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Invoice GL coding

Invoice matching
Primary · Finance
Secondary · Procurement
Ready for publish

GL miscoding distorts every report downstream. AP guesses the account, the controller fixes it later, and the cycle repeats every month.

Flo reads the invoice, the vendor, and the PO, then recommends the GL account and cost center from your history and rules. It codes the clean ones and flags the ambiguous ones.

Flo codes and recommends. The controller approves. Coding is consistent, so the reports downstream are trustworthy.

Intake and Approvals flow
CONFIGURATION
TOOLS
Read invoice
NetSuite
API
Reads the invoice, vendor, and matched PO.
Apply rules
Spendflo
Context Library
Applies your coding rules and history.
Recommend GL
NetSuite
API
Recommends the GL account and cost center.
Flag ambiguous
after approval
Slack
Flags invoices it cannot code with confidence.
CONTEXT USED
  • Use Read invoice to confirm the request has budget before routing.
  • Use Apply rules to validate the request and flag any exception.
  • Use Recommend GL to route the chain to the right approvers, in order.
  • Once approved, use Flag ambiguous to raise the PO. Never raise a PO before approval.
  • Escalate anything over threshold or outside policy to a named human owner.
SIMULATION
1
System
NetSuite
Invoice posted from a vendor
2
Flo
NetSuite
Read the vendor and matched PO
3
Flo
Spendflo
Apply coding rules and prior history
4
Flo
NetSuite
Recommend the GL account and cost center
5
Flo
Spendflo
Flag one line as ambiguous
6
Team
Slack
✓ Route the ambiguous line to the controller
7
Flo
NetSuite
Apply the confirmed coding after review
Intake and Approvals flow
GUARDRAILS
⛉
Flo recommends coding. The controller approves it.
⛉
Flo flags low-confidence coding rather than guessing.
⛉
Tax-sensitive coding is surfaced for review.
⛉
Every coding 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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AP automation
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Tax
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Accounts Reconciliation
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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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