Finance Analytics Dashboard
Multi-tenant SaaS that turns corporate card statements into AI-powered dashboards.
Year
2024–2025
Role
Lead engineer
Client
Zaigo
Stack
~90%
less manual workflow
Multi-tenant
SaaS architecture
RAG
powered agents
AI
spend classification
A finance analytics platform that ingests corporate card statements, classifies spend with AI and lets teams query their data through RAG-powered agents.
The problem
Finance teams were processing corporate card statements by hand — slow, error-prone work that produced little insight. The data existed, but turning it into answers took days of manual effort each cycle.
The approach
- Statement ingestion pipeline — uploads are parsed and normalised asynchronously with ARQ workers behind Redis.
- AI classification — transactions are categorised by LLMs, with human-in-the-loop review for low-confidence cases.
- RAG-powered agents — analysts ask questions in natural language and get grounded answers over their own tenant’s data.
- Multi-tenant architecture — strict isolation between client organisations across data, jobs and dashboards.
- Containerised deployments — reproducible Docker-based environments from development through production.
The outcome
Manual statement workflows dropped by roughly 90%, and the platform became a core analytics product. I led development across the stack — from architecture and ticket breakdown to production deployment.
Next project
3Y Mode Growth Projections