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Emburse Certify

Emburse Certify

Overview

What is Emburse Certify?

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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Recent Reviews

TrustRadius Insights

Emburse Certify is a versatile expense management solution that has proven to be invaluable for businesses across various industries. …
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Emburse Certify

7 out of 10
May 03, 2021
Incentivized
We use it for staff across the organization to submit receipts for business expense reimbursement. It's used by a cross section of staff …
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Certify--Average

5 out of 10
February 27, 2020
Incentivized
We use Certify for all of our expense reports/processing needs for Accounting and reimbursement. We have multiple executives in the field …
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Awards

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Pricing

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What is Emburse Certify?

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.

Entry-level set up fee?

  • $8 Expense report
    Required
For the latest information on pricing, visithttps://www.certify.com/ContactUs.aspx?…

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Alternatives Pricing

What is SAP Concur?

SAP Concur is a SaaS expense report management product, and handles corporate travel booking, expense report automation, reimbursement, audit, and business intelligence, and corporate card integration.

What is Expensify?

Expensify automates the entire spend management process. Scan receipts, track mileage, submit and approve expenses, manage corporate cards, reimburse employees, pay bills, send invoices, and book travel. Built for individuals and companies of all sizes, anywhere in the world.

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Product Details

What is Emburse Certify?

Emburse Certify Expense aims to help make expense reporting easier with its automated expense report creation and mobile receipt capture. Employees, managers and accountants can create, submit and approve expense reports, check the status of expense reports and access reports on demand.

Certify AP is designed to give finance teams insight into their company purchases and the ability to manage spend before it happens, paper is eliminated, and approvals are handled online, making remote work feasible. By automating these processes, finance teams now have valuable time to be able to work more strategically across their organization.

Emburse Certify Features

  • Supported: Approval Process Control
  • Supported: Invoice Management
  • Supported: Multi-Currency
  • Supported: Receipt Management
  • Supported: Receipt Upload
  • Supported: Reimbursement Management
  • Supported: Spend Control
  • Supported: PO creation
  • Supported: Purchase Requisition creation

Emburse Certify Screenshots

Screenshot of Certify Homepage - User interface for all users that includes a quick view of their expenses, pending expense reports and approval requests.Screenshot of Certify Mobile - Snap photos of receipts on the go and upload them instantly to your virtual Certify Wallet.Screenshot of Certify Travel - Now, corporate travel is even easier. Introducing Certify Travel, your end-to-end corporate travel solution to simplify bookings for employees while helping your company manage travel practices and costs. All for one low monthly fee and no booking fees! Certify Travel is easy to use, yet it is also a powerful enhancement to your company’s expense management system.Screenshot of Certify Reporting & AnalyticsScreenshot of Certify AP- manage cashflow with accounts payable automationScreenshot of Certify AP- streamlining employee purchasing

Emburse Certify Video

Certify 101: Automated Expense Reports with Certify's Report Executive

Emburse Certify Competitors

Emburse Certify Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationApple iOS, Android, Windows Phone, Blackberry, Mobile Web
Supported CountriesUnited States, Canada, Latin America, United Kingdom, Europe, Middle-East and Africa, Asia, Australia, China, India, Japan, Germany, Brazil, Mexico
Supported LanguagesArabic, Chinese (Simplified), Chinese (Traditional), Czech, Danish, Dutch, English, Finnish, French, German, Hungarian, Indonesian, Italian, Japanese, Korean, Norwegian, Polish, Portuguese, Russian, Spanish, Swedish, Turkish, Ukrainian, Taiwanese, Thai

Frequently Asked Questions

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.

Expensify, Coupa, and SAP Concur are common alternatives for Emburse Certify.

Reviewers rate Usability highest, with a score of 7.2.

