Add approvals and audit trails
without building them yourself
Your team runs refunds in Stripe, updates in the ERP, and approvals in Slack. Latch ties them together with pluggable approval steps, role checks, and an audit trail — so you do not have to build it from scratch.
Duplicate settlement + posted payout
Description
Captured 09:14 UTCA customer reply, supporting documents, and a payout alert arrive together. Latch keeps them on one case instead of spreading the work across inboxes, admin tools, and notes.
Case context
AI routing / 91%The operator can ask for more evidence, pause the case, or run the approved next step without leaving the case record.
Approval chain
Activity Timeline
Plug in the systems you already use. Add the controls you actually need.
Connect Stripe, Slack, your ERP, and internal tools through plugins. Add approval steps and role checks where they matter. Keep the audit trail without building it yourself.
Your team is growing. Your approval process is not.
Most teams start with Slack approvals and spreadsheet sign-offs. That works until it does not — a refund goes out without review, a vendor change happens with no record, and someone asks "who approved this?"
One queue
Stop splitting work between inboxes, Slack channels, and spreadsheets. Bring incoming issues into one place with context attached.
Real approvals
Add approval steps that are enforced by the system, not by memory or a Slack emoji. Require a second reviewer where the risk justifies it.
Automatic audit trail
Every approval, every action, every result — recorded automatically. When a customer, a manager, or an auditor asks what happened, the answer is already on the case.
Start simple. Scale when you need to.
Start hosted and go live in days. Move to self-hosted later if you need it. Bring your own AI model or use ours. Add human review points as your workflows grow. The same system works for a 5-person team and a 500-person team.
Reviewed classifications, operator corrections, approval outcomes, and execution results can flow through workflow hooks so model improvement comes from controlled work, not disconnected exports.
Start hosted, self-host later
Use Latch as a hosted service to get started fast. Move to your own environment later if your team needs it — the workflow stays the same.
Bring your own AI model
Use Latch-managed models out of the box, or bring your own. The approval and audit layer works the same either way.
Add human review where it matters
Require a second pair of eyes before a refund runs, an account change goes live, or a high-risk action executes. Skip it where the risk is low.
One workflow from intake to outcome
Every part of the platform is there to keep the full resolution path connected instead of splitting it across tools.
Bring every issue into one place
Email, forms, tickets, and system alerts all land in the same queue — not scattered across inboxes and spreadsheets.
Review and route from one screen
Your team works from one queue instead of jumping between tools. AI helps classify and suggest next steps.
Add approval steps where they matter
Require a second person to review before a refund goes out, a vendor change runs, or a high-risk action executes. Skip approvals where they do not add value.
Connect external systems with plugins
Plugins let you trigger actions in Stripe, your ERP, Slack, or internal tools — directly from the case, with permissions and logging built in. No custom integrations needed.
Keep the proof with the case
Who approved, what changed, what the external system returned — all on one record. When someone asks "what happened?" the answer is already there.
Built for operators, control owners, and platform teams
Latch is one system, but the value shows up differently depending on who owns the workflow.
Operations Teams
One place for incoming issues, triage, approvals, and next-step actions — instead of jumping between inboxes, admin tools, and chat.
Finance Controls
Run reversals, refunds, and exception work with two-person approval and a clear audit trail.
Developers
Use plugins to connect external systems — Stripe, your ERP, Slack, internal tools — without hard-coding every workflow.
Questions buyers usually ask first
These are the first questions buyers ask when they want to know how Latch fits into real work, not just another ticket screen.
Is this only for big enterprise teams?
No. Latch is built to be useful from day one for a 5-person ops team that needs approval steps and an audit trail. It scales up to large regulated teams, but the starting point is simple: one queue, one approval workflow, one audit record.
What makes Latch different from a ticketing tool?
Ticketing tools track issues. Latch tracks issues and controls what happens next — who can approve, what external systems get updated, and whether the record holds up when someone asks "what happened?" later.
How do plugins work?
Plugins connect Latch to the systems your team already uses — Stripe, Slack, your ERP, internal APIs. A plugin receives case context, shows the available actions, and runs them with permissions and logging built in. No custom integration code needed.
Does this replace our existing tools?
It does not have to. Latch can sit alongside your current tools and add the approval and audit layer they are missing. Most teams start with one workflow and expand from there.
How hard is rollout?
Start with one workflow — such as refund approvals or vendor changes — and go live in days, not months. You do not need to redesign everything at once.
Pick one workflow and see how it works
Start with one thing — refund approvals, vendor changes, customer escalations — and see how Latch adds the approval step, connects the external system, and keeps the audit trail.