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Events 5 min read · October 28, 2024

How Uxertiv leverages Zappify to align on ways of working at scale

When Uxertiv reached 200 employees across five time zones, keeping everyone aligned on spend became impossible. Here is what changed.

PN

Priya Nair

October 28, 2024

How Uxertiv leverages Zappify to align on ways of working at scale

Growing Pains at 200 Employees

Uxertiv's global expansion was a success story on paper — five offices across North America, Europe, and Asia-Pacific, a growing product team, and strong revenue growth. But underneath that success was a finance function that was barely holding together.

Different regional teams had developed their own informal expense policies. A senior engineer in Berlin had different expectations about what counted as a "client entertainment" expense than a counterpart in Austin. Finance had no consistent framework to adjudicate.

The Alignment Crisis

At their scale, inconsistency was not just a headache — it was a compliance risk. Auditors flagged inconsistent categorization across regions. The legal team started raising concerns about expense approvals that bypassed standard controls in timezone-adjacent markets.

The CFO needed a single source of truth for company-wide spend policy that could be enforced consistently without requiring a finance team member in every time zone.

How Zappify Solved It

Zappify's policy engine allowed Uxertiv to encode their expense rules as structured logic rather than a PDF document that everyone ignores. Approval thresholds, category restrictions, and vendor blocklists were configured once and enforced everywhere.

Regional managers retained autonomy for tactical spend decisions within their budgets, while the global finance team maintained visibility and control over the aggregate picture. It created a genuine balance between local flexibility and central oversight.

Scaling Without Chaos

Six months after full deployment, Uxertiv's finance team closed their first fully compliant quarter-end across all five regions simultaneously — a first in the company's history.

The lesson for other fast-scaling teams: your expense policy needs to be encoded in software before you hit 50 people. The longer you wait, the harder the cultural correction becomes.

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