FinOps AutomationAudit TrailsWorkflow Routing

Bank Deposit Approver for an SMM Panel

Automated approval workflow for faster deposit verification and safer finance operations.

80%

Time Saved

2hrs

Approval Time

100%

Compliance

The Challenge

Manual reviews slowed everything down

The SMM panel team relied on manual checks for bank deposits, which slowed approvals and created inconsistent tracking.

  • Manual reviews were time-consuming
  • Approvals required multiple stakeholders
  • Audit trails were fragmented across tools
  • 24-hour average approval time
The Solution

Automated verification and routing

We automated deposit approvals with verification checks, routing rules, and centralized logging.

  • Automated validation against bank statements
  • Approval routing based on amount thresholds
  • Real-time notifications to finance and ops
  • Unified audit log for every decision
“Before automation, our finance team spent 15+ hours daily reviewing deposit receipts manually. Approval time dropped from 24 hours to under 2 hours, and we've eliminated 80% of manual work. The ROI was incredible.”

Sarah Chen

Finance Director, SocialBoost Panel

Implementation

Workflow breakdown

Automation Flow

Verification

Deposits are validated against bank data and internal records before approval.

Routing Logic

Requests follow defined thresholds and approval tiers for fast decision-making.

Notifications

Finance and operations get real-time updates on approvals or exceptions.

Audit Logging

Every approval is recorded with timestamps, approvers, and supporting evidence.

Technical Stack

Make.comAirtableSlackBank APIGoogle SheetsWebhooks

Processing Efficiency

95%

Automation Rate

99.7%

Accuracy

850+

Daily Deposits

£85K

Annual Savings

Before

  • 24-hour average approval time
  • Manual verification across multiple systems
  • Fragmented audit trails
  • Frequent human errors in data entry

After

  • 2-hour average approval time
  • Automated cross-system verification
  • Centralized audit log with timestamps
  • Zero data entry errors
More Work

Related Case Studies

Voice AI

AI Receptionist

Voice AI call handling and booking automation for home inspection business

Read case studyVoice Automation

Patient Reactivation AI Agent

Personalized outreach and scheduling for lapsed patients

Read case studyAI Content

AI Autoblogger

Automated blog content generation and publishing with SEO optimization

Read case study
Get Started

Need approval automation?

We build approval workflows that save time and keep your records clean.

Book a Discovery Call