AI Agents
Discovery Express

Finance & back office

Approval Routing Agent

Reads the request, applies the policy and puts it in front of the one person who can approve it.

PilotReviewed September 3, 2026
Slack / Teams · Approval Routing
Demo data

  1. Requester

    I need approval for the annual renewal of the design tool, $14,300.

  2. Agent

    That amount needs the director, not your manager, and the policy asks for two quotes above $10,000. There is one on file from March.

  3. SAP · request 5521 routed to the director · policy exception flagged: one quote missing · SLA 48 hours

  4. Handoff to a person

    The director approves with the exception documented. The agent never approves, at any amount.

Slack / TeamsSAPNetSuiteApproval policies
KPI it moves
Approval cycleMeasured in pilot
Channels
Slack / TeamsEmailInternal apps
Integrates
  • SAP
  • NetSuite
  • Approval policies
  • Your ERP
A finance manager approving a request on a tablet in an office corridor
Finance & back office

What it does

Every request in front of the one person who can approve it.

Where it lives

Your cloud, your repo, your IP.

1. Receives 2. Looks up 3. Decides 4. Acts 5. Escalates

Channels

  • Slack / Teams
  • Email
  • Internal apps

Approval Routing Agent

03Decides

Systems it integrates

  • SAP
  • NetSuite
  • Approval policies
  • Your ERP

A person on your team

01

Receives

Takes the request from the ERP, the form or a message in Slack or Teams.

02

Looks up

Reads the policy, the budget line, the cost center and who actually holds the authority today.

03

Decides

Checks the request against the policy and names the exception before anyone is asked to approve.

04

Acts

Sends it to the approver where they work, with the amount, the policy and the risk in three lines.

05

Escalates

Chases the pending approval and moves it up the chain when the SLA expires.

KPI it moves

Targets set, being measured.

These are the numbers we sign in the KPI Contract, not results, until the pilot closes.

Proof Ledger
Pilot targets

Target, being measured

60% to 75% shorter

Time to approval

Pilot target set in the Blueprint and measured against your baseline during the pilot. DaCodes, Sep 2026

Target

Target, being measured

95% or more

Requests routed correctly at first pass

Pilot target set in the Blueprint and measured against your baseline during the pilot. DaCodes, Sep 2026

Target

Target, being measured

9 out of 10

Policy exceptions caught before approval

Pilot target set in the Blueprint and measured against your baseline during the pilot. DaCodes, Sep 2026

Target
Reviewed September 3, 2026

How it is governed

Every action has an owner, an eval and a limit.

Set in the Blueprint, enforced by the Govern layer of the platform.

Govern · Approval queue
Demo data

Waiting for a person

PO 7781, $96,000 MXN · routed to the plant director

Authority matrix, level 3

Weekly eval

Passing

Routing accuracy against the authority matrix

97.8%

Last 8 runs
94.7% → 97.8%

SLA compliance per area within target

Limit, enforced

Request to raise a limit sent to finance

Human approvals

  • The approval itself, always a person
  • Any change to the delegation of authority matrix

Typical evals

  • Routing accuracy against the authority matrix
  • Policy check agreement with finance on a sample

Limits

  • It never approves and never raises a limit
  • No visibility into requests outside its scope

Time to production

8 to 12 weeks

of pilot to production under a KPI Contract, after a Blueprint of 1 to 2 weeks

As a Library agent it needs 2 to 4 weeks of tuning inside the pilot, most of it on your policies and your systems, not on the model.

DaCodes delivery standard, Sep 2026. Integration is the long pole, not the model.

How we deploy
The four phases
Commitment gate

  1. 01Discovery Express

    2 sessions, no cost

  2. 02Blueprint

    1 to 2 weeks

  3. 03Pilot

    8 to 12 weeks

  4. 04Scale & Managed

    Continuous

  • Pilot, first 8 weeks
  • Up to week 12 of the pilot
  • This agent: 2 to 4 weeks of tuning, inside the pilot
  • Commitment gate: the KPI decides Scale

Proof and demo

What backs the label.

Proof Ledger note

Pilot

Running today. The figures above are targets signed in the KPI Contract until the pilot closes.

Reviewed September 3, 2026

Where this agent sits on the maturity policy

  1. Reference architecture
  2. PilotToday
  3. In production

The Discovery Express shows this agent on your data, live. Two sessions, no cost.

See this agent with your data

Related agents

Same function or industry.

All agents
A data steward comparing two printed customer records with a highlighter
Reference architecture

Finance & back office

Master Data Agent

KPI it movesTypical target

Duplicates down 80 to 95%

FAQ

Direct answers.

No. Approval stays with a person at every amount. What it removes is the search for who approves, the policy check and the chasing.

It follows your delegation rules and, when the SLA expires, moves the request up the chain with everything already checked.

In Slack, Teams or email, whichever they already use, with a link back to the ERP record. The decision is written to the system of record, not to the chat.

Which process do we automate first?

Two discovery sessions, no cost, and you leave with two or three quick wins whether or not you build with us.

We reply in under one business day.

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