TrustRadius
Certify: Solid platform with good customer service.
https://www.trustradius.com/expense-managementCertifyUnspecified8.263101
FRANCISCO OLIVEIRA profile photo
Updated May 21, 2019

Certify: Solid platform with good customer service.

Score 9 out of 101
Vetted Review
Verified User
Review Source

Overall Satisfaction with Certify

It is used as needed across the entire organization and its affiliates. We successfully use Certify for both, its intended purpose of expense report reconciliation, as well as to better control the flow of cash and payments to and from our subsidiaries. We recently also began to test using Certify for pre-authorizing quotes and job estimates.
  • Organization & ease of view.
  • Easy, user-friendly interface.
  • Good customer service.
  • The option to have the edit screen already open as you move from one transaction line to the next.
  • More customization options (at least to the administrator).
  • More comprehensive reporting.
  • Time-saving tool: Receiving the expense reports on time
  • Time-saving tool: Faster reconciliation.
  • Organization.
  • Easy access from anywhere.
I have been to one of the conferences in New York, as well as taken advantage of online training and over the phone troubleshooting. We've been using the software for 5 years now and so far I am happy to say that overall we have had a very pleasant and successful partnership. Always very knowledgeable, courteous and willing to assist and follow up on issues.
Because so far it has been working well for us in every way. If I have to pick it apart, I've made some suggestions that in my opinion would improve the product. However, the lack of those features do not in any way shape or form minimize the efficiency of the software and the service provided.
To be honest we haven't even looked at Expensify ever since we switched full time to Certify. At the time when we compared the 2 platforms, Certify came out on top due to its flexibility of use and customer support. Every once in a while an employee brings up a comparison but I believe that Certify has been working well for us for the past 5 years... no need to mess with a winning team.
The flexibility of using mobile and desktop platforms, as well as the ability to upload receipts and invoices from different sources in a variety of methods. So far, it has been suitable for us for its intended purpose, as well as an alternative method of inter-company control. So far I can't think of a thing that the system hasn't been suited for, except the cost-benefit of the add on services of invoices and travel not making financial sense to us.