We built a custom expense reconciliation engine with automated rules, real-time syncing to live bank feeds, and integrated approval workflows. Policy flags were dynamically configured, enabling auto-detection of violations. A centralized dashboard gave finance and compliance teams full visibility into all transactions.
A fintech startup offering prepaid business cards and spend controls for startups and SMBs. The client needed to automate reconciliation processes to scale operations and improve financial accuracy.
With rapid customer onboarding, the client’s finance team was overwhelmed by manual reconciliation of thousands of transactions. Policy violations were often detected too late, and reporting cycles became inconsistent. They also lacked real-time visibility into suspicious or non-compliant expenses.
The new system cut reconciliation time from 3 days to under 3 hours and automatically flagged 98% of expense policy violations.
We built a custom expense reconciliation engine with automated rules, real-time syncing to live bank feeds, and integrated approval workflows. Policy flags were dynamically configured, enabling auto-detection of violations. A centralized dashboard gave finance and compliance teams full visibility into all transactions.
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