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.

Home screen
Home screen

Home screen

Pre-Built Expense Report

Pre-Built Expense Report

Data Analysis Using Reports Dashboard

Data Analysis Using Reports Dashboard

Certify's Integrated Travel Platform

Certify's Integrated Travel Platform

Invoice approval report

Invoice approval report

invoice creation

invoice creation

Supported Operating System(s):

Windows 7, Windows Vista, Windows XP, Mac OS, Web browser (OS agnostic), Windows 2000, Windows 8



883 Reviews of Certify

Overall rating

4.5 / 5 stars

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Verified Reviewer

Number of employees:  501-1,000 employees

Ease-of-use

Functionality

November 2018

Certify Review

Overall Certify is a fine program that handles expense management. I don't have any issues with the program, aside from the times where adding a receipt sometimes duplicates the expense.

Pros

Certify is fairly intuitive platform that our company uses for expense management. It can handle quite a lot of expenses, and also has a pretty simple app you can use as well.

Cons

I find that some of the areas of the site are a bit confusing - adding receipts for instance sometimes duplicates expenses if you aren't paying attention. When you have a lot of expenses, it can get messy.

Review Source: Capterra

Stanley from Fiverr

Number of employees:  201-500 employees

Ease-of-use

Value for money

Customer support

Functionality

November 2018

A Superb Tool to Keep Track of Your Transportation Expenses

Generally, I find the app most effective in keeping records of transportation expenses incurred during the course of carrying my duties in office.

Pros

This software have been really helpful to me in keeping track of my mileage expenses as well as the ease in which i was able to navigate the software in my mobile phone. I am also fascinated on how easy it is in compiling reports and easy interface.

Cons

I can not pin point any CON, I find most lagging areas taken care of which I am really grateful for. Thanks

Review Source: Capterra
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Verified Reviewer

Number of employees:  51-200 employees

Ease-of-use

Functionality

November 2018

Easy to use

Overall I enjoyed using Certify and wouldn't be mad if I had to use it again.

Pros

I loved the mobile version of this software. It is so nice and quick to process all of your expenses without having to take the extra step of emailing your pictures, etc.

Cons

Sometimes a little annoying for doing mileage reimbursements based on your companies requirements.

Review Source: Capterra
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Verified Reviewer

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

October 2018

Certify Reports

My overall experience with Certify is that it is easy to manage and pull reports together as needed. With proper training from someone it may be more helpful to make the experience even better with future use.

Pros

The thing I like most about Certify is the reports that you can do and upload your receipts to match your expenses from your credit card.

Cons

The least thing I like about this software is trying to split costs from one receipt can be tricky and not work sometimes. However, most of the time it works. This software isn't as user friendly as it seems and can take a lot of time to do what you need to do for reports within a company.

Review Source: Capterra

Tiffany from Verve Health

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

October 2018

Certify

Pros

It is easy to use. The app is very easy to use.

Cons

I dont like the reporting set up. It should be a little simpler

Review Source: Capterra

Yamilka from Summitour Travel Agency Inc

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

October 2018

Great web based system to keep you organized

As a travel agent I am always on the go. I need to keep everything organized and Certify provides me the flexibility of doing so. Either at the airport or on a cruise I can work on my reports.

Pros

Certify Travel & Expense Management is very easy to use and keeps me organized. I love the mobile receipt capture feature because I don"t have to save my paper receipts anymore. The automated expense report is great. With Certify there is no need for spreadsheets and paper receipts anymore.

Cons

I started to use this system recently and so far is going very well.

Review Source: Capterra

Michael from TJ Hale

Number of employees:  51-200 employees

Ease-of-use

Value for money

Customer support

Functionality

October 2018

Good expense software

Pros

The best thing about Certify for how I use it is the synchronization with credit cards. This make it very convenient to make sure I have everything expensed properly and everything matches up.

Cons

The interface can be a little confusing sometimes. I have used SAP Concur for some time now so when I switched it was frustrating to enter in some basic transactions. But I got used to it. The other thing i noticed is that the iPhone app is not a direct link to the software but instead needs to be synchronized before the data will go back and forth.

Review Source: Capterra

DAN from eway

Number of employees:  5,001-10,000 employees

Ease-of-use

Customer support

Functionality

October 2018

Simple and Easy

Pros

Fairly straight forward - the software is easy to login and use to submit out of pocket travel expenses. I like that there is a mobile app to take copies of receipts although it had trouble finding the tax amount and reading some of the receipts.

Cons

The mobile application could be improved.

Review Source: Capterra

Isley from University of Kansas

Number of employees:  501-1,000 employees

Ease-of-use

Value for money

Customer support

Functionality

October 2018

Certify is one of the best Expense Management tools out there!

Super easy to use and fast navigation makes entering expenses on the fly a breeze!

Pros

This makes the processing of expense reports a breeze whether you are at a desk or out on a job. I love how easily this integrates with Quickbooks as well. The notes feature is great and has many uses, though Certify itself is more than robust enough to go back YEARS to find details of any expense entered into it!

Cons

I've had a little trouble when I try to forward an expense via email. However, this could be due to a simple software problem on the receiver's end as well.

Review Source: Capterra

Ann from Michael MacDonald Financial

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

October 2018

Certify

Works well but again this is for managements use and being able to better track the travel and know their comings and goings literally goes a long way.

Pros

The software is fairly easy to use and we are looking for another avenue to book and track managements travel and expenses to ensure nothing slips by.

Cons

Possibly having the ability to review itineraries in a different format and sharing that information with a group of individuals without have to scan or email might be something to look into in the future.

