Certify makes expense reporting easy peasy lemon squeezy!
April 20, 2019

Certify makes expense reporting easy peasy lemon squeezy!

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

Overall Satisfaction with Certify

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.
  • More reliable expense reports: Prior to this Excel spreadsheet would come into the accounting department broken. We would have to correct the formula's, mileage, etc. which would take considerable time to identify and make the necessary corrections.
  • Money saved: Certify has a "duplicate expense" notification that pops up on the employee's expense report. I have caught a number of duplicate items that have been submitted and have corrected them which ultimately saves the company money.
  • Ability to look at prior reports to check it if a receipt has been submitted before. I have used this a number of times when an employee is submitting a receipt that is out of the 30-day window. Most of the time they are submitting it late because they simply forgot to include it in a prior report. But I have caught a number of receipts that were submitted on prior reports. If we were under the Excel method, I would have never caught those errors.
This program is very easy to use and the training options that are available are very helpful to our new employees. When we set up a new employee we provide a like to the training. We ask them to get familiar with the program before they start using it. Certify does a great job with the references that have available. Makes our job a little easier on the back end!
We narrowed our selection down to Certify and Expensify. I had our director of IT review both. He was extremely happy with the ease of use as well as the support we would receive through Certify. I believe his initial conversation was with "Mr. Happy. "Certify will know who this is. He was a great representation to the company. It helped make our decision to use the Certify platform.
It fits our organization very well. As stated before we were on the Excel spreadsheet method which did not translate into usable data in our accounting software. All of our employees find it easy to use and the accounting team is able to dive into data for both current and prior reports when questions arise. This has been a great company addition. Happy with our selection!