Item: Glean AI
Rating: 10
Author: Fuad Elfar

Use Cases and Deployment Scope

Glean helps us centralize key documents (i.e. invoices) for key reviews such as audit & internal controls & allows for a collaborative approval workflow (and the ability for cross functional partners to track their team's spend). Also, Glean helps us make our month end close processes more efficient by directly booking entries such as prepaids.

Pros and Cons

The Glean team is very receptive to product feedback and is quick to act on the input.
The ability to set reminders for contract renewal dates helps us keep tabs on vendor agreements and ensure we act in a timely manner w/r/t negotiations.

Lack of SSO for logging prevents us from centralizing logins

Most Important Features

Collaborative approval flow
document rentention
Reporting

Return on Investment

More efficient year-end audit process
Saves time on month-end close
Push certain accounting entries straight from Glean to QBO

Key Insights

Do you think Glean AI delivers good value for the price?

Yes

Are you happy with Glean AI's feature set?

Yes

Did Glean AI live up to sales and marketing promises?

Yes

Did implementation of Glean AI go as expected?

I wasn't involved with the implementation phase

Would you buy Glean AI again?

Yes

Likelihood to Recommend

The Glean team is very receptive to product feedback and is quick to act on the input. Very excited for upcoming features that will allow us to have a comprehensive view of expenses across AP & external sources which will help optimize our FP&A forecasting & accrual processes. It is clear from conversations with the Glean team that they plan to consistently add new features to make Glean a central expense hub while still optimizing for the core product.Additionally, the ability to set reminders for contract renewal dates helps us keep tabs on vendor agreements and ensure we act in a timely manner w/r/t negotiations.

Responsive & High Touch Team. Great product w/bright future

Overall Satisfaction with Glean AI