Emburse for Financial Services

Transform T&E into a strategic lever for better control, compliance, and growth

In a sector where every transaction is under scrutiny, T&E management must be secure, auditable, and scalable.

Emburse solutions empower financial services teams to automate manual spend workflows so they can focus on driving real-time spend visibility, compliance, and operational efficiency.

Request a demo

a man and a woman are looking at a tablet together

Trusted by industry leaders

Benefits

Built with the complex needs of modern financial services firms

Real-time expense control for field teams and underwriters

Submit and approve transactions as they happen, not weeks later. Match receipts to expenses automatically while enforcing spend policy in real-time.

Corporate card management with embedded policy controls

Integrate Emburse Cards or your existing corporate card program to get instant visibility into spending and issue physical and virtual cards with built-in controls.

Instant transaction tracking and receipt matching

See where your money goes with clear, simple expense tracking. Access essential reports that show spending across teams and projects.

Compliance reporting for regulatory and internal audits

Automate policy enforcement for claims, underwriting, and field operations. Track T&E activities in real-time across decentralized teams and mobile adjusters.

Mobile-first expense capture

Submit expenses from anywhere—no manual entry.

Audit-ready workflows

Full visibility and traceability to support external audits.

Fast, accurate reimbursements

Timely payments reduce friction and increase satisfaction.

Cross-entity financial visibility

Monitor spend across departments, subsidiaries, and jurisdictions.

Why Emburse?

Save time and innovate

Featured in

Allianz Partners reduced expense processing time by 90%

“
“Emburse enabled us to decrease expense report processing time by 90%, taking what used to be an eight-hour task down to just 20 minutes.”
”

Steve Watson

Accounting Operations Analyst

Allianz Partners

Read their story

Solutions

Solutions for all firm sizes

Best for: Small and growing organizations

Real-time control for distributed teams and client-facing operations

Embedded policy controls at the point of spend
Virtual and physical card management with instant tracking
Regulatory-compliant audit reporting

Best for: Mid-sized firms

Automated governance for compliance-driven finance teams

Pre-spend controls and policy enforcement to ensure compliance
Fraud detection and exception flagging to reduce risk
Forecasting and budget optimization through data-led insights

Best for: Enterprises with global operations

Enterprise-grade control for data-driven finance operations

Multi-currency, multi-entity scalability for global financial firms
Seamless ERP, accounting, and HRIS integration
Real-time spend intelligence for proactive governance and audit-readiness

Choose the right solution for your business

	Emburse Spend Best for: Small businesses wanting real-time management of expenses and card programs Request demo	Emburse Professional Best for: Mid-sized companies needing configurable spend controls and an intuitive experience Request demo	Emburse Enterprise Best for: Large organizations needing global capabilities and highly configurable workflows Request demo
Mobile receipt capture
AI-powered expense categorization
Expense report creation
Mobile app access
Configurable approval routing	Basic	Moderate	Advanced
Other Features
Automated receipt matching
Policy violation alerts	Basic	Advanced	Advanced
Standard reports
Custom dashboards
Real-time analytics
Spend forecasting
Basic accounting integration
API access
Multi-currency support	Basic
International reimbursement
Multi-entity management
Global tax compliance
Multi-channel support and on-demand resources
Free, self-service implementation for basic configurations
Guided setup with an implementation specialist for standard configurations
Highly customized, project-managed implementations for complex configurations
Additional consulting services offered to support change management, system optimization, and more

GET STARTED

Ready for more compliant and resilient T&E operations?

Discover how Emburse can empower you to streamline, optimize, and get the most value out of your firm’s travel and expense program.