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Document access control

RIsk & compliance
Primary · IT
Secondary · Procurement
Ready for publish

Sensitive procurement data leaks through over-broad access. Pricing, contracts, and banking details sit open to people who never needed them.

Flo reads each user's role and the document or field sensitivity, then enforces your access rules at request time. It flags access that falls outside policy and routes it for review.

Flo enforces the rules. IT owns them. The right people see the right fields, and the rest is closed by default.

Intake and Approvals flow
CONFIGURATION
TOOLS
Read role
Spendflo
Context Library
Reads the user's role and entitlements.
Check sensitivity
Spendflo
Context Library
Checks the field or document sensitivity.
Enforce access
Workflow engine
Applies your access rules at request time.
Flag exception
after approval
Slack
Flags out-of-policy access for review.
CONTEXT USED
  • Use Read role to confirm the request has budget before routing.
  • Use Check sensitivity to validate the request and flag any exception.
  • Use Enforce access to route the chain to the right approvers, in order.
  • Once approved, use Flag exception to raise the PO. Never raise a PO before approval.
  • Escalate anything over threshold or outside policy to a named human owner.
SIMULATION
1
Requester
Slack
User opens a contract with pricing
2
Flo
Spendflo
Read the user's role and entitlements
3
Flo
Spendflo
Check the document sensitivity
4
Flo
Workflow engine
Mask the fields outside the user's role
5
Flo
Spendflo
Flag a request for restricted banking data
6
Team
Slack
✓ Route the access request to IT
7
Flo
Workflow engine
Grant access only after IT approves
Intake and Approvals flow
GUARDRAILS
⛉
Flo enforces access rules. IT sets and owns them.
⛉
Flo masks by default and flags exceptions for review.
⛉
Access grants outside policy require human approval.
⛉
Every access decision is logged for audit.
Intake and Approvals flow
See Flo work
Watch the agent take a live request from intake to PO.
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Workflows
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Managed services
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TPRM
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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.
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