The most common users of Emburse Certify are from Mid-sized Companies (51-1,000 employees).
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Comparisons

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Reviews and Ratings

(97)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

Emburse Certify is a versatile expense management solution that has proven to be invaluable for businesses across various industries. Users have praised its ability to track and approve expenses, providing them with a seamless process to report on expenditures and make informed decisions based on those reports. By streamlining the expense reporting process, Certify increases visibility into company spend and makes it easier for businesses to manage their expenses effectively.

One of the key use cases of Certify is its ability to simplify travel booking and research experiences across teams. This feature has significantly streamlined the travel planning process, enabling teams to collaborate more efficiently and ensuring a seamless booking experience. Additionally, users have found Certify's compatibility with popular accounting software such as QuickBooks and NetSuite to be highly beneficial. The integration capabilities of Certify have saved users time by reducing the need for double data entry, making financial reporting more efficient and accurate.

Certify offers additional functionalities that further enhance expense management. Users appreciate the ease of submitting expense reports through Certify, simplifying the reimbursement process and ensuring timely payments. The platform also provides features like importing reports into the organization's ERP via API, improving efficiency and accuracy in financial reporting. Moreover, Certify offers robust controls, allowing businesses to require specific information for expenses, thus enhancing accuracy and compliance.

Certify's user-friendly interface has been consistently praised by customers. With its intuitive design, approximately 200 employees who submit daily expense reports have reported no issues or questions, providing a seamless user experience. The mobile app provided by Certify eliminates concerns about losing receipts, making it convenient and reliable for users to capture and organize their expenses.

Overall, Emburse Certify has proven itself as an effective solution for expense management across organizations. Its ability to simplify processes, improve collaboration, increase visibility into spending, and enhance financial control make it a valuable tool for companies seeking efficiency and accuracy in managing their expenses.

Attribute Ratings

Reviews

(1-25 of 55)
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Score 9 out of 10
Vetted Review
Verified User
Incentivized
Certify is being used across the whole organization. This helps us manager expense reports as the process is quicker, simpler and can be done anywhere with reliable internet connection.
  • Expense Reports
  • Creating Blank Reports
  • Phone App
  • Automatically Removing things from Wallet
  • User Interface
  • 2 step verification process
Certify is well suited for organizations that have hundreds of users send expense reports, especially if users own company credit cards. Since we have a lot of employees, I am unsure if this would be the best system for companies with a small number of employees.
May 03, 2021

