Platform structure

This page describes the building blocks of the Findity expense platform.

As a partner, you receive your own isolated tenant — called a Client Application — that contains your customers, their users, and all associated configuration.

Client Application
├── Partner A
│   ├── Organization 1
│   │   └── Users (end users, approvers, admins)
│   └── Organization 2
│       └── Users
└── Partner B
    └── Organization 3
        └── Users

Client Application

The Client Application (CA) is your top-level environment — only you have access to it. The CA is highly customizable, with configuration options that control the look, feel, and available features of your platform. All entities within the CA are addressable via API endpoints, so you can create partners, manage organizations, and onboard users programmatically.

Each CA has its own:

Branding & mobile apps
Settings & integrations
Authentication
Partners, organizations and users

Partner

A partner is a way of grouping organizations. For example, an accounting firm could use a partner to group its clients, or an enterprise company could use one for each subsidiary. You can also create a partner for internal users, or separate business areas that need different configurations. Pricing and other settings are configurable at the partner level.

Organization

An organization represents a company with users. Each customer has at least one organization, and each organization has its own settings, dimensions, categories, and approval workflows.

Users

The platform supports different user roles, each with access to specific functionality:

Role	Description
End user	A standard employee who creates expenses, submits receipts, and gets reimbursed
Approver	Can approve and reject expenses in addition to standard end-user capabilities
Administrator	Can edit settings on an organization or partner
Partner admin	Can manage all organizations within a partner, including adding new organizations
Consultant	An external user with access for accounting purposes. Can view parts of the organization or partner and access multiple organizations, but cannot create private expenses

Environments

Findity provides two environments:

Environment	Base URL	Purpose
Stage	`https://stage-api.findity.com`	Development and testing
Production	`https://api.findity.com`	Live environment with real customer data

Use the stage environment during integration development. Data may be periodically reset.