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Certify increases accuracy & saves hours on expense reporting
March 23, 2017

Certify increases accuracy & saves hours on expense reporting

Jessica Curtis, CHFP, CRCA | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Overall Satisfaction with Certify

Certify is used across our entire organization for expense management and reporting. We are able to link our company credit cards to the system and import our expenses directly so we don't miss anything. We can also use the Certify app to upload receipts and input expenses "on the spot". Their automated approval process allows our employees to get reimbursed and expenses to be recorded quickly.
  • Imports expenses automatically from American Express.
  • Quick approval process with notification emails of the status to the approving parties and submitter.
  • Certify "reads" your receipts and attempts to import certain values for you to create expense records that you can then edit and finalize.
  • Sometimes the receipt "read" function misinterprets values and creates more work than intended.
  • When you email receipts to Certify to add to your "wallet", it includes items like logo graphics from your digital signature in your email as potential receipt documents and crowds your receipt folder.
  • My phone saves photos (of receipts) in a large file format and won't allow me to change it. I also cannot resize them on my phone. Certify rejects these emailed files because they are so large, so I have to resize any receipt photos on my PC first and then send to Certify.
  • Certify has saved me at least an hour each month with expense reporting.
  • Certify has made me look better as an employee and prevent re-work because it helps me capture all of my expenses and not have to amend my reports.
  • I'm not familiar with the cost of Certify to accurately comment on its true ROI, but I know our company users are satisfied with it.
I think most business users, particularly those who travel and have a lot of expenses to report, will find that Certify is much faster and more convenient than an Excel spreadsheet (our old method). It helps ensure you don't miss any expenses and makes it convenient to submit receipts. It is also quick to identify which expenses were company-paid vs reimbursable, and creates user satisfaction in that it notifies the submitter of the approval process as it moves.