<- All agents

Spend policy check

Intake
Primary · Procurement
Secondary · Finance
Ready for publish

Can I expense this? Today that takes three emails and a week. The answer already exists in your policy. It just is not reachable at the moment of the question.

Flo reads the question and the spend details, checks them against your written policy and thresholds, and gives a real answer in Slack. Not a link to a PDF. An actual yes, no, or here is the path.

Flo answers from policy. People decide what to buy. Procurement stops being a blocker. The policy does the work.

Intake and Approvals flow
CONFIGURATION
TOOLS
Read question
Slack
Reads the spend question and the relevant details.
Check policy
Spendflo
Context Library
Checks the spend against your written policy and limits.
Answer in Slack
Slack
Returns a clear yes, no, or required path in seconds.
Open request
after approval
Workflow engine
Starts a request when the spend needs approval.
CONTEXT USED
  • Use Read question to confirm the request has budget before routing.
  • Use Check policy to validate the request and flag any exception.
  • Use Answer in Slack to route the chain to the right approvers, in order.
  • Once approved, use Open request 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
Ask: can I expense a $200 conference dinner?
2
Flo
Slack
Read the question and the amount
3
Flo
Spendflo
Check the travel and entertainment policy
4
Flo
Slack
Answer yes, within the per-head limit
5
Flo
Slack
Note the receipt requirement for reimbursement
6
Team
Spendflo
✓ Log the question and the answer given
7
Flo
Workflow engine
If over limit, open a request for approval
Intake and Approvals flow
GUARDRAILS
⛉
Flo answers from policy. It never grants exceptions on its own.
⛉
Flo opens a request when approval is required.
⛉
Edge cases and exceptions escalate to a human owner.
⛉
Every answer is logged so policy stays consistent.
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
->
Budgets
->
Workflows
->
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.
Schedule your free live demo
Fill out the form
Book a time slot
Attend a demo
By submitting this form, I agree that the Terms of Service and Privacy Notice will govern the use of services I receive and personal data I provide respectively.