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Reviews & Approvals

Review and Approve Documents Before Export

Build a clear review flow for your team. Flag risky documents, assign the right reviewer, and approve in sequence before data is sent out.

How review flow works visually

A clean path from document intake to final approval and export.

1. Document arrivesEmail, upload,or API2. Rule checkAmount, confidence,and missing fields3. Assign reviewerRight owner getsthe task4. Approve or rejectStep-by-stepsign-off5. ExportSend approveddata onlyIf review is needed, export waits.If no review is needed, export runs right away.

Quality control before export

Catch mistakes before data reaches your accounting tools and reports.

Role-based collaboration

Send each document to the right person, like an operator, team lead, or manager.

Smart conditional reviews

Review only the files that need attention, based on simple rules you choose.

Multi-stage approval flow

Run approvals step by step, so nothing is sent out too early.

How it works

Review workflow from parse to approval

Configure once, then route documents automatically based on rules, ownership, and approval policies.

1Configure review stages

Create your stages in Settings -> Reviews & Approvals, from first check to final sign-off.

2Define stage rules

Add easy rules like amount over 5000, low confidence, or missing required fields.

3Assign reviewers

Choose who reviews each stage and whether one person or everyone must approve.

4Process and route automatically

When a file is processed, matching files are automatically assigned to the right reviewer.

5Approve or reject at each stage

Approved files move ahead. Rejected files stay in review until fixed.

6Export only after required approvals

Data is sent only after required approvals. If no review is needed, it is sent right away.

Stage Design

What each stage can enforce

Build strict approval gates for sensitive data, while keeping low-risk documents fast.

  • Always-review or only-when-needed stages
  • Simple rules to decide which files need review
  • One person can approve or everyone can approve
  • Step-by-step stage order
  • Clear owner for each stage
  • Auto-hold and auto-release for outgoing data
Multi-stage example

A practical approval chain

Example based on finance workflows with threshold-based escalation.

Stage 1 - Accountant

Mandatory. Every document gets initial review for field completeness and obvious mismatches.

Stage 2 - Manager

Mandatory. Manager checks policy compliance and approves operational readiness.

Stage 3 - High-value approval

Conditional. Apply only when Total Amount > 5000. Route to senior approver for final decision.

Team productivity

Less review time for operations teams

Weekly review time

Manual review vs smart review routing

Ops team example

Manual review for allReview only flagged files18 hrs/week7 hrs/week

Review stages help teams spend less time on routine files and focus on exceptions that actually need attention.

Export behavior

When exports run (and when they pause)

If a reviewer is assigned for the current stage, exports wait until the document is approved. In multi-stage workflows, exports are held until all required stages are approved.

If no reviewer is assigned for a stage, documents can continue through processing and exports can run immediately after extraction.

This keeps quality checks strict for critical documents while preserving speed for routine flows.

Frequently asked questions

What triggers a document review stage?

A stage can be mandatory for all documents or conditional based on rules. Conditional rules can reference values like confidence scores, missing fields, or business thresholds such as Total Amount > 5000.

Do exports run before approvals are complete?

No. When a reviewer is assigned, exports wait until required approvals are complete. In multi-stage setups, all required stages must be approved before exports are released.

Can multiple people approve the same stage?

Yes. You can configure any one reviewer can approve (first action completes stage) or all reviewers must approve (every assigned reviewer must approve).

What happens when a document is rejected?

Rejected documents stay in review. Teams can correct data and re-process, then move through the review pipeline again.

Set up review stages in minutes

Route documents to the right reviewers, prevent bad exports, and maintain a full approval trail.