ApproveThis manages your Novo approvals.

When Finance Meets Fast Decisions

Let’s be real: nothing kills momentum faster than waiting for someone to approve an invoice while your vendor side-eyes your payment history. Novo gives you the financial visibility, ApproveThis gives you the decision speed. Together? They’re like espresso for your money operations – no more jittery cash flow or accounting team meltdowns.

Novo’s banking platform shows you where every dollar lives. ApproveThis tells those dollars where to go next. Connect them through Zapier, and you’ve got a self-clearing gutter system for financial approvals – things just keep moving even when it’s raining purchase orders.

What This Tag Team Actually Does

Novo’s Play: Tracks transactions, monitors cash flow, and acts as your business’ financial memory. Great at showing you what happened, less great at deciding what happens next.

ApproveThis’ Angle: Turns “Should we spend this?” into a process that doesn’t require chasing down managers in the parking lot. Sets rules, routes requests, and forces decisions – with receipts.

Zapier stitches them together so money movements trigger approvals, and approvals update your financial records. It’s like giving your accounting team a sixth sense for which expenses are legit before they ever hit the books.

Real-World Fixes for Actual Business Headaches

1. The “Why Is This Charge on Our Card?” Fire Drill

Use Case: Auto-create approval requests for every Novo transaction over $X

Picture this: Your operations team just booked $8K in cloud hosting fees. Normally, your controller would see this charge a week later during reconciliation and start a company-wide email hunt. With the integration:

• Novo spots the transaction instantly
• Zapier fires it to ApproveThis
• Your CFO gets an email approval request before the receipt is even scanned

Who wins: Retail chains approving store-level expenses. Field service companies managing vendor payments. Basically anyone tired of playing financial detective.

2. The “Approved in Theory, Missing in Reality” Gap

Use Case: Log approved requests as pending transactions in Novo

Budgets aren’t blown by what you approve – they’re torpedoed by what you forget to track. This zap makes every “Yes” in ApproveThis reserve funds in Novo like a digital handshake:

• Marketing gets greenlight for a $15K ad spend
• ApproveThis pushes the approved amount to Novo as a pending transaction
• Actual payment happens? Novo updates the status automatically

Who cares: Agencies managing client budgets. Manufacturers tracking material orders. Any team where approved ≠ accounted for.

Setup That Doesn’t Require a PhD

1. Grab a Zapier account (free tier works)
2. Connect Novo → Choose trigger (New Transaction)
3. Connect ApproveThis → Set action (Create Request)
4. Map transaction details to approval fields
5. Test with a $1 transaction
6. Activate and stop babysitting approvals

Pro tip: Use ApproveThis’ approval thresholds to auto-approve small recurring charges (like SaaS tools) while flagging big-ticket items. Saves your exec team from inbox clutter.

Department-Specific Wins

Finance Teams

ApproveThis’ calculated fields let you auto-add sales tax or convert currencies before sending for approval. No more “Wait, is this USD or CAD?” follow-ups at 4:55 PM on Friday.

Procurement

Approval groups mean vendor payments get routed through Legal → AP → Department Head in sequence. Novo shows the exact payment timeline so suppliers stop asking “Where’s my check?”

Operations

Set conditional logic so equipment purchases over $20K automatically include facilities manager approval. Novo tracks the actual spend against approved amounts in real time.

Why This Isn’t Just Another Integration

ApproveThis doesn’t just pass data to Novo – it adds decision context. Every approval request includes:

• Historical spend data (pulled from Novo via Zapier)
• Project budgets (from your PM tool, connected through another zap)
• Contract terms (attached PDFs in the approval thread)

Approvers get the full picture without jumping between 6 tabs. Plus, email-based approvals mean even that VP who still uses AOL can sign off without “learning a new system.”

The Silent Killer Feature Nobody Talks About

Vacation delegation in ApproveThis. Because nothing’s worse than an urgent payment waiting on someone who’s zip-lining in Costa Rica. The system auto-reassigns approvals based on out-of-office calendars. Novo reflects the change immediately – no manual handoffs.

When to Wave the White Flag

Still handling approvals through Slack threads or (shudder) paper forms? You’re essentially using a soup spoon to dig a swimming pool. The ApproveThis + Novo combo through Zapier gives you actual machinery:

• 80% faster approval cycles (we’ve seen teams go from days to hours)
• 60% fewer “Can you re-send that?” emails
• 100% less existential dread during audits

Your Move

This isn’t about chasing shiny tech. It’s about fixing the approval-vs-accounting disconnect that’s been bleeding time and cash from your operations. ApproveThis works how your team already does – through email, Slack, or carrier pigeon if that’s their thing. Novo keeps the financial record straight without extra work.

Get started with ApproveThis, connect your Novo account, and watch what happens when approvals actually keep pace with your business. Or book a demo to see how approval thresholds can auto-approve 30% of your transactions before lunch.