TechValidate Research on Emburse Certify

Introduction

This case study of Absolute Taste Ltd is based on an August 2020 survey of Certify customers by TechValidate, a 3rd-party research service.

Challenges

Absolute Taste Ltd struggled with a number of issues that led them to evaluate and select Certify:

1. No visibility into corporate card reconciliation
2. Data errors with manual data entry process
3. Timely submission of reimbursable expenses

Prior to selecting Certify, Absolute Taste Ltd used a paper/manual system and spreadsheets.

Use Case

Reviewing the key features and functionalities of Certify that Absolute Taste Ltd uses, the company said they are extremely satisfied with Certify’s ability to:

• increase visibility into spend
• reimburse expenses faster
• provide better oversight into costs and expenses

The company is very satisfied with Certify for improving the ability to make data-driven decisions and contribute to business KPIs.

A number of aspects of Certify were identified as extremely valuable to its business by Absolute Taste Ltd:

• receipt capture
• ease of use
• reportExecutive (automatic report creation)
• mobile app

In addition, the company rated Certify’s policy control & enforcement, expense report creation speed, instantAudit (automatic expense audit feature), best-in-class support & training and system reliability as very valuable.

Results

Using Certify has helped save Absolute Taste’s finance teams time so they can focus on more meaningful and strategic work and has enabled remote work with cloud-based, paperless solutions. According to Absolute Taste Ltd, their finance team has saved 4-6 hours/month since using Certify and saw a return on their investment within 1-2 months.

Compared to the company’s previous paper/manual and spreadsheet solution, the company ranks Certify better, significantly better or ‘Best in class’, in all areas surveyed:

1. Best in class: credit card reconciliation
2. Significantly better: expense report creation speed, ease of use, mobile app, support & training, system reliability
3. Better: policy control

Absolute Taste Ltd Strongly Agree or Agree that:

• Certify removes manual work and allows their finance team to be more strategic
• Certify helps automate previously manual work and support a remote workforce
• Certify partners with Absolute taste in implementing their vision and helping them to achieve their business objectives and strategic goal
• Certify support is best-in-class

Introduction

This case study of a small business financial services company is based on an August 2020 survey of Certify customers by TechValidate, a 3rd-party research service. The profiled company asked to have their name blinded to protect their confidentiality.

Challenges

The business challenges that led the profiled company to evaluate and ultimately select Certify by Emburse:

Prior to using Certify, this financial services customer struggled with:

• Timely submission of reimbursable expenses
• Timely submission of corporate card expenses
• Long reimbursement times

Use Case

This financial services customer said they were very satisfied or extremely satisfied with the following aspects of Certify:

• Reduce errors caused by manual data entry
• Increase visibility into spend
• Help ensure policy compliance
  *Improve the ability to make data-driven decisions and contribute to business KPIs
• Reimburse expenses faster
• Save time by automating manual tasks
• Provide better oversight into costs and expenses

This financial services customer said they find the following functionality extremely valuable from Certify:

• Expense report creation speed
• Receipt capture
• Ease of use
• Mobile app
• System reliability

Results

The surveyed company achieved the following results with Certify by Emburse:

Compared to other vendors this customer used, they rated Certify as Significantly Better or Best in Class:

• Policy control
• Expense report creation speed
• Credit card reconciliation
• Ease of use
• Mobile app
• Support & training
• System reliability

This financial services customer said they strongly agree with the following statements:

• Certify helps us better predict spend
• Certify support is best-in-class
• Certify removes manual work and allows our finance team to be more strategic
• Certify helps us automate previously manual work and support a remote workforce

This customer said that Certify has helped achieve the following results

• Save finance teams time so they can focus on more meaningful and strategic work
• Increase productivity by automating mundane, manual tasks
• Improve employee morale and work-life balance
• Reduce stress associated with expense and/or invoice management
• Enable remote work with cloud-based, paperless solutions

Since using Certify, this customer said their finance team has saved between 2-4 hours a month and they saw a return on their investment in under 1 month