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A multi-tenant SaaS platform for finance teams to submit, approve, and reconcile business expenses across departments.
Finance teams were tracking expenses across spreadsheets and disconnected tools, causing delayed approvals, duplicate entries, and limited visibility into departmental spend.
Dvexo designed and built a multi-tenant SaaS platform with role-based approval workflows, receipt capture, and real-time reporting, integrated directly with existing accounting software.
Finance teams gained a single source of truth for spend, with automated approval routing replacing manual email chains and spreadsheet reconciliation.
Finance teams were approving expenses over email and reconciling them in spreadsheets. Approvals stalled in inboxes, the same receipt was submitted twice more often than anyone wanted to admit, and nobody could answer what a department had actually spent this quarter without rebuilding the answer by hand.
The product had to serve multiple client organizations from one platform, each with its own approval hierarchy, spend policies, and accounting integration — without any possibility of one tenant seeing another's data.
Every table carries a tenant identifier and PostgreSQL row-level security enforces it, so isolation holds even if application code forgets a WHERE clause. Relying on developers to remember the filter is how multi-tenant data leaks happen.
Approval hierarchies differ per organization, so they are configuration rather than branching logic. Onboarding a client with a new policy is a configuration change instead of a release.
Export formats and the sync contract with existing accounting software were settled during architecture. Retrofitting an accounting integration means revisiting the data model, which is far more expensive than designing around it.
Finance teams work from one source of truth for spend, with approval routing replacing email chains entirely.
Because approval policies are configuration, the platform onboards organizations with different hierarchies without engineering involvement.
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