Emburse Certify

Score 7 out of 10
Vetted Review
Verified User
Incentivized
We use it for staff across the organization to submit receipts for business expense reimbursement. It's used by a cross section of staff (not just one department), but not all of our staff.
  • Allows for staff to use a mobile app for on-the-go recording of their business expenses.
  • Highly customizable.
  • Cumbersome at times.
  • Not the most user-friendly. It can be unclear how to navigate the site.
Emburse Certify is well suited for submitting, approving, reviewing, and storing details and records of employee business expenses for reimbursement. Emburse Certify may not be as useful users that have infrequent reimbursable business expenses. Emburse Certify is also a travel booking tool.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Our company uses Certify for both our employees expense reimbursement and tracking our companies credit card usage. Certify allows our employees to be able to track their expenses and receipts either in the office or on the go with the mobile app. It allows all receipts to be stored in one place and elimnates the needs for paper copies and spreadsheets. Our employees are able to code their expenses with preassigned accounting codes and departments making it easier for the Finance team.
  • It is extremely easy to use - both the online site and mobile app.
  • We are able to export the data and easily import it into our accounting system
  • Their customer service is extremely helpful and quick to respond.
  • It would be nice if there was a direct link between Certify and our accounting system (Sage Intacct) that replaced our manual import of information.
  • The approval mapping is a little complicated.
Emburse Certify is great for travelling employees who are comfortable using a smart phone or other technology. It is great for organizations who want to know a lot about how/what their employees are expensing. There are so many reports! If you have a complicated internal structure setting up the approvals and expenses codes can be time consuming.
Score 5 out of 10
Vetted Review
Verified User
Incentivized
We are currently using Emburse to process T&E expense reports for employees and corporate cards as well. The platform is being used across the whole organization. We have <50 employees and about 1/2 of them process expense reports on a regular basis. This solution is simple. It is compatible with QuickBooks and NetSuite. We do not use either of these platforms for our ERP. The platform does not integrate with any other ERP. It is addressing the issue of double data entry and the cost associated with our last solution. Previously AP would have to manually enter the data from the old expense management system into the ERP. Certify does at least allow us to import the reports into our ERP via the API.
  • Tracks for duplicate receipts - Based on receipt date and amount, Certify will flag duplicate receipts and with a click drill down to the report it has matched to duplicate to.
  • Split Expenses - The split expense function is easy to use and understand. Certify allows for multiple splits by amount or percentage.
  • Report Executive - Allows for the automatic building of expense reports based on a predetermined time.
  • Credit Cards - Merge receipts option. This option will merge together receipts and expense lines based on date and amount.
  • Unsophisticated - This platform is too simple for a system anymore robust than QuickBooks.
  • Reporting - There are over 50 reports in the system and not one of them will yield a report showing "current expense reports awaiting approval". The Custom Report Builder is limited in scope. Once a report is written, it is stifled by preset parameters.
  • Navigation - There is not a "Save" button anywhere in the platform. "Return" is not a universal term for "Save". It's clunky to use. Navigational icons change meanings depending upon how/when they are used. When creating a report, that entering a receipt date range is mandatory, is a complete waste of time and useless.
  • Wizards - Throughout the software "wizards" are referred to as the list of red colored instructions one encounters upon having left out needed information. A wizard is not a list instructions. It is a guided set of instructions that lead to the correct result.
  • Support - The first tier of support in Certify is not knowledgeable of the software. Our system has been put into chaos on more than one occasion due support having not something correctly. There is no obvious way to call them. They don't even have people in chat anymore. It's a stupid bot.
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!
Enrique Abello | TrustRadius Reviewer
Score 1 out of 10
Vetted Review
Verified User
Incentivized
We used [Emburse] Certify to help streamline our expense reporting process. We previously used an outdated paper-based procedure that delayed reporting, sometimes by months, and the goal of implementing [Emburse] Certify was to not only speed up the process but also to increase visibility to our company's spend. The [Emburse] Certify solution was rolled out to the entire organization over the course of several months.
  • Mobile app is very good, particularly at matching receipts with expenses
  • Web-based desktop interface is user-friendly
  • Automated expense reports are attractive for busy managers
  • After-sales support is terrible
  • Not all credit card programs are supported
  • Integration with other programs is complicated
[Emburse] Certify seems to have been designed with large organizations in mind, particularly those with corporate card programs as opposed to "small business" cards. The integration with American Express Business accounts failed after less than a year, and was not reestablished before we pulled the plug on the whole project. Even worse, [Emburse] Certify's support team wasn't able to offer alternatives.
Score 6 out of 10
Vetted Review
Verified User
Incentivized
Zeon uses Certify for all travel expense reporting. Employees in the office and those who are remotely located use it. It is accessible from the company's intranet, and the IT department pushed the Certify app to company cell phones. Certify replaced a previous Lotus Notes homegrown system as Notes was being discontinued.
  • You are able to upload receipts from your phone's camera
  • Regular users found the program to work well
  • Company level information (departments, etc) seemed to always be accessible
  • Scanned receipt character recognition was far less than 100% so scanning receipts wasn't always a benefit
  • Could be more seamless when processing a document on both phone and desktop
  • Routing of documents seems inefficient, but that could have been my company's deployment
I really think overall the product works well. As noted earlier, employees who used Certify frequently found it easy to use. For an infrequent user like me (I traveled 2 - 4 times per year), it didn't seem very intuitive. Things like starting the document on your phone and then moving to the desktop environment were difficult. The scanned receipts often didn't register with the program so much information had to be entered manually. Uploading a combination of cell phone scans and other documents (egs. hotel receipts received by e-mail) seemed awkward.
February 27, 2020

