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Emburse Certify is a versatile expense management solution that has proven to be invaluable for businesses across various industries. …
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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.
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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.
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- $8 Expense reportRequired
For the latest information on pricing, visithttps://www.certify.com/ContactUs.aspx?…
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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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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.
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
Emburse Certify Video
Certify 101: Automated Expense Reports with Certify's Report Executive
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Emburse Certify Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | Apple iOS, Android, Windows Phone, Blackberry, Mobile Web |
| Supported Countries | United States, Canada, Latin America, United Kingdom, Europe, Middle-East and Africa, Asia, Australia, China, India, Japan, Germany, Brazil, Mexico |
| Supported Languages | Arabic, 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 |
Emburse Certify Downloadables
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.
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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- 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.
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(1-25 of 27)Companies can't remove reviews or game the system. Here's why
May 03, 2021
Emburse Certify is Easy to Use
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.
May 03, 2021
Emburse Certify Review
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.
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
November 27, 2019
Certify will help keep your team on track with expenses
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.
November 21, 2019
Use it anywhere!
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.
November 20, 2019
Expense reporting software
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.
November 08, 2019
Certify is Certifiably great!
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.
October 31, 2019
Easy to use reporting app!
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.
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.
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.
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.
April 17, 2019
Certify for Outsourced professionals
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.
April 11, 2019
Certify - excellent time-saving tool!
It is being used across the organization. Anyone who has a company credit card uses it, and almost all of the salespeople as well. Accounting oversees it. It helps us to keep all of our credit card receipts easily accessible and reduces paper waste. It makes it much easier to look up previous charges.
- The app is easy to use and is very convenient.
- The ability of account managers to go into other employees' accounts makes it easy to help them.
- The wide range of reporting features makes it easy to look up old information and create Excel sheets with meaningful data.
- Manually entering data to an expense report is not very user-friendly. I do not like that I have to fill in the category before I can fill in the rest of the data. Sometimes I need to fill it all in and then think about which category would be best.
- Linking cards to the wallet - we had quite a struggle trying to keep some of our cards linked and they would mysteriously unlink which made for a time-consuming fix involving upper management.
- SpendSmart - I don't think this area is useful at all to our company.
- As an account manager, I wish there was an easier way for me to edit each expense in reports. There are times I need to go into every single line item. to change or add detail, and it would be nice if I could edit them on one screen.
April 10, 2019
Certainly simple to use!
It is being utilized across the entire organization, from superintendents in the field to Project Managers and beyond.
- Take a photo of the receipt and it is automatically saved
- Because of the upload, paper receipts no longer need to be saved
- It syncs really well into the monthly expense report so when it’s time to reconcile credit card transactions it’s all there
- Capability to correct the transactions (which account, which project, $ amount etc.) works great
- I use an iPad and when I try to touch things to edit they are placed a little too close to each other
- When I do touch to edit, it should pull up in front of me. I didn’t realize that I had to arrow down to an item to continue to edit
April 10, 2019
Highly Recommend Certify
It is being used by our senior and branch managers; we have 11 branches, to track expenses and all receipts. It helps to have all the receipts in 1 area, and we can mark it with a code if receipts are missing.
- Certify is linked with our specific business credit card
- The support team responds very quickly to answer any questions, etc
- Certify is very user-friendly
- We have asked Certify for improvements through the years and they have responded very well. At this time I do not see an area for improvement.
April 10, 2019
User Friendly
Currently our organization uses Certify across the whole organization. We use it for expense reports as well as booking our company travel.
- Able to create custom reports designed for your organization to provide you with the information you need.
- Always has customer service available; whenever an issue might occur they are able to handle it immediately.
- Extremely user-friendly and does not need WiFi connection at all times.
- Allowing for receipts to be uploaded after an employee submits a report.
- Allowing easier cancellation/changes when it comes to travel on the user end instead of having to call for easy change.
- Allow for reports to be ran using more specific field searches.
April 10, 2019
In Certify we trust!
Certify is being across our whole organization for travel and expense reporting. Its highly intuitive and user-friendly platform allows users to easily populate their expense reports, submit them and get them approved in an very efficient manner. Finance is able to review the approved reports online and initiate payment processing in a similar efficient manner.
- Ease of use for users and administrators
- It's totally paperless
- Never once heard a complaint about Certify
- None so far!
April 10, 2019
Certify is a win-win for accounting and employees both!
It is being used throughout our company for processing expense reports for employees who work outside of our office and for employees with company credit cards.
- Ease of using the software.
- Ability to upload receipts using a cell phone.
- Ability to review and process expense reports effectively.
- Limiting a dollar amount for specific categories. When an expense can only be charged to that category if it exceeds a set limit.
April 10, 2019
Happy with Certify!
