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Budget conflict resolution

Intake
Primary · Finance
Secondary · Procurement
Ready for publish

Over-budget requests are the ones that derail a quarter. Caught at intake, they are cheap to fix. Caught at invoice, they are a write-off.

Flo reads the request amount against the cost center budget, the open commitments, and the spend already booked. When the request would break budget, it flags the gap, surfaces the trade-off, and routes the conflict to the budget owner.

Flo flags and routes. Finance decides. In-budget requests move on untouched. The owner sees the number and the options, then makes the call.

Intake and Approvals flow
CONFIGURATION
TOOLS
Read budget
NetSuite
API
Reads remaining budget and open commitments for the cost center.
Check request
Spendflo
Context Library
Compares the request amount against available budget.
Flag conflict
Slack
Surfaces the over-budget gap and the trade-off to the owner.
Log decision
after approval
Spendflo
Context Library
Records the owner's call and the reason on the request.
CONTEXT USED
  • Use Read budget to confirm the request has budget before routing.
  • Use Check request to validate the request and flag any exception.
  • Use Flag conflict to route the chain to the right approvers, in order.
  • Once approved, use Log decision to raise the PO. Never raise a PO before approval.
  • Escalate anything over threshold or outside policy to a named human owner.
SIMULATION
1
Employee
Slack
Submit request for a $40K tool
2
Flo
NetSuite
Read cost center budget, find $12K remaining
3
Flo
Spendflo
Flag the $28K shortfall against budget
4
Flo
Spendflo
Surface options: defer, reallocate, or trim scope
5
Flo
Slack
Route the conflict to the budget owner
6
Team
Slack
✓ Owner chooses to reallocate from an underused line
7
Flo
NetSuite
Update the request and sync the budget note
Intake and Approvals flow
GUARDRAILS
⛉
Flo flags budget conflicts. It never reallocates budget on its own.
⛉
Flo surfaces options. The budget owner makes the decision.
⛉
Flo records the reason for every override for audit.
⛉
Requests above policy thresholds escalate to a named human.
Intake and Approvals flow
See Flo work
Watch the agent take a live request from intake to PO.
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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.
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