. Real-Time Tracking lets sales leaders monitor pending approvals affecting quarterly targets.

Procurement: Preventing Budget Overruns Before Purchase

A manufacturing company links Greatweek purchase requests to ApproveThis validations. Each request checks remaining department budgets in Greatweek. If under $5K, auto-approved. Over limit, escalations include historical spend data from Greatweek. Approved requests generate PO numbers; denied ones alert requesters with policy excerpts.

Key Differentiator: Unlike basic notification tools, ApproveThis enforces approval order (e.g., department head before CFO) and documents rationale for audits.

Implementation: How to Connect Greatweek and ApproveThis in 30 Minutes

Step 1: In Zapier, choose “New Contact” in Greatweek as your trigger. Select fields to pass to ApproveThis (e.g., contact type, associated deal size).

Step 2: Set up ApproveThis’ “Create Request” action. Map Greatweek data to approval templates. Configure approver rules – for example, escalate deals over $50K to the CFO.

Step 3: Add a final Zapier step to update Greatweek post-approval. Approved vendor contacts might get tagged as “Verified”; denied leads could trigger follow-up tasks.

Pro Tip: Use ApproveThis’ Calculated Fields to auto-add approval SLAs (e.g., “Flag as overdue if pending >48h”).

Why This Integration Outperforms Native Approvals

Greatweek focuses on financial data aggregation; ApproveThis specializes in decision governance. Together, they handle scenarios pure-play finance tools can’t:

Multi-Stakeholder Approvals with External Participants

Nonprofit grants often require board member sign-offs. ApproveThis routes requests to external emails, collects e-signatures, and updates Greatweek grant records – all without exposing financial systems to non-staff.

Conditional Logic Based on Live Financial Data

Approval paths change dynamically using Greatweek metrics. A marketing agency might auto-approve software purchases under $200/month but require CEO review if total SaaS spend exceeds 10% of monthly revenue.

Critical for Audits: The Compliance Advantage

ApproveThis creates an immutable record of who approved what, when, and why. For Greatweek users in banking or healthcare, this audit trail integrates directly with financial records. During due diligence, companies can filter approvals by date, amount, or department alongside Greatweek’s transaction history.

Getting Started: Next Steps for Teams

Finance Leaders: Identify 2-3 processes where delayed approvals cause payment delays or budget leaks (e.g., vendor onboarding, expense reports).

Sales Managers: Map discount approval chains – where do deals stall? How could real-time tracking accelerate closures?

Operations Teams: Audit procurement workflows. How many touchpoints involve manual data entry between systems?

Ready to eliminate approval bottlenecks? Register for ApproveThis or explore Greatweek’s platform to see live integration demos.