How Kloo Optimises Email Approval Processes for Certinia

February 1, 2024
How Kloo Optimises Approval Processes for Certinia
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In today's fast-paced business environment, efficiency and time management are paramount, particularly when it comes to the approval processes within financial operations like Accounts Payable. Traditional systems often require users to log into dedicated platforms, such as Certinia, to approve purchase requests and invoices, a method that can be time-consuming and less flexible for approvers who are constantly on the move. However, the integration of Kloo for Certinia is set to revolutionise this process, offering a streamlined, cost-effective, and efficient solution for email approvals directly on the platform.

The Challenge with Traditional Approval Processes

The conventional method mandated by Certinia requires all approvals to be conducted within a dedicated Salesforce page. This not only limits the flexibility of the approval process but also incurs additional costs for businesses due to the necessity for each approver to have a Salesforce account. This model, while functional, does not cater to the dynamic needs of modern businesses seeking agility and cost-efficiency in their operations.

Introducing Kloo for Certinia: A Game-Changer

Kloo for Certinia emerges as a transformative solution, addressing the inherent limitations of the traditional system. By enabling email approvals for purchase requests and invoices directly on the platform, Kloo significantly enhances the user experience and operational productivity. This innovative approach allows approvers to swiftly manage approvals from their email inbox, without the need to log into Salesforce, thereby eliminating the prerequisite for each approver to be a Salesforce user.

The Kloo for Certinia integration ensures operational benefits for businesses and finance teams alike:

Streamlined Approval Workflows

Kloo's email-integrated approvals empower approvers to make quick decisions on the go. When a purchase request or invoice needs approval, Kloo sends a concise and informative email to the approver, providing all the necessary details to make an informed decision. With just a click within the email, approvers can either approve or deny the request, streamlining the entire process and eliminating the need for multiple logins and navigation through different platforms.

Time-Saving and Efficient

We understand that approvers are often short on time, juggling multiple responsibilities and tasks. Kloo caters to this need by offering a solution that fits seamlessly into an approver's busy schedule. By enabling approvals directly from the email inbox, Kloo significantly reduces the time and effort required to manage purchase requests and invoices, allowing approvers to focus on other critical aspects of their roles.

Enhanced Flexibility and Accessibility

Kloo's email-integrated approvals provide unparalleled flexibility and accessibility. Approvers can manage approvals from anywhere, at any time, whether they are in the office, in transit, or working remotely. This level of accessibility ensures that approval workflows continue to move smoothly, without delays, enhancing the overall efficiency of financial operations.

Improved User Experience and Adoption

The convenience and simplicity of the Kloo platform is likely to lead to higher user satisfaction and adoption rates. By removing the common barriers and frustrations associated with traditional approval processes, Kloo fosters a positive user experience, encouraging timely and consistent participation in the approval workflow. This not only benefits the approvers but also contributes to the overall operational efficiency of the organisation.


Kloo's flexible features are set to change the way businesses handle approval processes for purchase requests and invoices via Certinia. By integrating approvals directly into users' email inboxes, Kloo offers a solution that is time-efficient, flexible, and user-friendly, aligning with the needs of modern businesses and their fast-paced operational requirements. With Kloo, organisations can streamline their approval workflows, enhance productivity, and ensure that financial operations run smoothly and efficiently.

To read on more about Kloo's integration proposition for Certinia users, check out our Certinia integration page.

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