FinTech

Automating expense management process

A powerful expense management platform that automates tracking, approvals, and budgeting, helping businesses improve financial efficiency and control

KEY INSIGHTS
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Streamlined financial workflows

Automating expense tracking and approvals reduced processing time and improved efficiency

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Enhanced visibility & control

Real-time analytics and budget tracking empowered businesses to optimize financial decisions

About the client

The customer reached out to us to help them maintain and improve their existing software for managing expenses, receipts, and reports.

Automating expense management process

Challenge

The challenge was to optimize expense tracking, automate approvals, and integrate with financial tools while ensuring security and compliance.

Project Overview

Crunch team of 4–8 developers has contributed to the development of a number of features that support the clients’ expense management needs. Among them are the following:

Expense management and processing

Scanning receipts, uploading receipts from mobile devices or computers to create expenses, submitting recurring expenses, splitting expenses based on category, creating and tracking expenses via WhatsApp, Slack, MS Outlook 365, Gmail, and more.

Cards management

Automatic reconciliation and tracking of card transactions, multiple cards management, integration with various card providers.

Finance operations

Creating custom categories, creating custom exports of the needed expense, creating custom policies on any expense, and more.

Expense approval management

Parallel, sequential, and multi-stage approval workflows, automated reminders to approve pending reports, automated approvals based on defined configurations, and more.

Payments management

Processing ACH payments, monitoring ACH transaction status, exporting reimbursement-related information to a convenient format.

Budgets management

Configuring budgets, setting budget limits, real-time statistics of expense spends against budgets.

Analytics

Spending and risk insights, real-time card spends visibility, centralized analytics on spends against budgets, and more.

The solution can be easily integrated with various software systems, APIs, and banks.

From the security standpoint, the solution complies with all regulations, providing role-based access to sensitive expense data and single-sign on. Also, it provides audit logs, real-time expenses visibility, fraud detection, and currency exchange rates management for the organization.

Results

The solution has transformed expense management for enterprises and SMBs by automating financial tasks, improving visibility, and optimizing decision-making. Businesses now benefit from reduced manual effort, better control over expenses, and enhanced financial transparency.

PROJECT INFO

Location

USA

Team Size

6 engineers

Team Location

Poland

Technologies

Kotlin, React

Database

Oracle

Web Server

Lighttpd

DevOps

GitHub, Jenkins, AWS, Varnish

Other technologies

Cloudflare, Route53, jQuery CDN, CloudFront, Visa, MasterCard, Fastly

Clients’ words

Crunch impressed me with is the quality of developers. It is simply much better than in any other company we’ve tried working with.

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Klaus
CEO at YouWe

We are impressed with their performance, how they are engaged with product development, and how they care about the product.

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Sebastian
Co-Founder & CTO at Accountflow

It’s been a very enjoyable experience. All has been fantastic about communicating, and working.

Poster
Marta
Consultant at GIA Networks

Our partnership with Crunch has been an invaluable resource as we’ve scaled.

Poster
Ryan
CTO at WorkDove

What I found in Crunch was the technical competency, ability to think outside the box, and very good English.

Poster
Garrett
COO at Tabulate

They have a large impact on the whole architecture we ended up with. Overall, I’ve been pleased and impressed with everything Crunch did for us.

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Kenneth
CTO at Zuar

Working with Crunch was easy. They were patient with us as we worked through the contract questions and patient again as we were getting our billing set up. The design work was elegant and the developer delivered the app we had contracted for on time and good quality.

Scott
VP of Software Engineering at Analytic Index

The team at Crunch was very nice to work with. They worked diligently and were very professional. When questions or technical problems arose, they answered them quickly and were always ready and kind about helping us.

Miia
Business Management at Conmark Systems

Crunch developer helped us deliver an important feature for our project much faster than expected.

Rosario
VP of Engineering at Profitap

Crunch facilitated a seamless, collaborative effort throughout the project. The team maintained open lines of communication, kept detailed records of task assignments, and adhered to project timelines. Their expertise regarding both design and development sets the company apart.

Sisun
CEO at Chintech

Crunch provides ongoing development support that meets project requirements as needed. Despite their offshore location, they are easy to work with and accessible through communication channels

Bob
CTO at Timegen

The best vendor we could possibly find. Crunch blends practical development with innovative design principals. Internal and external feedback to app development has been positive. They complete project milestones by the planned schedule and deliver within budget. The team’s responsive and willing to engage in productive dialogue.

Jeff
CEO at USA Software Company

Crunch exceeded my expectations. I appreciated the developers’ resourcefulness in the face of constraints and complex requirements. The company able to deliver and complete the project successfully.

Kate
Product manager at Mezonin

The project has gone smoothly so far. Crunch has an exceptional work ethic. Consequentially, they’ve been able to tackle every challenge that comes their way. They manage day-to-day work on their own well but also communicate with us regularly to make sure we’re on the same page.

Andrew
CMO at Qinetics

The app Crunch worked on is clean, streamlined, and functions as intended. Crunch goes above and beyond to ensure that both teams are in tune. The passionate team crafts an enjoyable experience through their positive demeanor and effective project management skills. The team was very friendly, and working with them was a pleasure.

Ian
CEO at Biomicc

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