IQ Finance, Spend & Governance

For people who only need to review, endorse, or approve occasionally, finding the right activity in amongst a full procurement workflow can be confusing - and that friction leads to missed approvals and stalled workflows. 

• A dedicated workspace for reviewing stage and phase activities, endorsements, and approvals. 

• Built specifically with infrequent users in mind, so there's less to learn and less to search for. 

• Makes it simpler to take part in procurement and contract workflows without needing deep solution knowledge.  

Value to you: Delegate Workspace helps more people participate confidently, which means fewer delays caused by missed approvals or hard-to-find information. Workflows keep moving, and the people who only dip in occasionally can do their part quickly and easily. 

Getting value from technology is about more than the software itself. From onboarding and implementation through to support, optimisation and ongoing growth, every stage of the customer journey matters. In our Autumn Release Wave, we're bringing these experiences together through Intelligent Services, combining digital onboarding, tiered support, AI-powered assistance, advisory expertise and repeatable delivery frameworks to help customers realise value faster and achieve better outcomes.

• Access Intelligent Service Tiers aligned to your business needs, from digital-first support through to Elite services with a dedicated Customer Value Manager, strategic reviews and additional expert services.*
• Resolve issues faster with Arlo, using AI-powered assistance, intelligent automation and improved routing to deliver quicker answers and reduce unnecessary escalations.
• Get up and running sooner with a streamlined onboarding and delivery experience, offering clear timelines, defined outcomes, greater visibility and a faster path to value.
• Make better use of your investment through Advisory Services and Product Health Checks, helping identify opportunities for optimisation, adoption and ongoing value realisation.
• Experience a connected service journey, where onboarding, support and professional services work together to deliver a more seamless experience.

*Or according to your applicable framework.

Without a live view of spend against a contract, it's hard for Contract Managers to know how close they are to agreed limits - which means overspend is often only discovered after the fact. 

• Link Contract records to Purchase Orders, with direct updates from your finance system. Alternatively, provide a finance system contract ID to capture spend related to that contract. 

• Get a real-time view of expenditure against specific contracts and agreements. 

• Access spend reporting at multiple levels, for a fine-grained view across the business, by category, or by supplier. 

Value to you: Contract Managers gain real visibility and control over spend, catching potential overspend earlier and making more informed commercial decisions. Deeper spend reporting also helps teams spot opportunities for cost control and stronger supplier management. 

Supplier due diligence often relies on emails, spreadsheets, and manual trackers spread across different teams. That makes it hard to assess suppliers consistently, slows decisions down, and increases the risk of something being missed. 

• Manage due diligence for new and existing suppliers through one workflow. 

• Use a configurable, structured process that adapts based on the nature of each supplier engagement. 

• Gather input from internal stakeholders, compliance teams, security teams, and suppliers themselves, all in one coordinated process.  

Value to you: Third-Party Risk Management helps reduce the financial, operational, security, and compliance risks that come with working with suppliers. Replacing fragmented, manual processes with a structured workflow means procurement teams can assess suppliers more consistently, improve accountability, and move due diligence and contracting decisions along faster. 

Risk teams have historically needed to work around their own data to get value from it. This wave delivers enhancements that ensure risk data is up-to-date and accurate and introduces a private preview of a new compliance capability. 

• Explore complex risk data through hierarchical filtering 
• Register interest in new Compliance Analysis Management module
• Take control of your governance and risk data 

Value to you: Risk teams get a single, connected view of exposure, instead of stitching data together manually, so issues surface sooner. 

Getting real value from AI has meant juggling separate tools for chat, knowledge and reporting, each with its own login and its own limits, and none of them talking to each other. IQ brings all of it together in one conversation, built on a sovereign platform designed to run at true enterprise scale, wherever your data needs to live.

• Work entirely from chat: a fast, dependable conversation with model choice, live web search and memory of past interactions.
• Ground every answer in your own documents, uploaded and scoped under your organisation's control, not a generic knowledge base.
• Ask for what you need in plain language and IQ applies the right skill automatically, with no separate tool to learn.
• Query your own data in plain English and get self-serve dashboards and reporting inside the conversation itself.
• Give administrators one governed home for licensing, user management, usage reporting and integrations, replacing scattered support tickets.
• Deploy IQ wherever your data must live, public cloud, private cloud or fully disconnected, with sign-in and compliance enforced automatically at every layer.

Every sector IQ needs the same things underneath it: joined-up data, fast analytics, and infrastructure that reaches every region you operate in. This wave strengthens the Intelligent Platform across all of it, so every product built on top gets richer, faster and more capable without any extra work on your part.

• Ask your data questions in plain English and get charts or dashboards back, with no report request or query language needed.
• Run on infrastructure live natively in the UK and Australia, keeping data in-region and cutting cross-region latency for local customers.
• Trust AI outputs checked through a structured, auditable review process, giving regulated sectors demonstrable assurance before and after go-live.
• Work with trusted partners who can onboard and manage their own customers directly, with strict boundaries and full audit visibility throughout.
• Self-administer secure data sharing to Snowflake without needing direct platform access, cutting out manual service account requests.