Authorization for Expenditure (AFE) | Authorization for Approval

Approval authorization software that simplifies and streamlines workflow for expenditure submissions and approvals.

“Our CEO approved his very first AFE approval request from his mobile device.”

Ken Richardson, PCI Pharma Services


Integrify is the only workflow and approval software that allows users (both developers and business users) to easily define, build, and publish customized Authorization for Expenditure request processes within an intuitive interface. Have a new, customized AFE approval process running within weeks, not months. Build AFE forms with business logic to route requests by amount, type, urgency, division, role, etc. With Integrify, you define your processes and forms.

NoteAlso known as "Capital Expenditure Requests" or "CapEx Procurement Process."

Try our "CapEx/AFE Automation Walkthrough" to see how automating the AFE process ensures efficiency and accuracy when making critical purchase decisions.

authorization for expenditure processUsing Integrify's Workflow Management software to design custom expenditure authorization for approval processes, our clients have significantly improved the AFE approval process and reduced their approval cycle times by up to 35%. At the same time, they are providing unprecedented transparency into the entire process. Requesters can track progress, managers can make informed decisions, and auditors have a complete, automatically generated audit history.

Our customers keep their capital projects and expenditures aligned with their enterprise capital financial strategies and objectives. They’re improving their enterprise cash flow management and making procurement teams more effective.

AFE Request Software Features


Company hierarchy-driven approvals


Sequential or parallel authorization processes


Approve by email or mobile device


Set escalations, alerts, and reminders


Use prefilled and dynamic form fields


Add file attachments of any kind


Review a complete audit trail for every request


Design executive dashboards to track performance


Designate alternate/backup approvers


Route by amount, department, or any other AFE data


Perform Ad-Hoc approvals


Integrate with accounting, ERP, CRM, and other systems



Benefits of an Automated Authorization for Approval Process


  • Reduction in CapEx procurement request, review, and approval process time.
  • Streamlined and standardized supply chain processes across multiple divisions.
  • Review and approve/manage requests from any mobile device.
  • Easily attach supporting documentation.


  • Elimination of error-prone spreadsheet systems.
  • A clear audit trail that's easy to understand and manage.
  • Enable regulatory compliance and adherence to company policies and procedures.
  • The establishment of a multi-tiered process definition provides security for sensitive data.
  • Purchasing safety and effectiveness.

Reporting and Visibility

  • Report on the efficiency of the process overall or for individual requests.
  • Provide a transparent view of the AFE process and current status.
  • Compare planned vs. actual spending.
  • Identify bottlenecks and implement corrective action.
  • Easily incorporate data into balance sheets, income statements, and cash-flow projections.


  • Integration with existing financials in existing ERP systems.
  • Add additional functionality via plug-ins.
  • Embed AFE forms and tracking into existing intranets or Websites.

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Planning an AFE Automation Project

Most organizations already have a process for managing expense requests, although common questions about those processes tend to be:

  • Is it formalized and standardized across the organization?
  • Is it consistently used?
  • Is it efficient and expeditious enough?
  • Does it provide enough visibility during and after a request is submitted?
  • Is everyone adequately involved and collaborative?

While automating your AFE/CapEx process can resolve all these questions affirmatively, getting from what you have to do what you want requires thoughtful planning and implementation.

Some tips for preparing for automation: 

Integrify Is More Than Just Software

We have a great software product and a great service team that can drastically reduce your implementation time. Our experienced consultants have built AFE workflow solutions for the biggest companies in the world. That means we can if you need help with planning, best practices, or process design or if you want us to build everything. We'll even build a prototype of your process in our system that you can evaluate for 30 days.

Learn more about our services

Read how Baylor University and British Petroleum use our approval solution for AFE request management.

Contact us to get a free demonstration of how Integrify can streamline your Authorization for Expense Request process and provide actionable analytics.

Interested in Automating Your AFE or CapEx Workflow?

We have a variety of resources to help you on your journey to automated workflow.

See Integrify's AFE Solution in Action!

Streamline your finance approval processes by making them smarter with Integrify.

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Watch our full CapEx/AFE Automation Demo Video

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Get our eBook to learn how to prepare for automating your Capital Expenditure or AFE process.

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