The problem
Whoever's fastest to reply ends up approving withdrawals. There's no record of who reviewed what, or why, until finance goes looking for it during an audit.
How brokercoreai solves it
Deposits, withdrawals, expenses and income all become requests — routed through an approval workflow you configure per request type. Approval, execution and accounting are three separate, logged steps, never one click.
1Request
2Review
3Approval
4Posting
What's included
- Configurable approval workflows per request type
- Deposit and withdrawal requests routed independently from expense and income requests
- Clear separation: approval ≠ execution ≠ accounting posting
- Full audit trail of who requested, who approved, who executed
- Role-based routing so the right approver sees the right request