Certify is a web-based expense management solution recommended to companies in any industry. The solution can be used to track, approve, and reimburse expenses; book travel; and analyze spend.

With Certify Mobile, users can capture receipts using the camera on their iPhone, Blackberry, Android or Windows Phone. The offline-syncing mode enables travelers to log every expense instantly even when they are in areas with no or limited internet connectivity. A receipt parse feature will automatically extract data from receipts and an auto-fill feature automatically fills 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.



919 Reviews of Certify

Overall rating

4.70 / 5 stars

Filters:

Showing 1 - 20 of 919 reviews

January 2019

Anonymous

Verified Reviewer

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Functionality

5 of 5

January 2019

Very easy to use!

Experience has been great! Easy to figure out without formal training and easy to use.

Pros

I liked all of the features Certify provides. For example, the app is a great addition to the site and makes it very easy for users who are always traveling.

Cons

The design could probably be updated on the app and site.

January 2019

Anonymous

Verified Reviewer

Company Size: 201-500 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

January 2019

Certify makes business travel easy and convenient to track and expense.

Pros

Certify makes business travel easy and convenient to track and expense. Reporting expenses through Certify is easy to import with photo scan capabilities.

Cons

There are no cons from using certify software.

January 2019

Anonymous

Verified Reviewer

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Functionality

4 of 5

January 2019

Certify: A quick and easy travel and expense management system

Overall it is very intuitive and the ease of use makes management of travel and other business expenses much easier. The flexibility of the mobile vs desktop apps make this a flexible tool for on the go individuals, which makes sense if you are on the go a lot.

Pros

The mobile app is easy to use and a great way to organize expenses. The website allows you to submit expenses multiple ways (uploaded from app, PDF, emailed receipts, etc) and autofill options is usually accurate. If you need to edit expenses to add more details that is easy to do as well. Creating an expense report is a breeze.

Cons

It always give you the opportunity to write reviews for all the expenses you submit. I always skip this as this would not be my usual forum to submit reviews of any kind for expenses.

January 2019

Anonymous

Verified Reviewer

Company Size: 201-500 employees

Review Source: Capterra


Ease-of-use

3 of 5

Value for money

4 of 5

Customer support

4 of 5

Functionality

3 of 5

January 2019

Tracks Expenses

Overall it has helped our company keep our expenses organized. Sometimes some of our expenses don't get uploaded from American Express.

Pros

I like how easy it is for me to forward a receipt using my email.

Cons

Having to go in one by one to fill out my expenses takes time. I feel like you should be able to create some default settings.

January 2019

Anonymous

Verified Reviewer

Company Size: 201-500 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

January 2019

Easy Travel Reimbursement

It's been a great overall experience with this system. I highly recommend it

Pros

I love how easy it is to create and submit reimbursements from my company. I love the app

Cons

I dislike the large learning curve at the beginning. I had to watch a lot of tutorials to be an expert in the system

January 2019

Santoshi from Uhg

Company Size: 5,001-10,000 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

January 2019

Paper less and easy maintenance

Pros

Mobility tool to take images of receipts is easy to use and quality of receipt is good it is very user friendly for system administrator and end user, uploading receipts made easier no need to carry all the receipts on spot we can scan the receipts and upload them

Cons

Customer support should
Be improved a bit

December 2018

Nick from IMManagers.com

Company Size: 2-10 employees

Review Source


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

4 of 5

Functionality

4 of 5

December 2018

Travel Expense Management Tool To Have

Pros

Great way to control company expenses and keep track. Travel mileage is also reported. Makes it easy to keep track of receipts by simply taking a picture.

Cons

Bugs in auto-fill so you might have to fill it up manually. Hope this gets resolved soon as this is a great tool to have.

December 2018

Mary Ann from Ayannah

Company Size: 51-200 employees

Review Source


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

December 2018

Certify is One of the Best Platforms Created!

Pros

This is definitely one of the best tools I've ever used. It is easy to use especially creating reports.

Cons

One needs to spend time learning the features and functions available. It has a very busy interface which might confuse beginners.

December 2018

JC from PurpleBug

Company Size: 11-50 employees

Review Source


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

December 2018

Let Certify Help You with Your Expenses!

Pros

Certify helps us monitor our costs better and all the more productively. It also has an app both both IOS and Android phone users which makes it more efficient to use.

Cons

The software is definitely a winner, that is obvious but an update on their UI will be great! Other that than, it works absolutely fantastic.

December 2018

Louis from LionRT

Company Size: 11-50 employees

Review Source


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

3 of 5

Functionality

4 of 5

December 2018

Ceritify app and control software specifically targets and organizes our teams travel log and finance expense reports.

Our team experienced an immediate affinity for Certify as an application which we are using along side our current CRM in order to organize , track , and to monitor travel compliant policy alterations for our yearly , very busy travel schedule. Certify as such has become a concrete asset as we save on needless and potentially expensive travel costs.

