Certify is travel and expense management software developed by the company of the same name in Maine, which merged with Chrome River in 2019 to form Emburse.
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OpenAir PSA
Score 5.5 out of 10
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NetSuite OpenAir is a cloud-based Professional Service Automation (PSA) product which includes capabilities around project management, resource management, project accounting, etc.
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Pricing
Emburse Certify
OpenAir PSA
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
Emburse Certify
OpenAir PSA
Free Trial
Yes
No
Free/Freemium Version
No
No
Premium Consulting/Integration Services
No
No
Entry-level Setup Fee
$8 Expense report
No setup fee
Additional Details
Certify AP has volume based pricing based on processed invoices
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More Pricing Information
Community Pulse
Emburse Certify
OpenAir PSA
Considered Both Products
Emburse Certify
Verified User
Engineer
Chose Emburse Certify
Concur is doing very well too but Certify seems to be better positioned because of its unified process and even more easier if not harder work flow management.
Certify is not well suited for multi-dimensional ERPs. Although Certify 'offers' general ledger dimensions GLD, the use of them is extremely limited. Filtering on any GLD can only be done once. There is not the possibility for creating hierarchies with the dimensions. The only method of exporting is via a flat file or the open API, which I understand is quite limited. This software is for a smaller scaled business that is not trying to track across dimensions or create hierarchies. Data flow is one directional. I cannot emphasize enough the shortcomings of the reporting. The parameters are mostly based on expense dates rather than expense reports. There are entirely too many of them, and some of them perform the function!
This product is well suited for an organization that is focused on client services, project delivery, time tracking, expense reporting, and revenue recognition. From a pure project management perspective, this product is not as feature rich as say Microsoft Project Server. For organizations that are looking for detailed complex project plan and resource management (along with resource leveling, etc.), this is probably not the best suited product
Integration with Amtrav or other travel booking systems. Certify has a tight integration with travel systems that makes it feel nearly like one cohesive tool.
Easy expense options. Use OCR on receipts, import from credit cards and merge items, approve and inquire about expenses. Track your submissions.
Easy UI. Friendly and easy to navigate without getting lost.
Netsuite OpenAir PSA is highly configurable and has a large ecosystem of assets to work with.
Tasks are easily designed to automate processes in your business workflow.
OpenAir is designed in such a way that it can communicate and receive information from external systems without having to re-engineer your systems to make them work if you are following standard business practice.
Reporting: I would like to see more chart availability from the program. We include various data points from Certify in our monthly financial statement package. Currently, we export data from the program and create our own pivot tables to create charts.
Dashboard feature: It would be nice to be able to use the data for a specific date and then be able to print that information.
Can't think of another one. As stated before, they listen to their customers so prior issues have been addressed and implemented.
Compared to QuickArrow, setting up reports to reflect the data accurately seemed to require a bit more consultant time and collaboration. Getting the numbers correct is essential, so budget extra time for this iniative. We also learned that certain calculations can not be displayed in the executive dashboards. Ask these questions upfront to ensure your dashboards are complete for your needs (again, working backwards in the preparation stages).
Compared to QuickArrow, NetSuite OpenAir PSA falls short in the resource management capabilities. UI, flexibility, and scheduling options all could be improved. This is on their roadmap, timeline yet to be defined. Scheduling is vitally important to our company and this is THE area where we feel is the applications weakest. However, the application does provide everything critical to scheduling and provided the elements we needed in order to be successful. We altered our scheduling process accordingly.
During our System Administration 3 day online training, when a question was asked about detailed functionality, sometimes the trainer would share..."Yes, OpenAir has a configuration for that. Just inquire with your consultant and they can flip that flag in your instance." The responsibility for obtaining these special application configurations was placed on the System Admin [in training] to ask and to take notes. If your company needs the application to work a certain way, speak up and ask your OA consultant. There seems to be MANY flags that can be flipped in the background to allow for the system to meet your needs. My complaint is that these are not published, rather made available if one inquires.
