Controls & approvals
Approvals, period locks and an audit trail that cannot be edited.
The controls an auditor asks about are part of the engine, not a policy document. Approval rules run by module and amount, the submitter can never be the approver, and posted documents are immutable.
- Category
- Finance
- Status
- Available
- Depends on
- 1
- Connectors
- 4
What it does
Controls & approvals, in practice
The parts that matter day to day, not a feature matrix.
Document total
€24,200
Clerk
Entered and submitted
Approver
Approved — different person
Engine
Posted, balanced, period open
Illustrative product screen — sample data, not a measured result.
Works with
Controls & approvals needs the ledger underneath it
Modules write through one engine, so what this one needs is a dependency rather than an integration project.
Often switched on together
- AvailableExplore
Accounting
A general ledger that drills back to the document behind every number.
- AvailableExplore
Compliance
Filing, evidence and period integrity, kept as you go.
- In developmentExplore
Workflow
Approvals and routing across the business, not just finance.
- AvailableExplore
Accounts payable
Bills, approvals, payment runs and a vendor ledger that agrees with the GL.
Industries
Where this does the most work
Connects to
Connect what you already use
Connector status is stated honestly. Only file import and export are live today; the rest are planned or built on request.
The layer on top
What G1 notices in this data
Analysis reads the same records the ledger writes, under the same permissions.
Example observations
One approver is holding 18 of 22 waiting documents
recommendation22 supplier bills are waiting on approval. 18 sit with the same approver, who has not been active since Tuesday. This is the third month in a row that the same route has become the constraint at close.
The close is two days faster than it was in January
opportunityTime from period end to a locked period has fallen from nine days to seven. Most of the gain is in bank reconciliation, which now clears on day two instead of day five. The remaining delay is concentrated in one approval route.
Scenarios
Where this module changes the day
Illustrative situations, not clients. There are no measured results here because there is nothing to measure yet.
- Illustrative scenarioExplore
A four-entity manufacturing group
Closing a four-company group in days, not weeks
Each company keeps its own books in its own way. Consolidation is a spreadsheet built by one person over eleven years: intercompany balances are agreed by email, translation is manual, and the group pack arrives around the third week of the following month. When a number is questioned, answering takes a day.
- Illustrative scenarioExplore
A regulated advisory firm
A close that survives being audited
Approval limits are written down and enforced by memory. Closed periods are reopened when a late invoice arrives, and the adjustment is made quietly. Posted documents can still be edited, so the audit trail is a best effort rather than a record. Every inspection begins with two weeks of assembling evidence that should already exist.
Finance
Controls & approvals is running today. See it on your own numbers.
We will walk through it with your chart of accounts and your documents, not a demo company.