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Invoice GL Coding

Invoice matching
Primary · Finance
Secondary · Procurement

Every miscoded GL line is a manual journal entry someone writes at month-end. AP guesses the account, the Controller fixes it later, and the cycle repeats.

Flo reads the invoice, the supplier, and the matched PO in NetSuite, then applies your coding rules and history to recommend the GL account and cost center. It codes the clean lines and flags the ambiguous ones.

Flo codes and recommends. The Controller approves. Coding is correct the first time, before it hits the ledger, so the close is not a correction exercise. Tax-sensitive coding is surfaced for review, and every decision is logged.

Intake and Approvals flow
AGENT CAPABILITIES
TOOLS
Read invoice
NetSuite
API
Reads the invoice, supplier, and matched PO.
Apply rules
Flo
Context Library
Applies your coding rules and history.
Recommend GL
NetSuite
API
Recommends the GL account and cost center.
Flag ambiguous
Slack
API
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.
HOW IT WORKS
1
System
NetSuite
Invoice posted from a supplier
2
Flo
NetSuite
Read the supplier 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.
Book a demo
Learn More
AP automation
->
Tax
->
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.
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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