Why choose Integra's workflow approval software?
For CFOs across the public sector in NHS Trusts, local government and other public bodies, strong governance is fundamental.
Every financial decision must reflect delegated authority, policy compliance, and audit readiness. Yet fragmented, email-driven approvals and manual sign-offs create delays, weaken oversight, and increase operational risk.
Integra’s workflow and approvals engine software embeds structured control across your entire finance ecosystem. Part of Integra’s fully integrated finance system, this module allows each process to follow defined approval hierarchies and automated validation rules - from requisitions and invoices to journals, capital projects, and expenses.
You gain complete visibility of where transactions sit, who approved them, and why. The result is stronger internal control, faster decision-making, reduced audit risk, and the confidence that governance frameworks are consistently applied across your organisation.
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Key features of workflow management and approval software
Configurable Approval Hierarchies: Reflect complex delegated authority structures across departments, services, and entities.
Policy-Driven Automation: Automatically enforce financial thresholds, budget limits, and compliance rules at every stage.
End-to-End Process Coverage: Apply workflow controls across Procure-to-Pay, Order-to-Cash, General Ledger journals, Treasury movements, capital approvals, and expenses.
Segregation of Duties Controls: Prevent conflicts of interest with role-based access and automated validation.
Real-Time Status Visibility: Track every transaction in-flight, eliminating bottlenecks and manual chasing.
Escalation & Exception Management: Automatic alerts and escalation pathways for overdue or high-risk approvals.
Audit-Ready Transparency: Time-stamped histories of actions, comments, amendments, and approvals.
Multi-Entity Governance Management: Maintain central oversight while supporting local operational autonomy.
Mobile & Remote Approval Capability: Enable secure decision-making regardless of location.
Integration-Ready Architecture: Embed workflow consistently across finance modules without duplicating controls.
Dashboard Reporting for CFO Oversight: Monitor compliance rates, approval timelines, and governance performance in real time.
FAQs
See AllIntegra standardises approval processes according to your delegated authority framework. Financial thresholds, role permissions, and escalation pathways are embedded into system logic, ensuring no transaction bypasses control. This reduces reliance on informal processes and ensures consistent compliance across departments.
Yes. NHS Trusts, local authorities and other public body entities often operate across multiple divisions, service lines, and funding streams. Integra supports layered approval hierarchies that can reflect organisational structures, project controls, and statutory requirements without losing central oversight.
On the contrary, it accelerates it. Automated notifications, mobile approvals, and clear status tracking reduce bottlenecks and eliminate manual follow-up. CFOs gain visibility into stalled processes and can intervene proactively when necessary.
Every action within the workflow is time-stamped and permanently recorded. Auditors can see a complete history of who approved what, when, and under which authority. This significantly reduces audit preparation time and increases confidence in internal controls.
While optimised for financial governance, the engine is flexible enough to support wider operational approvals such as contract sign-off, capital authorisation, and policy acknowledgements. This promotes consistent governance across the organisation.
Our Integra Innovate team works with public sector organisations to help them with digital transformation beyond finance.
By embedding control and visibility across all financial processes, Integra reduces risk, improves compliance assurance, and shortens transaction cycles. CFOs benefit from reduced operational friction, improved accountability, and stronger assurance that governance standards are upheld — supporting both financial sustainability and public trust.
