Nonprofit approvals.
Automated.
Approvaly is taught your specific business processes, grant requirements, and regulatory rules — then enforces them automatically across every approval, payment, form, and request workflow your nonprofit runs.
The lifecycle of any workflow
Every stage automated, end to end
Start
Any workflow is triggered
Review & Approvals
Routed to the right people
Processing
Handled without manual steps
Rules
Your policies applied at every stage
Recall
Retrieved in seconds, anytime
Archival
Organized for compliance history
Storage
Documents and records kept together
Nonprofit Impact
Stronger financials. Less manual work.
Approvaly replaces slow, error-prone manual processes with automated financial workflows — from vendor approvals and GL code enforcement to reporting and month-end reconciliation.
15–60 hrs*
Saved Per Week
Average staff time reclaimed from manual approval, reconciliation, and reporting tasks
50%
Faster Month-End Close
Accounting code enforced at approval. Journal entries ready to post directly or with soft integration.
3×
Faster Approvals
Vendor, contractor & financial approvals processed in minutes or hours, not days or weeks.
100%
Audit Ready
Every financial decision, GL assignment, and exception logged with approver & timestamp
Up to 40%
Lower Operational Costs
Reduced admin overhead, duplication of effort, and error-driven rework across finance operations
Built for Your Mission
The workflows your nonprofit relies on,
finally automated
Employee Purchasing
Replace email approvals and paper POs with a structured, trackable purchase request workflow — from submission to payment.
Contract Payments & Tracking
Manage every vendor contract from execution through final payment — with automated alerts so nothing falls through the cracks.
Expense Reimbursements
A simple, mobile-friendly process employees actually use — with full visibility for finance and automatic approval routing.
Accounting & System Integrations
Approvaly connects to the tools you already use — no double entry, no manual exports, no data gaps.
Human Resources & Employee Forms
Move HR paperwork into the same approval engine — employee forms, signed documents, and people requests submitted, routed, and approved online.
Works with your existing tools
No need to change your workflow — we integrate with what you already use.
Microsoft 365
Outlook, Teams, OneDrive, SharePoint
Google Workspace
Gmail, Drive, Docs
Accounting
QuickBooks, NetSuite, API Integration, Data Import/Export
Zapier
1000+ apps
Project Tools
Asana, Trello, Jira
Cloud Storage
Box, Dropbox, OneDrive
Document Mgmt
SharePoint, OneDrive, Dropbox
And more
Custom integrations
More Than Finance
One engine for every workflow your organization runs
Approvaly's financial roots run deep — but the same intelligent engine can route, track, and approve any process your nonprofit depends on. Every workflow gets the same conditional routing, notifications, audit trail, and integrations as your purchasing and payment approvals.
HR & People
Every people process that today lives in email, spreadsheets, and paper forms.
- New-hire onboarding & offboarding checklists
- PTO & leave requests with balance checks
- Timesheet & payroll sign-offs
- Performance reviews & policy acknowledgments
- Benefits & training enrollments
IT & Technology
Access, equipment, and software requests routed to the right people — with deadlines that escalate on their own.
- Hardware & equipment requests
- Software licenses & SaaS subscriptions
- Access provisioning & removal
- New system & vendor evaluations
- Incident & support escalations
Operations & Facilities
The day-to-day requests that keep your programs, buildings, and events running.
- Maintenance & facility requests
- Event planning & logistics approvals
- Supply & inventory requests
- Vehicle & travel coordination
- Program enrollment forms
Governance & Compliance
Board-level and compliance approvals documented with the same rigor as your financial ones.
- Policy & handbook approvals
- Board resolutions & meeting sign-offs
- Training & certification tracking
- Incident & complaint intake
- Document sign-offs with signatures
Powerful Features
Everything your nonprofit needs for financial control & automation
Purpose-built for nonprofits. Approvaly automates financial approvals, vendor & contractor workflows, GL code enforcement, recurring payments, and reporting — all in one customized platform.
