🗓️ Product Release & Access
Is this available to all users within a customer’s account?
Spend Insights is currently only available to users with a Superuser role. Broader role-based access permissions are planned for a future release.
Is it a paid feature?
The dashboards in Spend Insights are included in the platform.
The AI-powered Spend Analyst chatbot is free while in beta. A usage limit and/or pricing plan may be introduced for Spend Analyst at the end of the beta period.
Any customer segments not supported?
No restrictions — all Procurify customers are able to use Spend Insights..
📊 Features & Data
What metrics are covered?
Metrics around Purchasing, Expense, and Accounts Payable (AP).
Please refer to this page Spend Insights Overview for more details.
How often is the data refreshed?
Spend Insights data updates twice daily.
You can check the Last Updated timestamp for the more recent update.
Can the Spend Analyst take actions, like approving POs or changing budgets?
No — Spend Analyst is read-only. It’s designed to help you explore and understand data, not make changes.
Will using the Spend Analyst slow down the system?
Not at all. It runs in parallel and doesn’t impact platform performance.
🔐 Data Accuracy & Security
How accurate are the Spend Analyst responses?
The data is pulled from your account. However, AI interpretations can vary slightly. If something seems off, always double-check, drill into the source, and give us feedback.
Why does the answer change when I ask the same question?
AI uses context and phrasing to interpret queries. Slight variations can lead to different responses — that’s normal behavior.
What if the Spend Analyst gives a wrong answer?
Use your best judgment and ✅ / ❌ icons to flag the response. Feedback helps us improve over time.
Is my data secure?
Yes. Procurify is SOC 2 Type 2 compliant.
Spend Insights only accesses spend data you already have permission to view. No personal or sensitive data is exposed.
Can I disable the Spend Analyst?
Yes. If you'd like to opt out, reach out to your Procurify contact.