Abstract: A system for annotating transactions includes a computing server configured to retrieve annotation requirements for transaction accounts of an organization client, where the annotation requirements specify a data field of a third-party platform's schema that is used to organize transaction data. The organization client may further specify which transactions need to be annotated using selection criteria. The computing server processes transactions incurred using the transaction accounts and identifies unannotated transactions using the selection criteria. End users who are responsible for annotating the unannotated transactions are provided direct links to annotate the unannotated transactions. Upon receiving annotations from the responsible end users, the computing server can display annotated transaction data for an administrator of the organization client.

Abstract: A system for flexible account creation and approval includes a computing server and a communication platform server that operates independently of the computing server. The computing server is configured to receive an account creation request initiated through interfaces of the communication platform server or the computing server. The computing server facilitates approval of the requests, which can include sending request approvers the request for review at interfaces of the communication platform server or the computing server. By enabling account creation and approval through various servers that can access the same information to provide consistent experiences, the system offers users more flexibility in choosing one of the available servers.