ApproveThis manages your Klutch Integration approvals.

Why Klutch and ApproveThis Work Better Together

Modern finance teams face a critical challenge: balancing speed with control. Klutch’s transaction tracking gives real-time visibility into spending, while ApproveThis adds structure to how those transactions get approved. Together, they create a closed-loop system where every dollar spent is automatically routed through your company’s approval policies – without manual data entry or follow-up emails.

This integration isn’t just about replacing paper forms. It’s about preventing budget overages by enforcing approval rules before purchases happen. Marketing teams can keep campaigns moving without waiting days for finance sign-off. Remote engineers can order urgent tools while maintaining compliance. Executives gain a real-time audit trail that simplifies month-end reconciliation.

How It Works: Approval Automation in Action

When a Klutch card transaction occurs, ApproveThis automatically:

• Routes requests based on amount, department, or project codes
• Escalates exceptions to the right decision-makers

Approvers receive email notifications with one-click approve/reject buttons – no need to log into either system. For example, a SaaS startup might configure thresholds where any AWS charge under $500 auto-approves, while larger spends require CTO review. Agencies can set client-specific approval chains, ensuring the freelance designer’s software purchase gets client PM sign-off first.

Key Features That Make This Integration Unique

Conditional Approval Routing

ApproveThis analyzes Klutch transaction details to determine:

• Which approvers are required (sequential or parallel)
• Whether automatic approvals apply
• How long each approval stage should take

Real-Time Budget Guardrails

Link ApproveThis’ calculated fields to your accounting software’s budget data. If a Klutch transaction would exceed quarterly department limits, the request automatically flags for CFO review – even if the amount is under normal approval thresholds.

Client-Friendly Approvals

External stakeholders (like clients approving project expenses) can review and approve requests directly from their inbox. They don’t need Klutch logins or ApproveThis licenses – just email access. This keeps cross-company collaborations moving without compromising security.

Setup Guide: Connect Klutch to ApproveThis in 15 Minutes

Step 1: Create a Zapier account if you don’t have one (free tier works).

Step 2: Choose Klutch as your trigger app. Select “New Transaction” as the trigger event.

Step 3: Connect ApproveThis as your action app. Use the “Create Approval Request” action.

Step 4: Map Klutch transaction fields to ApproveThis:

- Merchant Name → Request Title
- Amount → Custom Field "Purchase Amount"
- Transaction Date → Due Date
- Category → Approval Group Assignment

Step 5: Test with a $1 Klutch transaction to confirm approvals route correctly.

Industry-Specific Workflow Examples

Tech Startups

A Y Combinator-backed company uses Klutch for all cloud infrastructure purchases. ApproveThis routes transactions based on:

- AWS/GCP charges → DevOps lead approval
- SaaS tools → department head + IT security
- Office supplies → auto-approved under $300

Result: Reduced SaaS sprawl by 40% in Q1 by flagging redundant tool purchases.

Marketing Agencies

When buying ad credits via Klutch, ApproveThis:

1. Checks client contract budgets
2. Requires client PM approval if over $1K
3. Auto-submits approved spends to QuickBooks

Result: Cut invoice disputes by 65% with real-time client visibility.

Nonprofits

Field teams use Klutch cards for disaster relief supplies. ApproveThis:

- Requires dual approvals for cash-equivalent purchases
- Attaches GPS metadata from mobile submissions
- Syncs approved transactions to grant reporting dashboards

Cross-Team Benefits

Finance Teams

ApproveThis’ audit trails automatically attach Klutch receipts and approval timestamps. During audits, you can filter transactions by:

- Policy exceptions
- Approval cycle time
- Frequent rule overrides

Department Heads

Real-time dashboards show pending Klutch spends against remaining budgets. If a team is nearing their limit, ApproveThis can:

- Require extra approvals for non-essential buys
- Suggest alternative vendors from past transactions
- Trigger budget transfer requests

External Partners

Vendors and clients get customized approval portals via ApproveThis. A managed service provider might give clients:

- Pre-approval for recurring charges
- Category spending limits
- Quarterly approval summary reports

Advanced Configuration Tips

Dynamic Approval Chains

Use ApproveThis’ calculated fields to adjust approval paths based on Klutch data:

IF Transaction Category = "Travel" AND Amount > $2000 → Add CFO Approval
IF Merchant = "Amazon" → Require Business Purpose Attachment
IF International Transaction → Flag for Currency Conversion Review

Auto-Voiding Transactions

Connect denied approvals back to Klutch via Zapier. If a request gets rejected:

1. Freeze the Klutch card transaction
2. Notify the purchaser via Slack
3. Create a Dispute ticket in your helpdesk

Getting Started

Ready to transform how your team handles financial approvals? Start with a free ApproveThis trial and connect your Klutch account via Zapier. For complex workflows, book a custom demo where we’ll:

- Analyze your top 5 recurring approval bottlenecks
- Build a custom escalation matrix for your finance team
- Create a rollback plan for legacy processes

Don’t let manual approvals slow down your financial operations. Combine Klutch’s spending visibility with ApproveThis’ policy enforcement to create spend control that actually scales with your growth.