Approve bills and get finance answers—directly in Slack DMs.
Light connects your finance workflows to Slack so approvers get notified instantly and anyone can ask finance questions in natural language.
What Light is (and the problem it solves)
Light is a finance platform that automates approvals, reporting, and ops. Light for Slack brings those workflows into Slack so your team can:
Approve faster: approvers get a direct message in Slack the moment a bill is submitted.
Ask anything: DM @Light to ask questions in plain English (e.g., “What’s our policy on hotel spend?“).
Reduce context-switching: review context and jump into Light when needed—right from Slack.
Associated services: the Light web app (configuration and policies) and Slack (DM notifications and Q&A). Optional AI features may generate answers; see “Privacy & AI.”
How it works in Slack
Bill approval notifications (trigger): When a bill is submitted in Light, approvers receive a DM from Light in Slack with key details and a link to review/approve in Light.
[Screenshot: DM showing vendor, amount, due date, and a “Review in Light” link]
Natural-language Q&A: DM @Light and ask your finance questions. Light replies in the same DM thread.
[GIF: User DMs “Show August spend by vendor” → bot replies with a table/summary]
Install Light for Slack (inside Light)
Prerequisites
A Light account with access to Settings → Integrations
Slack permissions to install apps (your Slack admin may need to approve)
Steps
Log in to Light
Go to Settings → Integrations → Slack
Click Add to Slack and complete the Slack authorization
Choose your Slack workspace and approve the requested scopes
You’ll be redirected back to Light with a confirmation that Slack is connected
Get started (what to do next)
Verify approvers in Light (ensure the right people are set as approvers).
Run a test: submit a small test bill in Light; the designated approver should receive a DM from Light in Slack.
Try Q&A: DM @Light and ask “What’s pending for my approval?”
Roll out: share these steps with your finance team so they know to DM @Light for help.
Troubleshooting: Don’t see Add to Slack in Light? Ask your Light admin for access. Install blocked? Request approval from your Slack admins. Need help? support@light.inc
Privacy, Security & AI (short version)
Data handled: workspace ID, user IDs, team name, and configuration. Message content is processed transiently and not stored unless you enable a feature that requires it (e.g., syncing a message into Light).
Retention: operational logs up to 30 days; security/audit logs up to 12 months. Uninstall revokes tokens immediately; Slack-related metadata is queued for deletion within 24 hours (backups age out ≤ 35 days).
Storage: data encrypted at rest (AES-256) and in transit (TLS 1.2+); customer-level logical isolation; secrets stored in a hardened secrets manager. Residency follows your Light account setting (EU or US; EU by default if unspecified).
AI/LLM disclosure: Light may use a hosted LLM to answer questions. We do not use Slack data to train models. Provider logs are minimized (target ≤ 30 days) for abuse monitoring and follow your residency where supported.
See full Privacy policy
Ready to speed up approvals and get instant finance answers?
Install from Light → submit a test bill → DM @Light your first question.