Automate invoice and purchase approvals
When approvals live in email, invoices sit in inboxes, vendors call asking about payment, and nobody can say where anything stands. Power Automate routes each request to the right person in Teams or Outlook and keeps a record of every decision.
Signs it's time
If two or more of these sound familiar, approvals are costing you more time than you think.
- Invoices wait days for someone to notice an email
- You can't tell who has approved what without asking around
- Approval rules, like amount limits and departments, live in people's heads
- Someone re-types approved invoices into accounting
- Month-end close means chasing signatures
How it works
A typical approval process, rebuilt on tools your team already uses.
Submit
Staff upload an invoice or purchase request through a simple form, from a desktop or a phone.
Route
Rules send it to the right approver based on amount, department, or vendor, with reminders and escalation if it stalls.
Approve
Approvers decide in Teams or Outlook in one click, and can add comments.
Record
Every decision is logged in SharePoint, and a dashboard shows what's pending, approved, and paid.
What it takes
Much of this builds on the Microsoft 365 tools you already use. Here's where licensing usually falls.
Usually covered by Microsoft 365
- Approvals in Teams and Outlook with Power Automate
- A request form that saves to SharePoint
- Reminders, escalations, and a full approval history
- Notifications to requesters and accounting
May need added licensing
- Connecting directly to your accounting system, which usually needs a premium connector
- Sharing a Power BI dashboard with colleagues, which needs Power BI Pro
- Reading invoice details from PDFs automatically, which uses Copilot Credits
We confirm exactly what your plan covers during the free review, before any work starts. Read our licensing guide
What you get
A fixed quote up front, a solution that lives in your own Microsoft 365 tenant, and a team that knows how to use it.
How this works for small businesses and mid-sized businesses.
- An approval process built around your rules
- A request form that works on any device
- A live view of where every request stands
- Documentation and training for approvers and admins
Have a process that eats your team's week?
Book a free Microsoft 365 value review. In 30 minutes we look at one process and where your team's time goes, then send a short written summary of what's possible and what it would take.