Certify software


864 reviews(5.0/5)
864 reviews(5.0/5)

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.

Supported Operating System(s):
Windows 7 , Windows Vista , Windows XP , Mac OS , Web browser (OS agnostic) , Windows 2000 , Windows 8

864 Reviews of Certify

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  • Victoria from United Infrastructure Group

    Number of employees: 201-500 employees

    September 2018

    Review on Certify

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Easy to use.
    Eliminates spreadsheets and paper receipts.
    Easy to keep up with things.
    Overall makes life easier!

    Cons

    We had an issue with them at first and they acted like they were selling us something just to be selling it.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Verified Reviewer

    Number of employees: 51-200 employees

    September 2018

    Ok for expense reporting

    Ease-of-use
    Functionality
    Quality
    Support
    N/A

    I liked the ability to take pictures with the mobile app and enjoyed using this version compared to the desktop. Quicker and easier to submit an expense that way.

    Pros

    The mobile version is nice. I enjoyed using this version and ease of taking the receipt picture.

    Cons

    A little cumbersome for submitting expenses via the fullsite version when needing to choose the departments.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • dan from ncm

    Number of employees: 11-50 employees

    September 2018

    Certify

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Verified Reviewer

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

    August 2018

    Certify has a lot of potential to be food.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Implementation of certfiy went without a hitch. Overall, certify does it's job but there's nothing really notable to say about it.

    Cons

    Certify is a pretty expensive overall, and has a few issues where changes don't seem to take. It is what it is though.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: GetApp
  • Sherry from Safety Unlimited

    Specialty: Education

    Number of employees: 11-50 employees

    August 2018

    Great features and ease of use!

    Ease-of-use
    Functionality
    Quality
    Support
    N/A

    This software easily competes with the big names in expense software- It has the same functionality as Concur and Expensify but they boast their customer service exceeds all other.

    Pros

    Easy to use interface and dashboard. Can navigate through the app easily as a first time user. Those that are not tech savvy have no problems adopting this as a new user.

    Cons

    When researching Certify, the only tier that has pricing is the base tier. You have to talk to another sales person to get an idea of how much the other tiers will cost the company.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Nivin from Indian Oil Corporation Limited

    Number of employees: 10,000+ employees

    August 2018

    An average expense and bill tracking cloud-based partner

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    The application helps you to make a note of the bill as and when the expense is incurred, so that you can keep a track of all the expenses. The interfaces of both the desktop and mobile application are very user friendly and great to use for both the back-end and front-end employees. It quickly processes the reports at ease, due to its integration with QuickBooks. Great workflow and expense management system is offered. Incredible exporting features. They ensure very responsive customer service. Any edits made via mobile device is automatically synchronized.

    Cons

    Errors occur while you import the documents to your mail. Autofill columns require improvement. Credit card payments for current assets is absent. The application is not an apt one for huge businesses. Absence of more customizable reporting capabilities. At times you get confused with the huge set of options provided so a better display of information is advisable. We get confused with the labels while dealing with expense and receipt

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: GetApp
  • Verified Reviewer

    Number of employees: 51-200 employees

    August 2018

    Great for on-the-go

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Overall great experience. Would recommend.

    Pros

    I loved being able to snap a photo of my receipts while traveling. Certify even reads the receipts and helps to fill in the blanks for your Travel & Expense report as well. I found it overall easy to use. I had used spreadsheets and Concur to track travel and expense at previous companies and this was a big improvement.

    Cons

    It didn't have as many options and features as Concur offered and the feature that read the receipts to fill in the report wasn't always intuitive and didn't get the information right as often as I would have liked. Also, the overall look and feel of the software is a little outdated, in my opinion.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Jennifer from DeWys Engineering

    Specialty: Engineering

    Number of employees: 2-10 employees

    August 2018

    It's Okay

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    This is a good stand alone product it just doesn't really work well with my accounting program. Right now we are just using it to capture mileage reimbursement but I'm not sure that we will continue using the program because again I'm not sure it is worth it to keep it just for mileage.

    Pros

    What I like about this product is that it can record mileage, the customization it has available. There are plenty of resources available on their website to help educate customers on the product. The Certify Team is really helpful and always have a positive interaction.

    Cons

    I don't like how this product syncs with Quickbooks. There is alot of manual input which is what I was trying to avoid and why our team ultimatley ended up signing up for certify. Certain data doesn't transfer over like billable expenses to customer/job. Additionally, it doesn't recognize duplicate entries that were synced over so alot of work was duplicated. I don't like how you can't split expenses until you create a expense report. Also the auto expense feature doesn't work very well very often my expenses were recorded incorrectly and synced to my books incorrectly so it actually created more work for me to go back and try to correct the issue. Lastly, when my team submits a expense report it always flags every transaction so that all the fields are entered. I wish there was a way to turn off some of the insignificant sections like location.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Barry from Footballshirts4all

    July 2018

    Capturing receipts on the go is made easy with a powerful auto-fill and offline-syncing

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Accurately tracking and logging of expenses which also helps speed up reimbursement processes.

    Pros

    The 2 big pluses for me are that Certify has a rather accurate OCR technology to scan receipts and auto-fill data, more so than ExpenesPath, and it integrates with Quickbooks. The offline syncing helps to log expenses promptly when on the go even where there's no internet connectivity.

