🗓️ Product Access
Is this available to all users within a customer’s account?
Spend Insights is available to all users based on their existing permissions, location and department access, and admin settings.
Default access is granted as follows:
Purchasing Insights Permission – Users can access this dashboard if they have all of the following permissions:
View Orders by Vendor
View Orders by User
View Orders by Department
Expense Insights Permission - Users can access this dashboard if they have the following permission:
View Expenses by Department
AP Insights Permission – Users can access this dashboard if they have both of the following permissions:
View Bill
Create/View Payment and Payee
Location/Department Access – Location and Department access for Spend Insights follows the same configuration as Reporting Access.
Is it a paid feature?
Spend Insights is an included feature in the Procurify platform.
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.