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Emburse Certify from Emburse
Automated expense report creation, receipt capture via mobile app, integration with accounting software, customizable approval workflows, advanced analytics and reporting, corporate card management, and compliance controls specific to venture capital expense policies.
Product analysis by function
Expense Management Systems for Operations and Finance
Tools tracking operational expenses, travel costs, and allocation of expenses between management company and funds.
More Expense Management Systems
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Core Expense Tracking
(10 Yes /10 Known /11 Possible features)
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Multi-entity support Ability to track and allocate expenses across multiple legal entities (e.g., management company, multiple funds). |
Certify supports multi-entity tracking and allocation as part of its solution for investment firms and multi-entity clients. | |
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Expense categorization Automatic or manual classification of expenses into user-defined categories (travel, office supplies, etc.). |
Certify allows automatic and manual expense categorization, as stated in product material and user screenshots. | |
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Automated receipt capture Upload, scan, or email receipts with OCR to automatically attach them to expense entries. |
Receipt capture via mobile app with OCR is a core feature of Certify. | |
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Bulk import Import bank or credit card statements and map transactions to expenses in bulk. |
Bulk import of card statements and mapping is supported by Certify's bank/card integration. | |
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Custom allocation rules Ability to automatically split expenses between entities or cost centers based on preset rules. |
Certify allows custom allocation rules for expenses among funds/entities, as referenced in fund/accounting use case materials. | |
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Manual allocation override Ability to manually adjust or override automatic allocations per transaction. |
Manual override/allocation can be done per transaction through the UI. | |
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Multi-currency support Capture and reconcile expenses in multiple currencies with automatic conversion. |
Multi-currency support and automatic conversion are described in product feature lists. | |
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Sync with accounting systems Direct integration or export to accounting/ERP platforms. |
Certify integrates directly with major accounting systems—see 'accounting software integration' in their documentation. | |
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Custom fields Support for user-selected custom fields on expense entries (deal code, event, etc.). |
Custom fields (e.g., deal code, event) are available in expense entry setup. | |
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Tagging Ability to add searchable tags to expenses for better reporting and search. |
Emburse Certify supports tagging for reporting and search, as shown in user guides. | |
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Transaction processing speed Average time taken to process an expense entry from upload to approval. |
. | No information available |
Approval Workflow
(8 Yes /8 Known /10 Possible features)
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Multi-level approvals Support for multi-step approval chains based on dollar amounts, departments, or entity. |
Multi-level approvals are available and configurable based on business rules. | |
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Custom approval routing Configurable workflow according to team structures and policies. |
Custom approval routing is mentioned as a core feature in Emburse Certify for complex approval chains. | |
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Role-based permissions Permission control for different user types (employee, manager, admin, finance). |
Role-based permissions are configurable within Certify. | |
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Automated escalation Automatic escalation if an expense isn’t approved within a set timeframe. |
Automated escalation for unapproved expenses can be configured in approval workflows. | |
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Mobile approvals Ability for approvers to review and approve expenses via a mobile app. |
The Certify mobile app supports approvals on the go. | |
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Delegated approvals Allow temporary delegation of approval rights during absences. |
. | No information available |
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Batch approvals Ability to approve multiple expenses at once. |
Batch approval is available for managers to process multiple expense reports. | |
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Audit trail Full logging of approvals, changes, and actions for compliance and transparency. |
Complete audit trail of actions, changes, and approvals is provided per compliance requirements. | |
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Approval notification speed Average time between expense submission and notification sent to approver. |
. | No information available |
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Customizable notifications Configurable notification settings (email, SMS, push) for different stages of approval. |
Customizable notifications (email, push, SMS) are configurable per user/role. |
Integration & Connectivity
(4 Yes /4 Known /8 Possible features)
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Accounting software integration Direct two-way sync with leading accounting systems (QuickBooks, NetSuite, Sage, Xero, etc.). |
Certify features direct, two-way sync with popular accounting systems like QuickBooks, NetSuite, Xero. | |
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Bank & credit card integration Automated import of transactions directly from bank or credit card feeds. |
Bank and card feed integration is supported for automated transaction imports. | |
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Payroll integration Sync reimbursements or expense payments with payroll providers. |
. | No information available |
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API access Open APIs for data import/export to custom systems. |
Emburse Certify provides API access to allow integrations with custom systems. | |
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Single sign-on (SSO) Support for single sign-on via SAML, OAuth, and/or SSO providers (Okta, Google Workspace, etc.). |
Single sign-on (SSO) is supported via SAML and integration with Okta/Google. | |
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Calendar & email integration Ability to extract expenses from calendar events, or auto-generate expenses from corporate email receipts. |
. | No information available |
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File export formats Support for exporting data in CSV, XLSX, PDF, and custom templates. |
. | No information available |
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Integration setup speed Average time required to connect and configure an integration. |
. | No information available |
Reporting & Analytics
(4 Yes /4 Known /8 Possible features)
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Custom reporting Create, save, and schedule custom reports by team, entity, expense type, etc. |
Custom reporting is highlighted as one of the analytics features. | |
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Real-time dashboards Interactive dashboards with real-time data visualization. |
Real-time dashboards are part of Emburse analytics and reporting tools. | |
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Budget tracking & variance analysis Track budgets by cost center/entity and analyze variance vs. forecasts. |
Budget tracking & variance analysis is supported, as referenced in analytics feature lists. | |
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Fund vs. management company reporting Segregated reporting for expenses allocated to funds vs. management company. |
. | No information available |
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Historical comparison Compare expense performance over different periods (year-on-year, month-on-month). |
. | No information available |
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Audit export reports Produce detailed audit-friendly reports for compliance review. |
Audit export reports are available in the reporting module for compliance. | |
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Automated scheduled delivery Automatically deliver pre-set reports to stakeholders at scheduled intervals. |
. | No information available |
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Report generation speed Average time to generate and export a standard report. |
