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Purchase Request & Approval Agent

Approvals
Primary · Procurement
Secondary · Finance
Live

Purchase requests are a clean fit for an agent. They follow a predictable path: classify, check budget and policy, route for approval, raise the PO.

Flo reads the request, the requester's budget and GL, your policy, and any existing contract for the same spend. It classifies the request, validates it, drafts the right approval chain, and routes it to the people who decide.

Flo recommends and routes. Your team approves. Standard requests clear without procurement touching them. Anything over threshold or outside policy escalates to a named owner with full context.

Intake and Approvals flow
CONFIGURATION
TOOLS
Read budget & GL
NetSuite
API
Reads the cost center budget and GL context for the request.
Check policy
Spendflo
Context Library
Validates the request against your policy and approval thresholds.
Request approval
Slack
Routes the chain to approvers with approve and reject actions in line.
Create PO
after approval
NetSuite
API
Raises the PO and syncs the approved record. Never before approval.
CONTEXT USED
  • Use Read budget & GL to confirm the request has budget before routing.
  • Use Check policy to validate the request and flag any exception.
  • Use Request approval to route the chain to the right approvers, in order.
  • Once approved, use Create PO to raise the PO. Never raise a PO before approval.
  • Escalate anything over threshold or outside policy to a named human owner.
SIMULATION
1
Employee
Slack
Submit request: expand Zendesk, $100K, 12 months
2
Flo
Spendflo
Classify as an expansion, match to the existing contract
3
Flo
NetSuite
Read cost center budget, confirm headroom
4
Flo
Spendflo
Validate policy, draft the L1 to L4 and budget approval chain
5
Flo
Slack
Route the approval request to approvers
6
Team
Slack
✓ Approve the request
7
Flo
NetSuite
Create the PO and sync the approved record
Intake and Approvals flow
GUARDRAILS
⛉
Flo recommends and routes. It never auto-approves spend.
⛉
Flo creates the PO only after approval. It never issues payment.
⛉
You set thresholds and chains. Changes take minutes, no ticket.
⛉
Over-threshold and exceptions escalate to a named human.
Intake and Approvals flow
See Flo work
Watch the agent take a live request from intake to PO.
Book a demo
Learn More
Intake management
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Workflows
->
Budgets
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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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