Certify--Average

Score 5 out of 10
Vetted Review
Verified User
Incentivized
We use Certify for all of our expense reports/processing needs for Accounting and reimbursement. We have multiple executives in the field that use Certify to reconcile their company credit card and for personal reimbursement on mileage, marketing, etc. It makes it easier to submit receipts and have electronic copies each month.
  • Streamlined
  • Online accessible
  • Approval path
  • Splitting receipts can be cumbersome
  • Uploading receipts doesn't always work accurately.
  • Pulls expenses from previous months
Certify does well with being able to upload receipts, but it often will go onto the wrong expense. I use a date range to generate an expense report, and it will pull data from previous reports that are not applicable. Probably good for a bigger organization and nice to see it has approval paths.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Certify is used within my media company in every department, as most people generally have corporate expenses that require reimbursement. The business problem Certify addresses is that it provides an easy and efficient way to get reimbursement/money back to employees' bank accounts thanks to its smartphone app or website. This is the only way to be reimbursed for expenses at my company.
  • The app is easy to follow and straightforward. You'd be hard-pressed to make a mistake.
  • The app can auto-populate your entire receipt/reimbursement paper, which is very helpful and time-saving.
  • Certify never provided clear instructions to me when I first downloaded it as to how exactly to process expenses. I find to figure it out myself through intuition and scrolling around.
  • The app itself, while easy to follow, isn't particularly aesthetically pleasing, as weird as that may sound. It kind of looks like what an app would look like in 2010 as opposed to 2020.
Certify is a great tool to track your expenses and submit them to your managers. I never had an issue with using the app, whether I was submitting a small lunch expense or dozens of expenses from a week-long work trip. It's suited to every employee level and status. I can't think of a scenario where using Certify wouldn't be appropriate. Perhaps if you forgot to do a lot of your expenses and you have a massive backlog of them.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We use Certify to log our expenses for travel, incentives, and team activities.
  • Upload receipts.
  • Calculate amount owed.
  • Mobile app.
  • Switching between currencies.
Great for sales representatives that are traveling. It gives you the ability to easily create expense reports and follow the approval process to be paid out.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Certify is being used by our entire organization. This allows for the standardization of expense reimbursement across multiple ERP systems. It also allows us to have a central repository for record-keeping purposes.
  • It's easy to use, and requires little user training and intervention.
  • It allows for great flexibility in the general ledger setup.
  • I don't have any real complaints. Customer service is great and Certify is always adding functionality.
Certify is well suited to use across multiple organizations. It's low cost and high functionality.
Score 6 out of 10
Vetted Review
Verified User
Incentivized
Certify is used throughout all departments of my organization to track travel expenses, company credit card charges, and reimbursement requests. It helps us to manage each of these accounting needs with relative efficiency.
  • Store receipts at the time of purchase.
  • Submit expense reports for review.
  • Interface is not intuitive compared to major competitors.
Certify is not bad software by any means - it does everything it claims to do. Users can save receipts, sync them to automatically imported expenses, track travel expenditures, and submit expense reports. Having all of those features in one place is helpful in accounting efficiency. However, having switched to this platform from Expensify, I would say that Certify has a significantly greater learning curve. The workflow is not intuitive and requires training videos or experimentation before new users can get the hang of it.
Adam Neveu | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Certify is being used across all teams in the US. Working at a startup, day to day needs can change on a dime. Certify makes it easy for tracking purchases, submitting expense reports in a timely manner, and with their mobile app, we no longer have to worry about losing a receipt.
  • Receipt auto-fills when I scan it. This saves me a ton a time while traveling, especially when I am in a rush and on the go.
  • You don't need to be connected to the internet when uploading receipts! After a busy trip, I can scan all my receipts on the plane and when I land and turn data back on the expenses will upload from my app to the cloud.
  • Adding and managing new users is easy. The admin tools are very diverse and customizable making it easy for a growing company to add and manage users in the system.
  • Certify can become slow on busy expense days, making it a longer process to upload receipts and create a report online while at my PC.
  • Sometimes the autofill is incorrect, this is hard to really fix though I would assume, so just be careful when auto-filling your receipts.
  • The app seems to load up a web browser on some occasion and I am not sure why.
Certify is great for growing companies and large organizations. The system on the backend is customizable making it easy for my team to use it. At larger companies, I can see that this solution is perfect for many enterprise accounts that need a diverse and scalable solution for their organization.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Our whole organization uses Certify to submit expense reports. It includes all types of expenses from automotive, mileage, training, etc. You can map the travel so it will auto-calculate mileage. There is a per diem wizard that has the ability to differentiate between cities/regions or countries. You can use multiple currencies and it will convert to your currency.
  • Per diem wizard: we send employees all over the world and allocate different spending limits based on average costs per destination.
  • Map it function: takes the ease of trying to guess at mileage.
  • The flow: approvals are automatically sent to the right person.
  • New users are puzzled when trying to fill in location or vendor— they're blank and they don't know what to do.
Works well for us—we're a global operation and many employees travel a lot. They like the system and the flexibility it offers.
November 21, 2019