OpenAir is able to generate invoices directly and we strongly encourage using this feature to keep everything housed under one application. However, this did not work for our organization and we leveraged a financial integration. A bit of a pioneer integrating with Softrax -- the integration works well, however is quite fragile. We do receive appropriate support when needed, but would prefer the integration to be a bit more stable. We recommend integrating with their stated supported financial systems, as staying the course will likely net a more stable integration.
It all depends. We are still looking at moving our consultants to Oracle PAC, in order to get our financial systems in line (we use Oracle Financials currently). We are feeling a lot of pain with integration and segmented systems.
Ultimately,it depends on how much pain is felt there. OpenAir has given us a path to follow on from QuickArrow. I foresee either moving onto Oracle PAC by end of calendar, or staying on OpenAir.
OpenAir to Oracle integration is not easy. From a reporting and process perspective, there’s been pain from being in different systems
If the integrations with our card programs had succeeded, I expect [Emburse] Certify would have worked well for expense submitters and approvers. During the short time that the American Express Business integration was active, transactions flowed smoothly, and the expense reporting and receipt matching functions were quite good. The [Emburse] Certify mobile app was particularly powerful and easy to use.
In this day and age I should not have to read a manual to understand a product. It should be intuitive to administrate and perform basic tasks. It feels like a ton of intelligence was poured into making OpenAir feature rich but no where near as much attention was given to the user experience.
The measure of support is how well they respond when you really need them, like when the system is not performing correctly. We have been on the platform less than a year, and there have been at least 2 instances, where the platform was down. The 2nd time was the day before out fiscal year end. And they need a development website. When they are making changes to your LIVE instance, and things go wrong, the client is the first to know about it! I've come to understand that Certify has tiers of support. Those in tier 1, barely know more about the software than the users. I sent a request for a report that shows expense reports currently pending approval and after 5 days of back and forth I was told to build it myself.
As an admin, I've had more contact with OA support than most. I've found their response to tickets typically timely and helpful, however many of the responses to tickets are "we will file an enhancement request" and then I never hear about it again. So not terrible, but not a very fulfilling experience.
Very knowledgeable and able to articulate how other customers configured the solution to meet their needs as well as the best practices they recommended.
We did a 3 day online remote course back in April. NetSuite prefers training to occur before migration. We went over the functionality of tool and three months later we migrated. Personally, I didn’t find it that beneficial. Certain parts of it were beneficial as they applied to me – talked a lot about invoicing capabilities that didn’t apply to me. They also have knowledge base / e-learning assets, but I haven’t referred to them
It went fine. Everything came over the way we wanted. In addition to migrating the current projects we wanted to migrate historical data – did that seamlessly. The finished product looked pretty good – just needed to tweak – and they helped us with that
Before Certify, there was only manual expense reports entered for our company. This took too much time for employees too finish and caused a delay of efficiency. With Certify, it is easier to access and finish each report with the right amount of effectiveness and efficiency it needs. Certify is really helpful in saving a lot of time for employees that do not have time.
OpenAir accurately reflects changes in real-time as well as lends itself to see where a draw is at, when payment is expected and what percentage of the contract has been billed or approved to date. This helps with project billing and tracking as well as cash flow. Quickbooks lacks the ability to show progress draws, approved changes, and pending changes on a given project where OpenAir excels.
The organization and automatic flow of the expense report to approvers and then AP saves time for all. The user has agreed that it is easier and quicker to prepare the expense report and the managers and AP department finds the automated process to be quicker and more efficient. Time saved is money saved.
Certify can recognize if a duplicate expense is submitted or if an expense is submitted too late to be reimbursed according to our policies. This prevents us from reimbursing an expense in error.
We use a customized report to track a specific type of expense that gets submitted by our sales team. There is a limit on what can be spent on specific expenses that fall into an entertainment category and the report helps us to stay within the limits. Previously, without this tool, we had spent so much more time manually tracking these expenses and had gone over the limits, creating a deficiency in our processes.
