Pending finance approval
Reminders prepared and waiting for finance sign-off.
Each card below is a template-based reminder prepared by the rules engine. Nothing is sent until a finance approver opens the account and clicks Approve and queue for Brevo.
Finance approval required. By default no reminder leaves the system without an approver. Approval rules are configurable per your policy — for example auto-send gentle reminders and require sign-off only for firm and escalation tiers. Duplicate-send protection prevents the same template being queued twice within 7 days.
Loading approval queue…
Demo only · This prototype uses dummy data representing E-Soft read-only records. Approving a reminder writes to a local audit log; no real Brevo email is dispatched.