Use it anywhere!

LaDarryl l.a. Hollingsworth | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Certify is used by the entire CRC organization to produce and process expense reports. Whether being used on the desktop or on a cell phone the program allows those that travel to log and organize their travel receipts with ease. I like the option to take photos of receipts and import them into your certify wallet on the spot. It really cuts down on the hassle of trying to keep up with a lot of paperwork.
  • I like the Certify App. It's fast and responsive.
  • I like that it is extremely user-friendly on both mobile devices and desktops.
  • I like that the app doesn't take up a lot of pf space on my phone.
  • Auto texts generated from receipts are sometimes incorrect. So that feature is not 100% dependable. I don't always have to change them but I do always have to check them.
  • No way to view past expense reports.
  • Certify auto-assigns categories to expenses that are not always correct. So that feature is not 100% dependable. I don't always have to change them but I do always have to check them.
Certify is perfect for fast-paced expense tracking. You can expense purchases while sitting in the airport waiting for your next flight or while at dinner while conversing with coworkers. It is extremely easy to use and takes little effort to understand.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use Certify to manage our expense reports. Everyone across the whole organization uses it including those with a company card and those who are reimbursed to their personal accounts. Before Certify, I taped expenses to a sheet of paper and sent it to our finance department, so this makes everything more streamlined and accountable.
  • Certify matches expenses with receipts that are uploaded automatically.
  • It's very easy to upload receipts to Certify through multiple ways including uploading from a computer or the mobile app and sending directly from email.
  • Most often, the categories that Certify auto-assigns to expenses are incorrect, so I have to always change them.
Certify is well suited for situations when employees must compile monthly expense reports that need to be submitted to at least one person to approve them. It is also well suited for someone who has a lot of receipts, but doesn't want to carry around the paper copy. Certify makes it easy to snap a photo and then get rid of the receipt.
Michael Palecek | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Our organization uses Certify to generate expense reports and submit them to the accounting department for reimbursement and to post the results into our general ledger for classification. The majority of our users travel quite a bit and use the mobile app. I use the software for computer and service purchases for the IT department supporting the company. Most of the expenses are done on a company credit card and are not directly reimbursed to the card holder, but used to verify monthly bills.
  • Upload receipts from computer/laptop.
  • See all expenses on a report and work with them.
  • Organize and read receipts from the receipt vault.
  • The automated reading of invoices from PDF is generally good, however, it is not always 100%. I do a fair number of purchases on Amazon and their PDF files are generally laid out very well and should be easy to classify from the data on it.
  • Some of the interface buttons are not clear on what they do, commands are hidden on pop out menus.
  • Creating a new expense report from a statement could use some work.
It is very easy to use and to get users trained and up to speed. I have used other software packages and Certify is very competitive in the market place. It is very easy to classify expenses, which is something I need to do regularly because I make purchases for all departments in the company.
Tristan Dobbs | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Certify is in use across the organisation as our expense reporting and travel booking system. Our management teams use it to track and approve expenses in a single system, report on expenditures, and make decisions based on those reports. Our users use it to book travel, research experiences across the team, and submit expense reports for reimbursement.
  • 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.
  • Mobile app. The mobile app is basically a web view of the mobile version of the page and isn't native. That experience could be much smoother.
  • Certify hasn't implemented SSO completely according to the SAML 2.0 protocol, so which IdP workflows work, SP is still broken. This makes it harder to take action from a link in an email as you always need to use the IdP workflow specifically.
Certify is excellent as a platform. It allows for integrations with common systems like Amtrav and can be used for more than simple expense reporting. It is excellent for the small to medium business market and handles most things very well.
Beware if integrations break as it is difficult to get support on the platform itself.
