Certify Expense Software

4.69 / 5 (1,207)

Our advisors have recommended this product 11 times in the last 30 days

About Certify Expense

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 re...


Read More

Supported Operating System(s):

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

1,208 Reviews of Certify Expense

Average User Ratings

Overall

4.69 / 5 stars

Ease-of-use

4.5

Value for money

4.5

Customer support

4.5

Functionality

4.5

Ratings Snapshot

5 stars

(916)

916

4 stars

(243)

243

3 stars

(27)

27

2 stars

(7)

7

1 stars

(14)

14

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 1208 results

June 2020

Bobby from Grubhub

Verified Reviewer

Company Size: 1,001-5,000 employees

Industry: Food & Beverages

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Functionality

5.0

June 2020

Very effective expense management tool.

I use Certify when traveling for work and also to get office expenses like internet and phone reimbursed.

Pros

Certify is a very effective expense management tool. It’s incredibly easy to use and allows me to get my expenses reimbursed very quickly.

Cons

Nothing to dislike. Certify is intuitive and user friendly.

March 2020

Daniel from Murphy Company

Company Size: 501-1,000 employees

Industry: Construction

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

5.0

Functionality

5.0

March 2020

Hit the Easy Button

Much more efficient than the prior system that Murphy utilized

Pros

Mobile and Desktop sync easily. Uploading receipts from the photo function is awesome.

Cons

Sometimes extra entry of receipt information is required but probably because we're still learning the software/app

March 2017

Randy from Gate6

Time Used: Free Trial

Review Source: Capterra


Ease-of-use

1.0

Value for money

1.0

Customer support

3.0

Functionality

1.0

March 2017

Could be good, but isnt

Im going to make this kind of short.... I was lied to in the sales process, implementation dropped the ball continually. They have zero followup when you have an issue. My implementation coach and even the implementation manager I had to speak with never followed up with me. Oh did I mention they have an implementation fee they bring up just before you sign with them? Its not cheap. But they'll "discount" it. Due to being lied to during sales, I had to figure out how Certify worked instead of it just working for me. I had to re-enter my credit cards 3 times, and I had 15 credit cards. I had to call the bank to get individual logins for all my credit cards. I have 25 very unhappy users and one irate admin (me). The import into quickbooks did not go as promised as well. Due to all of this I now feel as if I know more about Certify than my salesman did when he sold me this crap. The app for the phone is pretty good, Android better than IOS I think. The Web application though is horrible, just horrible. The Layout is bad, you have to confirm simple things, but you can delete an expense with no more scrutiny. They have no way for you to recover deleted expenses. The have a Wallet and a Report, you cannot edit most fields in the wallet, you have to move expenses into a "draft report" then move them back into your wallet! Its about a 10 click process just to change the amount of a receipt or change a category- very important things, heres the procedure lol. 1) Check expense(s) in wallet 2) Click Add to report, 3) Chose whether you want a new or existing report. 4) Confirm that you want to do that. 5) Wait for the expenses to load(which can take a while if you have a lot) 6) click edit 7) Edit the expense, click save (I'll give them this one) 8) Click the icon to open a menu 9) Click Send to wallet. So 9 steps. There is an alternate way but you get to chose from a little window and you cant select multiple. So why do I have to leave the wallet to edit an expense? Oh and if you have a lot of receipts they remove the "merge" option. This matches your receipts with your CC charges automatically! But you cant have more than 100 or 150 lines of charges/expenses, they cant decide on which number, but its between there. So why would you make my life harder if I have MORE expenses? I hope this saves you from some hassle, expenses are tricky, this is my second go around wasting dozens of hours.

Pros

App is good to use

Cons

They dont know their system entirely. they will sell you something just to sell you. Their salesmen dont know the ins and outs.

March 2020

Nicole from Alpha Capital Partners

Company Size: 51-200 employees

Industry: Real Estate

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

5.0

Functionality

4.0

March 2020

Certify Review

The overall experience with Certify has been great, I am able to submit receipts easily and also I am able to help and assist managers when they need me to submit expenses for them when they aren't able to.

Pros

Our company is a fairly new company and when we 1st started out the company was using another software that was so complicated at times! Then they introduced us to the certify software and it was much easier to upload and track our expenses. You get to see the step by step process of approvals and you the software makes it so easy to edit and make corrections! Very simply software.

Cons

There was an issue one time when I submitted an expense for reimbursement and the expense was never paid because that was a glitch somewhere in the system where accounting did not process the expense that was submitted.

March 2020

Jessica from Seneca Family of Agencies

Company Size: 1,001-5,000 employees

Industry: Mental Health Care

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

March 2020

Certify Review

With Certify, I am able to ensure that I am getting reimbursed for money that I spend at work both directly and indirectly including gas, mileage, school supplies, food for meetings, and more! Thank you certify for ensuring that I am getting paid for the things I pay for!

Pros

I enjoy how easy the software is to use! I can use Certify with any expenses that I have including receipts from meetings, receipts from purchasing classroom supplies for students, gas receipts, and more. I can even upload receipts from my phone and transfer them to certify in a very simple process which makes my expense reporting stress free! As I mostly use the software for mileage, I enjoy that I can easily input my regular travel and have it deducted automatically while also having the option to "map it" and "round trip" my route in order to have an accurate account of my travel expenses. This software makes my overall expense reporting experience simple and easy!

Cons

At first I did not like how there were so many separate accounts for my work (timecard, notes, expense reporting etc.) However, with Certify, everything you need for expense reporting is in one place. Initially the action tabs can be a bit confusing and can maybe be modified. However, once you understand what they are for and how to use them they are very helpful. Other than that there is not much I would change about certify as it makes my experience so easy and stress free!