Certify Software

4.69 / 5 (1,071)

Our advisors have recommended this product 9 times in the last 30 days

About Certify


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.



Read More

Supported Operating System(s):

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

1,071 Reviews of Certify

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

(818)

4 stars

(212)

3 stars

(21)

2 stars

(7)

1 stars

(13)

Likelihood to Recommend

Not likely

Very likely

Showing 1-10 of 1,071 reviews

December 2018

Louis from LionRT

Company Size: 11-50 employees

Review Source


Ease-of-use

4.0

Value for money

4.0

Customer support

3.0

Functionality

4.0

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 2017

Randal from DALLASWHITE Corporation

Company Size: 11-50 employees

Review Source


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

December 2017

Certify Expense Reports

Some of the initial set up takes a little bit of time because if it is done wrong the errors will compound with time. Initial set up is key.

Pros

The software is easy to use, both for the back office and for the people out in the field. The processing of expense reports and the integration into out Quickbooks is much quicker than doing it all by hand.

Cons

We had some errors in the beginning of our use with Certify, in that the software would not allow us the ability to process credit card payments for some of our "Current Assets". I find this strange that nowadays with the use of credit cards for so much of purchasing in the world, that there would be a category of expenses that the software would not recognize. Certify was very helpful in tracking down this issue and explaining it to us.

November 2018

Lauren from Trinity Logistics

Company Size: 201-500 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

November 2018

Trinity Logistics

With Certify our expenses of booking travel are down and it is also an accountability tool in managing our travel policy.

Pros

This is a very intuitive easy to use software but the biggest Pro to this is their customer service. i can't say enough about their service especially on the travel side. Any problem we have ever had in the travel side was immediately taken care of. Very personable. As a user who does travel for the team almost weekly it is such a timer saver to have a service that keeps every ones information on file and provide you with every travel option on one screen. Booking travel is a breeze with certify and the reporting comes directly into the system without having to capture those travel receipts for air, hotel or rental cars.

Cons

Occasionally when you upload receipts it puts the receipt in as a separate entry. I have not figured out what I do to make that happen but it seems to do it most if I don't autofill my receipts. It's not a big issue but more of an annoyance when it happens. That said, its a great product.

April 2019

Yvonne from Hospitality

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

April 2019

Ease of use in the field.

Pros

Entry is very easy with the mobile app. I use this in the field. It is so much more convenient than doing expense reports longhand and having to fax in. Data entry is very fast. Sending in for review and processing is seamless. The few times I needed directions I was able to get accurate help from customer service immediately. They are professional, knowledgeable, and supportive.

Cons

The app has minimal instructions for correcting entry errors after the expense report has been generated. Customer service redeemed this issue by being very knowledgeable and helpful. The available tutorials also only cover general field usage with no help for doing fixes. Also, photos of receipts do not always accurately fill the expense field and do need to be reviewed before saving in order to correct blank or incorrect fields.

December 2018

Emmanuel from Netformx

Company Size: 201-500 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

December 2018

Great Software When You Implement it Correctly

When I worked for a company that already had the software up and running and had time to work out the implementation bugs, it worked great. If you can try to include yourself in any focus groups or test cases during testing, so you can make sure that your regular expenses will be able to be entered.

Pros

As far as travel and expense software go, Certify is very easy to use. The first time onscreen prompts help you figure out how to enter expenses for reimbursements. I've used other mobile expense software, and I would have to say that Certify has the friendliest interface, and it is difficult to get wrong. The menus and layout make it easy to find current submissions, past reimbursements, and to update your profile.

Cons

I have worked at a company where we switched from one T&E software to Certify, and the experience was terrible. While the interface was great, there were too many steps required in order to enter an expenses. I would also have trouble when I tried to split an expense for a single charge, and had to contact my accounting department as well as Certify Support. It was determined that certain steps were overlooked when the initial implementation of the software was done, so it took an extra 2-weeks, before I could correct my error. Unfortunately for me, this pushed me into the window where the Credit Card I used got charged the interest for that month. I was of course paid back, but it was a hassle none the less.

February 2019

Risa from Bottom Line

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5.0

Customer support

5.0

Functionality

5.0

February 2019

Creating expense reports couldn't be easier!

Before Certify, I had to physically tape receipts to a piece of paper and scan it to our finance department. Now, I take pictures of receipts as I get them or forward receipts from my email. I can then easily create, send, and approve expense reports.

Pros

Creating expense reports couldn't be easier! I set up my account so that I can forward email receipts directly to Certify and the app makes it super easy to snap photos of receipts and upload them. In my role, I also have to approve expense reports - Certify makes it easy to do that (and make edits when something is submitted incorrectly). PLUS, their customer service is great - they are super supportive and friendly and are able to resolve any issues that arise quickly.

Cons

There's not much I don't like about it, but sometimes Certify will guess what expense category something belongs in, but it is often wrong (I just ignore it, so it's not a huge problem).

July 2018

Heather from RevLocal

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Functionality

5.0

July 2018

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

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.

March 2019

Madison from CBT nuggets

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

March 2019

Certify Employee Review

A huge business problem that certify has to help me to fix, is cutting unnecessary cost in our company. With its easy to use software, I was able to see what cost I could cut, therefore saving our company more money!

Pros

This software is really great. I provide all the snacks, office supplies, and other employee-related equipment to my team of about 120 employees. Therefore I use Certify a lot and its extremely easy to use. I love how I can just snap a photo an upload my receipt right after purchase to keep things in order. It also gives you tips and tricks if you mess up an expense. I would highly recommend this software to any companies that have company credit cards. It's very easy to learn and very easy to use!

Cons

There really is not a lot of things I dislike about Certfity. I use it every day and I find it a very easy product to use.!

June 2018

rajan from balchem

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

June 2018

i have been using this for my bill sand find is easier to use than our prior method

easy to use

Pros

ease of use, easy to try and figure out things on my own Drug metabolism is the conversion or breakdown of drugs into more soluble forms through a specialized set of enzymes in living organisms. During this process, drug efficacy and safety issues may occur. For example, drug metabolic stability can affect the clearance rate of the drugs, thus influence the dosing strategy. Potential interactions between drugs and drug metabolizing enzymes can cause induction or inhibition of the enzymes, leading to increased or decreased drug exposures, especially when two or more drugs are present. Thus it' s necessary to assess the metabolic patterns and properties of your compounds.

Cons

i cannot think of any right off hand Drug metabolism is the conversion or breakdown of drugs into more soluble forms through a specialized set of enzymes in living organisms. During this process, drug efficacy and safety issues may occur. For example, drug metabolic stability can affect the clearance rate of the drugs, thus influence the dosing strategy. Potential interactions between drugs and drug metabolizing enzymes can cause induction or inhibition of the enzymes, leading to increased or decreased drug exposures, especially when two or more drugs are present. Thus it' s necessary to assess the metabolic patterns and properties of your compounds.

April 2019

Nancy from Ultradent

Company Size: 1,001-5,000 employees

Review Source: Capterra


Ease-of-use

5.0

Functionality

5.0

April 2019

Easy and Intuitive Program

Saving time is the biggest benefit I see. Being able to enter receipts on the go and have them sync up and then auto-populate my expense report is one HUGE thing I can check of