Invoice Approval Workflow for SMBs

Billing managers at B2B companies manually generate recurring invoices each cycle and have no structured process when quantities change, credits apply, or delivery exceptions occur

Accounts receivable teams treat all overdue invoices identically, wasting time on habitual late payers while missing customers with genuine payment risk until it is too late

Finance teams at SMBs manually review every expense report line by line for policy violations, spending hours weekly on approvals that simple rule logic could handle automatically