Workflows

Approval workflows configured in minutes, not months. Flo routes every request, escalates when needed, and closes the loop. Your team approves. Nothing else.

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AI workflow builder

Tell Flo what needs to happen. Flo assembles the steps, assigns owners, and structures phases. Add a manager approval, open a new phase, or reshape the chain by asking.

Chat creating a manager approval task, showing workflow from Request Intake by Michael to Manager Approval by Jim.

Intelligent routing

Flo reasons over every request and picks the path. No static rule trees to maintain. Flo reads each request, weighs spend, supplier, and risk, and routes it to the right approver. No manual triage.

User interface showing a budget flow setup with condition paths: 'Budget under 5k' and an else option.

Pre-built workflow templates

Start from a library of procurement workflows built for hardware, software, services, and onboarding. Pick a template, set your approvers and thresholds one time, and it is live. No blank canvas. No setup project.

Integrated process orchestration

Reduce redundant, manual work by connecting Spendflo to your ERP, P2P, CLM, GRC, and task management systems. Finance, infosec, and legal each work in the tools they already own, while Flo orchestrates the steps across them and routes the request straight to signature.

Workflow diagram showing three parallel approval steps: Finance Approval by Mary Jane (VP Finance), Infosec Approval by Ian Sanders (IT) using Jira, and Legal Review by Kevin (Legal) using Ironclad, all leading to a final Sign Contract step by Peter Parker using Docusign.

Every procurement exception.
Flo closes it.

Pink hexagon with a white four-pointed star shape in the center on a light background.

Workflows

Approvals

Approval Chain Recalculation

Flo recomputes the approval chain when amount, supplier, or cost center changes.

Flo Closes it ->

Slack

Intake

Intake Routing Guidance

Flo answers who approves this and routes the request without the email chain.

Flo Closes it ->

Slack

Approvals

Legal and GTM Routing

Flo routes requests to legal and GTM with full context attached.

Flo opens a net-new supplier, runs the checks, and builds the record for review.

Flo Closes it ->

Slack

Approvals

Purchase Request & Approval Agent

Flo does budget and policy-checks, and routes every PR, then raises the PO.

Flo answers is this allowed against your policy, in Slack, in seconds.

Flo Closes it ->

Slack

Approvals

Stalled Approval Recovery

Flo chases the overdue approver and clears the block before the request dies.

Flo escalates only what crosses your threshold and closes the rest.

Flo Closes it ->

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”

Smiling woman with long dark hair wearing a white top and black strap.

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.“

Smiling man with short dark hair and beard wearing a dark jacket outdoors with blurred greenery.

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.”

Smiling man with glasses and short hair wearing a black jacket in a light indoor setting.

Scott Stibich,

Senior Accountant.

Workflows

AI workflow builder

Intelligent routing

Pre-built workflow templates

Integrated process orchestration

Every procurement exception. Flo closes it.

Testimonials

AI-driven procurement that adds value every moment.

Every procurement exception.
Flo closes it.