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 routing
Added support for configurable approval paths based on reporting structure, expense type and review requirements.
- 02
Spending policies
Refined how spending policies and validation rules worked for cards, expenses and transaction states.
- 03
Expense review
Streamlined validation rules and status handling for expenses and bills to reduce manual review during approval.
Result
Spending controls became easier to enforce as card activity, approvals and bill payments increased in volume. Finance teams spent less time resolving exceptions and more time overseeing company spend. The platform continued supporting more than 5,000 companies.
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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