Expense approval apps
Collect receipts, route requests by amount or cost centre, and save each approval decision to your finance database.
For finance teams
Finance tools built by AI, governed like the rest of your stack
Build internal finance tools with ToolJet AI: expense approvals, invoice queues and budget dashboards connected to your ERP or warehouse. Configure permissions, review the approval logic and choose the controls your deployment needs.
- Expense approvals
- Month-end close tracker
- Spend dashboards
Spend approvalsPending requestsSSOAudit onProduction
Awaiting approval$184,20023 requests
Approved this week$412,900+8% vs last week
Policy exceptions42 need CFO sign-off
| Request | Cost centre | Amount | Status |
|---|---|---|---|
| Snowflake annual renewal | Data platform | $96,000 | In review |
| Contractor invoices · Aug | Engineering | $41,300 | Approved |
| Offsite venue deposit | People | $18,750 | Blocked |
| Laptop refresh, 12 units | IT | $28,150 | Approved |
Add a rule: anything over $50k routes to the CFO and posts to #finance-approvals
Approval step and Slack query added · awaiting your review
40,000+stars on the open-source core
SOC 2 Type IIISO 27001 and GDPR · Visit the trust centre
Your infrastructureCloud, VPC, on-premise or air-gapped
100+ connectorsplus any REST or gRPC endpoint
No engineering ticket needed
Describe the finance tool you need. ToolJet builds it.
Type what you want in plain language. ToolJet generates the pages, queries and logic as a working app. Connect your data, configure access with your admin, and review the generated logic before publishing. Edit the app on the canvas afterwards.
- Working app, not a mockup
- Configure access for your team
- Free to start, per-builder pricing
Works with the tools finance teams already use
Google Sheets
Stripe
SAP HANA
Salesforce
Snowflake
BigQuery
Gmail
Slack
Have developers? They can build the same apps from
through the ToolJet plugin
Tools finance teams build with ToolJet
Describe the tool, or start on the canvas. The output is a working application on your data, not a mockup.
Invoice review queues
Bring purchase orders, invoices and receipt records into one review queue. Flag mismatches for a finance reviewer before payment.
Month-end close trackers
Assign owners and due dates to close tasks. Track supporting documents, outstanding issues and sign-off in one shared view.
Vendor onboarding tools
Collect vendor details, track document reviews and route requests to the right approvers before creating records in your ERP.
Budget and spend dashboards
Compare budget and actual spend from your warehouse. Filter by department, period or cost centre and investigate exceptions.
Reconciliation workbenches
Compare transactions across connected sources and build matching rules. Queue unresolved differences for review and record the resolution.
From finance process to a working app
- 01
Connect the source records
Use your ERP, warehouse or billing data to populate the app. Define the fields and queries needed for the finance process you want to improve.
- 02
Make approval rules explicit
Describe thresholds, reviewers and exception paths. Refine the generated app so reviewers can see the supporting records before deciding.
- 03
Configure access and history
Restrict sensitive queries and records by role. Save approval decisions and reconciliation notes in your database for later review.
- 04
Test before the next reporting cycle
Run through routine cases, exceptions and failed requests with your finance team. Release after reviewers confirm that the process and records work as expected.
Built in, not bolted on
The controls your IT team already expects
Configure identity, permissions and audit logging for your finance apps in one workspace, whether your team builds on the canvas or with AI. SSO, SCIM, advanced permissions and audit logs depend on your plan and deployment.
Single sign-on and SCIM
SAML, OIDC and LDAP, with directory groups mapped onto ToolJet roles and provisioning through SCIM.
Permissions down to the query
Workspace, app, page, component and datasource-level access. Row-level security where the data needs it.
Audit key platform events
Review supported app, user and query events with timestamps and actor details. Store business approvals and record changes in your connected system as part of the workflow.
Runs where you say
ToolJet Cloud, your VPC, on-premise or air-gapped. Bring your own LLM keys or route AI through an on-prem gateway.
See the full control model Compare plans and included controls Review audit log coverage
Two ways to get there
Build it yourself, or bring our engineers in
Self-serve
Your team, your pace
Start free. Describe the tool, refine it on the canvas, and ship it under your own access rules. Start with one workflow, then test it with your team before rolling it out.
Start free
Professional services
Forward-deployed engineers, embedded with your team
When the timeline is fixed or the process is tangled, our engineers build alongside you: scoped delivery, production-ready apps, and knowledge transfer so your team owns the result.
Talk about a projectQuestions finance teams ask before they start
Can finance data stay inside our own environment?
Yes. ToolJet supports self-hosted deployments in your infrastructure, including enterprise options for restricted networks. Connect to your ERP or warehouse and review every integration and AI provider separately; self-hosting alone does not keep requests to external services inside your network.
Who can see what in a finance tool built with ToolJet?
Configure workspace and app roles, query permissions and row-level rules for each workflow. For example, allow managers to review their cost centre while finance can review all requests.
Is there an audit trail for approvals and edits?
ToolJet audit logs cover platform events such as app changes and query runs. For business approvals, configure the workflow to store the decision, approver, timestamp and affected record in your database. Confirm the required coverage and retention before rollout.
Does AI generation send our financial data to a model provider?
It depends on the AI feature and provider configuration. Using your own API key still sends requests to that provider. Review which prompts, schema and data the feature sends, and confirm supported private-model or gateway options with your security team before using sensitive financial data.
Can we start without provisioning a separate database?
Yes. ToolJet Database provides a built-in PostgreSQL-backed data store and visual table editor. Use it for a prototype or connect an existing production source.
Build your first finance tool on data you already trust
Describe your first finance workflow, connect your data, and refine the app with your team. Configure permissions and review the logic before you publish.