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Intake Management

Drive process adoption from the first step with conversational intake, approval checklists, and real-time progress tracking.

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Trusted by industry leading companies

Scott Stibich
Acumatica

“With Spendflo, we finally have unified visibility. We can look in one portal and see all our spend, upcoming renewals, and how we’re actually using the licenses we’re paying for.”

Dan Kim
Chief Financial Officer

“The Spendflo platform has been extremely useful to us. It's a repository of all our contract information, improves communication across teams, and consolidates everything in one place. It has truly optimized how we manage procurement.”

Josh Rappoport
VP Finance.

“Spendflo AI triages intake and guides them through the right workflows. Centralize contracts, approvals, vendor data, and docs in one place. AI tracks usage, sentiment, and timelines automatically.”

Conversational Intake

Create requests to purchase a new tool or renew an existing tool using conversational intake that collects details, validates budgets, and organizes everything automatically.

Intake Workflows

Set up workflows that route requests by spend type, department, policy, or custom conditions. Each workflow outlines the steps, stakeholders, and approval order.

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Approval Checklists

Attach required documents, tasks, and checks to each approval step. Checklists ensure reviewers get consistent information before moving an approval forward.

End-to-End Procurement Visibility

Dynamically route decisions and initiate the workflows and integrations that create the best business results.

Testimonials

Scott Stibich,  
Senior Accountant.

“With Spendflo, we finally have unified visibility. We can look in one portal and see all our spend, upcoming renewals, and how we’re actually using the licenses we’re paying for.“

Josh Rappoport,  
VP Finance.

Dan Kim,  
Chief Financial Officer.