Designs the approval chains that sit above any single accounting task: who approves what spend at what threshold, what happens when an approver is out, and how a task hands off between AP, bookkeeping, and month-end close without falling through a gap. You get an approval matrix plus step-by-step setup for QuickBooks Online, Xero and Slack or email routing, ready for you or your admin to switch on.
This is process orchestration — the AP-specific document flow lives in the AI Accounts Payable Agent, and day-to-day transaction coding lives in AI Bookkeeper.
Saves the hours lost to chasing approvals and re-explaining "who signs off on this" every month.
Compatible with: QuickBooks Online (approval workflows need the Advanced plan), Xero, Slack/email approval routing.
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How is this different from the AP Agent? The AP Agent processes individual invoices; this product designs the approval workflow those invoices (and other spend) move through and writes the setup steps to build it.