Requests — Empowering Control and Visibility Over Company Spending
Role
Lead Product Designer
Platform
Web Application
Financial Software
Team Formation
Cross-functional Team
1 Designer, 1 PM
8 Developers
Duration
1 Month Design
2 Months Development
Streamlining Enterprise Spend Control
Large organizations struggle with centralized spending processes that create bottlenecks, lack transparency, and force employees into inefficient workarounds. Without structured approval workflows, companies face unauthorized expenses, compliance risks, and poor visibility into spending patterns across departments.
What is Soldo?
Soldo is a leading financial technology company specializing in business expense management and corporate payment solutions. With comprehensive card management and payment capabilities, Soldo serves businesses of all sizes. However, the lack of a structured request and approval system created gaps in spend governance, limiting our ability to serve large enterprises with complex approval hierarchies.
The Problem
Soldo lacked a comprehensive requests system, creating critical gaps in spend governance for enterprise clients. Employees had no structured way to request spending permissions, and administrators lacked visibility and control over company-wide financial activities.
Without proper request workflows, organizations couldn't enforce spending policies, track approval processes, or maintain audit trails, leading to compliance issues and financial risks that prevented enterprise adoption.
Designing for Governance and Growth
Market Opportunity
By introducing comprehensive request workflows with enterprise-grade controls, we unlocked access to large organizations requiring structured spend governance and compliance capabilities within a unified platform.
Revenue Impact
This feature enabled Soldo to compete for enterprise contracts requiring sophisticated approval workflows, creating new revenue streams and significantly expanding our addressable market in the enterprise segment.
Key Results
60% Reduction in Unauthorized Spending
Structured approval workflows prevented unauthorized expenses and improved policy compliance
40% Faster Approval Processing
Streamlined workflows and real-time notifications significantly reduced approval turnaround times
50% Decrease in Finance Team Manual Work
Automated routing and approval processes reduced administrative overhead for finance teams
Comprehensive Request and Approval System
I designed a powerful requests system that enables employees to submit spend-related requests while providing administrators with complete control and visibility over company spending. The solution streamlines approval workflows across multiple request types, ensuring better governance and accountability in large organizations.
Core Features
- Virtual card requests for goods and services
- Fund top-ups for existing card balances
- Bank transfer requests for vendor payments
- Structured approval flows with real-time notifications
Design Principles
- Enterprise-first approach with scalable workflows
- Transparency and accountability as core requirements
- Seamless integration with existing Soldo platform
- Intuitive user experience for all stakeholder types