ApproveThis manages your PEX Integration approvals.

When Spend Control Meets Approval Automation

Let's cut through the corporate speak: managing company cards and purchase approvals sucks. Finance teams play whack-a-mole with unauthorized spending. Department heads get stuck babysitting approval requests. And everyone hates being the accounting police.

That's why pairing PEX's spend management with ApproveThis's approval automation isn't just convenient - it's a straight-up power move for companies tired of financial free-for-alls. We're talking real-time purchase oversight without the micromanagement, automated card controls that actually work, and approval workflows that don't require a PhD to set up.

Why This Combo Hits Different

PEX gives you the plastic and the platform to control spending. ApproveThis gives you the guardrails. Together through Zapier, they handle the boring stuff so your team can focus on actual work.

No More Approval Black Holes

Ever approved a $5k purchase only to find out someone ordered $15k worth of ergonomic chairs three weeks later? The PEX-ApproveThis link stops that nonsense cold. Every transaction over your threshold auto-triggers an approval chain. No workarounds. No surprises.

External Approvals That Don't Require a UN Diplomat

Client needs to sign off on project expenses? Vendor demanding upfront payment approval? ApproveThis handles external approvals without requiring your clients or contractors to log into PEX. They get an email, click approve/reject, done. No new licenses. No login headaches.

Actual Spend Visibility (Not Just Reports)

Most finance platforms show you where the money went. This combo shows you where it's going. Real-time approval tracking in ApproveThis syncs with PEX's transaction monitoring - so you catch issues before they hit the monthly close.

Three Ways This Integration Actually Works

1. Automatic Purchase Approvals That Don't Slow Down Operations

How it works: Any PEX purchase over $X triggers an ApproveThis workflow. Finance gets first look, department heads verify budget, approvers get nudged until they respond.

Who kills it with this: Construction firms managing 50+ subcontractor cards. Field leads buy materials on-site, regional managers approve based on project budgets, accounting never sees unauthorized spending.

Pro tip: Use ApproveThis' approval thresholds to auto-approve small recurring purchases (think safety gear under $200) while flagging big-ticket items.

2. Card Provisioning That Doesn't Require 12 Forms

How it works: New vendor approval in ApproveThis triggers PEX to issue a virtual card with preset limits. No more "approve the purchase then wait 3 days for card setup".

Who kills it with this: Marketing agencies handling client ad spend. Approve client budget > auto-generate campaign-specific card > set expiration date to campaign end. Client can't overspend, you can't accidentally reuse the card.

Pro tip: Pair with ApproveThis' vacation delegation so card requests never get stuck waiting for an OOO manager.

3. Audit Trails That Don't Require a Forensic Accountant

How it works: Approved PEX transaction? ApproveThis auto-downloads receipts and logs them with full approval history. Denied a request? Comments/reasons sync back to PEX.

Who kills it with this: Healthcare providers managing 100+ facility cards. Every supply purchase has attached approval rationale, receipts auto-filed by department, auditors stop having meltdowns.

Pro tip: Use ApproveThis' calculated fields to auto-flag purchases that push departments over budget, even if individual transactions are under threshold.

Setting This Up Without Losing Your Mind

We've all seen "easy integrations" that require a developer and a blood sacrifice. This isn't that. If you can set up a Slack channel, you can handle this:

1. Connect PEX and ApproveThis via Zapier (takes 6 minutes)
2. Set your approval rules in ApproveThis (budgets, approvers, thresholds)
3. Define which PEX actions trigger approvals (transactions, card requests, etc.)

Key things to nail:

• Thresholds over templates: Start with dollar amounts, expand to vendor types later
• Approver fallbacks: Use ApproveThis' vacation rules so nobody blocks the process
• Card limits: Match PEX card limits to approval thresholds (no $10k cards if approvals cap at $5k)

Who Actually Benefits (Beyond Finance)

Operations Teams

Field teams get instant card approvals without calling HQ. Facility managers control maintenance spend without playing corporate parent.

Department Heads

Marketing VPs stop getting CC'd on every $100 ad buy. IT directors automatically enforce software purchase policies.

External Partners

Contractors get spending authority without seeing your full PEX system. Clients approve project budgets without login hassles.

This Isn't Just About Saying "No" Faster

Yeah, you'll reduce unauthorized spending. But the real win? Speed without risk. Your team can:

- Approve urgent purchases during month-end close
- Onboard new vendors in hours not weeks
- Prove compliance without manual reports

It's spend control that feels less like a straitjacket and more like guardrails on a mountain road - lets you move fast without plunging into the abyss.

Bottom Line: Approval Processes Should Work, Not Hurt

If your current spend management feels like herding cats with a nerf gun, it's time to upgrade. ApproveThis + PEX via Zapier gives you:

- Real approvals, not just approval theater
- Spend visibility that's actually visible
- External approvals that don't require tech support

No more chasing down signatures. No more explaining charges to the board. Just clean spend management that works while you sleep.

See how it works or get started free. Your finance team will actually smile for once.