Implement an automated enrichment workflow that continuously updates Spendesk’s finance and spend data across integrated tools, ensuring real-time accuracy for spend attribution, forecasting, and compliance. This system leverages AI-driven data enrichment, de-duplication, and cross-system syncing (e.g., with HubSpot, Segment, and core finance platforms).

Conduct a deep-dive audit of current finance, spend, and RevOps workflows to identify siloed processes, broken integrations, and automation gaps. Deliver a prioritized roadmap for unified workflow automation spanning procurement, approvals, and budget management, tailored to Spendesk’s mid-market/global finance team structure.

Unlocks 15–25% process efficiency by mapping and eliminating redundant manual steps; enables scalable automation, supporting consistent spend approvals and budget control as highlighted in core pain points.

Deploy an automated, multichannel follow-up sequence for missed internal spend approval or budget meetings (email, Slack, and SMS), ensuring decision-makers are promptly re-engaged and spend controls remain on track. Integrates with calendar and messaging tools used by global finance teams.

Reduces approval cycle time by up to 30%, salvaging delayed decisions that can otherwise slow pipeline velocity or disrupt financial forecasting—critical for mid-market teams managing high transaction volumes.