Policy Engine
Set spending limits, approved recipients, and approval requirements for your agents. Conto checks each payment request against your rules.
Company, team, then agent rules
Apply to every agent. Set by owners and admins.
Operations
sourcing-agent
$750 to Pacific Packaging
Needs approval → approver
A denial at any layer stops the payment. A team rule can tighten a company rule, and an agent rule can tighten both, but neither can loosen them.
Choose your spending rules
Check each payment request against your spending rules.
Spending limits
Set per-payment and period budgets. Add limits for a recipient, category, or project.
Recipient rules
Allow approved recipients, block excluded addresses, and review new recipients.
Payment frequency limits
Limit repeated payment requests and retries within a set period.
Approval amounts
Pause payments above your thresholds and show the reviewer which rule requires approval.
Set up payment checks
Configure rules
Assign rules to each agent and payment source through authorized owner access.
Send each request to Conto
Connect your payment tools to send Conto the amount, recipient, and purpose.
Return a clear decision
Your payment system follows the decision: proceed, stop, or wait for approval.
Test a purchase against your rules
Try a purchase, then change its amount or recipient to test the checkout rules.
- Per-checkout cap: $300
- Auto-approve below: $100
- Allowed categories: Food · shopping · tickets · apps
Where limits apply
Limits apply to payments made through the connected payment system. External signers must require authorization before sending.
Update spending rules in Conto.