passcut

AP approval workflow automation

The agent assembles the full context for every payable (invoice, PO, budget line, supplier history), routes it to the right approver, and follows up so finance does not have to chase.

The problem

Approvals stall because approvers lack context: they get a bare amount and a supplier name, so they defer, and finance chases.

Delegation rules live in people's heads. When someone is on leave, payables queue behind them.

The audit trail is reconstructed at quarter end from Slack threads and forwarded emails.

How the agent runs it

Step 1

Assemble context

For each payable, the agent gathers the invoice, matching PO, contract terms, budget line status, and the supplier's payment history into one card.

Step 2

Route by your rules

Amount thresholds, department, project code, delegation chains: encoded once, applied consistently, including out-of-office fallbacks.

Step 3

Follow up

Approvers get a reminder cadence you define. Escalations happen automatically after your chosen waiting period.

Step 4

Log everything

Who approved what, when, with what information in front of them, exportable when your accountant or auditor asks.

Human in the loop

Where your team stays in charge

Every approval is a human decision. The agent's job is to make that decision take thirty seconds instead of a week of context-gathering and follow-ups.

  1. Work arrives

    invoice · ticket · email

  2. Passcut agent

    reads · codes · prepares

  3. Your team approves

    one click · always human

  4. Done, filed

    in your system

Anything unclear goes straight to a person

What changes

Typical before and after for this workflow. We measure your baseline during the audit and commit to numbers per engagement.

BeforeWith the agent
Approval cycleDays of chasingHours, with auto follow-up
Context per decisionAmount + supplier nameFull card: PO, budget, history
Audit preparationReconstructed from emailExport the log
Out-of-office stallsPayables waitDelegation rules fire

Connects to what you run

  • Slack
  • Microsoft Teams
  • QuickBooks
  • Xero
  • NetSuite
  • Bill.com
  • Airbase

Different stack? We integrate through the official API first, exports and email second, browser automation last. The audit tells you where your tools sit before you spend anything.

Common questions on this workflow

Can approval rules differ by department or amount?

Yes, that is the normal case. Rules are written down with you during setup and versioned, so changes are deliberate and traceable.

What if an approver just ignores the agent?

Escalation is part of the rule set: after your defined waiting period, the item moves up the chain, and the original approver sees that it did.

Related: Invoice processing automation · Receipt & expense data extraction · Customer support agent

See what ap approval workflow automation would save you

45 minutes. We map the workflow as you run it today, estimate the hours an agent returns, and quote the pilot. No obligation.

Get your workflow audit45 minutes · written summary · no obligationAlready know what you want built? Get a quote