Development of a Modular Cross-Platform Employee Expense Management and Reporting Application

The client currently relies on legacy native applications for collecting employee business expenses, which lack functionality and flexibility, leading to client dissatisfaction and loss of business. Existing payroll systems cover only payroll data, resulting in a significant client attrition (up to 30%). The client needs a unified, scalable, and adaptable mobile solution for expense management that seamlessly integrates with existing payroll systems and accommodates diverse client needs across different markets.

A mid to large-sized financial services firm specializing in integrated banking, payroll, and expense management solutions for corporate clients across multiple markets.

• Rebuild and modernize the existing expense management application to improve functionality and user experience.
• Implement a modular, scalable architecture that supports whitelabel configurations for different clients and market requirements.
• Ensure seamless integration of expense data with existing payroll and financial systems to prevent client churn.
• Reduce development and deployment time through a component-based, dynamic configuration approach.
• Enhance data security, user access management, and UI/UX consistency across multiple versions of the application.
• Achieve measurable improvements in client retention, user satisfaction, and operational efficiency.

• User profiles with personal, contact, and banking details
• Receipt upload via scan, gallery, or PDF, with manual input options
• Expense creation with additional details like date, expense type, comments
• Mileage tracking with details such as departure/return date, vehicle type, fuel, and additional conditions
• Generation, submission, and status tracking of expense reports
• Centralized expense dashboard with visualization tools for admin review
• Configurable branding and UI customization via dynamic configuration files
• Reusable UI components and asset management system for consistent user experience
• Role-based access for employees, approvers, and admins
• Opportunity for client-specific functionalities via modular architecture

• Payroll and financial systems for data synchronization
• Receipt scanning and PDF upload modules
• Analytics and reporting platforms for data visualization
• Authentication and user management systems

• Scalability to support multiple clients with various sizes and needs
• Performance ensuring smooth user interactions and fast data processing
• Data security adhering to industry standards for sensitive financial information
• High availability and uptime for global usage
• Maintainability with modular, reusable components and clear configuration management

The new application aims to significantly improve client retention (reducing attrition caused by functional gaps), streamline expense and payroll data collection processes, and accelerate product deployment across markets. Expected results include a reduction in client churn by approximately 30%, improved user satisfaction through enhanced UI/UX, and increased operational efficiency via scalable, quick-to-market, whitelabel solutions. Additionally, the flexible architecture will facilitate rapid adaptation to evolving market demands and client-specific requirements.