TrustRadius
Certify for Outsourced professionals
https://www.trustradius.com/expense-managementCertifyUnspecified8.465101
Brad Nicholson profile photo
April 17, 2019

Certify for Outsourced professionals

Score 10 out of 101
Vetted Review
Verified User
Review Source

Overall Satisfaction with Certify

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.
  • Time saved with the AP export feature.
  • Time saved with credit card interface.
  • Ease of approvals.
Customer support is great. Either by phone or by chat. You always get an English speaking human very quickly if you call. They then respond often by email to keep you informed of the status of their solution.
it is very flexible and has the ability to work with your accounting system
I'm not sure. We chose Certify.
Very well suited if you want to charge to a job/project because you can add fields to work with your accounting system.

Certify Support

I always get an English speaking person very quickly on the phone.
ProsCons
Quick Resolution
Good followup
Knowledgeable team
Kept well informed
No escalation required
Immediate help available
Support understands my problem
Support cares about my success
Quick Initial Response
Problems left unsolved
No - I didn't know it was offered, and my questions are always answered for free.
I was having a difficult time getting the credit card interface to work. Joel Branch reached out to me several times and made sure it eventually started working.

Using Certify

ProsCons
Like to use
Relatively simple
Easy to use
Technical support not required
Well integrated
Consistent
Quick to learn
Convenient
Feel confident using
Familiar
None
  • AP export.
  • Credit card interface.
  • Mobile app and uplink to the desktop product.
  • Setting up the AP export.
Yes - It's very good and easy to use.