Certify Software


 

Certify is an expense management solution recommended to companies in any industry. It can be used to track, approve, and reimburse for expenses; book travel; and analyze spend.

With Certify Mobile, users can capture receipts using the camera on their iPhone, Blackberry, Android device, or Windows Phone. There’s an offline-syncing mode, so that expenses and receipts can be logged even in areas with no data connectivity. A receipt parse feature will automatically extract data from receipts and an auto fill feature will then automatically fill out the expense report with that data. Electronic receipts can be scanned, uploaded, faxed, or even text-messaged into the system. The system will generate expense reports on specified dates and reimbursement can be automated.

Certify integrates with accounting systems such as QuickBooks Pro and Enterprise, SAP, Oracle, and Microsoft Dynamics. The system also receives data directly from credit card platforms through a PCI-compliant connection.

 

Certify - Home screen
 
  • Certify - Home screen
    Home screen
  • Certify - Pre-Built Expense Report
    Pre-Built Expense Report
  • Certify - Data Analysis Using Reports Dashboard
    Data Analysis Using Reports Dashboard
  • Certify - Certify's Integrated Travel Platform
    Certify's Integrated Travel Platform
  • Certify - Invoice approval report
    Invoice approval report
  • Certify - invoice creation
    invoice creation
Supported Operating System(s):
Windows 7, Windows Vista, Windows XP, Mac OS, Web browser (OS agnostic), Windows 2000, Windows 8

507 Reviews of Certify

 

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Software Advice Reviews (38)
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Showing 1-20 of 38

Eugene from Kemin
Specialty: Agriculture
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

December 2016

December 2016

Excellent product - makes record keeping easier

Ease-of-use

Functionality

Product Quality

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N/A

This program is a great improvement to the old way of submitting paper receipts via inner office mail. By scanning receipts as soon as I incur the expense, I can worry less about losing receipts.

Pros

Easy to use - and multi-ways to access the reports. Also, as a supervisor, I can quickly approve and correct expense reports on my iPhone without having to open my computer.

Cons

There are several steps (work a rounds) we have learned to access old expense reports via the iPhone. Another concern is I often forget if I submitted certain monthly expenses (i.e. cell phone bills) and finding them in the archives is not always fast and easy.

Advice to Others

For sales forces with smartphones, this is a great way to reduce paper, increase speed and reduce lost receipts.

 
 

Richard from Afiniti
Specialty: Software / Technology
Number of employees: 501-1,000 employees Employees number: 501-1,000 employees

December 2016

December 2016

No More T&E Pain

Ease-of-use

Functionality

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Customer Support

Value for Money

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I have used numerous T&E tools over the past 30 years of business travel and nothing has done such an amazing job of simplifying receipt management and account categorization as Certify.

Pros

Receipt capture with the Auto-Fill feature is great! It removes the pain of the post-trip expense report process. The product is intuitive making it easy for anyone to get it right the first time.

Cons

You still have to log on to the web portal to complete the expense report but this isn't all bad. Everything is there so this is more of a personal approval before submitting the report for management approval.

Advice to Others

Plan your budget accounts out well before launching. So long as you have good "purpose" accounts set up like Sales, Promotions, Support, etc. the T&E data should not require support after the fact.

 
 

Cheri from Goodwill Industries of Kentucky
Specialty: Non-Profit
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

December 2016

December 2016

Certify Travel & Expense

Ease-of-use

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This has been a very good T&E software. It is very user friendly, and easy to navigate through.

Pros

Good implementation team.

Cons

The home screen was a little busy, but Certify is implementing a new user experience.

 
 

Chris from Tenneco
Specialty: Other
Number of employees: 201-500 employees Employees number: 201-500 employees

December 2016

December 2016

Easy to use and time saving

Ease-of-use

Functionality

Product Quality

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Value for Money

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No more keeping track of receipts. Take a picture right away and you are done.

 
 

Jim from CAC
Specialty: Auto Dealership
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

December 2016

December 2016

Certify Review

Ease-of-use

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N/A

The Certify mobile app is easy to use with step by step instructions. I would highly recommend Certify to any business looking for a user friendly application for their field reps.

Pros

Ease of use, quick to submit receipts and expense reports.

Cons

Can think of any.

Advice to Others

Great mobile app to help you quickly and efficiently submit your company expenses.

