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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

Prepare purchase requests for budget review

Reads

Finance approval arrival
Finance approval arrival
Your request enters finance approval with a cost center, starting the review.
Purchase request
Purchase request
Your request shows its amount, cost center, currency, reviewer, and current status.
Approval history
Approval history
Your request history shows earlier decisions and follow-up that may affect this review.
Cost center budget
Cost center budget
Your budget shows approved funds, committed spend, and the remaining balance.
Budget review rules
Budget review rules
Your team sets the budget match, currency, refresh date, and reviewer access rules.

Purchase request tool

Purchase request tool

Your purchase request tool holds purchase requests and lets you add budget context for reviewers.

Budget source

Budget source

Your budget source shows approved funds and remaining balance for each cost center.

Has the request left finance approval or already been decided?YesNo

Note the status change on the request.

Writes

Review gap
Review gap
Your request shows the exact issue that a person must resolve before review continues.

Is the budget missing or too old for your rules?YesNo

Note the budget evidence gap on the request.

Writes

Review gap
Review gap
Your request shows the exact issue that a person must resolve before review continues.

Do the request and budget figures conflict?YesNo

Note the conflicting figures on the request.

Writes

Review gap
Review gap
Your request shows the exact issue that a person must resolve before review continues.

Does the assigned reviewer lack approval authority?YesNo

Note the reviewer access gap on the request.

Writes

Review gap
Review gap
Your request shows the exact issue that a person must resolve before review continues.

Add budget context and a reviewer note to the request.

Writes

Budget context
Budget context
Your reviewer sees approved funds, committed spend, remaining balance, and the budget source link.
Reviewer note
Reviewer 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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Google Sheets

Used as:

Budget source
Google Sheets shows approved funds and remaining balance for each cost center.

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Airtable

Used 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.

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Microsoft Excel

Used as:

Budget source
Microsoft Excel shows approved funds and remaining balance for each cost center.

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Microsoft SharePoint

Used as:

Budget source
Microsoft SharePoint shows approved funds and remaining balance for each cost center.

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Google BigQuery

Used as:

Budget source
Google BigQuery shows approved funds and remaining balance for each cost center.

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Pipefy

Used as:

Budget source
Pipefy shows approved funds and remaining balance for each cost center.
Purchase request tool
Pipefy holds purchase requests and lets you add budget context for reviewers.

Show all Agents working with Pipefy

Zoho Sheet

Used as:

Budget source
Zoho Sheet shows approved funds and remaining balance for each cost center.

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Adalo

Used as:

Budget source
Adalo shows approved funds and remaining balance for each cost center.
Purchase request tool
Adalo holds purchase requests and lets you add budget context for reviewers.

Show all Agents working with Adalo

Kintone

Used 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.

Show all Agents working with Kintone

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
Government
Show budget balances on public agency purchase requests.
Show all Agents for the Government industry
Healthcare
Show current budget balances on medical supply requests.
Show all Agents for the Healthcare 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

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 your tools

Connect the tools you already use, such as Google Sheets, Airtable or Microsoft Excel.

10 tools

Set your rules

Budget source and cost-center matching rule
Budget currency and refresh date rule

Launch the Agent

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:

What do I need to set up?

You choose the budget source and how cost centers match. You also set the currency and refresh date rules.

Will it approve the purchase?

No. Your authorized finance reviewer makes the approval decision. They see the budget balance and source link beside the request.

What happens if the figures do not line up?

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.

What happens when the Agent is unsure?

It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.

Can I review its work?

Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.

What happens if I cancel?

The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.

Works with

Pipefy

Works with

Pipefy

Industries

Industries

Roles

Roles

Published by

Approvals Essentials

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