Certify

Certify Travel & Expense Management


4.5 / 5
1059 reviews

Who Uses This Software?

Organizations of all sizes rely on Certify to deliver best-in-class travel and expense management solutions with award-winning customer support and user experience.


Average Ratings

1059 Reviews

  • 4.5 / 5
    Overall

  • 4.5 / 5
    Ease of Use

  • 4.5 / 5
    Customer Service

Product Details

  • Starting Price
    Not provided by vendor
  • Free Trial
  • Deployment
    Cloud, SaaS, Web
    Mobile - Android Native
    Mobile - iOS Native
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online
    Business Hours
    24/7 (Live Rep)

Vendor Details

  • Certify
  • www.certify.com/
  • Founded 2008
  • United States

About Certify Travel & Expense Management

Certify is an easy-to-use, web-based expense management and invoice solution for organizations of every size. With mobile receipt capture, automated expense report creation and streamlined workflow, Certify eliminates the need for spreadsheets and paper receipts. Reduce the time spent creating, approving and reimbursing while gaining insight into your T&E spend.


Certify Travel & Expense Management Features

  • Approval Process Control
  • Invoice Management
  • Multi-Currency
  • Receipt Management
  • Receipt Upload
  • Reimbursement Management
  • Spend Control
  • Time Tracking
  • Workflow Management
  • Accounts Payable
  • Accounts Receivable
  • Bank Reconciliation
  • Billing & Invoicing
  • CPA Firms
  • Expense Tracking
  • Fixed Asset Management
  • Fund Accounting
  • Government
  • Nonprofits
  • Payroll Management
  • Project Accounting
  • Purchase Orders
  • Tax Management
  • Approval Process Control
  • Bank Reconciliation
  • Cash Management
  • Check Printing
  • Duplicate Payment Alert
  • Fraud Detection
  • General Ledger Entry
  • Vendor Management
  • Billing Portal
  • Contact Database
  • Contingency Billing
  • Customizable Invoices
  • Dunning Management
  • Hourly Billing
  • Mobile Payments
  • Multi-Currency
  • Online Invoicing
  • Online Payments
  • Payment Processing
  • Project Billing
  • Recurring/Subscription Billing
  • Tax Calculator

Certify Travel & Expense Management Reviews Recently Reviewed!


Ceritify app and control software specifically targets and organizes our teams travel log and finance expense reports.

Dec 27, 2018
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Comments: 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.

Certify Expense Reports

Dec 21, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Comments: 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.

Trinity Logistics

Nov 21, 2018
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

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.

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

Ease of use in the field.

Apr 04, 2019
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

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.

Great Software When You Implement it Correctly

Dec 05, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

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.

Overall: 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.

Creating expense reports couldn't be easier!

Feb 24, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

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).

Overall: 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.

Capterra loader

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

Jul 10, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

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.

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

Certify Employee Review

Mar 27, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

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.!

Overall: 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!

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

Jun 08, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

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.

Overall: easy to use

Easy and Intuitive Program

Apr 04, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: I love how easy and convenient this software is to use and because of this I rarely if ever "forget" to upload a receipt. I use the mobile app "on the spot" as I wait for my catering order or before I start my car to drive to the next office. It's great!

Cons: It is hard to come up with any major cons. I guess if I had to pick something it would be to have fewer categories on the mobile app in the section where you enter the expense description. However, this is not a big deal at all.

Overall: 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 off my long list of "to do's".

Certify for my teams

Apr 08, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: easy to use, software is straightforward

Cons: This is probably my company's choice but the categories that are listed for how we are to list the expense (travel-meals, others meals, mileage) the categories are not explained well and often I do not know what to choose. How strict do we need to be with these categories, are they truly linked to something we are tracking?

Overall: I use this to software daily, both for creating expense reports for others or approving for my Director.