. | No information available |
User Experience & Accessibility
(3 Yes /3 Known /8 Possible features)
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Mobile app availability Native mobile apps for iOS and Android. |
Mobile app availability for both iOS and Android is promoted on the Certify site. | |
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Intuitive user interface Modern, easy-to-use, and thoughtfully designed UI. |
The product emphasizes a modern, easy-to-use interface in marketing materials. | |
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Multi-language support Ability to select from a variety of supported languages. |
. | No information available |
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Accessibility compliance Compliance with accessibility standards (WCAG, ADA). |
No information available | |
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Guided onboarding Interactive product tours and onboarding flows for new users. |
. | No information available |
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Drag-and-drop upload Simple drag-and-drop interface for documents and receipts. |
Drag-and-drop upload for receipts and documents is supported in UI demos. | |
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Customizable layouts User-configurable dashboards and screen layouts. |
. | No information available |
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User onboarding time Average time required for a new user to become proficient. |
. | No information available |
Travel & Policy Management
(2 Yes /2 Known /9 Possible features)
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Built-in travel booking Integrated booking engine for travel (flights, hotels, car rental) linked to expense capture. |
No information available | |
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Travel policy enforcement Automated flagging of non-compliant travel bookings or expenses. |
. | No information available |
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Per diem management Calculation and allocation of per-diem rates based on location/days. |
. | No information available |
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Mileage tracking Automated tracking of personal/business mileage for reimbursement. |
Mileage tracking and automated reimbursement are available in the mobile app. | |
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Travel approval workflow Separate approval flows specifically for travel-related expenses. |
. | No information available |
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Integration with travel vendors Direct connection to preferred travel providers, aggregators, or travel agencies. |
. | No information available |
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Pre-trip authorization Ability to request and document authorization prior to business travel. |
. | No information available |
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Travel spend analytics In-depth analysis and reporting on travel-related spend and trends. |
. | No information available |
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Policy violation reports Automatic generation of reports highlighting policy breaches. |
Policy violation reporting and compliance controls are described in venture capital compliance features. |
Compliance & Audit Controls
(3 Yes /3 Known /9 Possible features)
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Audit trail logging Immutable, time-stamped record of all actions taken within the system. |
Immutable audit trail logging is described for compliance and transparency. | |
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SOX compliance features Support for Sarbanes-Oxley (SOX) act compliance workflows. |
. | No information available |
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Custom retention policies Ability to set how long expense documents/records are retained. |
. | No information available |
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Automated expense matching Automatic cross-referencing of expense reports, card transactions, and receipts. |
Automated expense matching between receipts and transactions is mentioned as a compliance feature. | |
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Detection of duplicate submissions Automatic flagging of duplicate expense claims. |
Duplicate submission detection is included in compliance modules. | |
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Exceptions reporting Custom rules for identifying potential compliance breaches. |
. | No information available |
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Configurable audit export Ability to quickly export a full audit package with receipts, approvals, and allocations. |
. | No information available |
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GDPR compliance Conformance with EU data privacy regulations. |
. | No information available |
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SEC reporting support Assistance with preparing reports/regulatory filings for SEC or other regulators. |
. | No information available |
Security & Data Privacy
(2 Yes /2 Known /7 Possible features)
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End-to-end data encryption Encryption of data at rest and during transmission. |
End-to-end data encryption, at rest and in-transit, is specified in Emburse security documentation. | |
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Multi-factor authentication Support for MFA on all user accounts. |
Emburse supports multi-factor authentication for all users (password + mobile code/app). | |
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Granular access controls Configurable user and group access permissions. |
. | No information available |
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Regular penetration testing Third-party conducted security reviews and penetration tests. |
. | No information available |
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Data residency options Ability to select where data is physically stored (data center region/country). |
. | No information available |
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Automatic session timeout Automatic logout after a period of inactivity. |
. | No information available |
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Audit log retention period Length of time full security audit logs are available for review. |
. | No information available |
Deployment & Scalability
(2 Yes /2 Known /6 Possible features)
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Cloud-based deployment Hosted in a secure cloud environment accessible from anywhere. |
Certify is a cloud-native application accessible from any location. | |
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On-premises deployment option Option for on-premises hosting for enhanced control. |
. | No information available |
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Uptime guarantee Service level agreement (SLA) commitment to system uptime. |
. | No information available |
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System concurrent user capacity Maximum number of users who can access the system simultaneously. |
. | No information available |
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Mobile device compatibility Optimized for a wide range of mobile and tablet devices. |
Mobile app and responsive web access enable use on a wide range of devices. | |
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Integration sandbox Test environment for integration development and QA. |
. | No information available |
Support & Service
(4 Yes /4 Known /7 Possible features)
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24/7 customer support Access to support agents at any time, with multiple channels (chat, phone, email). |
24/7 customer support described in Emburse support and escalation documentation. | |
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Dedicated account manager Assignment of a direct point-of-contact for larger clients. |
. | No information available |
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Online knowledge base Comprehensive and searchable self-service support resources. |
Certify has a searchable online knowledge base for user help. | |
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Training resources Online courses, webinars, or in-person training for users. |
On-demand training (webinars, tutorials) are available, as listed on the support site. | |
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Implementation support Expert assistance during system setup and configuration. |
Implementation support is included as part of the onboarding and deployment service. | |
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Feature request process Ability for users to suggest new features or enhancements. |
. | No information available |
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Response time (support requests) Average initial response time to support tickets. |
. | No information available |
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