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Emburse Certify Reviews and Ratings

Rating: 7.4 out of 10
Score
7.4 out of 10

Community insights

TrustRadius Insights for Emburse Certify are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.

Business Problems Solved

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.

Reviews

57 Reviews

Huge time saver and easy to use.

Rating: 8 out of 10
Incentivized

Use Cases and Deployment Scope

All employees have the app installed on their phones in order to upload receipts for credit card purchases.

Pros

  • Easy uploads
  • Drop down categories
  • No need to save and carry receipts around

Cons

  • Sometimes all the information is not populated and total amounts are incorrect
  • I have to go online to fix receipts that do not merge with the report

Likelihood to Recommend

I like the fact that you can upload the receipt right away and not have to carry it around or lose it. Emailed receipts can be submitted directly to be uploaded.

VU
Verified User
Administrative Assistant in Corporate (11-50 employees)
Vetted Review
Emburse Certify
4 years of experience

Emburse Certify for the win!!!

Rating: 10 out of 10
Incentivized

Use Cases and Deployment Scope

Emburse Certify is the tool our organization uses for expensing receipts for business use. Our finance team create a report each month and we are able to upload our receipts and state the reason for the purchase. This is completely automatically. There is also a great app that allows us to upload our receipts as soon as we make a purchase which prevents the employee from misplacing the receipts.

Pros

  • Keep a record of expenses
  • outlines the expense
  • easy upload of receipts

Cons

  • N/A, The feature is easy to use and user-friendly

Likelihood to Recommend

Emburse is great because it allows you to upload your receipts until it is time for me to completely monthly expense. Our finance team likes to title each of our expense reports as this is easier for them to manage and locate items if needed based on their titles. Once the time comes, I just upload my receipts for the charges and add notes if needed.

TP
Tyrunsi Price
Benefit Administrator in Human Resources at Volunteers of America Mid-States (501-1000 employees)
Vetted Review
Emburse Certify
2 years of experience

Expense Reporting Done Right!

Rating: 9 out of 10
Incentivized

Use Cases and Deployment Scope

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.

Pros

  • Expense Reports
  • Creating Blank Reports
  • Phone App

Cons

  • Automatically Removing things from Wallet
  • User Interface
  • 2 step verification process

Likelihood to Recommend

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.

VU
Verified User
Professional in Human Resources (1001-5000 employees)
Vetted Review
Emburse Certify
3 years of experience

Emburse Certify

Rating: 7 out of 10
Incentivized

Use Cases and Deployment Scope

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.

Pros

  • Allows for staff to use a mobile app for on-the-go recording of their business expenses.
  • Highly customizable.

Cons

  • Cumbersome at times.
  • Not the most user-friendly. It can be unclear how to navigate the site.

Likelihood to Recommend

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.

VU
Verified User
Manager in Finance and Accounting (201-500 employees)
Vetted Review
Emburse Certify
3 years of experience

Emburse Certify is Easy to Use

Rating: 8 out of 10
Incentivized

Use Cases and Deployment Scope

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.

Pros

  • 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.

Cons

  • 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.

Likelihood to Recommend

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.

VU
Verified User
Director in Finance and Accounting (51-200 employees)
Vetted Review
Emburse Certify
7 years of experience

Emburse Certify Review

Rating: 5 out of 10
Incentivized

Use Cases and Deployment Scope

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.

Pros

  • 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.

Cons

  • 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.

Likelihood to Recommend

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!

CL
Carla Lottie
Accounts Payable Manager in Finance and Accounting at Liberty Fund Inc (11-50 employees)
Vetted Review
Emburse Certify
1 year of experience

Powerful software, if it worked the way it was supposed to

Rating: 1 out of 10
Incentivized

Use Cases and Deployment Scope

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.

Pros

  • 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

Cons

  • After-sales support is terrible
  • Not all credit card programs are supported
  • Integration with other programs is complicated

Likelihood to Recommend

[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.

EA
Enrique Abello
Vice President, Human Resources & Administration in Human Resources at SageWater (201-500 employees)
Vetted Review
Emburse Certify
3 years of experience
View profile

Not easy for an infrequent user

Rating: 6 out of 10
Incentivized

Use Cases and Deployment Scope

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.

Pros

  • 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

Cons

  • 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

Likelihood to Recommend

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.

VU
Verified User
Manager in Quality Assurance (201-500 employees)
Vetted Review
Emburse Certify
5 years of experience

Certify--Average

Rating: 5 out of 10
Incentivized

Use Cases and Deployment Scope

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.

Pros

  • Streamlined
  • Online accessible
  • Approval path

Cons

  • Splitting receipts can be cumbersome
  • Uploading receipts doesn't always work accurately.
  • Pulls expenses from previous months

Likelihood to Recommend

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.

VU
Verified User
Analyst in Human Resources (51-200 employees)
Vetted Review
Emburse Certify
2 years of experience

I recommend using Certify.

Rating: 9 out of 10
Incentivized

Use Cases and Deployment Scope

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.

Pros

  • 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.

Cons

  • 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.

Likelihood to Recommend

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.

VU
Verified User
Employee (201-500 employees)
Vetted Review
Emburse Certify
2 years of experience