Energy Services Leader Enhances Tax Accuracy with Automation

Secure Energy Services is a market-leading energy services company that assists clients throughout the energy lifecycle in Western Canada and North Dakota. With staff in three Canadian provinces as well as the U.S., the finance team struggled with complex tax calculations as they manually processed and approved expense reports.

The Goods and Services Tax (GST) in Canada requires that different types of expenses be eligible at varying percentages. This created a complex approvals process for the finance team, who had to manually review more than 600 monthly expense reports to fact-check tax calculations. They reached out to Certify in 2015, to see if an automated solution could be custom-built.

Expense management challenges:

• Complex tax calculations across multiple Canadian provinces and the U.S.
• Labor-intensive, manual processes mired in spreadsheets and paper
• Lack of visibility and the risk of auditing blind spots
• Corporate card users had a limited functionality application provided by the card provider