Approvals
Send payments that need approval to a reviewer before money moves.
procurement-agent wants to pay Kestrel Data
kestreldata.io · data · first payment
- Rule
- Trust score below 70
- Budget left
- $15,900 of $40,000
- Waiting
- 4 minutes
Northwind Ops
Over weekly limit · 12 minutes
What happens to a held payment
Payment requires review
An amount, recipient, or category rule requires someone to review the request.
Route it to a reviewer
Assign a reviewer who can check the amount, recipient, and reason for review.
Approve or deny the request
Approval permits the payment to proceed. Check its status to confirm whether it was sent.
How reviewers handle a request
A payment trips a policy. $8,500 to kestreldata.io, a counterparty with no trust score yet.
Conto packages the full context and creates one request.
Email and the dashboard decide. Other channels notify.
The reviewer decides from email or the dashboard.
Once a decision is submitted, the request is resolved and any other approval links close automatically.
Approved, the agent's wallet can pay. Denied, the request stays blocked. Either way it is logged with who decided, when, and through which channel.
Manage pending approvals
Approval rules
Hold high-value or unusual requests while letting low-risk payments continue automatically.
Policy explanations
Show the reviewer which rule paused the payment.
Timeout handling
Set a time limit for approval requests and track those still waiting for review.
Approval history
Record the reviewer, decision, time, and payment result.
Follow a repair from dispatch to approval
Review an overnight repair payment that exceeds the approval threshold. Approve or deny it.
- Auto-approve below: $500
- Vendor day cap: $2k
- Allowed categories: Plumbing · electrical · cleaning
Review payment exceptions
Approvers do not need to reconstruct payment details from logs.