Approvals & automation
Approvals, workflow rules and a dunning ladder
Hold high-value documents for sign-off, run event→condition→action workflow rules, and let a prebuilt dunning ladder chase overdue invoices — un-capped and un-gated.
What it solves
Two problems as a team grows: some documents shouldn't post the moment someone hits save, and the small things that should just happen — a nudge when an invoice goes overdue, a category on a bank line, a draft PO when stock runs low — get forgotten. Approvals add the control step: a document matching a rule you set is held for a named approver and can't reach your books until they sign off. Workflow rules add the reflexes: when something happens in your books, a rule you configure acts on it automatically. Between them, the bigger numbers get more eyes and the routine chases itself.
How we're different
The approval hold is enforced at the database, not just in the screen — a held record is blocked from posting to your double-entry books from every path (the app, the API, even a direct query) and only an authorized approver clears it. And the automation is un-capped and un-gated, where other tools meter workflow rules per module on a paid tier: every message a rule sends still passes the same consent chokepoint your outreach uses. With no rules configured, nothing changes — your books behave exactly as they do today.
Inside Approvals & automation
Rules by amount and creator
Named approver or role
Un-bypassable hold
Workflow rules — when X, do Y
Approvals & automation
Workflow rules — when X, do Y
A prebuilt dunning ladder
Approvals & automation
A prebuilt dunning ladder
Approvals & automation
Workflow rules — when X, do Y
Approvals & automation
A prebuilt dunning ladder
More in Approvals & automation
Bank rules that suggest, never auto-post
Rules on imported bank lines — narration-contains, amount range, direction — suggest a match or an expense category with one-tap Accept. A rule fires only when every condition matches, so there are no silent auto-commits and no false positives.
Approve, reject, and a full trail
Approvers approve or reject with a note; every decision is captured in the tamper-evident audit log alongside the request, so you can always see who cleared what and when.
Works with the rest of Finocket
Part of Developer & AI. See how every module connects.
Questions
What happens with no approval rules set up?
Nothing changes. With zero rules configured, no record is ever held, the approval column stays empty, and every invoice, expense and payment behaves byte-for-byte as it does today — approvals only ever engage once you create a rule.
Can someone bypass an approval by using the API?
No. The hold is enforced in the database itself, so a held record is blocked from posting to your books whether it's touched from the app, the REST API or a direct query — only an authorized approver's action can release it.
Do the workflow rules cost extra or hit a cap?
No — workflow rules and the dunning ladder are un-capped and un-gated, unlike tools that meter rules per module on a paid tier. Every message a rule sends still routes through the same consent chokepoint your outreach uses — consent and the suppression list re-checked per recipient at the moment of sending — and each run is idempotent and logged.
Learn how it works
Approvals — require sign-off before records post
Hold invoices, expenses, payments or purchase orders for approval by rule (amount threshold, creator role, assigned approver), then approve or reject from one queue — with a full audit trail and API access.
Notifications, and who gets them
The bell tells you what needs you, and now it reaches your team rather than only the owner. Turn categories off, set quiet hours in your own timezone — security alerts always come through.
3 min read
Closing your Finocket account
Close your account yourself from Settings → Account & privacy. Nothing is erased for 30 days — a grace window you can cancel in; export your CSV first, because after that there is no copy to ask for.
3 min read
Ready to ditch the spreadsheet?
Free for solo users. No credit card. Your books stay yours.