Certify Expense Software

4.69 / 5 (1,220) FrontRunners

Our advisors have recommended this product 6 times in the last 30 days

About Certify Expense

Certify Expense effortlessly streamlines your operations through automation and superior customer service. Automatically create reports for employees, streamline approvals, and make reimbursement and reporting effortless for accountants. Certify is rated as a Leader in expense management by analyst firm, IDC, and is trusted by more than 10,000 organizations including Boot Barn, H&R Block, and Virgin Galactic, to streamline expense processing, purchasing, and travel booking.


Supported Operating System(s):

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

1,220 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

(924)

924

4 stars

(247)

247

3 stars

(28)

28

2 stars

(7)

7

1 stars

(14)

14

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 1220 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

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.

September 2020

Steven from RATP Dev

Company Size: 10,000+ employees

Industry: Transportation/Trucking/Railroad

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Customer support

5.0

Functionality

5.0

September 2020

Great Expense Reporting Tool

This replaces the old excel expense report, copying of receipts and waiting weeks for approval, now it just does it quick and painless. Expenses go from being done monthly to weekly.

Pros

Ability to book travel through corporate polices with no out of pocket expenses incurred by the user. The app for the smart phone makes it so easy to take a picture of an expense receipt without having to keep track of, which is great when traveling. Customer service is superior for when you need to change travel they assist within minutes and keep you moving all with ease and updates.

Cons

None it works great for my needs. Software is easy to use, great features, easy help topics and great customer services.

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.

September 2020

Jennifer from Penumbra

Company Size: 1,001-5,000 employees

Industry: Medical Devices

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Functionality

3.0

September 2020

Certify Review

- Overall, I really enjoyed my experience with Certify. The benefits of this program is that I was able to collect all my supervisor's incoming expenses and receipts and invoices with very minimal frustration and confusion due to Certify's organized program.

Pros

- how organized the interface is (ability to easily find and go to where I need to go) - classic, clean, sleek look to the website

Cons

- I remembered a few times where I had to click backwards in order to accomplish something moving forward. For example, when I was creating a expense, if I wanted to look at the overview of the expenses, I'd have to click backwards in order to view it, and then go back to the expense report that I had just created. A lot of back and forth that caused much inconvenience.

Reasons for Choosing Certify Expense

N/A