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Spend Policy Check

Intake
Primary · Procurement
Secondary · Finance

Policy compliance starts at the moment of the question, not at the exception report. Can I expense this usually takes three emails and a week, even though the answer already lives in your policy.

Flo reads the question and the spend details in Slack, checks them against your written policy and thresholds, and returns a real answer in seconds: yes, no, or here is the path. When the spend needs approval, it opens the request.

Flo answers from policy. People decide what to buy. Fewer exceptions reach month-end, and the compliance trend shows up in the dashboard instead of in a cleanup. Edge cases escalate to a human owner.

Intake and Approvals flow
AGENT CAPABILITIES
TOOLS
Read question
Slack
API
Reads the spend question and the relevant details.
Check policy
Flo
Context Library
Checks the spend against your written policy and limits.
Answer in Slack
Slack
API
Returns a clear yes, no, or required path in seconds.
Open request
Spendflo
Workflows
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.
HOW IT WORKS
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
Workflows
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
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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.
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