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FAQ: Spend Insights

Spend Insights dashboards and the Spend Analyst chatbot — how they works, who they're for, and what’s coming next.

Updated over 2 weeks ago

🗓️ 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.


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