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Description

Streamline Your Workflow with Approveit Approveit is the ultimate business process automation platform, integrated with Slack and Microsoft Teams. Simplify tasks like invoice approvals, contract management, and purchase orders with automated workflows that boost efficiency by up to 80%. Set up in minutes using intuitive templates, and manage tasks directly within your favorite communication tools. Why Approveit? Efficiency: Reduce errors and speed up processes. Integration: Connect with over 100 apps, including Xero and QuickBooks. Transparency: Track tasks in real-time with dedicated boards. Savings: Cut spend approval cycles by 70%, saving up to $2M annually. Plus, for every 100 approval requests, we plant a tree. Try Approveit today to revolutionize your business processes!

Description

For over three decades, Fintech's PaymentSource has been transforming financial processes in the alcohol industry with innovative solutions for accounts payable (AP) and accounts receivable (AR). Its AP automation includes 15 months of invoice history, cost variance analysis, and simplified distributor credit reconciliation. The new Premium tier extends these tools to cover all goods, services, and supplies, delivering complete visibility, seamless vendor integrations, and better cash flow management—all within a simple, user-friendly platform. For AR, PaymentSource facilitates secure, compliant electronic payments from over 250,000 retail and hospitality partners nationwide. Distributors can access invoice details, track payment statuses, and issue credits directly through the portal, cutting costs by an average of $6.80 per delivery while maintaining compliance across all 50 states. With PaymentSource, businesses can streamline financial workflows, reduce errors, and maximize efficiency.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

QuickBooks Online
BirchStreet eProcurement
COGS-Well
Cartzie
CooksTime
HubSpot CRM
HubSpot Customer Platform
Jira
PDI
QuickBooks Online Advanced
Restaurant365
Sculpture Hospitality
Slack
Typeform
Xero
Yellow Dog Inventory
Zapier
mPower Beverage
monday AI work platform

Integrations

QuickBooks Online
BirchStreet eProcurement
COGS-Well
Cartzie
CooksTime
HubSpot CRM
HubSpot Customer Platform
Jira
PDI
QuickBooks Online Advanced
Restaurant365
Sculpture Hospitality
Slack
Typeform
Xero
Yellow Dog Inventory
Zapier
mPower Beverage
monday AI work platform

Pricing Details

$89 per month
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Approveit

Founded

2021

Country

USA, Dover

Website

approveit.today/

Vendor Details

Company Name

Fintech

Founded

1991

Country

United States

Website

fintech.com

Product Features

Accounts Payable

Approval Process Control
Bank Reconciliation
Cash Management
Check Writing
Duplicate Payment Alert
Fraud Detection
General Ledger Entry
Vendor Management

Accounts Receivable

ACH Payment Processing
Billing & Invoicing
Check Processing
Collections Management
Online Payment Processing
Overpayment Processing
Partial Payments
Receivables Ledger
Recurring Billing

Budgeting

"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control

Business Process Management

Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management

Expense Report

Approval Process Control
Invoice Management
Multi-Currency
Receipt Management
Reimbursement Management
Spend Control
Time Tracking
Workflow Management

Human Resources

360 Degree Feedback
Applicant Tracking
Attendance Management
Benefits Management
Career Development Planning
Compensation Management
Compliance Management
Employee Database
Employee Lifecycle Management
Onboarding
Payroll Management
Performance Management
Recruiting Management
Self Service Portal
Succession Planning
Time & Attendance Management
Time Off Management
Timesheets
Training Management

Procurement

Asset Management
Auction Management
Bid Management
Budget Management
Catalog Management
Contract Management
Inventory Management
Invoice Processing
PunchOut
Purchase Order Management
Receiving
Requisitions & Approvals
Sourcing Management
Spend Management
Supplier Management

Product Features

Accounts Payable

Approval Process Control
Bank Reconciliation
Cash Management
Check Writing
Duplicate Payment Alert
Fraud Detection
General Ledger Entry
Vendor Management

Accounts Receivable

ACH Payment Processing
Billing & Invoicing
Check Processing
Collections Management
Online Payment Processing
Overpayment Processing
Partial Payments
Receivables Ledger
Recurring Billing

Billing and Invoicing

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

Alternatives

Alternatives

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Fidesic

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