Aptly + NetSuite

Overview

Aptly integrates with NetSuite to bring automated Delegation of Authority (DoA) and signatory governance directly into your enterprise financial workflows. The integration ensures that approval hierarchies, spending limits, and decision-making rights defined in Aptly are synchronized in real time with your NetSuite environment.
This creates a unified governance framework where all purchasing, expense, and financial transactions are automatically validated against current delegated authorities — strengthening compliance and eliminating manual oversight.

Key Capabilities

Real-Time Authority Synchronization
Aptly continuously syncs delegated authorities, approval thresholds, and signatory permissions into NetSuite. Changes in Aptly — such as new delegations, revocations, or policy updates — are immediately reflected in NetSuite approval workflows and permissions.

Automated Workflow Enforcement
Approval and transaction workflows within NetSuite are governed by Aptly’s current delegation data. This ensures that every approval action, from purchase orders to vendor payments, is backed by valid and compliant authority.

ERP Structure Alignment
Aptly maps its authority model to NetSuite entities, subsidiaries, cost centers, and departments. This alignment ensures that delegations, spending limits, and signatory rights reflect your financial structure and reporting hierarchy.

Flexible Mapping and Custom Configuration
Aptly provides default field mappings for common NetSuite approval structures but allows administrators to fully customize these mappings. Complex business rules — including entity-based limits or regional approval variations — can be configured with ease.

Comprehensive Audit Trail
Every authority synchronization and update between Aptly and NetSuite is logged for full visibility and accountability. Audit teams can view when a delegation was issued or revoked, what limits changed, and how those changes affected downstream approvals.

Value to Organizations

Integrating NetSuite with Aptly ensures that all financial and operational approvals are automatically enforced under the correct authority. The connection reduces risk, enhances financial integrity, and provides continuous assurance that all system actions align with your governance model.
This creates a single, real-time control framework that supports efficiency, transparency, and compliance across your entire financial ecosystem.

Example Use Cases

• Procurement: Enforce approval limits for purchase orders and supplier contracts based on active delegations in Aptly.
• Expense Approvals: Automatically validate and route expense approvals according to assigned authority thresholds.
• Budget Management: Align budget approvals with authority limits linked to departments or subsidiaries.
• Audit Compliance: Export synchronized authority and approval logs to support SOX, ISO, or internal audits.