Expense controls and approval processes for finance teams
We refined spending policies and approval rules to reduce discrepancies in financial operations.
Client
Our client is a spend management company that helps organizations manage expenses through corporate cards, accounts payable, procurement and financial controls. Its products are used by finance teams to maintain oversight of financial activity and support policy compliance in the business.
Challenge
Managing company spending required clearer rules and more reliable financial review.
Spending rules consistency
Enforcing spending rules for cards and expenses became complex with different card types and transaction states.
Approval flows
Approval requirements varied significantly between company structures and reporting hierarchies.
Expense and bill processing
Submitted expenses and bills required unnecessary manual review and verification.
Solution
- 01
Approval decision manager
Built an approval decision manager that routed requests by reporting hierarchy, expense type and review criteria.
- 02
Spending rules processor
Developed a spending rules processor that evaluated cards and expenses against policy requirements at each transaction state.
- 03
Expense verification system
Created an expense verification system that applied validation rules and managed review statuses for expenses and bills.
Result
Time spent resolving exceptions decreased, giving finance teams greater capacity to oversee company spend. The platform supported more than 5,000 companies as card activity, approvals and bill payments increased in volume.
Technologies used
Core technologies selected to support the product architecture.
React
TypeScript- React Native
Node.js
Python
PostgreSQL
GCP
“What made the engagement easier was the judgement Mountalis brought to the work. When there were several viable paths, they explained the implications and gave us a clear recommendation. It kept discussions focused and prevented technical decisions from dragging on.”
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