Every Approval Waiting on You, in One Place
Bills, expenses, budget changes, and commission runs all land in one approvals inbox with My Work, so nothing gets approved in a chat thread you cannot audit.
What the approvals inbox does
Approvals scattered across email, chat, and separate module screens get missed or get approved without proper review. The approvals inbox consolidates every pending decision - across bills, expenses, budgets, commissions, and more - into one queue, with My Work showing exactly what is waiting on each person.
- One inbox for every approval type across every Fintra module
- My Work view shows each person exactly what is waiting on them
- Approve, reject, or request more information without leaving the inbox
- Every decision recorded in the audit trail with context intact
Core capabilities
| Capability | What it does | What it replaces |
|---|---|---|
| Unified queue | Consolidates approvals from every module in one place | Separate approval screens per module |
| My Work | Shows each person exactly what is waiting on them | Chasing status across email and chat |
| In-line decisions | Approve, reject, or request info without switching screens | Jumping into the source record to act |
| Full audit context | Preserves the record and reasoning behind every decision | Approvals given informally with no record |
How it works
From pending to decided
- 1
Item enters the queue
A bill, expense, budget change, or commission run requiring approval lands in the inbox.
- 2
Routed to the right approver
The item appears in My Work for whoever is next in the approval chain.
- 3
Review in context
The approver sees the full record - history, amount, policy checks - without leaving the inbox.
- 4
Decide
Approve, reject, or request more information, with the decision and reasoning logged.
Approvals that hold up to scrutiny
Because every approval decision happens inside the inbox rather than in an untracked chat message, the SentriAI audit trail has a complete record of who approved what, when, and with what information in front of them - useful for both day-to-day accountability and audit review.
What gets recorded per decision
- The approver, timestamp, and decision made
- The record and context that was visible at the time of approval
- Any request for more information and how it was resolved
Frequently asked questions
What kinds of approvals show up in the inbox?
Bills, expense reports, budget changes, commission runs, and other consequential actions across Fintra modules all route into the same approvals inbox, rather than each module having its own separate approval screen.
What is My Work?
My Work is a personal view inside the approvals inbox showing exactly what is currently waiting on you specifically, across every module, so you do not need to check separate screens to know what needs your attention.
Can I approve something without leaving the inbox?
Yes. The inbox shows the full context of each item - history, amount, related policy checks - so you can approve, reject, or request more information directly, without navigating into the source module.
Is there a record of who approved what?
Yes. Every decision made in the approvals inbox is recorded in the SentriAI audit trail with the approver, timestamp, and the context visible at the time, so approvals are defensible during a later review or audit.
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Stop approving finance decisions in chat
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