Sheila Garcia | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We currently use Certify for our Sales team to file their monthly expenses. It helps streamline the process, taking out excel sheets and adding in an easy to use online and mobile system. Being able to add expenses by taking a photo of the receipt and immediately adding to Certify is a big plus.
  • Mobile upload - piling up receipts to staple to reports and turn in can be cumbersome. Thanks to Certify's mobile app, our team can easily take photos of their receipt and upload it immediately after making a purchase. The info is saved in their report and they can submit easily when needed.
  • Departmentalizes expenses - easy to create expense categories to allow our accountant an easy understanding of what is being spent in each category.
  • ACH payment - while we don't currently use it, I believe the ability to add ACH payment through Certify became an option in 2018, and was one we wanted to see added and glad they did! Now we just need to activate it on our end.
  • When you forward an expense report to a supervisor or co-worker, the expense form is no longer available for us to view. Or at least not that I have found. I wish there was a place for old reviewed/approved expense reports would be saved for easy reference to the past reports.
The ease of adding receipts with photos through the mobile app is helpful in many ways! It lets you add as you go, and no more holding on to lots of paper receipts since it’s all stored digitally.

It was frustrating to submit an expense report for review but then not be able to access it again for reference, either as an employee or mid-tier reviewer.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
Certify is used across the entire organization for employee monthly expenses.
  • Clean intuitive interface
  • Provides a mobile app for receipt scanning
  • Provides history of all expense report activity
  • The website tends to be very, very slow when uploading or saving information
  • OCR engine through App for scanning receipts is awful, to the point of being useless
  • Mileage calculations through Mapquest tend to be inaccurate most of the time
In a smaller organization setting, or for people that are NOT road warriors like myself that have multiple receipts each day, it would probably be better suited. When you have many many receipts to document each month, going through each to ensure accuracy takes quite a long time and is burdensome.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
It is used as needed across the entire organization and its affiliates. We successfully use Certify for both, its intended purpose of expense report reconciliation, as well as to better control the flow of cash and payments to and from our subsidiaries. We recently also began to test using Certify for pre-authorizing quotes and job estimates.
  • Organization & ease of view.
  • Easy, user-friendly interface.
  • Good customer service.
  • The option to have the edit screen already open as you move from one transaction line to the next.
  • More customization options (at least to the administrator).
  • More comprehensive reporting.
The flexibility of using mobile and desktop platforms, as well as the ability to upload receipts and invoices from different sources in a variety of methods. So far, it has been suitable for us for its intended purpose, as well as an alternative method of inter-company control. So far I can't think of a thing that the system hasn't been suited for, except the cost-benefit of the add on services of invoices and travel not making financial sense to us.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
We use Certify throughout our organization (we used Excel spreadsheets prior to Certify). Formula's would get changed or simply deleted which would cause various errors. Additionally, we would never have the detail of the individual expenses in our accounting software. Certify was a great addition. We now have detail flowing through to Sage 100 and I can run various analytics in Certify to see our level of spend.
  • Customer service/support: They have an incredible team. We are fans of the chat option and 99.9% of the time our issues are solved within a 5-minute window.
  • Listening to customers: they are always looking for ways to improve their product. They have free conferences sprinkled around various cities. They are worth trending. They provide "what's new in Certify" as well as round-table discussions specifically addressing how their customers are using the product and what they have learned along the way.
  • Keeping their product up to date: Certify takes back various suggestions from the conference to enhance their product. I have been at every conference they have had and have actually seen customer suggestions get implemented into the program.
  • 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.
It fits our organization very well. As stated before we were on the Excel spreadsheet method which did not translate into usable data in our accounting software. All of our employees find it easy to use and the accounting team is able to dive into data for both current and prior reports when questions arise. This has been a great company addition. Happy with our selection!
April 19, 2019

