Lack of Real-Time Expense Visibility: 
A Manufacturing industry client struggled with real-time expense visibility. Their finance team couldn’t track where money was going until monthly reports were finalized, which meant they were always looking backward instead of planning ahead. This delay often led to unintentional overspending across departments and projects. Without up-to-date insights, decision-making was reactive and lacked precision. Teams couldn’t confidently allocate budgets or identify problem areas quickly. The lack of clarity made it difficult to stay in control of financial operations 

Scattered Approval Processes: 
The approval process at our client Works was completely disorganized. Requests came through emails, phone calls, and even handwritten notes, making it difficult to track what had been approved and what hadn’t. There was no centralized system to monitor the status of expense requests. As a result, approvals were frequently delayed or lost altogether. These delays meant the company often missed out on early payment discounts from vendors. The lack of a streamlined workflow created confusion and slowed down financial operations. 

Zero Project-Wise Cost Clarity: 
Our Client had no system for organizing expenses by project. All spending was lumped together, making it nearly impossible to see where money was going. Without project-level categorization, tracking profitability for individual jobs was a guessing game. The finance team couldn’t identify which projects were running over budget. This lack of clarity hindered strategic planning and resource allocation. It also made it harder to justify costs or optimize spending across the business. 

Manual Receipt Collection & Matching: 
Month-end it was stressful, time-consuming process. The finance team had to manually collect receipts from employees across departments. Matching those receipts to the correct expenses often took several days. There was no automation—just spreadsheets, email threads, and a lot of double-checking. This manual effort led to frequent errors and delayed financial reporting. It drained team productivity and made closing the books feel like a race against time every month 

Stressful Audit Preparation: 
Audits were a major pain point for our client . Receipts and approvals were scattered across emails, paper files, and different team members’ desks. Without a centralized system, retrieving the right documents took hours—sometimes days. The finance team had to dig through old files to verify claims and transactions. This disorganization made the audit process not only time-consuming but also prone to mistakes. It created unnecessary stress and increased the risk of compliance issues during financial reviews