Certify Travel & Expense Pricing, Features, Reviews & Comparison of Alternatives

Certify Travel & Expense

Travel and expense report management software

4.69/5 (1,204 reviews)

Certify Travel & Expense overview

What is Certify Travel & Expense?

Certify is a travel and expense report system for employees which gives powerful tools for accounting, expense tracking, receipt capture, payment processing, reporting, compliance, and more. Certify is designed to speed up the expense reporting process with receipt parsing and and autofill features.

With Certify businesses can schedule and auto-generate their expense reports, and the mobile receipt capture feature allows users to extract expense information from receipts using the native mobile apps for Android and iOS. Users simply take photos of their receipts using their mobile device and Certify ReceiptParse extracts the data and auto fills it into expense reports. Reports can then be reviewed against the original photo and approved before submittal. Certify also facilities the capture of electronic receipts via email, scanner, fax, web camera, SMS, and more.

Other Certify features include ratings and reviews to help companies spend smarter using feedback on businesses, QuickBooks integration to sync vendor and employee data, workflow management for expense report approvals, compliance management, and customizable reporting to analyze spending habits.

Pricing

Starting from
$8/month
Pricing options
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States, Asia, Australia, Brazil, Canada and 9 other markets, China, Europe, Germany, India, Japan, Latin America, Mexico, Middle-East and Africa, United Kingdom

Supported languages

English, Arabic, Chinese (Simplified), Chinese (Traditional), Czech and 20 other languages, Danish, Dutch, Finnish, French, German, Hungarian, Indonesian, Italian, Japanese, Korean, Norwegian, Polish, Portuguese, Russian, Spanish, Swedish, Taiwanese, Thai, Turkish, Ukrainian
Certify Travel & Expense screenshot: Home screen overviewCertify: The BasicsCertify Travel & Expense screenshot: Access all expense reportsCertify Travel & Expense screenshot: Use the mobile apps to enter expensesCertify Travel & Expense screenshot: Add receipts or expenses using the mobile appCertify Travel & Expense screenshot: Store and view all receipt photo uploadsCertify Travel & Expense screenshot: View auto-filled expense reports Certify Travel & Expense screenshot: Certify corporate travelCertify MobileCertify for AccountantsCertify for Employees

Certify Travel & Expense reviews

Value for money
Features
Ease of use
Customer support
  4.6
  4.6
  4.6
  4.7
Heather Dietz

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

Used monthly for 2+ years
Reviewed 2018-07-10
Review Source: Capterra

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.

Rating breakdown

Value for money
Ease of use
Features

Likelihood to recommend: 10/10

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Daniel Kaufman

Hit the Easy Button

Used weekly for 6-12 months
Reviewed 2020-03-11
Review Source: Capterra

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

Rating breakdown

Ease of use
Features

Likelihood to recommend: 9/10

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Jason Taylor Fitzgerald

Expense Reports (and reimbursement!) Have Never Been Easier

Used occasionally for 2+ years
Reviewed 2020-04-04
Review Source: Capterra

It is extremely handy to submit and get repaid for expenses. I'm a HUGE fan of company credit cards being preloaded so I don't have to personally shell out a couple thousand for a flight/hotel. For someone who remembers the days of photocopying receipts and physically signing expense sheets, this program is a godsend.

Pros
I love that I can put the app on my phone and take pictures of receipts (or whatever) and build my expense report as I go. I love that I can book airfare and hotels from the single platform. And I love that I can build an expense report and get the reimbursement back to me in a few days via ACH.

Cons
Booking a hotel can be a little confusing because there are endless options with shorthand codes for different sizes, etc. And if your organization has put in confusing policies/rules (or just not implemented them all the way) you can run into some roadblocks.

Rating breakdown

Ease of use
Features

Likelihood to recommend: 9/10

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Randy Pratt

Could be good, but isnt

Reviewed 2017-03-16
Review Source: Capterra

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 3/10

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Nicole Campbell

Certify Review

Used monthly for 6-12 months
Reviewed 2020-03-11
Review Source: Capterra

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.

Rating breakdown

Ease of use
Features

Likelihood to recommend: 10/10

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Certify Travel & Expense pricing

Starting from
$8/month
Pricing options
Free trial
Subscription
View Pricing Plans

Certify Now! (1-25 employees) : $8 per user/month

Professional version (25-200 employees) : Monthly service fee

Enterprise version (200+ employees) : Annual fixed pricing

Contact Certify for more information on pricing.

Certify Travel & Expense features

API
Accounting Integration
Automatic Notifications
Billing & Invoicing
Compliance Management
Data Import/Export
Electronic Payments
Expense Tracking
Invoice Management
Invoice Processing
Multi-Currency
Reporting & Statistics
Third Party Integration
Workflow Management

Accounting Management (169 other apps)
Activity Dashboard (205 other apps)
Audit Trail (126 other apps)
Customizable Reporting (158 other apps)
Real Time Data (143 other apps)
Real Time Reporting (124 other apps)

Security and privacy

Encryption

Encryption of sensitive data at rest
HTTPS for all pages

Access control

Multi-factor authentication options
This will ask you to sign in with LinkedIn

GetApp Analysis

Expense reports have gotten a bad rap. From the perspective of both employees and employers, filling out and approving them can sometimes feel like more hassle than it’s worth. Certify is looking to change that perception by offering the latest tools and technology to business travelers and accounting professionals at companies of all sizes.

