Integrations/Spendesk

Control what your AI agents do in Spendesk.

Let your team build AI agents for Spendesk. Bollard AI controls what each one can do, area by area.

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Spendesk
Finance Agent
Suppliers Area of the accountOffReadFull use
Spend data Area of the accountOffReadFull use
Purchase orders Area of the accountOffReadFull use
Cancel purchase orders
What agents can do

Set what each agent can do in every area of your account.

Each area of Spendesk, like suppliers, spend data, or purchase orders, gets one of three levels: Off, Read, or Full use. Anything not allowed is denied.

Off
No access
The agent can't open that area or see what's in it.
Read
Read-only
The agent can read spend data and supplier details in that area. It can't change anything.
Full use
Create and update
The agent can create and update records in that area, like adding a supplier.

Some actions stay off until explicitly turned on

Each one changes spend records or removes cost structure for good, so it could override the limits set on individual areas.

Cancelling purchase ordersDeleting cost centersChanging the accounting export
Set up & manage

Connect once. Manage everyone from there.

Connect once, then control access person by person. No new keys to hand out.

Step 1 · Set up

Connect once, company-wide

An admin connects your company's Spendesk a single time. Bollard AI lays out the areas of the account, and anything you don't allow stays out of reach for every agent.

Step 2 · Manage

Control access per person and agent

From one dashboard, set what every person and their agents can reach. Change it any time, with no new keys for anyone.

OffNo access
ReadRead-only
Full useRead, create, and update records in a single area
Example

A spend management agent.

A finance agent updates suppliers and can read your spend data, but it can't cancel a purchase order or delete a cost center.

Suppliers Area of the accountOffReadFull use
Spend data Area of the accountOffReadFull use
Purchase orders Area of the accountOffReadFull use

Manage access

ALLOWEDFinance Agent updated a record in Suppliers
ALLOWEDFinance Agent read the Spend data
BLOCKEDFinance Agent tried to open Purchase orders, denied by default

Monitor activity

The security model

Top-tier security.

Bollard AI is access control for AI agents. It sits between your agents and Spendesk, so they never hold your Spendesk keys and never reach Spendesk directly.

Everything runs through Bollard AI

Agents send their requests to Bollard AI, not to Spendesk. Bollard AI checks each one against your rules and passes only the allowed requests through.

Denied by default

Every area starts off-limits, and cancelling purchase orders is held back on top of that. An agent gets in only where you've allowed it, and anything Bollard AI doesn't recognise is refused and held for review, never waved through on a guess.

Your keys stay sealed

Your Spendesk keys are sealed in a vault unique to your company and never shown again. Bollard AI unlocks them only for the instant an allowed request needs it.

Activity you can read

Every attempt is recorded in plain English: who or which agent, what they tried, which supplier or purchase order, and the decision. The record is readable and can't be edited after the fact.

Questions

Spendesk, answered.

Does connecting Spendesk hand Bollard AI your whole account?+
Only the areas you allow. An admin connects your Spendesk, and you decide which areas, like suppliers or spend data, each agent can reach. Bollard AI doesn't browse or copy your account. It sits in front of it and checks every request the agents make, passing or blocking each one.
Can an agent cancel purchase orders or change cost centers?+
Not unless you turn it on. Cancelling purchase orders and deleting cost centers are held off by default, so an agent can manage suppliers and read spend data without ever cancelling orders or removing cost structure, until you explicitly allow it.
Can an agent see more than the person who owns it?+
No. An agent reaches only what its owner reaches. An explicit Off always overrides an inherited permission.
Where do our Spendesk keys live?+
Sealed in an encrypted vault, behind a key unique to your company. It's never shown again once connected, and Bollard AI unseals it only for the instant an allowed request needs it.
What happens when an agent tries something it's not allowed to do?+
Bollard AI blocks the request before it reaches Spendesk, and the blocked attempt lands in the activity record with the reason.
How do we connect Spendesk?+
An admin connects the company's Spendesk once. Bollard AI seals the connection and lays out the areas of the account to set rules for. From then on, all management happens in the Bollard AI dashboard.
Early access

Put your team's agents to work in Spendesk, without the risk.

We're onboarding our first development partners now. Tell us about your setup and we'll be in touch.

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