 
 

Jeffrey from Bennett Building Systems
Specialty: Manufacturing
Number of employees: 5,001-10,000 employees Employees number: 5,001-10,000 employees

December 2016

December 2016

Quick and Easy

Ease-of-use

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N/A

Certify makes it very easy to complete monthly expense reports. Just take a picture of your receipt, enter some accounting information, then match the receipt to the invoice and you are done.

Pros

Ability to fill out expense reports as I incur the expenses

Cons

Sometimes the receipt turns sideways when I take a picture

 
 

Mark from Genoa Healthcare Pharmacy (Murfreesboro, TN location)
Specialty: Pharmaceuticals
Number of employees: 2-10 employees Employees number: 2-10 employees

December 2016

December 2016

Mark Dixon delivery review

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N/A

Simple and easy to use. Seems accurate with mileage and payment.

Pros

Keeps past addresses in place for easy retrieval and use for future use.

Cons

May not use the same route as used by other mileage directories.

 
 

Teri from CBC Companies, Inc
Specialty: Other
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

December 2016

December 2016

Certify is the best T&E software I have used!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Ease-of-use
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I have implemented a number of different T&E systems, but Certify hit the nail on the head! They are easy to use and understand and they have training videos that your employees can use whenever it is convenient for them! I love their latest update of their system! Not only did they let us know about the change months before it went into effect, they even set it up for me to switch my entire company over early once we had tested it!

The support is amazing and cannot be compared to any other! There has never been a time that my support team has failed me! Did I mention that Certify never goes down? If you have used Concur, you know that there are daily issues with their system! Certify's sign on screen shows you the status up front.

Advice to Others

Talk to others that have used Certify because you will hear how seamless the transition is from your current system to Certify. It was scheduled for three weeks, but took maybe two. They did everything for us!

 
 

Kim from Tenneco, Inc.
Specialty: Manufacturing
Number of employees: 10,000+ employees Employees number: 10,000+ employees

December 2016

December 2016

Certify - User Review

Ease-of-use

Functionality

Product Quality

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N/A

Very user friendly! I conduct five different expense reports each month. I rarely have any problems; the only problem that I have come across is forgetting to turn in a report. I think Certify should have a notification of drafted reports that haven't been turned in after a certain number of days of it being created.

Pros

Easy to navigate through pages.

Cons

Can't upload pictures from the My Expense Report Screen.

Advice to Others

Highly recommend using the app for your receipts. It prevents you from losing your copy of the receipts.

 
 

Brian from SKLZ
Specialty: Retail
Number of employees: 51-200 employees Employees number: 51-200 employees

December 2016

December 2016

I love certify, it's a game changer.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
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You cannot go wrong with Certify, it converts images from your phone to the desktop and has autofill options to save time. I can do an expense report in ten minutes start to finish. That was not the cast with some of the competitors I have used.

Pros

Everything

Cons

Nothing I can think of.

Advice to Others

save yourself the time and just stop your searching. Your solution is certify.

 
 

Jerri from Subway World Headquarters
Specialty: Food / Beverage
Number of employees: 501-1,000 employees Employees number: 501-1,000 employees

December 2016

December 2016

Certify is an excellent product.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Ease-of-use
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Quality
Support

We found Certify very adaptable and easy to implement even with the unique structure of our company. Certify is continually working on enhancements, most driven by customer request and/or suggestions. Their customer service and support have been wonderful, over the time it feels like you are dealing with an old friend.

Pros

Paperless processing of expenses, awesome reporting capabilities and easy of capturing receipt images on mobile app.

Cons

Our Auditing team would like the ability to move receipt image over to our second screen and have it change to the next receipt, especially for our larger expense reports. I realize the team is currently making improvements on this.

Advice to Others

If dealing with International and multiple currency credit cards, be sure your credit card companies have ability for data transmission to Certify. We work with employees one on one or in small groups for training. Our auditors find it easiest to work with new employees while their report is in draft mode to make corrections.

