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How to raise a request using Flo?
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How to manage vendors/suppliers?
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Approvals: How to Approve, Reject, or Request More Info
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How to track upcoming renewals using Flo AI?
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How to Onboard a Supplier
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What can a Super Admin do within Spendflo?
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Roles in Spendflo: Who Can Do What
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Uploading a contract to Spendflo
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What Flo AI extracts from a contract and how to review it?
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About workflows: how approval chains are built?
Get Started
Guides to get started on the Spendflo platform.
Vendor Management
Guides for vendors, agreements and renewals management.
Insights
Guides for real-time insights on applications, licenses, spends and sentiment surveys.
Workflows
Guides for workflow creation and customization for procurement policies.
Requests & Intake Management
Guides for intake management & request management, contracts, and more.
Reports
Guides for Reports and Analytics across all modules on the platform.
Dashboard
Guides on the central platform dashboard
Integrations
Guides on Spendflo's integrations options with other apps.
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Dynamic License Management on Spendflo
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Adobe Direct Integration
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Atlassian Direct Integration
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Asana Direct Integration
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Box Direct Integration
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BrowserStack Direct Integration
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Calendly Direct Integration
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ClickUp Direct Integration
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Confluence Direct Integration
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Docusign Direct Integration
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Netsuite ERP Integration
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QuickBooks ERP Integration
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Coupa ERP Integration
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Xero ERP Integration
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Netsuite Finance Integration
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Quickbooks Finance Integration
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Xero Finance Integration
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Zoho Books Integration
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CSV Upload for Spend
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Coupa Integration
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Okta Usage Integration
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Okta Usage Integration 2.0
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Microsoft Azure AD Usage Integration
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Microsoft Azure AD Usage Integration 2.0
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OneLogin Usage Integration
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Onelogin Usage Integration 2.0
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Ping Identity Usage Integration
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JumpCloud Usage Integration
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Google Workspace Usage Integration
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Generic SAML 2.0 (Login) Integration
FAQs
Talks about Commonly Asked Questions on Spendflo.
Settings
Guides on setting up the platform
Product Updates
Talks about our sprint releases and feature enhancements on the Spendflo platform
Video Series
From creating Requests to managing Contracts and tracking SaaS Usage & Spend, these short video tutorials will show you how it’s done.
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Procurement Streamlined with Workflows
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Introducing Workflows
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Creating a New Workflow
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Creating Workflows With Templates
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Configuring Workflow Phases
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Configuring Workflow Tasks
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Building Custom Forms
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Configuring Workflow Checklists
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Configuring Workflow Conditions
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Managing Workflow Versions
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Introduction to Procure-to-Pay
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Purchase Orders - Product Overview & Details Page
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Purchase Orders - How-To & Configuration
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Invoice Inbox & Coding
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Invoice Detail Page & Configuration
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Invoice detail page and how-to guide
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POs and AP: from approved request to paid bill
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Bills approvals: reviewing and approving a bill