Intake Management

Give every team one guided way to request purchases, vendors, renewals, and services while procurement gets earlier visibility and a better spend compliance.

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Multi-step approval flow from request intake through legal review

Increase adoption with one guided intake experience

Make it easy for employees to start the right request without knowing the procurement process. Flo guides teams through the details procurement, finance, IT, legal, and security need, so requests arrive complete and actionable.

Multi-channel intake from Slack email and forms

Use cases including policy enforcement and budget impact analysis

Apply policies at the point of intake

Turn procurement policies into guided intake rules. Requesters see what is required, approvers get the context they need, and teams can standardize how spend is reviewed without adding more back-and-forth.

Orchestrate every request through the right path

Route each request based on category, amount, vendor, risk, department, budget, and policy requirements. Flo uses AI to collect context, guide routing, and send work to the right stakeholders and systems, so procurement does not have to chase every next step.

Procurement workflows including request intake and approval routing

Dashboard showing to-dos, requests, and upcoming renewals

Get earlier visibility and better spend compliance

Bring purchase requests, vendor requests, renewals, and approvals into one intake flow before spend moves forward. Spendflo helps teams follow the right policies, capture the right documents, and reduce off-process buying.

Built for the teams who own the number and who do the work.

Intake gives Flo the context to support finance and procurement from the same source of truth different jobs, connected workflows, and clearer ownership from request to approval.

For Finance

Flo flags every spend commitment before it hits the books.

For Procurement

Flo runs the full cycle. Every request to every payment.

Procurement teams running faster with Spendflo

“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.

See intake management in action

See how Spendflo guides requests through policies, approvals, owners, and systems so procurement gets cleaner intake, earlier visibility, and fewer manual follow-ups.

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