Tools

Approval tools that run in your browser

Two things finance teams rebuild by hand: the matrix that says who signs off at what amount, and the decision about whether routing software is worth it at all. Both tools below run in the page you are on. Nothing is sent anywhere and neither asks for an email address.

• Builder

  Approval matrix builder

  Set value bands, owners, route order and exception cover, then print an approval matrix to circulate for sign-off. It runs in your browser and asks for no email address.

• Self-check

  Do you need approval software?

  Ten questions about approvers, bill volume, organisations and thresholds. The answer explains its reasoning rather than giving you a score, and one of the three answers is that you do not need it.

Designing the matrix before you shop for software is the right order. The guides cover the process the tools produce an artifact for.