Enterprise Workflows
Everything you need to know

The back-office engine powering Ande's enterprise clients — from PO approvals and procurement integrations to legal agreements and centralized billing. A P0 priority for the company in 2026.

Central Billing Central Legal Procurement Workflows Expense Workflows BYOV Oracle Punchout

Enterprise user onboarding flow

From account creation to first booking — how an enterprise user experiences the Ande platform and all the workflows that activate behind the scenes.

🏢
1

Account setup

Admin configures company profile, SSO/Okta, cost centers and access levels in Control Center

Admin only
💳
2

Enterprise products enabled

Central Billing, Central Legal, Procurement (POs) are toggled on per client configuration

Config layer
📋
3

PO creation

Admin or booker creates Purchase Orders with budget, approvers, and user assignments

Procurement
🔍
4

Venue search & select

Booker discovers venues via AI, shortlists, and requests availability through the marketplace

Marketplace
5

Enterprise checkout

PO approval → Legal signing (SA / AA) → Payment via Central Billing or P-card

E2E workflow

For self-serve bookers

Marketplace booking

Booker searches venues on Ande, selects PO at checkout, approval triggers automatically if required. Legal is managed based on the company's Central Legal config.

For off-platform venues

BYOV (Bring Your Own Venue)

Booker CCs Ande AI agent on venue email. Agent captures details, creates an Event in Ande, and runs the full PO → Legal → Payment workflow natively.

Via AI assistant

Virtual Concierge (VC)

Booker chats with the Virtual Concierge. VC detects enterprise config, handles the booking, and escalates to the concierge team via Jira for legal and payment steps.

Four products. One workflow engine.

Enterprise Workflows is the product line that handles everything after a venue is selected — payments, approvals, legal, and expense tracking.

Central Billing

Ande pays venues on behalf of enterprise clients, then invoices monthly. Supports partner venues (direct checkout) and offline venues (P-card). Fee: 1% of GBV.

  • Ghost Cards — Admin-assignable virtual cards for teams/departments [P1]
  • Oracle ERP Integration — Streamline central billing for Cloudflare-style clients [P2]
  • Auto-Invoice Generation — Monthly invoices for clients like Cloudflare, Navan, Rockstar [P2]
  • Access Level Controls — Restrict who can use Central Billing payment option
  • Dispute & Refund Flows — Full support workflows for payment issues [P2]
  • Concierge Escalation Flow — VC routes CB tasks to concierge via Jira [Alpha — June 2]

Central Legal

Handles all legal agreements between enterprise clients and venues — via DocuSign Standard Agreement or Agent Agreement (LPOA) letting Ande sign on the client's behalf.

  • Standard Agreement (SA) — Ande sends DocuSign to venue. Tracks: Sent / Signed / Rejected / Expired
  • Agent Agreement (LPOA) — Concierge reviews & signs venue contracts within pre-agreed terms
  • SA → AA Fallback — If venue rejects SA, system falls back to Agent Agreement path automatically
  • Venue Contract Signing Page — Authenticated booker or concierge upload portal
  • SA Rejection Tracking — Per-venue rejection counter; data used for GTM leverage
  • Central MSA Integration — Coming: Standard MSA as part of enterprise & HG onboarding

Procurement Workflows

Full PO lifecycle management — create, assign, approve, and track purchase orders across enterprise entertainment spend. Oracle Punchout integration live for Cloudflare.

  • PO Creation & Assignment — Admins create POs, assign users, set budgets and approver chains [RELEASED]
  • PO Balance Tracking — Real-time balance updates against actual transactions [RELEASED]
  • Approval Chains — Direct supervisor → Team workflow approver → Client default approver
  • Oracle Punchout — Integrates Ande spend directly into Oracle procurement [Active blocker: ENT-158]
  • SOW Generation — Auto-generate Statement of Work to unlock PO approval [P2]
  • Retroactive PO Selection — Allow PO assignment after the event [ENT-218]
  • Pre-Funding from Control Center — Admin initiates PO funding upfront [P2]

Expense Workflows

Connects Ande entertainment spend with enterprise T&E systems (Navan, Concur, SAP). Cost center tracking, expense reports, and reconciliation at scale.

