Emburse for Professional Services
MEET CLIENT REQUIREMENTS WITHOUT CREATING INTERNAL FRICTION
From complex client policies to audit-ready reporting, Emburse helps professional services firms scale T&E and spend management with automated controls, flexible policies, and complete visibility so compliance never comes at the expense of productivity.
Trusted by industry leaders
Benefits
Built with the complex needs of modern financial services firms
Growing organizations
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, by Emburse AI detecting anomalies and prevents duplicate or fraudulent claims before submission.
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
Read case studies from some of our professional services customers
Customer spotlight
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
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
| Features | |||
|---|---|---|---|
| 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.