Emburse Certify Small Business Financial Services Company Sees ROI in less than a month with Certify

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Certify by Emburse Case Study

Small Business Financial Services Company Sees ROI in less than a month with Certify

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.

Certify has created time savings and provided excellent reporting.

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

TechValidate Research on Emburse Certify

Small Business Financial Services Company Sees ROI in less than a month with Certify

Introduction

Challenges

Use Case

Results

Company Profile

About Certify by Emburse

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