Emburse Certify

Emburse Certify is a modern expense management platform that redefines how companies handle travel and expense operations. Its core objective is to simplify the traditionally complex, paper-heavy processes of expense reporting and reimbursement. Built with user experience in mind, Certify offers an intuitive and accessible interface for employees, finance teams, and managers alike.

The software provides multiple methods for capturing and recording expenses. Users can upload receipts via mobile app, email, or scanner. Certify’s SmartScan technology uses OCR to automatically read and import key receipt data—like date, merchant, and amount—into expense reports, reducing manual input and the likelihood of human error. Employees can also import corporate credit card transactions directly into the system, matching them with receipts for faster report completion.

Managers and finance teams benefit from Certify’s customizable approval workflows. Expense reports can be routed through different levels of management based on policies or thresholds, ensuring compliance and accountability at each step. Automated reminders help accelerate approvals, reducing reimbursement time for employees.

One of Certify’s strengths lies in its analytics and reporting capabilities. Organizations can generate real-time insights into spending behavior, identify policy violations, and monitor trends by department, project, or individual. These insights help businesses optimize budgets and improve financial forecasting.

The platform also supports integrations with major accounting, ERP, and HR systems, including QuickBooks, NetSuite, and SAP, ensuring that financial data flows seamlessly between systems. For global companies, Certify offers multi-currency support, tax calculations, and international compliance options.

Security and data integrity are top priorities for Emburse Certify. The platform includes role-based permissions, audit trails, and data encryption to ensure sensitive information is protected. Moreover, it is designed to scale with your business, offering flexible configurations and support for multi-entity organizations.

Overall, Emburse Certify not only saves time and reduces administrative burden but also provides greater transparency and control over company spending.

Key Features & Specifications

Key Features:

• SmartScan OCR Technology: Automatically captures and imports receipt data.

• Mobile App Support: Create, submit, and approve reports from iOS and Android devices.

• Credit Card Integration: Syncs with corporate cards for easy transaction matching.

• Customizable Approval Workflows: Route reports based on company policies and spending limits.

• Policy Compliance Checks: Built-in rules and flagging for policy violations.

• Real-Time Reporting & Analytics: Detailed dashboards and exportable reports.

• Multi-Currency & Tax Support: Ideal for global organizations with international employees.

• Integration Support: Works with QuickBooks, NetSuite, SAP, Xero, and more.

• Automated Reminders: Notifies users and approvers of pending actions.

• Secure Data Handling: Role-based access, audit logs, and encryption.

Specifications:

• Deployment: Cloud-based (SaaS)

• Supported Devices: Web, iOS, Android

• Languages Supported: English (with multi-language options available)

• Pricing Model: Subscription-based (varies by company size and needs)

• Free Trial: Available upon request

• Customer Support: Email, Phone, Knowledge Base, Live Chat

• Compliance: GDPR, SOC 2