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From Manual Entry to Seamless Control: How Sasser Family Companies Modernized Expense Management

The Challenge

Legacy Systems, Disconnected Data, and a Constant Race Against the Clock
For years, Sasser Family Companies managed expense reports using a mix of manual processes, spreadsheets, and a legacy platform that couldn’t keep up. Their previous solution—Concur—wasn’t just difficult to use, it was creating more problems than it solved. Employees faced long, frustrating workflows just to submit a basic report. Finance teams were spending valuable hours reconciling credit card statements line by line in Excel. And worst of all, no one had real-time insight into where expenses stood in the approval process.

The system had become a black hole—opaque, expensive, and inefficient.

Intercompany expenses were another recurring pain point. With multiple departments and business units under the Sasser umbrella, employees frequently charged expenses across entities. But their system didn’t support intercompany coding. The only workaround? Manually typing notes on each line item—hoping finance would catch it later. That meant hours of reclassification every month for the accounting team.

Reporting was equally burdensome. Sasser’s finance team couldn’t rely on built-in reports from their legacy tool. Instead, they exported raw data and built Excel reports from scratch—adding layers of risk and inconsistency with every file. This made it nearly impossible to analyze spend patterns, identify waste, or make timely financial decisions. Month-end became a pressure cooker of copy-paste chaos.

And while the technical limitations were significant, the cost was even harder to justify. Concur came with a steep price tag but lacked the automation, configurability, and integration capabilities that modern organizations expect.
It was clear the team wasn’t just working harder—they were working against the system itself.

Sasser knew it was time for change. They needed a solution that would do more than digitize an old process—they needed a platform that could transform it.

The Emburse Solution: Automation, Visibility, and a Future-Ready Platform

Sasser Family Companies turned to Emburse to replace their outdated system with a unified, intelligent, and easy-to-use platform. With Emburse Professional, they gained a tool built for today’s finance workflows—with features like:

  • OCR-based receipt capture
  • Automatic expense-to-line matching
  • Real-time tracking for both employees and managers

Gone were the days of emailing spreadsheets or guessing where a report stood in the process. Now, every step was visible, accessible, and streamlined.

Integration was another game-changer. Emburse connected directly to Sasser’s financial system, enabling seamless data flow from submission to posting. Employees could now code intercompany expenses correctly at the time of entry—eliminating 100% of the manual reclassification work for the accounting team. Custom reporting dashboards helped uncover inefficiencies in expense categories, while Emburse’s proactive customer support ensured the finance team never felt left behind.

But more than anything, the solution gave Sasser back control over their spend—and the confidence to manage it smarter.

The users love the time they’re saving. Emails with receipts go straight into Emburse Professional, and automatic matching means they spend less time creating reports. Our finance team now has the bandwidth to focus on strategic priorities instead of manual entry.

Melanie Johnson

Project Manager & Business Analyst

Sasser Family Companies

Sasser Family Companies

Results

Download the full case study to learn how Sasser Family Companies regained control over their spend management with Emburse, achieving:

  • 75% time savings for finance teams
  • 40% faster report preparation for employees
  • 60% reduction of expense system costs by switching from Concur
  • 100% intercompany reclassification eliminated through automation
  • Stronger financial oversight with real-time insights and customized reporting