Advanced Approval Workflows

Build unique, multilayered approval rules.

Rule-based approval automation can be configured to meet your company’s organizational structure. Ensure fast, streamlined compliance with your expense policies with Advanced Approvals.

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Screenshot of Advanced Approvals Module in Airbase

Create custom approval workflows.

Our flexible approval solution allows you to easily create custom rules and automatically route approvals to one or more approvers, in any sequence, that reflects your policy. These rules can be adjusted and changed as the needs and structure of your company changes.

Screenshot of creating a custom approval workflow in Airbase

Set simple or complex rules tied to types of spend, departments, locations, requesters, and more.

Approval groups.

Create approval groups with multiple stakeholders. Define the number of approvers needed, ranging from one individual to all group members. Configure requests to be approved sequentially or concurrently.

Build in contingencies for automatic re-routing — to next in line if one approver is not available — to keep teams moving.

Learn more about Guided Procurement

Tie approval flows to any one of several criteria.

Create rules based on the employee’s department, GL categories of the expense, the type of tool or service the employee is requesting, and more. Identify specific individuals or departments in your company with expertise on certain types of spending, for example IT, to make sure that purchases are properly vetted.

Screenshot of advanced approval module in Airbase

Screenshot of Slack showing Airbase integration

Conduct workflows through Slack, email, or the app itself.

Airbase approvals happen within normal business communication tools, so requesters and approvers can easily incorporate approval workflows into their busy daily routines. Whether it’s a simple approval, or asking for additional information about a request, communication is clear, easy, and fast.

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Collaborate easily with @Mentions.

Tag your team members in comments to quickly receive clarifications, feedback, and answers required to keep spending safe and efficient. @Mentions helps you speed up your approvals and consolidate all your spend conversations in one place. Never piece together communications about a transaction from Slack or email again. Capture and organize all correspondence about a transaction in one place for an effective, clear audit trail.

Screenshot of Airbase's Guided Procurement

Combine advance approvals with Guided Procurement.

Beyond approvals, Guided Procurement provides direction to employees on the information and documentation requirements for all stakeholders. For example, before approving a transaction, IT may require a SOC report. Guided Procurement lets you add this additional requirement so that an employee knows to collect it from the vendor and automatically route it to the Stakeholder’s system.

Advanced approvals — compliance made simple.

Automated approval workflows.

Set approval thresholds to reflect your company’s policies, and capture requests and approvals. Give budget owners and other stakeholders the control they need.

Automatic audit trail.

Capture approval workflows automatically in an audit trail that is recorded directly to the transaction file. No more document chasing for audits.

Control with pre-approvals.

Approval workflows apply to virtual card purchases and POs to give visibility and control over spend before it happens.

Efficient by design.

Eliminate the confusion about who is supposed to approve what type and amount of spend with a rule-based approach. Keep teams moving.

“Our biggest challenges in regards to controlling our expenses in the past were around the approval workflows. With Airbase, we were able to establish a clear, repetitive, and consistent approval process. Because everyone is on Airbase and managers approve their teams’ costs, there is clear visibility and responsibility for spend.”

Dmitri Litin, Controller at AspireIQ

Read the AspireIQ case study

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Shifting from Traditional to Rule-based Policies

Read more about automating approval workflows.

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