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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Upside Business Travel
Score 9.3 out of 10
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Upside Business Travel is a technology based travel management application from the company of the same name headquartered in Washington, D.C.
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Pricing
Emburse Certify
Upside Business Travel
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
Emburse Certify
Upside Business Travel
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
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!
I've used other big name solutions before, but Upside's customer service is really what puts them head and shoulders above the rest. I don't worry about getting someone who has no idea what they're doing when I call Upside - whoever I get is going to be able to answer my questions and get my issues sorted out. That's a huge help
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.
Customer Support. Our business travel changes in real-time. Sometimes we have to make multiple changes to our travel in one day. The Upside Support team is always there to change the travel, especially when my travelers do not have the time to step away from work to get on the phone with airlines, hotels, and rental car agencies.
Travel Tools. From the web site to the phone app, the Upside tools are very easy to use and are very extensive with functionality.
Prepay for travel. Prepaying for travel simplifies the booking process and eliminates the need for corporate cards.
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.
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.
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.
The support from Upside Business Travel is absolutely amazing. Immediately after you book a flight, you get an email from your representative. You can contact them at any time and get them to help you with anything you need or answer any questions. I have used the support before to get an earlier check-in, change flights, and add a night to my stay.
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.
I was not a part of the change process, but I am quite happy using Upside over Concur. We were charged just to speak with an agent, and there wasn't an option to communicate online. I love having the chat option with Upside. I do miss the ability to put travel plans on hold to allow colleagues the opportunity to review it before I book, but the pros of Upside far outweigh the cons.
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.
