How a finance team automated invoice approvals with AutomationMart

The Customer

A finance team routing every vendor invoice through email for approval — chasing managers, re-sending PDFs, and manually logging what got approved when.

The Challenge

Approvals lived in inboxes. An invoice could stall for days because it sat unread, there was no record of who approved what without digging through email, and month-end became an archaeology project. The root cause was using email as a workflow engine — it has no states, no routing, and no audit trail.

The Solution

AutomationMart deployed an approval-workflow automation that routes each invoice to the right approver by amount and category, tracks its state, and records an audit trail automatically.

Under the Hood

Invoice-approval template → intake from email or a form → routing rules by amount threshold and department → approver notifications with one-click approve/reject → status and timestamps written to a tracking sheet/CRM with a full audit log. Built on Power Automate/Make connectors to the tools finance already uses.

Results

By replacing email with a real approval workflow, the team compressed the approval cycle from days to hours with an audit trail by default — ending the month-end scramble and the "who approved this?" hunt.

"Invoices route themselves to the right approver now, and we can see exactly where each one is. Month-end stopped being a fire drill."
— Finance Lead, anonymized team

Get invoices out of email and into a real workflow → automate approvals with AutomationMart.