TechValidate Research on Emburse Certify


Certify by Emburse Case Study

CIS Home Loans Increases Productivity and save 10+ hours a month with Certify

Introduction

This case study of CIS Home Loans is based on an August 2020 survey of Certify by Emburse customers by TechValidate, a 3rd-party research service.

Challenges

Before choosing Certify, CIS Home Loans struggled with the following challenges:

  • Poor control over employee spend
  • No visibility into corporate card reconciliation
  • 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

Prior to using Certify, CIS Home Loans used spreadsheets for expense management.

Use Case

When rating Certify’s abilities, CIS Home Loans said they were very satisfied with the following:

  • 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
  • Provide better oversight into costs and expenses

CIS Home Loans found the following aspects of Certify extremely valuable or very valuable for their company:

  • Expense report creation speed
  • instantAudit (automatic expense audit feature)
  • Receipt capture
  • Ease of use
  • reportExecutive (automatic report creation)
  • Mobile app
  • Best-in-class support & training
  • System reliability

Results

Compared to other vendors, CIS Home Loans said Certify was better in the following areas:

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

CIS Home Loans said they agreed with the following statements:

  • 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

CIS Home Loans said that using Certify has helped them:

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

CIS Home Loans said that their finance team has saved 10+ hours/month since using Certify, and they saw a return on their investment within 6 months.





About This Data

This data was sourced directly from verified users of Emburse Certify by TechValidate.

TechValidate verifies the identity and organizational affiliation of all participants that contribute to published research data. When research participants so desire, we also guarantee their anonymity so that they may share information honestly and freely.


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