Automated Leapfin Journal Entry Approval Routing
When Leapfin marks journal entries as ready for posting, WebRun reads the entry type, amount, and period, determines the correct approver based on your routing rules, drafts an approval request in Gmail for external or formal sign-off, and pings the reviewer in Slack with a summary. No entry is posted to the GL until the approver confirms.
How do I automatically route journal entry approvals to the right reviewer?
WebRun reads Leapfin's journal entry approval queue whenever entries are flagged as ready, matches each entry to the correct approver based on type and amount, pings the reviewer in Slack with a summary, and drafts formal approval emails in Gmail for large entries. No entry posts to the GL until a human approves it.
- No journal entry posts to the GL without explicit human approval
- Approvers are notified in Slack the moment an entry is ready for review
- Large or formal entries get a drafted email approval trail for audit purposes
Built for controllers · revenue accounting managers · audit-prep teams · SaaS finance directors
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
app.leapfin.comin a real browser with your saved login - no setup, no API keys. -
1
Leapfin - read journal entries ready for approval
leapfin.com
WebRun opens Leapfin to read journal entries ready for approval. - Open Leapfin and navigate to the journal entry approval queue
- Read each entry flagged as ready for posting: entry type, amount, period, and associated revenue schedule
- Determine the approver tier based on your policy: entries above a defined threshold go to the controller; others go to the senior accountant
Done when Every ready journal entry is matched to an approver based on type and amount.
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2
Slack - ping the assigned approver with entry summary
slack.com
WebRun opens Slack to ping the assigned approver with entry summary. - Ping the assigned approver in Slack with a summary of each pending entry: type, amount, period, and a link to review in Leapfin
- For batches of entries, post a grouped list rather than individual messages
- Request the approver confirm or flag for revision before the close deadline
Done when The assigned approver is notified in Slack for every pending journal entry.
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3
Gmail - draft formal approval request for large or external entries
gmail.com
WebRun opens Gmail to draft formal approval request for large or external entries. - For entries exceeding the large-entry threshold or requiring external sign-off, draft a formal approval request email with the full entry details
- Leave every email as a draft in Gmail for the controller to review and send if needed
- Do not send any formal approval request without the controller's explicit review
Done when Formal approval drafts exist in Gmail for all large or external entries, unsent and ready for controller review.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Does WebRun post journal entries to the GL automatically?
No. WebRun routes the approval request and waits for a human sign-off. Posting the entry to the general ledger is always a manual step performed by the approver in Leapfin.
How does it know which approver to route to?
It applies your approval-tier rules: entry type, amount, and period determine the approver. You configure these thresholds once during setup.
What happens if the approver does not respond before the close deadline?
WebRun re-pings the approver in Slack 24 hours before the deadline and alerts the controller if the entry is still unreviewed.
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