At Enzo, we use Certify for many departments at our location and at our European locations. It has simplified T&E submission for the users and organized the submission for the reviewers. Questions that come up during review by managers are easily resolved with emails within Certify. Certify has the ability to require certain information in regards to an expense, where the expense cannot be submitted without the required detail.
- Certify has the tools to calculate mileage reimbursement from one location to another. The calculation is based on the amount that you want to reimburse per mile. Using this tool within Certify is much easier and quicker than having to go on a "MapQuest" type website to come up with this information.
- A variety of reports are available in Certify to help track expenses by department, individuals or type of expense. Customized reports can also be added to Certify to provide data on "not so ordinary" expenditures.
- I am not a user on Certify, only an administrator, but I have been told by many users how easy it is to use Certify. It was very much welcomed by our users when we started using Certify about 5 years ago.
- When approving an expense, a manager has to approve it and submit it and a few times the manager approved it and never submitted it, thinking it was done.
- We use the delegation tool that allows a manager to have another individual go into Certify and review and approve expenses for him. I find this feature a little difficult to find for setting this up and for the user to find. I have had to look it up in the support section of Certify.
- On the screen when setting up a new user, a manager is set up to approve and there are two other fields that approvers can be added, a second approver and AP rep. When the second approver box is not populated, the expense keeps going back to the first approver. I have to put the AP Rep in as 2nd approver and AP approval.
April 10, 2019
great value
We use Certify for all expense reporting in our engineering department, for field marketing employees, administration, and all upper management. We have a lot of travel within our company, and Certify is a great way to track travel expenses and needs for our employees. We have not utilized the travel portion of the software.
- The quick and easy recording of receipts, by clicking a couple of buttons and saving the information, is so efficient. No worrying about keeping track of or losing receipts.
- The reports to pull for following processing expenses are a great help for research purposes.
- Ease of entering and completing expenses, whether via cell phone or computer.
- Split Expense function -- I wish it worked better on the mobile app. It is easy to go through the function on the computer, not so much on the mobile app. Most of our employees use the mobile app, so that results in a lot of clean up on my part when processing.
April 03, 2019
Certify and good match for corporate expense reporting
It is used to manage all credit card purchases for the entire company for supplies, equipment, and travel. Certify is very helpful for the Accounts Payable team when they need to decide how a purchase is allocated in Quickbooks.
- The mobile app works well for users that travel so they don't have to wait to enter expenses and receipts.
- The web interface is simple and easy to use.
- Attaching receipts via the web interface is also quick and easy.
- It would be nice to turn off the message that pop up stating that there is a duplicate expense.
March 30, 2019
Convenience and Power of Certify
Certify is currently being used for our international department. It allows staff to submit expense reimbursements in a variety of currencies and to have the ease of taking immediate photos of receipts and submitting them. This eliminates the need for sitting down at the end of the month and trying to collect all receipts, then remembering what they were used for.
- Uses the companies own category list: this way it is tailored for our own use.
- Stores receipts so that you don't have to keep up with them in a wallet or folder any longer.
- Organizes the expenses in a simple way based on multiple factors.
- Provides reminders.
- The functionality works great, but occasionally there will be challenged with the app. One problem encountered is taking a photo of a receipt and being taken back to the log -in screen.
October 10, 2018
Do Not Waste Your Time Or Money!
Score 1 out of 10
Vetted Review
Verified User
We signed up for Certify to track our expenses better and more efficiently.
- They were willing to work on pricing before we signed up.
- Their system is outdated. The software could be good, but it seems they are not willing to update to get there.
- They use a 3rd party linking system which will result in you having to manually reconnect your cards to the system weekly, or your reports will not pull in transactions correctly.
- The way the users are set up, it makes no sense and has a very hard flow to things. You constantly have to ghost another user to approve expenses billed to a card that is added to your user.
- They are not a customer-focused company who is concerned with their product or how their customers are treated and focused more on filling their pockets.
February 12, 2018
Well integrated expense management tool
Certify is being used in company-wide for all team members for expense track and management. It's a great tool to consolidate everything in terms of efficiency and organization.
- Easy to consolidate for expense track and management. When submitted with the expense, you will see where you are and you can remind the approver if necessary.
- There is an app provided across IOS and Andriod platform so you can capture the receipts and upload every single time without going through scanning/uploading etc. It's very easy for the frequent traveler.
- The approvers managing multiple organizations can also do very well with tracking and managing the expense.
- I found there might be a slight synching up problem when you keep the expense report on your own device and there happened at times the report didn't sync up with the server properly.
December 21, 2017
Certify at a Glimpse
Certify is very computer friendly and we have about 200 employees that submit expense reports daily by computer or mobile with no issues or questions.
- Create expense reports as easy as 1, 2, 3.
- Uploads receipts and links together very easily.
- Easy to run reports to get info needed.
- When you set up employees' approvers you now have to key in their email address instead of the drop-down list for ones saved in the system already.