Case Study: Janney achieves paperless, automated expense and invoice processing with Emburse

Janney - Customer Case Study

Janney, a financial services firm with over 1,700 employees, faced a slow, paper-based expense and invoice process built on Excel spreadsheets, inter‑office mail and manual entry into Microsoft Dynamics. To replace this non‑transparent workflow, Janney selected Emburse and implemented its EXPENSE and INVOICE solutions to automate approvals, enforce compliance, and eliminate manual auditing and data entry.

Emburse customized and rolled out INVOICE first, then EXPENSE with tailored approval rules, default allocations, and training via webinars and videos. The Emburse solution centralized AP communications, enabled end‑to‑end tracking, flagged out‑of‑compliance items up front, and dramatically sped invoice approval and employee reimbursements—transforming weeks‑long paper processes into a faster, transparent, paperless workflow.

Janney

Shawn Enz

Accounts Payable Manager