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App template

Expense management template for teams and finance

Capture receipts, enforce policy, and reimburse employees without a spreadsheet inbox. This expense template maps reports, line items, and card transactions so managers approve cleanly and finance exports without re-keying.

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expenses.acme.financeSpend desk
Reports to approve

Submit expenses, approve against policy, and reimburse or post to the GL.

Pending approval23
Policy flags6
To reimburse$18.4k
  • Sam Ortiz — March travel3 flags · Manager review
  • Team offsite cateringApproved · Finance queue
  • Card match — UberUnassigned · Needs report

What's included

Submit expenses, approve against policy, and reimburse or post to the GL.

Intended users

  • Employees
  • Managers
  • Finance controllers

Suggested stack

  • PostgreSQL
  • Next.js
  • Object storage for receipts

Core features

Receipt capture and OCR hooks

Policy rule flags

Manager approval queues

Corporate card matching

Reimbursement batches

Main workflows

Submit expense report

Add lines and receipts, run policy checks, send.

Approve with exceptions

Manager reviews flags, requests edits, or approves.

Reimburse batch

Finance pays approved reports and marks settled.

Database model / entities

Distinct domain entities — not a renamed generic CRUD list.

Expense reportSubmission period with employee and status.
Expense lineItem with category, merchant, amount, and receipt.
Policy ruleLimit or receipt requirement by category.
ReimbursementPayment batch or payroll export for approved spend.

User roles

  • Employee
  • Manager
  • Finance admin
  • Auditor

Possible integrations

Applications built from this template can connect to these services via their APIs.

  • Stripe
  • Plaid
  • Slack
  • Resend

Example prompt

Copy this into Evonx to start from a production-shaped brief instead of a blank canvas.

Build an expense management app with expense reports, lines, policy rules, and reimbursements. Include receipt attachments, policy flags, manager queues, and finance export. Use PostgreSQL with employee, manager, and finance admin roles.

How Evonx customizes this template

Start from the domain model above, describe the workflows your team needs, and Evonx generates a working preview you can refine. For teams with an existing codebase, the same agent can extend repositories instead of starting from a blank project.

Related resources

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FAQ

Can policy rules require receipts above a threshold?

Yes. Category rules can require receipts or block submission when amounts exceed configured limits.

How do corporate card charges get into reports?

Imported card transactions can be matched or attached to expense lines so employees do not retype every swipe.

Do managers see other teams’ expenses?

Approval queues are scoped to direct or dotted-line reports unless finance admin opens a wider view.

Can we export to payroll instead of cutting separate reimbursements?

Reimbursement batches can export for payroll or AP—describe your payout path in Evonx when you generate the finance screens.

Build production software with Evonx

Start from a template or connect an existing repository. Evonx helps you ship real applications with preview, evolution threads, and pull-request delivery—not disposable demos.

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