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Co-Founded SaaS Product

Expenra — accounting SaaS built for multi-organization small-business workflows.

A co-founded multi-organization accounting SaaS for small-business finance workflows, with workspace routing, dashboards, billing, banking integrations, secure sessions, and a multi-model AI assistant.

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Multi-org

Workspace Architecture

Stripe

Subscription Billing

Plaid

Banking Sync

Redis

Session Infrastructure

AI

AI Assistant

Sentry

Monitoring & CI

Project Context

What Expenra is

Expenra is a co-founded SaaS product I am building with my cofounder. It focuses on multi-organization accounting workflows, finance operations, billing, banking integrations, and AI-assisted actions in a single authenticated workspace.

The platform includes live integrations across Stripe billing, Plaid banking sync, secure sessions, and a multi-model AI assistant.

My Role

Co-Founder & Full-Stack/Product Builder

  • 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 implementation
  • Protected API routes and access control patterns
  • Sentry monitoring integration and CI pipeline support
  • Product workflow design and implementation decisions

Features

Core features

01

Multi-Organization Workspaces

Each business operates in an isolated workspace. Users can belong to multiple organizations with scoped data access and workspace-aware routing throughout the application.

02

Accounting Modules and Dashboards

Core accounting workflows covering transaction management, financial categorization, and dashboard views that give small-business users visibility into their finances.

03

Stripe Subscription Checkout

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

04

Plaid Banking Sync

Connects real bank accounts to the platform via Plaid, with secure token management and validated webhook handling for transaction sync events.

05

Multi-model AI assistant

An LLM-powered assistant with multi-provider support and server-side tool execution, enabling users to ask finance-related questions and get streamed, context-aware responses.

06

Redis-Backed Session Management

Secure session infrastructure backed by Redis / Upstash, providing fast session lookups and appropriate session invalidation controls.

07

Sentry Monitoring

Application monitoring and error tracking integrated throughout the stack to surface issues in real time and support debugging.

08

GitHub Actions CI

Continuous integration pipeline to validate builds and run checks on pull requests, supporting a disciplined development workflow.

AI Integration

Multi-model AI assistant

The multi-model AI assistant integrates multiple LLM providers with server-side tool execution, streaming responses tied to the user's actual account data.

Tool-calling connects the assistant 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.

Integrations

Stripe & Plaid handling

Both Stripe and Plaid integrations include validated webhook handling — events are verified before any business logic executes, preventing spoofed or malformed webhook data from affecting the platform.

Stripe handles subscription lifecycle events. Plaid handles bank account connection and transaction sync events. Both use structured, security-focused input validation throughout.

Architecture

Technical architecture

Expenra is built as a full-stack Next.js application with multi-organization data scoping, Redis-backed session management, and external service 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

Honest Assessment

What I'd improve next

These are the gaps I'd close before calling it production-ready.

01

Public seeded demo environment so recruiters can see the product without signing up.

02

A short demo video covering the accounting workflows, Plaid connection, and AI assistant.

03

Architecture documentation covering the multi-org tenancy model and AI tool execution in more depth.

04

More integration tests covering billing flows, banking sync, and session management edge cases.

05

Clearer public scope documentation explaining the accounting coverage and its current limitations.

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