Emburse Assurance Overview for Emburse Professional

Emburse Assurance helps your organization identify potential compliance issues and higher-risk expenses earlier in the expense lifecycle. Depending on your configuration, Emburse Assurance for Emburse Professional can provide:

  • Proactive alerts while users capture receipts in the mobile app
  • Pre-submission feedback before a report is submitted for approval
  • Post-submission review support for approvers and auditors

What Makes Emburse Assurance Different From Standard Compliance Rules

Standard compliance rules typically use policy rules and required fields to validate expenses.

Emburse Assurance leverages artificial intelligence that can identify issues that are harder to capture with standard rules alone, like receipt quality problems, mismatches between receipt content and expense details, and patterns that may require additional review.

Activation and Access

Emburse Assurance is not enabled by default. To request activation, contact your Emburse account executive, CSM or ESA.

Your organization controls which supported checks are enabled and where they run in the workflow.

Approvers and auditors can use post-submission results to review expenses that require closer attention.

Who Sees What

Emburse Assurance supports three audiences in Emburse Professional:

Submitters: Receive proactive alerts during receipt capture for supported scenarios and receive feedback before submitting a report.

Approvers: Review flagged items after submission as part of the approval workflow.

Auditors: Use post-submission results to focus on expenses that may require follow-up.

How Emburse Assurance Works

Emburse Assurance runs audit checks at defined points in the expense process. Your organization can choose which supported checks to enable and where they apply.

Message Behavior

In Emburse Professional, Emburse Assurance messages are presented as violations.

Pre-submission: The submitter must review flagged expenses and provide an explanation before submitting the report for approval.

Post-submission: Violations remain visible to approvers and auditors but do not block approval. Approvers and Auditors use the additional context provided by Assurance to make a more informed approval decision.

The Three-Step Compliance Workflow

Each Assurance rule can be configured to alert users at three stages. Please note, not all audit rules are available at each stage:

Step 1: Proactive alerts during mobile receipt capture

Step 2: Feedback before a report is submitted

Step 3: Review after a report is submitted

Step 1: Proactive Alerts During Mobile Receipt Capture

Audience: Emburse Professional mobile app users.

Trigger: User is capturing a receipt in the mobile app.

Behavior: If an issue is detected in a supported scenario, the user is warned during the receipt capture flow so they can correct the issue while they still have access to the receipt.

Step 1: Checks

Check What It Checks What It Means for Users
Non-Itemized Receipt Emburse AI will flag any meal receipt over $25 which is not itemized. Replace the receipt with an itemized version or provide required context, based on policy

Step 2: Pre-Submission Feedback

Audience: Employees creating expenses and submitting reports.

Trigger: Before a report is submitted for approval.

Behavior: Pre-Submission checks run before submission. When expenses are flagged, the submitter will be required to review the flagged expenses and provide an explanation before submitting the expense for approval. The explanations provided will be visible to Approvers during the approval process.

Step 2: Checks

Check What It Checks What It Means for Users
Alcohol Purchase Emburse AI will identify if alcohol is present on meal receipts. Your organization may require additional justification or may restrict reimbursement
Non-Itemized Receipt Emburse AI will flag any meal receipt over $25 which is not itemized. Attach an itemized receipt or provide required context, based on policy

Step 3: Post-Submission Review

Audience: Approvers and auditors.

Trigger: After the expense report is submitted.

Behavior: Higher risk items will be flagged for review and visible to Approvers.

Step 3: Checks

Check What It Checks What It Means for Reviewers
Non-Itemized Receipt Emburse AI will flag any meal receipt over $25 which is not itemized. Helps reviewers identify receipts that may not meet itemization policies
Receipt Discrepancy Emburse AI will scan the receipt image and flag the expense line if the date, amount, or currency from the receipt image does not match the date, amount, or currency of the expense submitted. Helps reviewers validate whether the entered expense matches the receipt
Alcohol Purchase Emburse AI will identify if alcohol is present on meal receipts. Helps reviewers identify expenses that may require policy review
Altered or Illegitimate Receipt Emburse AI will detect forged, altered, or AI-generated receipts using image forensics and LLM analysis. If a receipt is determined to be fake or illegitimate, the associated expense will be flagged. Helps reviewers identify receipts that may require closer review
Illegitimate Vendor Emburse AI will validate the merchant name and location using web search and inference. Suspicious, fake, or unverified vendors will be flagged for review. Helps reviewers focus on receipts that may come from questionable merchants
Unusual Amount/Price Anomaly Emburse AI will flag expenses significantly above (or abnormally below) expected prices based on the merchant and the location of spend using an LLM web search. Helps reviewers identify expenses that may require additional scrutiny

What This Means for Submitters

Emburse Assurance helps submitters correct common receipt and expense issues earlier so reports can move through the approval process with fewer delays.

Users typically interact with Emburse Assurance by

  • Capturing receipts in the mobile app and acting on supported proactive alerts
  • Reviewing pre-submission messages before submitting a report
  • Correcting flagged expenses or providing explanations when required

What This Means for Approvers

Emburse Assurance helps approvers focus on expenses that may require additional attention.

When approvers review submitted expenses, they can

  • Use Emburse Assurance findings as added review context
  • Request corrections or documentation when needed
  • Follow their organization’s standard escalation path for policy concerns

What This Means for Auditors

Auditors can use Emburse Assurance results after submission to focus on the highest risk expenses that may require follow-up.

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