Approval Workflow

Palette provides flexible approval workflows without coding costs. Drag and drop functionality.

Quote from Palette customer
Invoice flows in Palette clearly display where invoices come from and where they are heading, which is very favorable in relation to closure

Eva Petré Rege, AP & AR Manager, Coor Service Management

With an approval workflow and intuitive dashboard, Palette automates the processing of both PO and Non PO invoices

  • Visibility into the payment/approval status of invoices
  • Automated approval workflows have drag & drop functionality for ad hoc re-routing
  • Email approvals with one-click functionality in mobile

Flexible invoice approval workflow reduces cycle times by up to 70%

Invoices are visible in a central dashboard, automatically matched, and sent to your ERP for payment. Invoice status is visible 24/7. Bottlenecks can be immediately remedied. Flag invoices or line items and send them to business users for review and approval.

  • Approvers get a complete package to review including invoice, PO, goods receipt and messages

  • Automatic notifications and reminders

  • No expensive coding or user licenses necessary

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Trusted by Banks

Palette is trusted by banks and financial institutions in the US and Europe. Accreditations in the US include SOC1, SOC2, HIPAA, ISO 27001, GDPR, and PEPPOL.

Palette provides intelligent functionality for four different process areas: Capture, Match & Approve, Request & Purchase, and Budget & Spend Analytics.

Palette is a configurable, modules-based solution available on-premise or in the cloud.

  • Global solution for multiple ERPs, countries, currencies, and tax rules
  • Unlimited users—no user license costs
  • Bulletproof compliance control and minimal IT involvement