AI agentSpend intelligence

AI shadow IT discovery agent

An AI shadow IT discovery agent is software that finds applications and subscriptions being used or paid for outside approved procurement, then shows who uses them, what they cost and what risk they carry.

  • People stay in control
  • Every action is logged
  • Start with a small sample
Card and expense transactions
Invoices and subscription records
Identity or sign-in activity
Existing contract and licence lists
AI shadow IT discovery agentPrepared for review
  • ✓Inventory of discovered tools
  • ✓Unmanaged spend and licence reports
  • ✓Security review inputs
  • ✓Spend allocation proposals
Handed toIT receives the inventory and approval queue
5inputs it reads
6steps in the walkthrough
1point where a person decides
4outputs it prepares
See it run

Watch it work

Agent Record Person
Live walkthrough
  1. 1Collect signalsRecord
  2. 2Identify toolsAgent
  3. 3Check contractsAgent
  4. 4Measure useAgent
  5. 5Prepare reviewAgent
  6. 6IT decidesPerson

Card spend, invoices, expenses and sign-in records feed the agent.

It names applications and groups them by vendor.

Each tool is matched against existing licences and approved vendors.

Licence activity shows who actually uses what is paid for.

Access scope and risk inputs are assembled for security.

IT, security and procurement choose to approve, replace or retire.

The basics

What is an AI shadow IT discovery agent?

The shadow IT discovery agent looks for software that sits outside approved procurement. It reads card and expense records, invoices, contracts, seat data and, where connected, usage and OAuth data. It lists unapproved applications, flags purchases that skipped intake, compares seats paid with seats active, and maps third-party apps with access to company data.

Read the full explanation

It hands back discovery lists, utilisation reports, rightsizing proposals and draft security review and offboarding inputs. IT decides what to approve, security owns the risk call and tool owners confirm real usage before a licence is removed. Procurement brings tools under contract. The agent revokes no access and cancels nothing, and each finding is logged.

Where it breaks

What this agent does

Each task below is something the agent prepares, checks, drafts or routes, with a person keeping the decision.

It finds applications from spend records and any connected usage or authentication data, and lists unapproved ones.

It flags purchases made outside the process, such as card or expense buys that should have gone through intake.

When a team wants a tool, it looks for unused seats or an existing licence that could cover the need.

It compares seats paid for with seats active, and proposes rightsizing or removal of unused licences for owner review.

It lists third-party apps with access to company data and drafts security inputs and offboarding steps.

The path

Reads, decides, does

  1. 01Reads

    Card and expense records, invoices, vendor and contract records, licence and seat data, and usage or authentication and OAuth data where connected.

  2. 02Decides

    Which applications look unmanaged, which licences appear unused or duplicated, and which findings warrant a security look.

  3. 03Does

    Produces discovery lists, utilisation reports and draft review inputs. It does not revoke access, remove users or cancel subscriptions.

  4. 04SaaS discovery specialist

    Finds unmanaged applications from spend and usage signals.

  5. 05Licence optimisation specialist

    Reviews utilisation, unused seats and rightsizing options.

  6. 06OAuth app specialist

    Lists apps with delegated access to company accounts.

  7. 07SaaS security reviewer

    Collects the facts security needs to assess a tool.

  8. 08Spend allocation specialist

    Assigns SaaS and usage-based costs to teams.

Want to see this flow on your own items?

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Under the hood

Inside the work

AspectBy handWith the agent
Finding toolsUnapproved apps surface when someone raises an expense or a security alert.Tools appear from spend and access signals as they show up.
Existing licencesTeams buy new seats without knowing the company already owns spare ones.Existing licences are checked first and offered before any new purchase.
Idle seatsUnused licences go unnoticed until renewal.Inactive seats are listed with last activity for the owner to review.
Access riskThird-party app permissions are rarely reviewed.Connected apps and their scopes are collected into a reviewable list.
Cost attributionShared subscriptions land on one cost centre by default.Spend is proposed against the teams that use the tool.
People and control

Who decides, and what to watch

What stays with people

  • ✓
    IT decides what to approveSome shadow tools are fine once reviewed, others are not.
  • ✓
    Security owns the risk callAccess scopes and data exposure are assessed and accepted by people.
  • ✓
    Tool owners confirm real usageA seat that looks idle may belong to an occasional user.
  • ✓
    Procurement brings tools under contractNegotiation and approval follow the usual route.
  • ✓
    Employees are told whyRetiring a tool needs communication, not just a switch.

Signs you would benefit

  • •
    Surprise subscriptions appearFinance finds software charges nobody can explain.
  • •
    Seats are bought twiceTeams pay for licences the company already holds.
  • •
    Leavers keep accessOffboarding does not cover tools IT never knew about.
  • •
    Security cannot list the apps in useReviews cover only the tools that were formally approved.

Not sure where AI shadow IT discovery agent fits in your process?

Talk it through with the team. We will map it to your steps and show where a person stays in control.

  • Works from a sample of your real items
  • Shows what Flo handles and what it hands over
  • No commitment to start
Rollout

Rolling it out

  1. 1See first

    Run discovery in report-only mode so IT sees what exists before anything changes.

  2. 2Check licences

    Add the existing-licence check to purchase requests so duplicate buying stops first.

  3. 3Add usage reviews

    Start licence reviews on the largest tools and let owners confirm reductions.

  4. 4Extend to security

    Bring in app access reviews and offboarding lists once the inventory is trusted.

The numbers

How to measure it

Set your own baseline first. We do not publish benchmarks without a source you can check.
Metric 1

Managed application share

Managed (%) =
applications with an owner and contracttotal applications discovered× 100

Shows how much of what is in use is under control. Track it by team to see where unmanaged buying concentrates.

Metric 2

Licence utilisation

Utilisation (%) =
active seatspurchased seats× 100

Indicates how well seats match use. Judge it over a representative period, not a single week.

Metric 3

Time to triage

Triage time = decision date − discovery date

Measures how long a discovered tool sits before someone decides on it. Long gaps mean risk stays open.

Questions

Frequently asked questions

Quick answers to what people ask most about AI shadow IT discovery agent.

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What is shadow IT discovery?

It is the process of finding software and services used inside an organisation without formal approval or oversight. An AI agent can compare spend, usage and access data to surface them, and people decide what happens next.

What data sources does it use?

It works from what is available to it: expense and invoice records, vendor and contract data, and usage, authentication or OAuth data where those sources are connected. Findings note which source they came from.

Does it remove access or cancel subscriptions?

No. It reports and recommends. Removing users, revoking an OAuth grant or cancelling a plan is done by IT or the tool owner.

How does it help avoid buying duplicate licences?

When a request comes in, it checks for existing licences, spare seats or an equivalent tool already under contract. The requester and approver see this before a new purchase goes ahead.

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Bring a small sample of real items. We will show what Flo handles on its own and where it hands over to your team.

  • People approve, sign and pay
  • Every action is logged
  • Start with a small sample