Emburse Certify Truliant Federal Credit Union reduces expense management stress with Certify

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Certify by Emburse Case Study

Truliant Federal Credit Union reduces expense management stress with Certify

Introduction

This case study of TRULIANT FEDERAL CREDIT UNION is based on an August 2020 survey of Certify by Emburse customers by TechValidate, a 3rd-party research service.

Challenges

Prior to selecting Certify, Truliant Federal Credit Union struggled with:

Data errors with manual data entry process
Timely submission of reimbursable expenses
Timely submission of corporate card expenses
Lack of data and reports to help drive insights to improve business impact
Inability to audit expense reports to ensure policy compliance

Truliant Federal Credit Union was using a manual/spreadsheet process before automating with Certify.

Use Case

Truliant Federal Credit Union said they were extremely satisfied with Certify’s ability to:

Reduce errors caused by manual data entry
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

Truliant Federal Credit Union said the following aspects of Certify were extremely valuable to their organization:

Policy control & enforcement
instantAudit (automatic expense audit feature)
Receipt capture
Ease of use
Mobile app
System reliability

Results

Compared to other products and solutions, Truliant Federal Credit Union said Certify was significantly better in the following areas:

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

Truliant Federal Credit Union said they agree that:

Certify partners with us in implementing our vision and helping us to achieve our business objectives and strategic goal
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

According to Truliant Federal Credit Union, Certify has helped them:

Increase productivity by automating mundane, manual tasks
Reduce stress associated with expense and/or invoice management

Since using Certify, Truliant Federal Credit Union’s finance team has saved 5-10 hours/month and saw a return on their investment in under 9 months.

TechValidate Research on Emburse Certify

Truliant Federal Credit Union reduces expense management stress with Certify

Introduction

Challenges

Use Case

Results

Company Profile

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