SpendFlow

The problem SpendFlow solves

Small teams lose receipts in email threads and chat. Approvals stall because there is no clear queue. Finance cannot see where cash is going until month-end, and employees wait weeks to be reimbursed for out-of-pocket costs.

What SpendFlow does

Capture — Submit an expense in seconds with vendor, amount, date, category, project, and a receipt note. Policy rules flag over-limit and out-of-policy items automatically at submission time.

Review — Every submission lands in a prioritized approval queue. Policy exceptions surface first. Approvers can approve, request more information, or reject from the queue card without opening a separate screen.

Track — A finance dashboard shows month-to-date spend, pending approvals, reimbursed amounts, and budget vs. actual by category — all updated in real time as the team submits and approves.

Reimburse — The full lifecycle from draft through submitted, under review, approved, and reimbursed is tracked with a timestamped audit trail on every expense, including who acted and why.

Built-in AI features

SpendFlow includes two targeted AI actions that turn manual data entry and report writing into one-click tasks.

Receipt extraction — on the Expense Detail screen

When a team member pastes receipt text into the receipt note field — such as a forwarded email confirmation, a scanned receipt description, or a copied itinerary — the Extract Receipt Details button reads that text and returns a structured suggestion: vendor name, amount, expense date, and the most appropriate budget category, along with a one-sentence rationale explaining the classification. The result appears inline so the reviewer can confirm or adjust before approving.

Input: The raw receipt note text already attached to the expense (no upload or extra step required). Output: Vendor, amount, date, category, and a short classification rationale — ready to verify in seconds. Where: Expense Detail screen → AI Receipt Extraction panel → Extract Details button. Time saved: Eliminates the back-and-forth of asking submitters to re-categorize or re-enter amounts from receipts — a task that typically adds a day to the approval cycle.

Report summarization — on the Budgets & Reports screen

When a finance manager opens the Budgets & Reports screen and clicks Summarize Report, SpendFlow sends the current month's category spend, project spend, and utilization data to the AI and returns a concise plain-language analysis — typically three to four sentences covering total spend, the top categories, any over-budget areas, and patterns worth watching. The summary is written in the same direct voice finance teams use in board updates.

Input: The live budget report data already on screen — category allocations, month-to-date spend, and project budgets (no export or copy-paste required). Output: A ready-to-share prose summary of the current expense picture, including dollar amounts and specific category or project callouts. Where: Budgets & Reports screen → Summarize Report button (top right). Time saved: Replaces 15–30 minutes of manually writing a monthly spend narrative — useful before a board call, an all-hands, or a budget review.

Both features handle loading, success, out-of-credits, and error states throughout, and work within the Glide AI binding so no external API keys or configuration are needed.

Built for small finance teams

SpendFlow ships with 12 budget categories, 10 project cost centers, and a 39-row realistic expense ledger so every screen tells a real story on first load. Photoreal employee avatars, receipt images, and a finance command center hero make it screenshot-ready for the App Store out of the box.