Company Card Spend, Categorized Two Ways at Once
An internal spend-management app for a holding company running several LLCs on shared cards — every transaction gets a Category and an Entity, pre-guessed automatically at ingest so the accountant reviews instead of starting from zero.
Five Star Group runs several LLCs off a shared set of company cards and one overworked accountant. Every transaction needs two answers, not one — what it was, GL-coded into a category, and which company it belongs to — and most off-the-shelf spend tools only handle the first dimension.
The tools that do handle entities treat it as an edge case, bolted on after the fact. For a business that's structurally multi-entity from the ground up, that split is the whole job, not a setting to configure around.
We built Spendaroo around the two-dimensional reality of the business: every transaction gets categorized and entity-tagged, and the app leads with the actual work queue instead of a vanity dashboard number.
- The home dashboard opens on the work itself — how many transactions need review, how many are missing a category, how many are missing an entity — not a chart nobody acts on.
- Transactions sync automatically from card accounts via Plaid, cursor-based and deduplicated, so re-running a sync can never double a charge.
- Categorization rules run at ingest — by the time a transaction reaches a human, it already carries a best-guess category and entity, and the job shrinks from categorizing everything to reviewing the guesses.
- Every table is row-level-security scoped to the organization, Plaid access tokens are readable only server-side, and receipts live in a private storage bucket served through short-lived signed URLs.
- Every write runs through a server action, and sensitive ones are audit-logged — who changed what, and when.
- The review queue ends in an accountant-ready CSV export, so the last step of the month is a download, not a spreadsheet rebuild.
The Stack
2 dimensions
Every transaction gets a Category and an Entity, not just one
1 day
From empty folder to a working, seeded, deployable app
Pre-categorized
Ingest-time rules mean review starts from a guess, not a blank field
Accountant-ready
Ends in a clean CSV export, not a spreadsheet rebuild
“The dashboard leads with the work queue, not a vanity number.”
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