We love Certify!

Score 10 out of 10
Vetted Review
Verified User
Incentivized
Certify is used as our expense reporting software for reimbursable and non-reimbursable expenses. It is being used across the whole organization. It avoids us having to use paper receipts and allows managers and the finance department to monitor spending.
  • Mobile capture of receipts.
  • Create and approve expense reports on the mobile app.
  • Reimbursable expenses are easy to process.
  • Sometimes the software that reads the receipt info is not accurate. Close, but never 100%.
  • Admins should not have to take so many steps to access users' accounts.
  • Too many e-mails along the way for expense report approval.
Very easy to use. Support is great! Allows for an approval process for all money spent on company credit cards.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Our outside salespeople use Certify to submit monthly expense reports for reimbursement. We have about 25 persons using Certify. They typically incur mileage, travel expenses, and some entertaining expenses. Prior to using Certify, we were using paper reports and attaching original receipts to each monthly reimbursement submission. Keeping up with all that paper was cumbersome.
  • Direct deposit reimbursements are very fast. Our users get their funds very quickly.
  • Reporting capabilities within Certify are excellent. Many reports are available and can be created in Excel format for further manipulation when necessary.
  • Support, when needed, has been very good. The knowledgebase is helpful and phone support is available and responsive.
  • The ability to add a receipt after a report has been submitted would be helpful. This would simplify processing as opposed to disapproving the report and sending it back to the user for correction and re-submission.
  • Though not a fault of Certify, our users drive multiple destinations every day, rather than occasional trips from city A to city B. Therefore, capturing mileage is a time-consuming process for our users.
Certify works well for organizations where the same group of employees incurs expenses on a regular basis. It would not be best for situations where various employees incur expenses on a less consistent basis, due to the effort involved in setting up accounts for those employees and training them on the process.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
I perform outsourced accounting and CFO services. I have chosen Certify for two organizations and implemented it in both companies.
  • Very easy to use.
  • Pulls credit card charges in.
  • Very good mobile device.
  • Nice interface with Spectrum.
  • Setting up the credit card interface took some time, but support eventually got it working.
Very well suited if you want to charge to a job/project because you can add fields to work with your accounting system.
April 17, 2019

Helpful

Score 8 out of 10
Vetted Review
Verified User
Incentivized
We use it across our US organization. It gives us the capability of automatically linking our company credit cards and allows employees access when they are traveling.
  • Links credit card charges and receipts for ease of reconciliation
  • Allows employees to access while traveling
  • Provides good reports
  • Allow receipts to be included for more than 1 charge on the credit card (Uber charges & tips)
  • Linking receipts can be difficult when there are many to choose from
Much better than the Excel spreadsheet we were using prior
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