SoftLedger

Below is documentation to illustrate the advantages to using Cratoflow for the AP portion of their software, and how this functionality interacts with SoftLedger.

Cratoflow partner integration - automate AP processes and sync with SoftLedger

Set up multi step approvals, threshold approvals, and approval messaging with SoftLedger's approval partner, ApproveIt

ApproveIt partner integration - advanced bill approval workflows and notifications

Geoff Ostrega

Discover and learn about integrations within the marketplace with SoftLedger

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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