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New vendor intake

Intake
Primary · Procurement
Secondary · IT
Ready for publish

A net-new vendor means duplicate data entry, missed checks, and a slow start. The intake is repetitive, which is exactly what an agent should own.

Flo reads the request, pulls the vendor's details, runs duplicate and preferred-vendor checks, and requests the documents it needs through the vendor portal. It assembles a clean vendor record and routes it for review.

Flo drafts the record. Procurement activates it. The repetitive setup is done. A human confirms before the vendor goes live.

Intake and Approvals flow
CONFIGURATION
TOOLS
Check duplicates
Spendflo
Context Library
Checks whether the vendor already exists under another name.
Collect details
Vendor portal
Requests the vendor's tax, banking, and contact details.
Assemble record
Spendflo
Context Library
Builds the vendor record from the collected inputs.
Route for review
after approval
Slack
Sends the draft vendor record to procurement to activate.
CONTEXT USED
  • Use Check duplicates to confirm the request has budget before routing.
  • Use Collect details to validate the request and flag any exception.
  • Use Assemble record to route the chain to the right approvers, in order.
  • Once approved, use Route for review 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
Request a new design vendor
2
Flo
Spendflo
Check for an existing or preferred vendor in the category
3
Flo
Vendor portal
Send the vendor an intake link for details
4
Flo
Vendor portal
Collect tax, banking, and contact information
5
Flo
Spendflo
Assemble the vendor record and flag missing fields
6
Team
Slack
✓ Route the draft record to procurement
7
Flo
Spendflo
Procurement reviews; record set ready to activate
Intake and Approvals flow
GUARDRAILS
⛉
Flo assembles the vendor record. It never activates a vendor on its own.
⛉
Flo requests documents. It does not approve banking details without review.
⛉
Flo flags duplicates and preferred alternatives for a human to weigh.
⛉
Sensitive vendor data follows your access rules at every step.
Intake and Approvals flow
See Flo work
Watch the agent take a live request from intake to PO.
Book a demo
Learn More
Supplier onboarding
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Intake management
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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.
Not just software. Not another dashboard. AI agents running procurement end-to-end while you focus on what actually matters.
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