ApprovalSoft
ApprovalSoft manages approval workflows for invoices and other documents or transactions.
What ApprovalSoft is
ApprovalSoft manages approval workflows for invoices and other documents or transactions. Documents can enter through email, scanning in the product, a network location, or import. Email intake captures attachments and can turn a text-only message into a document image. Supported examples include invoices, journal entries, cash receipts, and internal requests such as engineering changes; detailed invoice imports can include loan-level records. Approval steps can be set using document type, dollar amount, or vendor. Approved transactions can be exported automatically or manually in CSV or XML format. ApprovalSoft integrates with Accounting for Mortgage Bankers and with systems that accept standard file formats. The company says actions are tracked and original PDF or TIFF files stay attached to transactions for audit support. ApprovalSoft Web runs in a browser, while the documented server setup uses Windows and IIS. The database server requires Windows Server 2016 or later and SQL Server Standard or Enterprise Edition 2017 or higher. Pricing is on request.
Good
- Accepts emailed invoices and their attachments
- Rules can use type, amount, or vendor
- Exports approved transactions in CSV or XML
- Keeps original PDF or TIFF files attached
Watch out
- Pricing is available only on request
- Database server needs Windows Server 2016 or later
- Requires SQL Server Standard or Enterprise Edition 2017 or higher
Who it suits
ApprovalSoft may suit organizations that need to route invoices and other records through configurable approval steps, including detailed invoices with loan-level data. It is available for web and Windows environments.
Verdict
ApprovalSoft covers document intake, configurable approvals, and transaction exports, with invoice and other document types supported. Buyers should account for its specified server requirements and contact the company for pricing.
Plans and prices
From ApprovalSoft's own pricing page, checked 11 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| ApprovalSoft | Priced on request | No published price or plan limits found on the pages reviewed. · Contact Advantage Systems for purchase information. |
The facts
Each one read from ApprovalSoft's own pages, with the date it was checked.
What it does
- Accounting exports
- Approved transactions can be exported automatically or manually in CSV or XML format.checked 11 Oct 2026
- Audit trail
- The site says every action is tracked and original PDF or TIFF documents remain attached to transactions for audit support.checked 11 Oct 2026
- Deployment
- ApprovalSoft Web is browser-based and its requirements page describes installation on a Windows server using IIS.checked 11 Oct 2026
- Document capture
- It can receive invoices by email, capture attachments, and create an image of a text-only email.checked 11 Oct 2026
- Document intake
- Documents can be scanned in the product, emailed, accessed from a network location, or imported, including detailed invoice records.checked 11 Oct 2026
- Document types
- Supported examples include invoices, journal entries, cash receipts, and internal requests such as engineering changes.checked 11 Oct 2026
- Email capture
- Invoices sent by email can be captured with their attachments, and text-only emails can be turned into document images.checked 11 Oct 2026
- Exports
- Approved transactions can be exported automatically or manually in CSV or XML format.checked 11 Oct 2026
- Import
- Its import utility supports detailed invoices, including loan-level records.checked 11 Oct 2026
- Integrations
- ApprovalSoft integrates with Accounting for Mortgage Bankers (AMB) and systems that accept standard file formats.checked 11 Oct 2026
- Invoice capture
- emailchecked 20 Sep 2026
- Pricing
- The official site directs prospective buyers to contact the company to purchase ApprovalSoft; it does not state a price on the page opened.checked 11 Oct 2026
- Purpose
- ApprovalSoft manages invoice approvals and other approvable documents and transactions.checked 11 Oct 2026
- Support
- Advantage Systems says it can assist with installing PHP for IIS and directs prospective buyers to call for a demo or purchase information.checked 11 Oct 2026
- System requirements
- The database server requires Windows Server 2016 or later and SQL Server Standard or Enterprise Edition 2017 or higher.checked 11 Oct 2026
Where it runs
- Approval rules
- Approval steps can be customized, with rules based on document type, dollar amount, or vendor.checked 11 Oct 2026
- Approval workflows
- Users can configure approval steps and rules based on transaction details such as document type, amount, or vendor.checked 11 Oct 2026
The company
- Headquarters
- Irvine, California, United Stateschecked 28 Sep 2026
- Maker
- The product pages identify Advantage Systems, Inc. as the maker.checked 11 Oct 2026
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