5 July 2026New

A big update, built from what you showed us

ReleaseProduct update

A rebuilt work surface, a new revenue view, digests, and polite auto-nudges that chase sign-off for you. Shaped almost entirely by how our customers are using ApproveEase.

This is the largest ApproveEase update yet, and it's shaped by exactly the thing we know best: how agencies actually work. Here's what's new, and more to the point, what it means for your agency.

Land straight on the work

We've rebuilt the main work surface, so you open ApproveEase and immediately see what actually needs doing. Each client now has its own landing view, navigation drills in cleanly from account to client to project, and the redesigned client cards show live active-task counts at a glance. Less hunting, more doing.

A client's Work view in ApproveEase: a Needs-you queue of tasks with their statuses, and a running activity feed alongside. — Every client opens on its own Work view: what needs you, what's with the client, and a running activity feed down the side.

See what you've earned, and what's ready to invoice

There's a new Insights view with read-only revenue analytics, a ready-to-invoice workflow, and editable monthly targets per client. It now rolls up across your whole book of clients, not just one at a time, so you can see the health of the agency in a glance, then drill into any single account.

The account-level Insights view in ApproveEase: total revenue, ready-to-invoice and pending revenue, a revenue-by-client breakdown, and completed work grouped by client. — Insights rolls up across your whole book: revenue, what's ready to invoice, and a per-client breakdown you can drill straight into.

Chase approvals without nagging

The new nudge system sends polite, well-timed reminders for you, complete with a nudge history, a recipient picker, and time-zone-safe estimated completion dates. The awkward "just following up on this" email becomes something ApproveEase quietly handles in the background.

The nudge dialog in ApproveEase: a Send an approval reminder prompt with a recipient picker, over a client's Work view. — Send a reminder in a couple of clicks: choose who gets it, and ApproveEase keeps the history so you never double-chase.

A digest on your schedule

Choose a daily or weekly digest and get a tidy summary of what changed (approvals, movement, and anything waiting on you) without living in your inbox or the app all day.

The daily summary digest in ApproveEase, listing what needs action and upcoming deadlines by client, with a daily or weekly frequency toggle. — A daily or weekly summary of what needs you and what's due, so you stay across everything without living in the app.

Smoother assignment, sharper emails

Assigning work is now a simple checkbox list. We've also given every transactional email a cleaner, clearer redesign, so the messages your clients receive look the part.

The task assignment step in ApproveEase: a searchable checkbox list of client users for choosing who a task is intended for. — Assigning a task is now a simple checkbox list, so notifications and nudges reach exactly the right people.

Faster, and sturdier underneath

Pages that used to load piece-by-piece now load in one go, so the app feels noticeably quicker. Under the hood we've tightened up reliability, smoothed out the rough edges, and fixed a batch of smaller issues you told us about. Less of the stuff you should never have to think about.

Want to see it on your own projects? Start free. Or if you're already with us, just log in. It's all live.