It is easy to use and I appreciate being able to leave additional comments

Certify used for Travel, Entertainment and P-card

Dec 02, 2016
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Comments: Certify from a user perspective is easy to learn and use. The mobility tool to take images of receipts in easy to use. The quality of the receipt is good. The OCR technology does a pretty good job at reading the receipts. It is user friendly from a system administration perspective as well. It is click not code. There are simple changes that a system administrator can complete rather than needing to go back to IT to make coding changes. The response time from the helpdesk in fairly quick as well. The account rep/helpdesk was willing to answer my questions as I was learning how to support they system from a system administrator perspective.

Pros: How easy it is from a system administration and end user perspective to us.

Cons: We use the out of box solution. The is some company specific configuration. If there is a feature you would like, you may not always be able to get that feature. Certify will put it on a list and if enough customers request, they may make the change. I also understand that customizing a system to one company is difficult to support. In my experience with expense tools, customizing a system to a particular company is more difficult to support. Using the system the way Certify intended is a better road to travel.

Recommendations to other buyers: Test it out. It really is a nice tool from a user perspective as well as a system administration perspective.

My use of Certify

Dec 16, 2016
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Not having to submit physical copies and entering expenses as they happen.

Cons: I have bad luck forwarding emailed expenses. My boss typically can't read them. I'm not sure what the system does to these emails but maybe storing them as a PDF would help?

Overall: I was lamenting the loss of productivity with our old method of expenses. Our CFO found Certify and what a profit in our business. 90% of the time I can enter the expense within 5 minutes of getting the receipt. I hang onto the receipts and compare them before submitting my weekly report. Simple and fast. Took a little getting use to the logic of generating a report. Like any new software and with someone internal to our organization who is knowledgeable, you get the hang of it. I would never choose to change back.

Recommendations to other buyers: Be open minded on learning a new way. Think about developing your own personal processes on expenses in a new way when starting. Don't impose strategies you used before on this way of doing it. Enter as you go. Don't hold them until the report deadline approaches.

The Best Stuff Just Got Better

Jan 20, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: My biggest challenge was the time it took to add receipts to expense reports while traveling. There were just too many steps to take from my iPhone. Now you have made it faster and easier to navigate this process!

Cons: None, you made t event better.

Overall: I have been using Certify for over two years. The system has always been easy to navigate and now they made it event FASTER to navigate adding and accounting for receipts as I am on the road! Thank you for making the upload of receipts and preparing expense reports a task that takes less time and mouse clicks!

Recommendations to other buyers: None

Could be good, but isnt

Mar 16, 2017
1/5
Overall

1 / 5
Ease of Use

1 / 5
Features & Functionality

3 / 5
Customer Support

1 / 5
Value for Money
Likelihood to Recommend: 3.0/10 Not
Likely
Extremely
Likely

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.

Overall: 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.

Recommendations to other buyers: Try to find something else.

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

Jul 25, 2018
5/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

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.

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

Is a valuable T&E tool!

Jul 24, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

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.

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

Certify is pretty easy to use. The auto-import from my companies' purchasing card is very useful.

Apr 27, 2018
5/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: The auto-import from my purchasing card is very useful. I also enjoy the mapping system for calculating my mileage. Compiling reports is quick and easy. I like the simple user interface and no nonsense page setups.

Cons: While the auto-import is great; I have experienced purchases that have been placed on reports but will not be deleted. I can't delete these values and they have accrued over my 2 years of using certify. This makes me worried when I have a report due and still have extra values located in my history. Scanning in receipts and matching receipts to my purchases could be a little easier too. Another concern with matching receipts to purchases is when a tip is applied to a purchase there is no way to identify that. There should be a TIP option on restaurant purchases that would solve discrepancies between official purchases and money spent.

Overall: Easy to use purchasing reconciliation

Great value for a piece of software that's unobtrusive but effective. We use it daily and love it.

Apr 08, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money

Pros: It has really made tracking expenses and travel costs a breeze to track, leading to more efficiency and accuracy within our reporting. All of our outside customer sales reps use it daily.

Cons: Scaling to a larger business can seem complicated through the web app in the very beginning but they have a great service team that can answer all your questions. Also things like expense reporting and creating spreadsheets can sometimes take a few moments to load entirely but that's normally due to network issues and rarely has to do with the app.

