BizSync:
Certify NetSuite Connector
The BizSync Certify NetSuite Connector by BizVisory automates data sync between Emburse Certify and Oracle NetSuite—streamlining employee records, expenses, and corporate card transactions to support fast, accurate financial operations for growing businesses.
Client Profile
Our client, a fast-growing AgTech company, was recently acquired by one of the largest seed and chemical agriculture businesses in the U.S. Following the acquisition, the company was spun off as an independent business unit. With aggressive plans for global expansion, onboarding hundreds of new employees, and integrating into the broader parent company ecosystem, the client faced pressing demands for scalable and efficient enterprise systems.
BizVisory stepped in to implement Oracle NetSuite, restructure Salesforce, integrate systems via Dell Boomi, implement ADP HRIS, and deploy Certify for expense management. However, a major gap remained: Certify and NetSuite did not integrate out of the box.
Challenge
- Lack of integration between Certify (expense management) and NetSuite (ERP) created major inefficiencies.
- Hundreds of employee-submitted expense and corporate card reports were processed manually, increasing risk of error and delay.
- The client’s finance team needed to complete financial closes and consolidations within 2–3 days to meet parent company reporting requirements.
- Manual processes created bottlenecks, inconsistent data, and an inability to scale financial operations effectively.
Project Objectives
- Fully automate the flow of expense and employee data between Certify and NetSuite.
- Eliminate manual intervention and reduce human error in financial reporting.
- Support a fast-paced financial close process with clean, timely data.
- Ensure system scalability as the company expanded globally.
Solution: BizSync Certify Netsuite Connector
Auto Employee Record Creation
Dimension Mapping Sync
Receipt Attachment Import
Expense Report Integration
Employee Deactivation Sync
Corporate Card Sync
Payment Status Updates
2025 Offer – Limited to 20 Clients
Save 25% on Your First Year + Implementation
- $250/month
- $500 Implementation
- Offer valid for the first 20 clients in 2025
- Pricing reverts after 20 spots are filled
Implementation Approach
Despite being a small, specialized team of accountants and developers, BizVisory excels in delivering enterprise-grade solutions. Our internal processes are designed to translate complex business needs into reliable, scalable products.
Key implementation steps:
- Configured NetSuite to receive and generate structured expense reports.
- Created an intuitive error reporting and resync log to streamline troubleshooting and reconciliation.
- Worked closely with stakeholders to ensure the solution aligned with accounting workflows and compliance needs.
Results
- Achieved full automation of expense reporting and employee record management between Certify and NetSuite.
- Enabled the finance team to consistently meet its 2–3 day close timeline, improving parent company reporting accuracy.
- Reduced operational overhead and manual data handling.
- Provided a scalable integration foundation to support future growth and additional systems expansion.
Let’s Talk
Struggling with system gaps or manual expense workflows?
