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Audit-Trail Assembly

Risk & compliance
Primary · Finance
Secondary · Procurement

Audit prep is a scavenger hunt that eats days of manual reconstruction per cycle. Someone rebuilds who approved what, when, and why, across systems, weeks after the fact.

Flo reads the request, approval, PO, invoice, and change history, and assembles a complete, timestamped trail per transaction: one request, every step, every change. It flags any missing step and exports the package.

Flo assembles the trail. Finance presents it. Audit prep drops from days to minutes and nothing is missing, with no added headcount. Flo never alters a record or makes the audit judgment.

Intake and Approvals flow
AGENT CAPABILITIES
TOOLS
Read history
Spendflo
Reporting
Reads request, approval, PO, and invoice history.
Assemble trail
Flo
Context Library
Builds a timestamped trail per transaction.
Flag gaps
Slack
API
Flags any missing step for a human to fill.
Export package
Spendflo
Reporting
Exports the audit-ready package.
CONTEXT USED
  • Use Read history to confirm the request has budget before routing.
  • Use Assemble trail to validate the request and flag any exception.
  • Use Flag gaps to route the chain to the right approvers, in order.
  • Once approved, use Export package to raise the PO. Never raise a PO before approval.
  • Escalate anything over threshold or outside policy to a named human owner.
HOW IT WORKS
1
System
Workflows
Audit requests a sample of transactions
2
Flo
Reporting
Read the full history for each one
3
Flo
Spendflo
Assemble the timestamped trail
4
Flo
Spendflo
Flag one transaction missing a receipt
5
Flo
Slack
Route the gap to the owner to resolve
6
Team
Reporting
✓ Export the completed audit package
7
Flo
Slack
Finance presents the package to the auditor
Intake and Approvals flow
GUARDRAILS
⛉
Flo assembles the trail. It never alters a record.
⛉
Flo flags missing steps for a human to resolve.
⛉
Flo presents evidence; it does not make audit judgments.
⛉
Access to the trail follows your permission rules.
Intake and Approvals flow
See Flo work
Watch the agent take a live request from intake to PO.
Book a demo
Learn More
Reporting
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Workflows
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Managed services
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Testimonials
“Finance queries Flo AI and surfaces exactly what they need for reforecast: 
which renewals are approaching, what savings are in play, when contracts are closing. Live insights, on demand
no back-and-forth, no delays”
Toral Patel, 

VP Accounting
“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
“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.”
Scott Stibich, 

Senior Accountant.
AI-driven procurement that adds value every moment.
Not just software. Not another dashboard. AI agents running procurement end-to-end while you focus on what actually matters.
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