---
sourceDocument: Australia Asset Management
sourceDocumentLink: https://www.servicenow.com/docs/r/australia/it-asset-management

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Asset Management

ft:clusterId :

    - itam

bundleId :

    - itam

workflow :

    - Technology


---

# Classify and normalize software spend transactions

# Classify and normalize software spend transactions by using ServiceNow Otto for Software Asset Management (SAM) {#ariaid-title1}

Release version: Australia  
Updated September 10, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Classify imported spend transactions to identify software purchases and normalize the derived raw publisher and raw product by matching them to existing publisher and product records. This automation reduces manual effort and
improves spend reporting accuracy.

## Before you begin

Role required: sam_user  
The following plugins and store applications must be installed on your ServiceNow instance to use the AI skills:

* [ServiceNow Otto for Software Asset Management (SAM)](https://store.servicenow.com/store/app/869d23661b646a50a85b16db234bcbab) (sn-now-assist-sam) app
* Software Asset Management Professional (com.snc.samp) plugin
* [Software Asset Workspace](https://store.servicenow.com/store/app/f3a752821b4f221084105282604bcb32) (sn_sam_workspace) app
* Software Asset Management - Spend Detection (com.sn_sam_spend) plugin
{#classify-normalize-software-spend-transactions__ul_ctx_w2m_njc}

AI Search must be activated on your ServiceNow® instance. For details, see the AI Search activation steps in [Install ServiceNow Otto for Software Asset Management (SAM)](https://www.servicenow.com/docs/mVkOIhkwM~sIX5VW0xxuWw "If you have the admin role, you can install the ServiceNow Otto for SAM application. The ServiceNow Otto for SAM application integrates generative AI capabilities into your daily workflow tasks.").

## About this task

Important:  
This generative AI skill is turned on by default. The skill will be automatically available to appropriate role users for the application. For more information, see [AI agents, skills, and agentic workflows on by default](https://www.servicenow.com/docs/access?context=now-assist-skills-on-by-default&version=australia&pubname=australia-intelligent-experiences&ft:locale=en-US).  
ServiceNow Otto for SAM classifies and normalizes spend transactions through the Spend transaction software classification skill and the Spend transaction software normalization skill. The skills run automatically as part of the Software Spend Detection workflow whenever spend transactions are imported or manually created.  
Note:  
AI-generated classifications may contain inaccuracies. Review AI-classified transactions to verify accuracy before using them for compliance or financial reporting.

## Procedure

1. Import spend transactions or manually create a spend transaction.  
   For details, see:
   * [Import financial transactions](https://www.servicenow.com/docs/2vtR3dCqoYhbrJifo3HT5g "Import a Microsoft Excel spreadsheet of financial transaction data in the Software Asset Workspace to start managing software spending.")
   * [Create a spend transaction manually](https://www.servicenow.com/docs/9YzCvYSUYwex8KlqlCpf6Q "Create spend transactions for one-off software purchases or spend records that are not captured in your accounts payable import file. This allows you to track all software spending in one location.")
2. After the SAM - Label Spend Transactions scheduled job runs, navigate to Software Asset WorkspaceLicense operationsSoftware spend detectionAll transactions to review the classified transactions.  
   The list shows each transaction's state, publisher, product, and prediction method. For details, see [Managing software spend in the Software Asset Workspace](https://www.servicenow.com/docs/X_p3pa1bes04umcyLlLVFw "The Software Spend Detection feature is available in the Software Asset Workspace under License operations. Use Software Spend Detection in the Software Asset Workspace to import financial transactions, review labeled transactions, and track software spending across your organization.") and [AI-powered software spend detection](https://www.servicenow.com/docs/3GNIOacBdNWzckiHediN6g "AI-powered spend detection identifies software purchases in imported spend transactions and normalizes the derived raw publisher and raw product to existing publisher and product records in Software Asset Management Content Library. This automation improves spend reporting accuracy and reduces manual classification effort.").

*[\>]: and then