Case Study: Trust Inheritance streamlines expense management with Webexpenses

Trust Inheritance - Customer Case Study

Trust Inheritance, a customer experience-focused business supporting people who are bereaved or planning for later life, needed a better way to manage expenses. Before switching to Webexpenses, their process was clunky, heavily manual, and difficult to control, with multiple emails, paper collation, and limited visibility for the finance team.

Webexpenses provided a simple expense management platform with real-time reporting, dedicated approvers, and useful Accounts and Admin dashboard features. Trust Inheritance said the change eliminated manual processes and helped them save at least 4 working hours, while also improving reporting, control, and remote-working support.

Trust Inheritance

Joanne

Chief Finance Officer