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Small-business accounting

Expenra

Multi-org accounting SaaS for small businesses running more than one organization.

Co-founded. Multi-tenant workspace architecture, Stripe billing, Plaid banking sync, and an AI assistant that answers questions against real account data.

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Multi-org

Workspace Architecture

Stripe

Subscription Billing

Plaid

Banking Sync

Redis

Session Infrastructure

AI

AI Assistant

Sentry

Monitoring & CI

Context

What it is

Most accounting tools assume one organization per account. Expenra gives each organization its own isolated workspace, transaction history, and access control. Users can belong to multiple orgs and switch between them without losing context.

The platform has live integrations across Stripe billing, Plaid banking sync, secure Redis-backed sessions, and a multi-model AI assistant that answers finance questions against your actual data.

Role

My role

  • Full-stack feature development across the application
  • Multi-organization workspace architecture and routing
  • Stripe checkout and subscription billing integration
  • Plaid banking connection and sync workflows
  • Multi-model AI assistant with tool execution
  • Redis-backed session management
  • Protected API routes and access control
  • Sentry monitoring and CI pipeline
  • Product workflow design and implementation decisions

Features

Core features

01

Multi-organization workspaces

Each business runs in its own isolated workspace. Users can belong to multiple organizations with scoped data access and workspace-aware routing throughout the app.

02

Accounting modules and dashboards

Transaction management, financial categorization, and dashboard views for small-business users to track their finances.

03

Stripe subscription checkout

Plan-based feature access, Stripe Checkout integration, and validated webhook handling for reliable billing event processing.

04

Plaid banking sync

Real bank account connections via Plaid, with secure token management and validated webhook handling for transaction sync events.

05

Multi-model AI assistant

LLM-powered assistant with multi-provider support and server-side tool execution. Users ask finance questions and get streamed, context-aware responses tied to their actual account data.

06

Redis-backed session management

Secure session infrastructure through Redis/Upstash, with fast session lookups and proper session invalidation.

07

Sentry monitoring

Application monitoring and error tracking across the stack to surface issues in real time.

08

GitHub Actions CI

Continuous integration to validate builds and run checks on pull requests.

AI

How the AI assistant works

The assistant supports multiple LLM providers. Tool-calling connects it to real accounting data through validated server-side routes, so responses reflect the user's actual financial context. Raw database access stays behind validated server logic. Responses stream back to the client.

Integrations

Stripe and Plaid

Both integrations include validated webhook handling. Events get verified before any business logic runs, which prevents spoofed or malformed webhook data from touching the platform. Stripe handles subscription lifecycle events. Plaid handles bank account connections and transaction sync. Both use structured input validation throughout.

Architecture

Technical architecture

Full-stack Next.js app with multi-organization data scoping, Redis-backed sessions, and external integrations across payments, banking, AI, and monitoring.

Frontend

  • Next.js
  • React
  • TypeScript
  • Tailwind CSS

Backend

  • Next.js API route handlers
  • Server-side tool execution

Database

  • MongoDB
  • Mongoose

Sessions

  • Redis/Upstash
  • Secure session management

AI

  • LLM API
  • Streaming responses
  • Tool-calling

Payments

  • Stripe Checkout
  • Validated webhooks

Banking

  • Plaid
  • Bank account sync
  • Validated webhooks

Ops

  • Sentry monitoring
  • GitHub Actions CI
  • Vercel deployment

Next

What I would build next

  1. Public seeded demo environment so visitors can see the product without signing up.
  2. Demo video covering the accounting workflows, Plaid connection, and AI assistant.
  3. Architecture documentation covering the multi-org tenancy model and AI tool execution.
  4. More integration tests around billing flows, banking sync, and session management edge cases.
  5. Clearer public documentation explaining the accounting coverage and its current limits.

More Work

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