Case Study: Patria Investments achieves faster, more compliant expense and invoice processing with Emburse Chrome River

Patria Investments - Customer Case Study

Patria Investments, a financial services firm based in São Paulo, was managing expense reporting and invoice approvals through paper-based processes and Excel spreadsheets, creating heavy manual work for Finance and added time spent checking policy compliance and approvals. The company also needed a solution that could integrate with TOTVS Microsiga in Brazil and support American Express corporate cards, leading it to choose Emburse, using its EXPENSE and INVOICE products.

Emburse implemented a two-phase rollout of Chrome River, with training, business-rule configuration, and phased deployment by business unit so Patria could refine the system based on user feedback. The result was a more efficient approval process, stronger policy enforcement, less manual data entry and document verification, and greater visibility into expenses and invoices, while enabling staff to focus on higher-value work.

Patria Investments

Nazir Tarraf

Corporate Finance Analyst