  • T&E Integrations — Connect with Navan, Concur, and other expense platforms
  • Expense Reports — Consolidated reporting across bookings and events
  • Cost Center Tracking — Map spend to departments and cost centers
  • Professional Services — Customer dev for bespoke enterprise integrations
  • Compliance Attestation — Track compliance for employee dining/entertainment bookings

BYOV — Bring Your Own Venue

Converts unstructured email bookings at off-platform venues into fully structured Ande events. Enforces PO approvals, legal agreements, and centralized billing — even when the venue isn't in the marketplace.

1

Email intake

Booker contacts venue directly and CCs the Ande AI agent. Agent identifies client, validates BYOV is enabled, and collects required data via the email thread.

Venue name Date & time Party size Pricing Legal path Payment
2

Event creation & PO

System creates the Event container in Ande. Sends the Event Submission Page (Stepper) to the booker. Booker selects their PO. Approval triggers if required.

Event created PO selection Approval email Manager notified
3

Legal workflow

Legal begins after PO approval. System determines the path: Standard Agreement (DocuSign) or Venue Contract (Agent Agreement or direct booker signing).

SA → DocuSign AA → Concierge signs SA rejected → AA fallback
4

Payment

Triggered only after legal is satisfied. Partner venues: concierge impersonates and checks out with Central Billing. Offline venues: concierge creates P-card and uploads receipt.

Partner: CB checkout Offline: P-card Receipt upload
5

Jira escalation

VC creates a Jira ticket (type: Agent Support) routed to the assigned account owner. Includes client, venue, PO, estimated GBV, products enabled, and instructions per config.

Agent Support type Products enabled Config-specific instructions
6

Confirmation

Reservation moves to CONFIRMED state. VC unpauses and posts completion message in the booker's chat thread as if it never stopped. Booker gets final confirmation email.

VC unpauses Booking confirmed Audit trail complete

Reservation confirmation requires all of the following

PO approved (if required)
+
Legal signed (SA or Venue Contract)
+
Payment not required
OR
Payment completed

Virtual Concierge × Enterprise Workflows

The VC detects enterprise configuration at conversation start and adapts its behavior. For enterprise users, it escalates to a Jira "Agent Support" ticket and pauses until the concierge team completes the work.

Config C0

Standard flow — no enterprise products

Central Billing
Central Legal

→ Normal VC booking

Config C1

Central Billing only — concierge pays

Central Billing
Central Legal

→ Booker signs, Ande pays

Config C2 / C3

Central Legal only — concierge signs

Central Billing
Central Legal

→ Ande signs, booker pays

Config C4–C7 (full)

Central Legal + Billing — concierge handles all

Central Billing
Central Legal

→ Ande handles everything

🔒 VC pauses

After enterprise escalation triggers, VC stops responding automatically. A Jira "Agent Support" ticket is created and routed to the client's assigned concierge.

👤 Concierge responds as VC

Concierge handles contract review, signing (SA/AA), and payment. Responds in the same booker chat thread, appearing as the VC persona — no context break for the booker.

🔓 VC unpauses on completion

When concierge posts the booking confirmation, VC unpauses and resumes automated responses. Ticket is closed. Booker receives confirmation email with full booking details.

Active issues & history

Key Linear and Jira issues across the Enterprise Workflows team. Use the issue links to get full context and current status.

BLOCKER
ENT-158 — Oracle Punchout approver logic

Assign manager of the requestor as budget owner in Oracle Punchout flow. Impacts Cloudflare onboarding.

IN REVIEW
ENT-251 — Notify PO owner when approvals are off

Email logic when Ande Approvals are turned off. Payment approval workflows section visibility.

PR OPEN
ENT-260 — PO approver order: direct supervisor first

Correct order: 1. Direct supervisor → 2. Team workflow approver → 3. Client default approver.

MERGED
ENT-258 — Send signed SA to Jira for repeat bookings

When venue has a signed Standard Agreement, send the signed version (not the unsigned template) to Jira.