    Cons

    If dealing with receipts that feature expenses that fall under different categories, you need to upload the same file twice; not a big issue though.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Spencer from Docent

    July 2018

    Certify is an excellent tool that tracks and calculates business expenditures

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    The quick and easy use of the platform, the rapid speed of calculating business expenses and the calendar feature of sending them in on time is great.

    Cons

    I wish the software had more capability to chart the details surrounding expenditures and payments, using both grids and images

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Verified Reviewer

    July 2018

    Easy to use expense tracking software with a large feature set.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Ability to keep track of expenses and get manager approval much easier for projects.

    Pros

    I like the ability to track expenses and submit them to your manager for approval. This keeps a record and avoid discrepancies in the future. Ability to have a mobile app is great as well.

    Cons

    The software layout can be improved, especially on mobile. The interface is hard to learn and required some training for our user base.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Raja from PJM Interconnection

    Number of employees: 501-1,000 employees

    July 2018

    Use certify to put in my expenses for the company.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    No need to save the receipts from trip anymore as Certify app makes it easier to upload them. Alsothe web version is easy to use.

    Pros

    It is very easy to use with the app. We can upload the receipts on the go and it will scan and enter the record as in the receipt.

    Cons

    The app cannot validate tips included in the receipt. It puts a random number. Some of the options are difficult to use if you want to assign more categories to the bill.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Laurel from Team Select Home Health

    July 2018

    Is a valuable T&E tool!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    The digital processing of T&E reports is by far more efficient than having employees submitting them on paper through snail mail.

    Pros

    Ease of use for employees to track and submit expenses. The ability to track their expenses on their mobile devices.

    Cons

    the delay/processing time for employees who have a large number of items to process in one report is a huge time eater. And, moving between items they feel is cumbersome.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Jason from Orametrix

    July 2018

    Convenient way to track receipts

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Being able to track receipts digitally by taking pictures and send expense reports. The auto-fill tool is nice when it works

    Cons

    It would be nice to get a little more info in the confirmation email I receive after submitting (a breakdown of the receipts perhaps). Sometimes it's a little difficult to review the receipts before submitting

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Harrison from Wells Fargo

    Number of employees: 10,000+ employees

    July 2018

    Certify replaces expense reports with an easy to use system

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    This software allows me to track expenses and travel information on the go and have it all stored in one place.

    Pros

    The biggest benefit of using this software is how easy it is compared to how we used to do it. I no longer have to save receipts or write up expense reports - Certify handles everything effectively and is easy to navigate.

    Cons

    I have found no downsides to using this software. It is quick and easy to use for me, and HR loves how it makes their job a lot easier by providing accountability and records for them.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Scott V from Fidelity Bank Mortgage

    Number of employees: 201-500 employees

    July 2018

    Love this app, never miss an expense

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Ease of use. Very easy to take a picture of the receipt, create the expense and sync to your computer. Can approve my employee expenses from the mobile app.

    Cons

    Honestly not any cons that I can think of. I love that I am able to enter, keep track of and submit my expenses from my phone.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Lynnette from AMERIND Risk

    July 2018

    Does not take much time out of your busy day to complete. Very efficient.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    I like that it is very easy to create an expense report once the transactions are imported. The reminders are great as well.

    Cons

    I find it frustrating that uploading a receipt before a transaction is imported creates a transaction, therefore duplicating the expenses.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Heather from RevLocal

    July 2018

    This software is like an "EASY" button for life!

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    Value for Money

    The ability to keep track of every mileage reimbursement that I had ever had!

    Pros

    When traveling as much as I used to for work, Certify gave me the ability to not only keep track of where I went, but the notes feature allowed me to keep track of why I was going there.
    I actually had an error occur at work which caused me to have to go back 3 YEARS and give the accounting department a list of every time I drove to headquarters. Being able to go back into Certify to find specific times/dates/mileage/etc. helped me prove that I was actually owed a few hundred dollars! It was no fault of my company or myself, just one of those oversights that could have been missed by anyone. But had I not had Certify and it's ability to keep track of EVERYTHING, I never would have been able to prove the error had occurred!

    Cons

    Even though I used the app on my phone for years, I still found myself getting confused when it came to determining whether I needed to create an "expense" or a "receipt" - I think there should/could be an easier way to label these two options so that it identifies more with what each one actually means. While it may look as though it should be self-explanatory, there were times when I would just forget.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Madyson from Verve Health

    Number of employees: 51-200 employees

    July 2018

    Certify makes getting reimbursed much easier!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    I love the Certify app! I can snap a picture of a receipt or pull it from an email. It recognizes the information and automatically uploads it, saving me time! I can easily check the status of my expenses.

    Cons

    There are a lot of steps to go through when submitting the expense reports. I wish that it automatically uploaded once I submitted a receipt.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Tara from Vindico

    July 2018

    Much more efficient then our old paper based system

    Ease-of-use
    Functionality
    Quality
    Support
    Pros

    Paperless! Approvals are done electronically so there is no delay if people are traveling. The status updates as the report progresses to approval is also a good reference when budgets and projects are closing

    Cons

    Editing and saving is a little confusing in the web browser, like editing the title then clicking a tiny save button up there when normally you save at the bottoms for expense editing

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
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