 
 

Margaret from H&R Block
Specialty: Accounting / CPA
Number of employees: 10,000+ employees Employees number: 10,000+ employees

December 2016

December 2016

User feedback

Ease-of-use

Functionality

Product Quality

Ease-of-use
Ease-of-use
Functionality
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Product Quality
Quality
Support

N/A

I have used this product for 2 years just during tax season. I feel like I am having to do things twice. It maybe just me (or lack of training) but it can be frustrating

Pros

* the mobile app
* the mileage tracker
* scanning the receipts

Cons

* attaching the receipts - I feel like I am duplicating entries

Advice to Others

Make sure you have training to ensure that everyone is doing it correctly

 
 

Paul from Doran Construction
Specialty: Construction / Contracting
Number of employees: 51-200 employees Employees number: 51-200 employees

December 2016

December 2016

Certify is GREAT

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Ease-of-use
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Support

Certify has made the monthly expense report easy as 1, 2, 3

Advice to Others

makes creating the monthly expense report easy, the mobile app is great as you can enter the expense information in immediately

 
 

Bob from LightHawk
Specialty: Non-Profit
Number of employees: 11-50 employees Employees number: 11-50 employees

December 2016

December 2016

Makes expense reporting effortless

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Support

With the Certify app, you simply take a photo of your receipt, tap a few keys, sync, and your entry is logged on the website, where after a few additional clicks your expense report is submitted. Couldn't be easier!

Pros

Ease of use.

Cons

Nothing!

Advice to Others

Get it. Best expense reporting tool I've ever used.

 
 

Tamera from HR Block
Specialty: Accounting / CPA
Number of employees: 501-1,000 employees Employees number: 501-1,000 employees

December 2016

December 2016

user friendly

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Ease-of-use
Functionality
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Product Quality
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Support

I have used Certify for a few years now and I like how I can track the status of a claim. It is easy to report all expenses and give me a variety of options for these expenses.

Pros

Easy to track the status of a report.

Cons

Took a couple of times to figure out how to attached my receipts.

Advice to Others

I will continue to use this software because it works best for me.

 
 

Mark from ACGME
Specialty: Healthcare / Social Services
Number of employees: 501-1,000 employees Employees number: 501-1,000 employees

December 2016

December 2016

Easy To Use On The Go

Ease-of-use

Functionality

Product Quality

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N/A

Since joining my current company I have used Certify over the past 2+ years. It makes keeping track of business expenses while traveling a breeze. We have other systems to track some of our other expenses and I try to stay away from them and use Certify - it's just so much easier to use.

Pros

Ease of use and simplicity. It's very fast, sign-on is simple & quick. I usually have my meal expenses recorded before I leave the table. Once a trip is over, putting expenses together into a report is also very simple and the receipt wizard is very helpful. I'm able to take a hotel folio and break out my meals from lodging in just a few seconds. I can get receipts entered from my phone's camera, upload from a PDF or sent in by email.

Cons

I can't think of anything. I don't pay for it, my organization does, so I cannot rate cost or value.

Advice to Others

Think about how this product could save time and avoid aggravation for you and your team - it's a big win in my mind.

 
 

Linda from H&R Block
Specialty: Other
Number of employees: 10,000+ employees Employees number: 10,000+ employees

December 2016

December 2016

Using Certify

Ease-of-use

Functionality

Product Quality

Ease-of-use
Ease-of-use
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Quality
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N/A

This program is so easy to use. I love how easy it is to do a travel expense report.

Advice to Others

It is definitely a program that you should consider.

 
 

Lillie from H&R Block
Specialty: Other
Number of employees: 10,000+ employees Employees number: 10,000+ employees

December 2016

December 2016

Certify - Expense Reports

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Ease-of-use
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Product Quality
Quality
Support

The Certify has been very efficient and fast in getting reimbursements paid.
The program has been simple and easy to use.

Pros

Ease of use.

Cons

No "cons" in my opinion

 
 

Harry from HR Block
Specialty: Accounting / CPA
Number of employees: 10,000+ employees Employees number: 10,000+ employees

December 2016

December 2016

Travel expenses

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Support

I have used Certify for all of my travel invoices, because it is easy to use, easy to follow and I can take a picture of my receipts and have right on my account for my travel expenses.

Pros

Very user friendly and anyone can learn it in a matter of minutes.

Cons

I wish I had know about this sooner.

Advice to Others

If you are considering doing travel expenses of any kind and want to keep track of your receipts as soon as you get them, Then I would recommend Certify. I am not being paid for this information and I wish I could tell everyone about it.

 
 

Edward from Tenneco
Specialty: Manufacturing
Number of employees: 10,000+ employees Employees number: 10,000+ employees

December 2016

December 2016

Certify works great

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Ease-of-use
Functionality
Functionality
Product Quality
Quality
Support

Certify is a great expense reporting tool. Take a picture of your receipt, enter in the details and sync it into your expense report. Also if there is a rare issue, Certify live person support is great

Advice to Others

Recommend this to all for expense reporting