MERGED
ENT-257 — Show SA and venue contracts in contracts section

Standard Agreement and venue contracts now visible in the event plan's contracts section.

OPEN
ENT-218 — Retroactive PO selection

Allow bookers to assign POs retroactively on Events. Approval flow triggered if required; no extra workflows.

DONE
DEV-3517 — PO balance missing for concierge requests

Payments on reservations from Concierge Requests were not being associated with events for PO accounting.

OPEN
DEV-3660 — Validate "New PO" against existing POs

System doesn't validate duplicate PO values when a user selects "New PO number" in checkout.

Key documents & references

Start here for specs, test plans, designs, and product definitions across the Enterprise Workflows product line.

PRD · Confluence

BYOV Product Requirements

Full product requirements for Bring Your Own Venue — intake logic, legal engine, payment, state models, and all notification tables.

→ Open in Confluence

Test Suite · Confluence

VC Enterprise Workflow Integration

52-case test suite for VC × Enterprise Workflows integration. Config matrix, entry/exit criteria, E2E critical paths EP-049 through EP-052.

→ Open test suite

Space · Confluence

Product — Enterprise Workflows

The dedicated Confluence space for the Enterprise Workflows product team. PEW space for all specs and docs.

→ Open space

Spec · Confluence

Admin concierge requests with enterprise workflows

Spec for overriding PO approvals when submitting service requests from Admin Portal. Covers all 4 acceptance criteria.

→ Read spec

Test Plan · Confluence

ENT-251: Email Templates & Approval Behaviors

Toggle behavior and email logic for all PO states: With PO, No PO, New PO, approvals on/off, same-person edge cases.

→ View test plan

Diagram · Figma

BYOV Master Flowchart

The complete end-to-end BYOV flow in FigJam — intake, PO, legal paths (SA/AA/fallback), payment, and reservation confirmation logic.

→ Open in Figma

Design · Figma

DW — Approvals (Design File)

All approval UI designs — checkout stepper, PO approval modal, contract signing landing page, and Control Center approval settings.

→ Open designs

Test Plan · Confluence

ENT-209: Procurement Settings & Approval Behavior

13 test cases covering approval toggle behavior, PO creation with approvals off, and existing PO selection scenarios.

→ View test plan

Issue Tracker · Linear

ENT Project Backlog

All active and backlog Linear tickets for the Enterprise Workflows team. Filter by team "Enterprise Workflows" for full view.

→ Open Linear

Team & Slack channels

Who to talk to and where to find conversations when you're stuck or have questions.

Core team

AB
Ashish Bidadi
Enterprise Workflows PM · PO approval logic, Central Legal, BYOV
PM
KH
Kenneth Ho
Engineering · Procurement, PO approval, Oracle punchout
Eng
SN
Satheesh Nagarajan
Engineering · Central Legal, Standard Agreement, Jira ticket creation
Eng
NC
Nick Carson
Engineering · VC × Enterprise integration, BYOV agent flows
Eng
MB
Meha Bakshi
Finance / FinOps · Central billing operations, payments, invoicing
FinOps

Slack channels

#
squad-enterprise-tools
Primary channel — engineering, PM, daily standups, PR reviews, bug discussions
#
enterprise-product
Product asks from GTM, customer feedback, feature requests for Enterprise BL
#
enterprise-sale-call-summaries
Sales call notes — enterprise prospect pain points, objections, workflow needs
#
releases
All deployment activity, including ENT workflow releases and staging status
OS
Ande OS — Enterprise Business Line
Full product roadmap, features, milestones, and requirements for Enterprise

Current company priority — May 2026

🎯 Alpha milestone

Deadline June 2, 2026. Key deliverables: VC→Concierge escalation for Central Billing, PO approval suggestion before booking.

⚙️ AI Native E2E

IN PROGRESS initiative to migrate all enterprise workflows to the new agentic platform. Every ENT workflow must be hardened against the VC integration.

🔗 Oracle Punchout

ENT-158 is an active BLOCKER for Cloudflare onboarding. Oracle procurement integration must be unblocked for top-down GBV growth.