Pros

We found that Certify readily integrates inside of our current Control Management Software quite efficiently and easily.
Certify's own management team help sire us through this process which ultimately reduced our dependency on IT
support which can be costly. Certify offers easy to use tools that allow our employees and resource allocation
to create fine tuned reports designed to address monetary waste as well to increase cost efficiency. As advised by Certify's team,
we are paying particular attention to travel mileage as well as incurred airfare. AP report generation is also available for our
accounting in order to focus on reimbursable costs for each department or by employee.

Cons

We did notice occasional operational instability in the form of minor bugs with this program as well as the necessary synchronization
that must be initialized by each employee per server , however overall these inconveniences were mitigated through
intervention from Certify's capable client service department. They suggested quite effective work around solutions
to keep our report flow steady and current.

December 2018

Laurie from Molyneaux Insurance

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

4 of 5

Functionality

4 of 5

December 2018

Certify Review

For the most part it's very efficient. But when the glitches hit, I don't like starting all voer

Pros

Everything is done electronically and it's quick and easy

Cons

Sometimes we have glitches in the program and I have to delete everything and start all over

December 2018

Anonymous

Verified Reviewer

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

3 of 5

Functionality

4 of 5

December 2018

The Certify App is good for work travel

Pros

I particularly like the mobile app for Certify. It allows me to enter my receipts and expenses wherever I am, regardless of whether or not I have computer access. It is fairly easy to use on the app as well.

Cons

I dislike that I have to sync the app with the computer software in order to submit an expense report. Even though I do it regularly, I find myself forgetting this tedious extra step.

December 2018

Mohit from Bridgelux

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

December 2018

System Analyst

Pros

Easy to use, excellent support and service.

Cons

On mobile the layout is not attractive.

December 2018

Renee from Kentucky Youth Career Center

Company Size: 1,001-5,000 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

December 2018

I LOVE Certify!

Extremely easy to do expense reports on!!!

Pros

Certify is extremely user friendly. It is easy to upload documents to. It remembers all of my addresses so I don't have to keep typing them in.

Cons

Sometimes mapquest has a hard time finding addresses.

December 2018

Anonymous

Verified Reviewer

Company Size: 1,001-5,000 employees

Review Source: Capterra


Ease-of-use

5 of 5

Functionality

5 of 5

December 2018

Great Expense Reporting/Reimbusement Tool

Quick and pain-free expense report solution.

Pros

I used this for a couple work trips and it was extremely easy to utilize. You just keep track of your receipts, take some pictures of them, and then fill out a quick form regarding the business expense and add any applicable notes. I never encountered any errors or issues using this software. It was well designed for the purposes of expense reporting.

Cons

I didn't encounter anything in my limited use requirements. Expense reporting may be a daily activity for some, but this should be a great product for any type of business traveler.

December 2018

Anonymous

Verified Reviewer

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

4 of 5

Functionality

4 of 5

December 2018

Review from the Administrator side

Overall I would say it has been a good experience.

Pros

It is pretty user friendly for our travelers. The website is easy to use.

Cons

The presentation of data could be better. In terms of looking up by employee and expenses by time period. I know our sales people have some difficulties in changing dates on expenses.

December 2018

Greg from Carwash Services of Southeast

Company Size: 201-500 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

December 2018

Certify

It has been great app that has reduced problems with users submitting receipts at the end of the month. Now, they can do it as soon as they get one and not worry about it.

Pros

I really like ease of submitting receipts and how the app can auto fill fields. Easy to do and our end users don't have to keep up with the physical receipts.

Cons

I've notice that a few of our users who are technology challenged had problems learning how to use the app.

December 2018

Margarida from Atlantis

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5 of 5

Functionality

4 of 5

December 2018

Control your expenses easily

I find it quite helpful to manage expenses especially if you need to control your team expenses. You and set it to send reports to you and approve them or not. It's really user-friendly. App's design is not the best but it fills your needs.

Pros

It's really easy to submit your expenses with your phone through certify's app without needing the internet. You can just add your full day expenses and at the end of the day with just one button send it all to the software in your computer and from there you can create reports and send them directly to your manager.
The person at your company controlling the software has the ability to choose which categories appear in your app, so it can fit every business and every person.

Cons

The invoice recognition doesn't quite work. So just stick to the fill up the blanks yourself.

December 2018

Danielle from Church

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

4 of 5

Functionality

4 of 5

December 2018

Easy to use

Very good experience so far and I do enjoy using it.

Pros

It's very easy to take pictures of my receipts and upload them. It is nice to have an APP for quick input

Cons

I find it easier to create an expense report on the desk top- so I have to go back and forth between the application and desktop site to upload my receipt and then create my report.

December 2018

Kathryn from Travel Agency

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

3 of 5

Customer support

4 of 5

Functionality

4 of 5

December 2018

Simple to use in most cases, difficult to adjust reports

Customer service is helpful. It's a great little tool as long as you are keeping things simple.

Pros

It's easy to forward receipts to Certify to have them show up as images in your "wallet" from which you can create expense reports.

Cons

Adjusting reports once they've been kicked back to you is nearly impossible. In the few cases I've had, it's been easier to start from scratch than make a few seemingly simple adjustments.