Well integrated expense management tool
February 12, 2018

Well integrated expense management tool

Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Certify

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.

Pros

  • 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.

Cons

  • 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.
  • As an employee using Certify weekly if not daily, I see a great convenience and efficiency for the business operation. The management and finance team will also be benefited from its well integrated platform to track and manage expense reports, which dramatically lowered the cost on operation.
Concur is doing very well too but Certify seems to be better positioned because of its unified process and even more easier if not harder work flow management.
It's particularly good for the frequent traveler and they can capture and submit the receipts very easily from their devices. This state-of-the-art design facilitates a great integration for expense tracking and management.

Using Certify

3000 - All function teams from engineering/service/sales/HR etc.

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