Offering a way for employees to generate automated expense reports, Certify is all about saving people time and money. Business travelers who’ve downloaded its mobile app can snap pictures of their receipts to create automated expense reports. Those reports are then submitted on scheduled dates, and they are reimbursed almost immediately. Company administrators have the ability to analyze reports on travel and expense spending, making Certify one of the smartest ways for organizations to prevent fraud, eliminate data entry, and shorten expense report processing time.

A few of Certify’s most important features include a mobile app, ReceiptParse™, ReportExecutive™, electronic receipts, Spend Smart, approval workflows, automated compliance, and an advanced reporting suite.


What is Certify Travel & Expense?

Certify is a web-based solution that offers an easier way to manage travel and expense reports. It saves time and money, and it helps to ensure that organizations of all sizes stay in compliance with the law.

Auto-generated expense reports for employees eliminate the need for in-house accountants to track down business travelers for their expense reports, while a straightforward mobile experience—which includes Certify’s patent-pending ReceiptParse scanning technology—eliminates the need for paper receipts. Certify also boasts integrated travel booking, a mileage calculator, and user reviews of local businesses that travelers can reference while they’re on the road.


Who is Certify Travel & Expense For?

  • Experience level: All experience levels
  • Industry: All industries
  • Business size: Large enterprises, mid-size businesses, small businesses
  • Departments/roles: All departments
  • Budget/point: Prices starting at $8 per month
  • Example customers: Superior Energy, H&R Block, Saddle Creek Logistics, Garmin

Main Features

Certify Mobile

Certify’s mobile app enables business travelers to track expenses when they’re outside the office. Using any connected smartphones or tablet, professionals are able to snap photos with their phones and sync those images with their Certify accounts.

By downloading the Certify Mobile and snapping a photo of a receipt, Certify will automatically fill in the expense data. You’ll then have the option to review and edit those details before submitting your report to the accounting department. The Sync feature also allows you to sync receipts and expenses with Certify Wallet.

Certify ReportExecutive™

Certify ReportExecutive™ completely automates the process of creating expense reports. This includes scheduling and generating reports. Certify also sends email reminders to employees and approving managers at pre-selected intervals.

You can determine how frequently expense reports should be generated at your company—for example, once each month or once each quarter—and then setup Certify to send your employees a reminder that their reports are ready for review. Your employees will have the option to look at their own reports and report any inaccuracies before clicking “Submit.” Upon submission, reports are automatically routed to management for approval.

ReceiptParse™ AutoFill

Certify’s unique ReceiptParse™ feature uses auto fill and extraction technology to accurately add receipt data to expense reports. Information such as the amount, location, vendor, date, and category are captured from receipts and used to auto-populate expense reports. Individual expenses can be categorized, as well.

When you grab a coffee on your next business trip, pull out your smartphone and snap a photo using Certify’s mobile app. Select auto-fill to extra data from your receipt, and then review that data against your paper receipt before saving the image to your report. When you categorize an expense from a particular vendor—for example, tagging a receipt from Starbucks as “beverage”—Certify remembers that information and uses it to automatically categorize your purchases during subsequent trips.

Advanced Reporting

Certify has developed reporting tools for every person in the office. A full reporting suite helps managers and accounting departments ensure that expense reports are in compliance with the law. These same reports can help managers better understand spending trends by department or business unit.

As an employee, you can visit Certify’s reporting suite to track your mileage and airfare, or to see if you’ve incurred any policy violations. This information may be helpful if you work at a company that factors policy violations into performance reviews. If you’re a manager or an executive, then the reporting suite is perfect for ensuring department goals are being met and comparing expenses between individual sales representatives or teams. Certify even provides you with top-line reports, into which you can drill down for more detailed information about employee spending habits and trends.


Integrations

Certify integrates with hundreds of accounting, enterprise planning and human resources systems. In particular, the company provides turn-key integration with QuickBooks Pro and QuickBooks Enterprise. Organizations that use QuickBooks Pro and QuickBooks Enterprise can link data and download accounts payable data. The QuickBooks Sync tool is included at no additional cost.


Pricing

Certify starts at $8 per user, per month for small businesses. Upgraded Professional and Enterprise plans are available for medium and large businesses, as well.


Bottom Line

  • Straightforward expense reporting system for employees
  • Mobile tools decrease manual data entry
  • Auto-generated expense reports keep employees on track
  • Full suite of reporting tools
  • Hundreds of integrations for customers

Videos and tutorials

Additional information for Certify Travel & Expense

Key features of Certify Travel & Expense

  • Mobile receipt scan
  • Store receipts without internet connection
  • Auto-generation of expense reports
  • Google Maps mileage calculator
  • Integrated travel booking
  • Itinerary and flight tracking
  • User reviews of local businesses
  • Training Camp website
  • Live agent support
  • Insightful analytics and full reporting suite
  • Control of approval routing
  • Multiple user roles
  • Credit card integration
  • HRMS integration
  • Multiple ERP integration
  • Custom categories
  • Client-side receipt backup
  • Accounting integration
  • Activity management
  • Auditing
  • Automatic notifications
  • Compliance management
  • Credit card integration
  • Data import
  • Data synchronization
  • Electronic payments
  • