“We’re watching to see co-pilot usage rise while traditional navigation declines. That’s how we’ll know we’ve nailed it.”
Executive Summary
Spendflo integrated Adopt AI to deliver a conversational co-pilot that gives customers instant access to procurement data using natural language. What started as an internal build turned into a strategic partnership—enabling faster deployment, smarter interactions, and stronger user engagement.
Key Outcomes
In the AI era, applications need to adapt to what their users need versus users having to learn how applications work.
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Launched a chat-based co-pilot for procurement insights
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Replaced manual navigation with real-time Q&A
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Freed up engineering resources by building on existing infrastructure
About Spendflo
Spendflo helps mid-market and enterprise businesses manage the entire procurement lifecycle. From intake requests to renewals, the platform streamlines workflows, improves compliance, and integrates with finance tools like NetSuite.
AI and Customer Expectations
AI redefined user expectations—customers now wanted fast, conversational answers, not dashboards. Spendflo’s core product priorities made in-house AI unscalable.
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2-day integration with full RBAC support
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Adopt extended SDK support to match Spendflo’s unique needs
A Seamless Rollout
Traditional apps rely on rigid UI layers and complex workflows. Users struggle to navigate them, leading to low adoption, poor activation, and wasted potential. The result? Underused features, disengaged users, and missed business goals.
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2-day integration with full RBAC support
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SOPs built for QA, release management, and fallback handling
Adopt extended SDK support to match Spendflo’s unique needs
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How We Solved It
Spendflo selected Adopt AI to accelerate the launch of an intelligent conversational layer without diverting precious engineering cycles from core product delivery. Adopt’s platform offered more than just chat—it provided agentic capabilities that could both retrieve and execute actions, directly within Spendflo’s application.
After a technical deep dive with Adopt’s founding team, it became clear the integration would be fast, flexible, and aligned with Spendflo’s long-term vision of dual-interface UX (UI + CI). Adopt’s ability to work with Spendflo’s existing APIs, RBAC model, and multi-tenant architecture was a key differentiator.
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Works with what’s already built: Integrated seamlessly with existing APIs and infra—no rebuilds or rewiring
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Actionable AI: Went beyond fetch to support creation of procurement requests, contract records, and more (full CRUD)
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Secure & compliant: SOC 2 Type 2 and ISO-certified to meet customer data standards
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Fast time to deploy: Live in less than two days with minimal engineering lift
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Measurable impact of a new conversational interface.
With Adopt AI, Spendflo delivered a more intuitive experience for its customers—speeding up access to data and simplifying routine actions. Adoption of the conversational interface is expected to reduce friction and improve engagement.
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Users can now ask questions and complete tasks faster— within the permissions and workflows they already use.
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Integrated in just a few days — without compromising roadmap or governance.
A partnership that delivered on immediate needs and future growth.
The partnership delivered a comprehensive solution that not only addressed Spendflo's immediate needs but also established a framework for their long-term growth.
The collaboration enabled Spendflo to significantly speed up their product development and efficiently deploy new features. The resulting system proved to be a robust and reliable asset for the organization, moving beyond the limitations of a proof-of-concept. The success of this project was a testament to a collaborative effort, with both teams working together to achieve a positive outcome.
Accelerates roadmap without tradeoffs
We accelerated our product roadmap by bypassing traditional development cycles. The platform handled the core infrastructure, allowing us to deliver on our vision without compromising on quality or features.
Operationally scalable, not just a demo
Our new solution is engineered for production, not just a demo. It's a fully integrated and robust platform that scales with our business, handling real-world user volumes with consistent performance and reliability.
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Trusted team with shared ownership of outcomes
The partnership was a true extension of our team. Their commitment to our success was clear, and they took shared ownership of the outcomes, ensuring our goals were exceeded.
Adopt + Spendflo
Spendflo integrated Adopt AI to deliver a conversational co-pilot that gives customers instant access to procurement data using natural language. What started as an internal build turned into a strategic partnership—enabling faster deployment, smarter interactions, and stronger user engagement.
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