<- All agents

Document Access Control

Risk & compliance
Primary · IT
Secondary · Procurement

When pricing data reaches the wrong hands, your negotiating position is compromised before the conversation starts. 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, enforces your access rules at request time, and masks the fields outside a user's role. It logs every access attempt and routes out-of-policy requests for review.

Flo enforces the rules. IT owns them. Your procurement team keeps its edge and your Controller has the audit trail. Access grants outside policy require human approval, and every decision is logged.

Intake and Approvals flow
AGENT CAPABILITIES
TOOLS
Read role
Flo
Context Library
Reads the user's role and entitlements.
Check sensitivity
Flo
Context Library
Checks the field or document sensitivity.
Enforce access
Spendflo
Workflows
Applies your access rules at request time.
Flag exception
Slack
API
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.
HOW IT WORKS
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
Workflows
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
Workflows
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.
Book a demo
Learn More
Workflows
->
Managed services
->
TPRM
->
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.
Schedule your free live demo
Fill out the form
Book a time slot
Attend a demo
By submitting this form, I agree that the Terms of Service and Privacy Notice will govern the use of services I receive and personal data I provide respectively.