FINANCE OPERATIONS / 01

Connected expense operations

A custom expense workflow that brings in transactions from banks such as Revolut and Chase, then gives every purchase a clear owner and next action.

Expense tracking2026Bank feed / review / reconcile
SYSTEM VIEW / 0%
EXPENSE OPERATIONS LIVE
SPEND THIS MONTH€32,480.20

Transactions ready for review

RevolutAdobe€68.14Receipt attached
ChaseShell€112.80Needs category
RevolutFedEx€246.30Assigned to Marina
AUTOMATED WORKFLOWONE SOURCE OF TRUTH

Transactions flow into one workspace where employees can categorize spending, attach receipts, add notes, and identify the project or customer behind the cost.

Owners get a cleaner month-end process and a live view of where money is going—without asking the team to maintain another spreadsheet.