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Preferred-vendor enforcement

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

Preferred-vendor programs leak. A requester picks a familiar tool, skips the negotiated option, and the discount you fought for goes unused.

Flo reads each request against your preferred-vendor catalog, catches off-catalog choices, and surfaces the preferred alternative with the negotiated terms. It routes the request for a decision.

Flo flags and recommends. Procurement decides. The negotiated rates actually get used, instead of sitting in a catalog nobody checks.

Intake and Approvals flow
CONFIGURATION
TOOLS
Read request
Slack
Reads the requested vendor and category.
Check catalog
Spendflo
Context Library
Checks the request against the preferred catalog.
Surface alternative
Spendflo
Benchmark
Surfaces the preferred vendor and negotiated terms.
Route decision
after approval
Slack
Routes the choice to procurement.
CONTEXT USED
  • Use Read request to confirm the request has budget before routing.
  • Use Check catalog to validate the request and flag any exception.
  • Use Surface alternative to route the chain to the right approvers, in order.
  • Once approved, use Route decision 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 an off-catalog analytics tool
2
Flo
Spendflo
Check the preferred-vendor catalog
3
Flo
Spendflo
Find a preferred tool with negotiated rates
4
Flo
Spendflo
Surface the saving versus the requested tool
5
Flo
Slack
Flag the off-catalog choice on the request
6
Team
Slack
✓ Route to procurement to decide
7
Flo
Spendflo
Procurement steers the request to the preferred vendor
Intake and Approvals flow
GUARDRAILS
Flo flags off-catalog spend. It never blocks a request on its own.
Flo recommends the preferred option; procurement decides.
Genuine exceptions route for approval, not a hard stop.
Every steer is logged for audit.
Intake and Approvals flow
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.