Certify helps streamlined expense reporting and reimbursement
Anonymous | TrustRadius Reviewer
April 18, 2019

Certify helps streamlined expense reporting and reimbursement

Score 9 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Certify

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.
  • There has been time saved by me as an administrator in using Certify versus approving manual paper submissions and cutting paper checks.
  • Our users receive their funds more quickly.
  • We are able to generate reports simply and more quickly.
Certify was a pleasure to work with during the onboarding process. They were very helpful and thorough. The knowledge base is good and helpful, as are the training videos. In the few time that our users have had to contact Certify for support, we have been satisfied with the quick solutions provided.
We have a wide variety of skill levels among our Certify users and all have been able to adapt to Certify quickly. The phone app is good, though in some cases I prefer to use the browser-based interface on a computer.
We evaluated and attempted to get started with Concur but found reporting with Concur to be lacking. Certify seemed a better fit for our organization and company size.
Certify works well for organizations where the same group of employees incurs expenses on a regular basis. It would not be best for situations where various employees incur expenses on a less consistent basis, due to the effort involved in setting up accounts for those employees and training them on the process.