Workflow Approvals Built for Banks and Credit Unions.

Popular Use Cases

• HR: time off requests, job changes, policy exceptions
• IT: equipment requests, system access, security changes
• Lending: exception reviews, cross-department routing
• Facilities: maintenance requests, capital purchases
• Marketing: design requests, campaign approvals

What Makes Ours Different?

• Forms builder with logic
• Branch and role-based routing rules
• Optional scheduling, expiration, and multi-level approvals
• Email and intranet notifications at each step
• Full approval history saved and exportable

Our forms builder makes it easy to set up live approvals.

Compliance Ready

Whether it's HR, lending, or operations - examiners love clean audit trails. Each approval includes a full timestamped log, optional attachments, and signature comments.

Live Demo: Let's Build One Together

Schedule a demo and we'll build one of your real-world approval forms live in action.