Time Savings with Certify

Sep 01, 2017
4/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: I am happy to no longer need to hold on to paper receipts to turn in for monthly expense reports. Submitting your report is very easy if you've kept up on your receipts everyday. Also very easy to review and approve reports for my sales team.

Cons: The auto fill feature is very spotty. Some days it works perfectly and some days it works poorly so my sales team end up missing errors and submitting reports that require work to correct. In the web site, the receipt view can be annoying as it continues to pop up even after you close the window.

Capterra loader

Certify is a great tool to keep track of expenses

Jun 08, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: I think the software is user friendly in both the App and the Desktop versions. I like how you can add expenses right from your phone when you are on the go. The way it prefills data from receipts is great. I like how it is connected to Uber and also how easy it is to forward an online receipt to certify and it will generate an expense. I rated customer service and value for money as average because I don't have a good benchmark for either of them.

Cons: I feel the App does some things better than the desktop version and I feel each have different capabilities, which is strange. For example, I can create an expense based on mileage from driving to and from a location, that cannot be replicated within the desktop version.

Overall: Easy way to track expenses and upload receipts with the mobile app. The way it syncs to desktop version is quick and efficient. All receipts and expenses in a variety of different forms can be added (bank statement, physical receipt, online receipt, etc). It is user friendly and easy to understand. Generates expense reports and notifies you of its progress.

I am the admin for our firm, who trains and administers Certify.

Apr 27, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money

Pros: It's an easy application to use and train others. The phone app, and email receipts are very convenient and work well. Exporting reports to Excel is a great feature.

Cons: Glitches, and interfacing with QB is a bit clunky. Would be nice as an admin to be able to see everyone's reports and back out reports when necessary and run specialized, targeting reports that I define.

5 Start Customer Service

Dec 16, 2016
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: The functionality of the workflow and expense management seems to work well with the needs of our company.

Cons: I wish the reporting could be more customizable.

Overall: Certify is the only T&E management application that I've used but I can say that their customer service is absolutely amazing. The ease of use is great and they really care about what their customers want and listen to critiques and then make changes to fit their customer concerns.

Recommendations to other buyers: none at this time.

Great expense reporting portal for any size company

Apr 04, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: The Certify system is extremely organized and easy to use. I enjoy that you can upload pictures of receipts from your cell, organize expenses throughout the expense period and it maps your mileage for you, even as one way or round trip so you don't have to write your mileage down. Once you use it 3-4 times, it's very simple and the phone app works as well as the desktop site.

Cons: The first few times using it, it was a bit confusing. However, this was years ago and it's gotten smarter with time and easier to learn. I've helped others get started and I've seen first hand that they continue to improve the processes.

Overall: I've had a wonderful experience with certify and highly recommend it. Two thumbs up, from me!

Game Changer for expense reporting

Dec 16, 2016
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Comments: I'm a 25-year sales professional and have experienced several expense reporting processes. The Certify software saves me approximately 90 minutes per week versus the most recent previous process we were provided. I no longer have to make copies of each and every receipt, I do not have to put a print-out and receipts into an envelope, apply postage, and go to the post office.

Our finance department switched us to Certify approx. 18 months ago and I am still thanking them. My one concern was being able to easily reconcile my credit card statement. I've found that it is quite simple to look back at archived expense reports on my iPhone to do this.

Certify Expense Reporting

Apr 05, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Very easy to use. From the field, I can upload and code all of my expenses in real time so Im not having to keep up with receipts. I can submit my weekly expense report in less than a minute; just a few quick clicks and I'm done.

Cons: Sometimes it takes a couple of weeks for P Card to link to appear

Review from the Administrator side

Dec 14, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: It is pretty user friendly for our travelers. The website is easy to use.

Cons: The presentation of data could be better. In terms of looking up by employee and expenses by time period. I know our sales people have some difficulties in changing dates on expenses.

Overall: Overall I would say it has been a good experience.

A Lifesaver.

Dec 16, 2016
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Straightforward and easy to use. Great mobile app. I love the auto-fill feature that actually reads your receipt and automatically completes the required data fields for each expense.

