Get insights on spend and usage

Overview

Spendflo’s Intake to Procure platform seamlessly provides detailed analytics on spends and utilization as part of the onboarding process. This feature offers visibility into the costs associated with licenses, subscriptions, and onboarding materials, helping teams monitor and manage spend and usage data for much more impactful analysis. Additionally, the teams can also make informed decisions, adjust spending, and ensure onboarding resources are used efficiently.

Key Benefits

Tracking spend across vendors and managing licenses during onboarding provides essential insights for financial optimization. By consolidating spend data, users can identify areas of high expenditure and take corrective actions. License management highlights unused or underutilized licenses, enabling reallocations or downgrades to save costs.

Completing these onboarding steps provides a strong foundation for real-time tracking and analysis, helping users make informed decisions and improve budget efficiency. Within the platform, this consists of the following tasks to be completed:

Getting Insights on Spend and Usage

Step 1. On the onboarding home page within the platform, click on the “Get Insights on Spend and Usage” tab to get started. This unveils a dropdown of the tasks related to the onboarding step.

Step 2. Click on the task “Connect your Finance system” and then click on the CTA “Connect Finance System” to proceed.

This will be redirected to the integrations page. For more information on Finance integrations, click here.

Step 3. Lastly, click on the task “Integrate your SaaS products” and then click on the CTA “View Integrations” to proceed.

This will be redirected to the integrations page for managing available apps within the Spendflo platform. For more information on Direct integrations, click here.

With these steps done, all the steps under “Get Insights on Spend and Usage” reach the completed state.

For more information on new user training, click here.