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Attach Budget Figures
Add budget balances and source links to purchase approval cards
Use this Agent instantly or customize it - no programming needed
- Finance approval arrivalFinance approval arrival
Your request enters finance approval with a cost center, starting the review.
- Purchase requestPurchase request
Your request shows its amount, cost center, currency, reviewer, and current status.
- Approval historyApproval history
Your request history shows earlier decisions and follow-up that may affect this review.
- Cost center budgetCost center budget
Your budget shows approved funds, committed spend, and the remaining balance.
- Budget review rulesBudget review rules
Your team sets the budget match, currency, refresh date, and reviewer access rules.
Your purchase request tool holds purchase requests and lets you add budget context for reviewers.
Your budget source shows approved funds and remaining balance for each cost center.
- Review gapReview gap
Your request shows the exact issue that a person must resolve before review continues.
- Review gapReview gap
Your request shows the exact issue that a person must resolve before review continues.
- Review gapReview gap
Your request shows the exact issue that a person must resolve before review continues.
- Review gapReview gap
Your request shows the exact issue that a person must resolve before review continues.
- Budget contextBudget context
Your reviewer sees approved funds, committed spend, remaining balance, and the budget source link.
- Reviewer noteReviewer note
Your finance reviewer sees the checked facts and next step on the request.
This Agent picks up a purchase request when it reaches finance review. It checks the request against your chosen budget source. It adds the current balance and source link to the card for your reviewer.
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AirtableUsed as:
- Budget source
Airtable shows approved funds and remaining balance for each cost center.
- Purchase request tool
Airtable holds purchase requests and lets you add budget context for reviewers.
monday.comUsed as:
- Budget source
monday.com shows approved funds and remaining balance for each cost center.
PodioUsed as:
- Purchase request tool
Podio holds purchase requests and lets you add budget context for reviewers.
NetSuiteUsed as:
- Budget source
NetSuite shows approved funds and remaining balance for each cost center.
KintoneUsed as:
- Budget source
Kintone shows approved funds and remaining balance for each cost center.
- Purchase request tool
Kintone holds purchase requests and lets you add budget context for reviewers.
Made for your industry
Attach Budget Figures is made for businesses in these industries.
- Construction
Show remaining budget beside equipment purchase requests.
Show all Agents for the Construction industry - Manufacturing
Show current budget balances beside plant purchase requests.
Show all Agents for the Manufacturing industry - Healthcare
Show current budget balances on medical supply requests.
Show all Agents for the Healthcare industry - Government
Show budget balances on public agency purchase requests.
Show all Agents for the Government industry - Education
Show department budget balances on purchase requests.
Show all Agents for the Education industry
Made for your role
Attach Budget Figures is made for people in these roles.
- Procurement Specialist
Add budget figures and source links to purchase requests.
Show all Agents for the Procurement Specialist role - Procurement Manager
Give finance reviewers budget context on purchase requests.
Show all Agents for the Procurement Manager role - Buyer
Add current budget figures to requests before buying decisions.
Show all Agents for the Buyer role - Department Manager
Show remaining budget beside your team's purchase requests.
Show all Agents for the Department Manager role - Finance Manager
Attach current balances to requests for your budget review.
Show all Agents for the Finance Manager role - Budget Analyst
Show current cost center balances beside requests under review.
Show all Agents for the Budget Analyst role
Made for your department
Attach Budget Figures is made for people in these departments.
- Procurement
Attach budget figures and source links to purchase requests.
Show all Agents for the Procurement department - Finance
Show current cost center balances beside requests awaiting approval.
Show all Agents for the Finance department
How Attach Budget Figures works
3 steps, in order, on every run.
-
Check the purchase requestRead the live amount, cost center, and earlier decisions on the request. Confirm the card still awaits finance review.
-
Find the current budgetRead the approved budget and committed spend for the card's cost center. Apply your currency and refresh date rules to the remaining balance.
-
Update the purchase requestAdd the current balance and source link to the card for the authorized reviewer. Stop routing and note the exact gap on the card for a person to resolve.
How to Get Started
Connect the tools you already use, such as Airtable, monday.com or Podio.
5 tools
- Budget source and cost-center matching rule
- Budget currency and refresh date rule
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Attach Budget Figures:
You choose the budget source and how cost centers match. You also set the currency and refresh date rules.
No. Your authorized finance reviewer makes the approval decision. They see the budget balance and source link beside the request.
You see the exact gap on the card. A person resolves it before routing continues. Missing evidence, conflicting facts, reviewer authority, or a changed status can stop the run.
It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.
Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.
The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.
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