Certify will help keep your team on track with expenses
Adam Neveu | TrustRadius Reviewer
November 27, 2019

Certify will help keep your team on track with expenses

Score 9 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Certify

Certify is being used across all teams in the US. Working at a startup, day to day needs can change on a dime. Certify makes it easy for tracking purchases, submitting expense reports in a timely manner, and with their mobile app, we no longer have to worry about losing a receipt.
  • Receipt auto-fills when I scan it. This saves me a ton a time while traveling, especially when I am in a rush and on the go.
  • You don't need to be connected to the internet when uploading receipts! After a busy trip, I can scan all my receipts on the plane and when I land and turn data back on the expenses will upload from my app to the cloud.
  • Adding and managing new users is easy. The admin tools are very diverse and customizable making it easy for a growing company to add and manage users in the system.
  • Certify can become slow on busy expense days, making it a longer process to upload receipts and create a report online while at my PC.
  • Sometimes the autofill is incorrect, this is hard to really fix though I would assume, so just be careful when auto-filling your receipts.
  • The app seems to load up a web browser on some occasion and I am not sure why.
  • The average time saves each month can equate to $130 per user, which is impressive considering the decent cost of Certify.
  • Manual data entry results in poor reporting, Certify has a system that double-checks each expense before submitting for review which saves a lot of back and forth time between someone submitting and having it sent back to fix it.
  • Compiling reporting for accountants is super easy, the system makes it really easy to pull reports when we need them, where spreadsheets were clunky and time-consuming.
I have not worked with their support team much, they do have some people who have touched base and made sure that we are using it to the best of our abilities. They host multiple webinar sessions and offer training so I would say the support team seems great but I have not had to use them much, which in turn is also a good sign.
It is pretty user-friendly and intuitive. If you know how to use a computer you should know how to navigate on their website. The app is fine too. Like I mentioned in Cons, the reason why it is not a 10 is that sometimes during peak hours and days it seems like the website is slow.
The price is better and the support is better from what I have been told. I looked into them and never heard back from them when I sent in my info and Certify got in contact in mins to discuss my needs.
Certify is great for growing companies and large organizations. The system on the backend is customizable making it easy for my team to use it. At larger companies, I can see that this solution is perfect for many enterprise accounts that need a diverse and scalable solution for their organization.