Cons: Sometimes when you navigate away from the expense screen before finalizing the expense, you lose the information you have already inserted.

Overall: Certify has changed my outlook on completing expense reports. Instead of drowning in paper receipts and scratching my head trying to remember what happened weeks (or sometimes months!) ago, Certify and its mobile app make it a breeze to keep track of everything. The amount of time and stress spent on the reimbursement process has been significantly reduced. I highly recommend to any organization! You will not be disappointed.

Great for expense management

Oct 21, 2015
4/5
Overall

4 / 5
Ease of Use

5 / 5
Customer Support

5 / 5
Value for Money

Comments: We use the software to submit mileage/personal expense and corporate card expense reports. We were previously with another well known company with a similar product, but made the choice to move to Certify. We process just under 1,000 reports per month. The app is easy to use, the website is easy to use. There are some small things I would change if I could, but nothing that makes me regret our decision to go with Certify. I would highly recommend it to anyone looking for this type of expense management tool.

Pros: Really easy to use, GREAT support, excellent service.

Cons: Can't attach more than one receipt to an item - sometimes necessary for online purchases. Can't attach a statement to the report - it has to be attached to an expense so you have to create an additional zero dollar expense if you want to attach your card statement. If you enter your expense information before you attach a receipt, when you attach the receipt it wipes out the information you entered and you have to start again. Company admin doesn't have the ability to map the card to individual user's accounts, individuals have to. It would be great if we could do this for the users.

Quick, consistently accurate expense management

Apr 04, 2019
5/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: Very easy to use. Takes less than 10 minutes to be up an running as an end user. Allows prompt entries while away from the office, which ensures accuracy and timeliness expense reporting.

Cons: I'm old school; so it took me a while to "trust" that I do not need a paper copy of my reciepts and my reports. (But after several months of use with NO mistakes and NO lost data...I feel confident relying on the software to manage my expense activities.)

Overall: 100% elimination of mailing hard copy reports and reciepts for processing. Reminder feature is very convenient and ensures I complete the report and submit on time, everytime!

Excellent, easy to use business expense tracker for companys

Mar 20, 2018
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: Software is very easy to use, and it comes with great features. One is the ability to send receipts from an e-mail directly to the date certify email, which this provides a receipt that automatically is in your wallet. Also there is a software feature where you can automatically input receipt amounts, but we have had some issues with but it does the job.

Cons: One tiny issue is that if the expense approval process requires two or more signatures, the user receives an email update about the approval process which in my opinion causes too many emails flowing back and fourth.

Capterra loader

We love Certify! Super easy to use and very user friendly!

Apr 27, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Teaching employees how to use both the app and the computer version was super easy. This is almost a fool proof app. We only really use this for travel and expense reports.

Cons: It was hard to set up with the system that we use to process expense reports (Sage software). I had to call Sage on the phone and have them customize a report so we could use the product.

Overall: Easy to use. Every one I have spoken to on the phone was also extremely helpful and very responsive. All the handouts and tutorials were very easy to understand and left no questions regarding Certify. The webinars were also helpful. Adding users is super easy as well.

Capterra loader

Know before you buy - DOES NOT INTEGRATE WITH SMALL BUSINESS CREDIT CARDS

Jan 24, 2019
1/5
Overall

1 / 5
Ease of Use

1 / 5
Features & Functionality

1 / 5
Customer Support

1 / 5
Value for Money

Pros: This seemed like an effective and easy to use expense tracking software.

Cons: The sales contact repeatedly assured us that Certify would bring in credit card transactions from our company credit card (Capital One Spark for Small Business). We were explicit that this was the primary driver in our decision, and that importing company credit card transactions was our primary goal. As soon as we paid the implementation fee and were assigned to an implementation specialist, they immediately explained that Certify does not work with Capital One cards, and also does not work with any of these: Chase Ink, American Express @ Work, Simmons Bank, PNC Bank, Bank of America Visa Executive Commercial Card, US Bank. If you use those cards, DO NOT TRY TO USE CERTIFY. They wasted 2 months of my time, and REFUSED TO REFUND the implementation cost, despite the fact that they sold me software they KNEW would not work.

