ServiceNow Otto for Finance and Procurement

  • Release version: Zurich
  • Updated March 12, 2026
  • 2 minutes to read
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    Summary of ServiceNow Otto for Finance and Procurement

    ServiceNow Otto for Finance and Procurement is a generative AI-powered application designed to help you summarize purchase orders and keep fulfillers informed about order status, progress, and required actions. It integrates AI capabilities to streamline finance and procurement workflows, enhancing visibility and communication within your organization.

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    Getting Started and Configuration

    To use ServiceNow Otto for Finance and Procurement, you need to configure the application within your ServiceNow environment. Configuration involves selecting AI model providers such as Now LLM Service, Azure OpenAI, Google Gemini, or Anthropic Claude on AWS. You then manage AI options via the AI Control Tower and set skill-level preferences through the AI Admin Hub console.

    Important Usage Considerations

    • Availability Restrictions: Some AI features may be unavailable in specific government or restricted data center environments, such as FedRAMP, NSC DOD IL5, Australia IRAP-Protected data centers, or self-hosted instances.
    • AI Limitations: As the application uses evolving AI and machine learning technologies, outputs may not always be fully accurate or appropriate. It is essential to apply human oversight, thoroughly test outputs for your use cases, and avoid sole reliance on AI-generated results, especially in sensitive areas like finance.
    • Data Processing and Privacy: Usage involves transferring data from your instance to centralized ServiceNow environments or third-party cloud providers (e.g., Microsoft Azure). Data handling follows ServiceNow’s internal policies, and you can opt out of data collection used for improving AI models.

    Support and Troubleshooting

    For assistance, you can leverage resources such as the ServiceNow Community on AI and Intelligence, the Known Error Portal, and Customer Service and Support channels.

    Use ServiceNow Otto for Finance and Procurement to summarize purchase orders and keep fulfillers informed of their status, progress, and required actions.

    Get started

    Important:
    Some Now Assist products/features are currently unavailable for customers in the FedRAMP, NSC DOD IL5, or Australia IRAP-Protected data centers, self-hosted customers, or in other restricted environments. For more information, see the KB0743854 article in the Now Support Knowledge Base. Please check for availability updates in future releases.

    Troubleshoot and get help

    You can use Now LLM Service, Azure OpenAI, Google Gemini or Anthropic Claude on AWS as the AI model provider for all generative AI skills and AI agents. Use the Configuration Controls in AI Control Tower to define which options are available, then set the skill-level preferences in the AI Admin Hub console. For more information, see Large language models on the ServiceNow AI Platform®.