Financial Approval Workflows
Automated routing for purchase orders, invoices, prepaid expenses, and recurring payments — with threshold-based escalation and GL code enforcement at every step.
Vendor & Contractor Management
End-to-end approval workflows for contractors, service providers, and vendors — from onboarding and contract execution through milestone payments and final invoices.
Expense Reimbursements
Employees and contractors submit receipts from mobile or desktop. Multi-step approval routing with auto-calculated mileage, per diem, and direct payment integration.
Accounting & GL Code Enforcement
GL codes are assigned and validated at point of approval — not retroactively. QuickBooks and NetSuite sync with complete account mapping. Zero manual rekeying.
Reporting Workflows & Dashboards
Automated financial reporting workflows: generate budget-vs-actual summaries, grant spending reports, and board-ready dashboards — routed for review and sign-off.
Prepaid & Recurring Payments
Track deposits and prepaid balances through final invoice. Manage subscription and recurring vendor payments with NTE limits — auto-approve within limits, escalate exceptions.
Budget Controls & Alerts
Set spending limits per department, grant, or project. Real-time alerts before thresholds are reached — enforced automatically before any approval is issued.
Full Audit Trail & Reconciliation
Every approval, exception, and GL code assignment logged with user, timestamp, and comments. One-click month-end reconciliation export ready to post to your accounting system.
Learns Your Business Rules
Approvaly is configured to understand your specific grant restrictions, regulatory requirements, and internal policies — enforcing the right rules automatically across every workflow, approval, and report.
Tell Approvaly what you need. We'll build your case.
Describe the approvals, paperwork, or compliance challenges slowing your organization down, and Approvaly will instantly generate a presentation showing exactly how it addresses each one — and the hours it gives your team back for the work they were hired to do.
Takes a few seconds. No sign-up needed.
How It Works
We do the heavy lifting for you
Approvaly isn't just software — it's a partnership. Our team handles the discovery, design, integration, and ongoing optimization so your staff can hit the ground running.
Discovery & Process Mapping
Our team meets with yours to document every approval workflow — purchasing, contracts, reimbursements — and identify where delays and errors occur.
Custom Workflow Design
We design approval chains tailored to your dollar thresholds, roles, departments, and grant structures. No generic templates — built for your nonprofit.
Build, Integrate & Train
Our developers configure Approvaly, connect it to your Microsoft 365, Google Workspace, or accounting system, and train your team for a smooth go-live.
Launch & Continuously Improve
Go live with full support. We monitor approval velocity, gather feedback, and refine workflows — so your ROI grows over time.
Scale Without Limits
Approvaly scales as far as your mission does
From your first automated purchase request to organization-wide financial operations, the same platform grows in volume, complexity, and reach.
Grows with your organization
Start with a single purchasing workflow and expand to every department, fund, program, and grant — without changing systems or migrating data.
- Unlimited workflows and transaction types
- Add departments and funds as you grow
- Fiscal-year account code structures that carry forward
Built for enterprise volume
Batch payment processing, automated recurring schedules, and AI-powered reconciliation keep pace as transaction counts climb — not just one-off approvals.
- Batch ACH, check, bill pay, and auto-draft runs
- Chunked, automated document generation
- Consolidated reconciliation packages at month-end speed
Configurable at any complexity
Multi-tier approval chains, per-contract forms, custom account code segments, and role-based access adapt to your processes — no rigid templates.
- Threshold-based multi-level approval routing
- Per-contract dynamic form builder
- Custom chart-of-accounts segment support
A platform that learns
how your nonprofit works.
Approvaly is configured around your specific grant requirements, regulatory rules, and internal policies — then automatically enforces them across every financial approval, vendor payment, contractor workflow, and reporting process your team runs.
No credit card required · Free consultation · Custom setup
*Based on average Approvaly workflow for purchases involving employees that conform to nonprofit purchasing requirements from requisition to reconciliation.