Overall: After several phone calls with the Certify sales team, I was assured that the corporate credit card sync would work for our business. I stated several times that the credit card sync was THE critical factor in our evaluation of expense tracking software, and explained the structure of of our credit card login with authorized users. I was never given any indication throughout the sales process that there was even a possibility that the credit card data couldn't be pulled in, and proceeded with our contract an implementation accordingly.

I dedicated many hours to the implementation process, including introducing our entire team to the website and mobile app. It was not until over a month into the process that our implementation specialist indicated that the credit card aggregator was unable to separate the charges according to authorized user....and that this was a KNOWN ISSUE for credit cards of our type. I spent an additional 4 weeks attempting to help them trouble-shoot the known issue. But the bottom line is that their service does not support small business credit card feeds, has never been able to do so, and they have no plan in place to attempt to do so.

Bottom line: Certify will tell you whatever you want to hear until they take your money. But they do not standby those promises, and you should not trust that their sales people have any idea what the software can actually do or not do. Beware.

Solved problems for us

Apr 04, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: All in one for expenses and travel. It is very easy to go between the two and approve both

Cons: Difficulty in booking train travel. Never realized how much my team used trains

Overall: As department manager, appreciate the central location of expense and travel under one umbrella

I LOVE Certify!

Dec 18, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Certify is extremely user friendly. It is easy to upload documents to. It remembers all of my addresses so I don't have to keep typing them in.

Cons: Sometimes mapquest has a hard time finding addresses.

Overall: Extremely easy to do expense reports on!!!

Easy! User Friendly!

Dec 16, 2016
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Multiple ways to submit receipts, autofill.

Overall: Very easy to use to capture receipts. Autofill makes submitting an expense simple. Plenty of tutorials and instructions right in the program. Very user-friendly. Certify keeps up with all the latest technology. The app is great for on-the-go expenses. I would recommend to everyone.

Great Service and Great Company

Dec 16, 2016
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: They encompass it all.

Cons: Always room for more features and growth.

Overall: We have been with certify for 5+ years now and seen the growth which has helped us grow. Processing the reports used to take us hours which now takes minutes or less. Manager reports have saved us time and money. Easy to use from start to finish.

This is one of the easiest ways to track my expenses it's very intuitive

Jun 08, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Value for Money

Pros: Ease of use I use the app for 90% of my certify time it's great. Only go to PC when I submit end of mont report

Cons: Doesn't always match up correct with receipts Would be nice to create a report on the app. For when I am on the road

Easy program to use and saves time

Jun 08, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Taking pic of receipts and entering info daily makes this program save time at the end of month to submit expense report

Cons: Sometimes the split receipt option doesn't work , just keeps thinking. Also you take the pic of receipts and they don't sync . Otherwise the program is a time saver overall.

would recommend to other companies.

Overall: ease of programs, time saver and organizer

Capterra loader

Do NOT waste your time or money!

Oct 04, 2018
1/5
Overall

1 / 5
Ease of Use

1 / 5
Features & Functionality

1 / 5
Customer Support

1 / 5
Value for Money

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.

Overall: 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.

Easy go use

Jun 08, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money

Pros: I like the tracking part. You can save it as a draft and continue adding items. And also it shows you how much your getting and your entering new days. Once you get familiar with the app it is very easy to use.

Cons: It would be a good idea to have a Definition list. I use it this app daily and it would be helpful if I know if I should use commute versus non commute.

Certify is the best T&E software I have used!

Dec 05, 2016
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Comments: I have implemented a number of different T&E systems, but Certify hit the nail on the head! They are easy to use and understand and they have training videos that your employees can use whenever it is convenient for them! I love their latest update of their system! Not only did they let us know about the change months before it went into effect, they even set it up for me to switch my entire company over early once we had tested it! The support is amazing and cannot be compared to any other! There has never been a time that my support team has failed me! Did I mention that Certify never goes down? If you have used Concur, you know that there are daily issues with their system! Certify's sign on screen shows you the status up front.

