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6 Steps to Automated Expense Management

Build a winning case for adding automation to your finance team.

Adaptability is no longer a competitive advantage—it’s an absolute necessity. Companies that invest in technology during or immediately following economic downturns can emerge stronger. The challenge is figuring out which process will create the most significant organizational impact.

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Additional Resources

Client Case Studies

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Energy Services Leader Enhances Tax Accuracy with Automation

Industry: Oil & Energy
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GPS Technology Leader Loses Paper, Hones in on Expense Automation

Industry: Consumer Electronics
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Company Chooses To Switch to Certify From Previous Complicated System

Industry: Insurance Provider
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Certify To Save Employees Time While Reducing Overall Expense Management Costs by 50%

Industry: Agricultural Food Manufacturer
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The Move to 100% Electronic Expense Management with Certify

Industry: Railway Supply Industry
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Certify’s Easy to Use System Proves to Save Managers Time & Resources

Industry: Medical Device Manufacturer
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Recorded Webinars

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Reinventing AP: How employing automation leads to scalable growth

Learn why organizations of all sizes are leveraging AP automation to manage cash flow better, improve efficiency, and increase employee happiness in this on-demand webinar with the Institute of Management Accountants.

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Uncovering Insights: Using analytics and benchmarks to improve T&E

Mark Brousseau, a leading advisor in the finance space, shares how T&E analytics—when coupled with smart benchmarking—give finance the data they need to improve T&E processes while empowering employees to spend wisely.

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T&E Done Right: The Three Pillars of Visibility, Benchmarking, and Control

Ernie Humphrey, CEO of 360 Thought Leadership Consulting, discusses how visibility into T&E processes and expenses—when combined with the right sort of industry benchmarking—allows companies to take control of T&E spend while also directly impacting top-line revenue and the bottom line.

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Essential Elements for Better Corporate Travel in 2019

In a world of increasing personalization, business traveler expectations are being elevated to a point where their needs must be met at every step along the way. How will the transformation of the T&E landscape impact the finance department at your organization?

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What you need to know about Corporate Travel in 2019

Tech brands are transforming the business travel and expense landscape—and business traveler expectations. Join us as we look at the biggest trends in corporate travel and how finance leaders can create a future-proofed corporate travel policy that will help manage spending and cut costs—while also meeting the needs of business travelers in 2019.

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Winning CFO Approval for Expense Management Automation

Join Ernie Humphrey, of 360 Thought Leadership Consulting, as he examines the top priorities of today’s CFOs and how automation can help to achieve these goals. He will walk through five strategic themes that your business case must address if you want buy-in from the c-suite.

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Infographics

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2019 Travel and Expense Management Trends Report

View key insights from the 2019 Travel and Expense Management Trends Report.
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Certify Quarterly SpendSmart™ Ground Transportation Report, Q2 2019

The Certify Q2 2019 SpendSmart™ Report analyzed more than 10 million receipts and expenses submitted in the second quarter of 2019. Uber continues to control the ride hailing category—overtaking Lyft as the highest ranked service this quarter.
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Certify Quarterly SpendSmart™ Report, Second Quarter 2019

The Certify SpendSmart™ Quarterly Report analyzes the most recent business expense and vendor ratings data from Certify users. The findings offer valuable insight into key spending trends for financial professionals and suppliers to the T&E market.
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2018 SpendSmart™ Year in Review

The SpendSmart™ Year in Review Report tracks T&E spending benchmarks drawn from more than $3.3B in expense transactions processed by Certify in 2018. We identify the leading expense categories, most expensed brands, and those who are earning the highest ratings...
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Certify Quarterly SpendSmart™ Report, Fourth Quarter 2018

The Certify SpendSmart™ Quarterly Report analyzes the most recent business expense and vendor ratings data from Certify users. The findings offer valuable insight into key spending trends for financial professionals and suppliers to the T&E market....
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The Craziest Expenses Survey: The Best of 2013-2018

Human skulls. A helicopter ride to work. Jail time. A llama for a photo shoot. For the past five years, The Certify Craziest Expenses Survey has examined the wackier side of business travel and expense...
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White Papers, eBooks & Reports

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Gartner: Success with AP Invoice Automation Requires More than Paper to Digital

Learn how to secure early payment discounts and enable strategic cash management with deeper integration and smart automation with this new report from Gartner. 
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6 Steps to Automated Expense Management

This eBook outlines six simple steps that any finance leader can take to build a case for automating one of the most costly budget items. 
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G2 Top 50 Best Finance Software Products for 2020

Certify made the top 50 list of best finance software products for 2020.

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G2 Mid-Market Implementation Index Winter 2020

G2 Users Score Overall Implementation Satisfaction for Expense Management Category in Winter 2020.

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G2 Report Winter 2020

G2 Grid® Report for Expense Management – Winter 2020.

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Gartner Report 2020: How to Improve Employee Expense Management

This report will help you understand how the T&E market is evolving and how to use that knowledge to choose the right T&E management provider.

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Interactive Content

Calculating Your Expense Management Costs Worksheet

A worksheet to help calculate the cost of your current expense management system and estimate the savings of switching to an automated process.
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How Do You Stack Up? Quiz

Find out how your current expense management system compares to other top companies.
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Calculating Your Expense Management Costs

Find out how your current expense management system compares to other top companies.
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SpendSmart™ Benchmark Calculator

Find out how your current expense management system compares to other top companies.
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