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Threshold Escalation

Approvals
Primary · Finance
Secondary · Procurement

Leaders drown in approvals that never needed them. Most approvals sit below the line that requires leadership judgment, yet the high-risk items wait in the same queue as a routine request.

Flo reads each request against your thresholds, routes the low-risk ones on their standard path, and escalates only what crosses the line, with the budget, supplier, and policy context a leader needs to decide. It does the triage, it does not just surface a queue.

Flo escalates and closes. Leaders decide the big calls. Their queue holds only what matters and everything else still moves. Threshold rules are yours to set and change, and every escalation is logged.

Intake and Approvals flow
AGENT CAPABILITIES
TOOLS
Read request
Spendflo
Workflows
Reads the request amount, risk, and category.
Check threshold
Flo
Context Library
Compares the request against your escalation rules.
Escalate
Slack
API
Escalates over-threshold items with full context.
Close standard
Spendflo
Workflows
Routes low-risk requests on their standard path.
CONTEXT USED
  • Use Read request to confirm the request has budget before routing.
  • Use Check threshold to validate the request and flag any exception.
  • Use Escalate to route the chain to the right approvers, in order.
  • Once approved, use Close standard 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
System
Workflows
Two requests arrive: $400 and $80K
2
Flo
Spendflo
Check both against escalation thresholds
3
Flo
Workflows
Route the $400 on its standard path
4
Flo
Spendflo
Flag the $80K as over threshold
5
Flo
Slack
Escalate the $80K with context to the VP
6
Team
Slack
✓ VP approves the high-value request
7
Flo
Workflows
Both requests advance, no leader noise
Intake and Approvals flow
GUARDRAILS
⛉
Flo escalates by your rules. It never decides the escalated item.
⛉
Flo routes standard requests, it does not auto-approve them.
⛉
Threshold rules are yours to set and change in minutes.
⛉
Every escalation and its trigger is logged for audit.
Intake and Approvals flow
See Flo work
Watch the agent take a live request from intake to PO.
Book a demo
Learn More
Workflows
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Budgets
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Intake management
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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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