Pros: Easy to use for both the user and administrator. Certify is always taking suggestions for improvements and actually implementing them.

Recommendations to other buyers: Talk to others that have used Certify because you will hear how seamless the transition is from your current system to Certify. It was scheduled for three weeks, but took maybe two. They did everything for us!

Simple. Fast. Useful.

Oct 31, 2017
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

1 / 5
Value for Money

Pros: Easy to use for me entering receipts with my assistant coordinating the expense reports. Very simple to use.

Cons: Might have more visibility for executive assistant activity back to me. Not much else to talk about....

Certify review

Mar 19, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: -Easy way for end users to submit receipts from purchases for work

-App for iPhone is very user friendly

Cons: -Users with little computer skills found it a little difficult to learn.

Overall: Certify has made it so much easier for users to submit their receipts for making purchases using company credit card. Also, once the user verifies receipt is synced-they no longer need to keep up with the receipt.

once I used Certify for a couple of months it greatly simplifies my expense reporting

Jun 08, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: simplicity. Wasn't excited about changing to certify however once I became familiar with the app it made my expense reporting fast and easy.

Cons: The change to certify took me a couple of months to figure out what to do if I made a mistake. now I make very few mistakes entering receipts but if I error I can fix the mistake easily

Overall: easily to use and saves you time

I love this app. No need to save receipts anymore.

Oct 31, 2017
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: Ease of use. I love the ability to pick up my phone and use it to snap a photo of my printed or emailed receipt. You can even Email a receipt directly to your on line account and sync it directly to your account.

Cons: Hard to rectify on iPhone. If this app was a bit more user friendly at the end of the month that would help

Overall: I do not like carrying around receipts

Easy To Use On The Go

Dec 03, 2016
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Comments: Since joining my current company I have used Certify over the past 2+ years. It makes keeping track of business expenses while traveling a breeze. We have other systems to track some of our other expenses and I try to stay away from them and use Certify - it's just so much easier to use.

Pros: Ease of use and simplicity. It's very fast, sign-on is simple & quick. I usually have my meal expenses recorded before I leave the table. Once a trip is over, putting expenses together into a report is also very simple and the receipt wizard is very helpful. I'm able to take a hotel folio and break out my meals from lodging in just a few seconds. I can get receipts entered from my phone's camera, upload from a PDF or sent in by email.

Cons: I can't think of anything. I don't pay for it, my organization does, so I cannot rate cost or value.

Recommendations to other buyers: Think about how this product could save time and avoid aggravation for you and your team - it's a big win in my mind.

Excellent CS!

Jun 08, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
Likely

Pros: Ease of use, great customer service, easy to upload, love the analytics features, love that I can print the PDFs for my reports

Cons: cannot locate map items by name, like Google. It would be helpful it could identify places by putting in the name of the org as in Google Maps. Also it would be helpful if one could rename the address to the org's name.

Certify Review

Dec 16, 2016
4/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
Likely

Pros: Now that I know how to use it - ease of use, ease of adding receipts to your account; easy to edit an expense as needed.

Cons: I found it very difficult to use when I first started. It was very hard to understand how to add a receipt and then connect it to your expense.

Overall: At first, I found Certify to be very hard to figure out. It was not very intuitive. The most difficult part was entering and finding your receipts. It took a while to figure this out. Now I find it pretty easy to use. It's easy to take a photo of your receipt w/ your Certify App and add this to your account. It's also easy to load your c/c info on the site so that whenever you use it, your expense automatically gets added to your account. I would like to see less steps when approving Expense Reports, from the time you "approve" to "submit". There are a lot of steps.

Expense reporting made easy

Sep 01, 2017
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
Likely
Extremely
Likely

Pros: Spend is more easily seen by management User friendly with lots of customer service Entry can be automated into any system Reviewer can fly through processing with the red flags and duplicated warnings No more PAPER reports

Cons: Can't see the exact account numbers in the actual visible report when processsing Using the mobile app is a handicap to some users as they try to do too much that they actually can't view when approving Currency doesn't always show as you think it should in reports