Review Source: Capterra

Tim from ISRG

Number of employees:  1,001-5,000 employees

Ease-of-use

Value for money

Customer support

Functionality

October 2018

Certify seems promising

Pros

Fairly effect screen display presentation

Cons

Still evaluating no real issues thus far

Review Source: Capterra
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Verified Reviewer

Number of employees:  201-500 employees

Ease-of-use

Functionality

October 2018

Not Intuitive in the Least

Pros

Certify enables me and my coworkers to be reimbursed for travel and other expenses.

Cons

The platform, especially for creating a new expense report, is not intuitive. Since I've been using it for a couple of years, I'm used to it, but it took me several months of use to feel comfortable that I was submitting things correctly.

Review Source: Capterra

Mara from Circo Enterprises

Industry:  Real Estate

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

October 2018

STAY AWAY

Pros

The sales team does a great job selling the product. They're attentive and have great follow up when they're "selling."

Cons

Cons are pretty much everything after you sign a contract. Customer service is pitiful. No resolution, no sense of urgency, nothing, nothing, nothing. Biggest waste of time and money.

Review Source
LinkedIn icon
Verified Reviewer

Number of employees:  5,001-10,000 employees

Ease-of-use

Value for money

Functionality

October 2018

Excellent Expense Management

Pros

As a long-time admin, it's a beautiful clean break from scanning individual taped receipts on paper. It's basically idiot-proof and what's more is that it takes expense reporting out of the hands of the admin and gives expensers the ability to upload their own receipts with a really straightforward app. The app even allows coding for departments, and notes for expense allocations.

Cons

There's nothing that I don't like about it.

Review Source: Capterra

Yolibet from Fidelity Investments

Number of employees:  10,000+ employees

Ease-of-use

Value for money

Customer support

Functionality

October 2018

So easy to track my travel expenses!

Pros

The ease of use! This makes it so easy for me to go from checking into my hotel, and entering the information regarding my expenses by just taking 5 minutes of my time to do it! It makes it almost fun actually!

Cons

Wish it was more fun to use, and more fun to look at.

Review Source: Capterra

Emily from Smart Agents

Number of employees:  51-200 employees

Ease-of-use

Value for money

Customer support

Functionality

October 2018

Do NOT waste your time or money!

We spent many weeks researching the best options for what we were looking for in an expense tracking software. We tried several trials and lastly ended with choosing Certify for the job. Talking with our sales rep, it sounded like a dream! He addressed each of our concerns and assured us everything we were looking for was within their app. After we signed the contract, we experienced our first taste of what was to follow in how we were to be treated. We set up our first meeting to get started, and after confirming verbally, via email, and google calendar invite, our Account Manager was a no-show. No, follow up, emails, or calls to let us know either. We waited in the meeting link for 30 minutes before we reached out asking what had happened. The response we received was not of an apologetic one, but more of an “oops, I guess I forgot”. With this sort of response, we asked that an honour would be placed in that if the software was to not work for us, we could exit our contract without a penalty. Our sales rep agreed that this was a reasonable request, and confirmed we would have an exit option without penalty if their software did not work out for us. We contacted our reps and let them know the software was not working for us. We tried, but it left us doing more work than our prior manual process. After requesting our account to be terminated, we were given penalties to be paid for exiting our contract agreement early. They would not honour any other agreements.

Pros

They were willing to work on pricing before we signed up.

Cons

Their system is outdated. The software could be good, but it seems they are not willing to update to get there.

They use a 3rd party linking system which will result in you having to manually reconnect your cards to the system weekly, or your reports will not pull in transactions correctly.

The way the users are set up, it makes no sense and has a very hard flow to things. You constantly have to ghost another user to approve expenses billed to a card that is added to your user.

They are not a customer-focused company who is concerned with their product or how their customers are treated and focused more on filling their pockets.

Certify has a great sales team, but that seems to be where the customer service ends and loads of issues begin.

Review Source: Capterra
LinkedIn icon
Verified Reviewer

Number of employees:  201-500 employees

Ease-of-use

Customer support

Functionality

September 2018

Certify Helps Me Remember

Pros

Once you get the basics down, Certify is a great tool to help you remember to get your expenses in order. The app helps so much.

Cons

If you are not an accountant, sometimes the terminology can get confusing.

Review Source: Capterra

Elvira from AZER TURK BANK OJSC

Number of employees:  201-500 employees

Ease-of-use

Value for money

Customer support

Functionality

September 2018

Let Certify save time and make life easier for you

Overall Despite lack of features for time saving ability I prefer Certify and it seems that I will continue using it.

Pros

My most liked feature of Certify is mobile application. It is a very handy when you need to upload receipts. It automatically extracts data from receipt photos and saves me from extra effort. It recognizes receipt data and fills required fields automatically. I enjoy this feature.

Cons

What I don’t like about Certify it is lack of some features. In the next versions of Certify Travel & Expense Management I would like to see online invoicing feature.

Review Source: Capterra

Lynnette from AMERIND Risk

Number of employees:  11-50 employees

Ease-of-use

Functionality

September 2018

Satisfied

With certify, we have created efficiencies and better record management.

Pros

I like that it makes tracking expenses and processing them through pretty easy.

Cons

I don't like that if you enter a receipt manually, before the transaction hits your wallet, you could potentially create a duplicate transaction. I also get frustrated that if you complete the required fields first then attach the receipt, it will void all the information you just inserted and you have to fill them out again.

Review Source: Capterra

dan from ncm

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

September 2018

Certify

It was not good and our company ended up canceling that service to move to a new one.

Pros

It was nice to have a mobile app that i could upload receipts with

Cons

the software did not work on a regular basis and i would have to remove my card then reinstall it for things charges to show up

Review Source: Capterra

Displaying 1 - 20 of 883 reviews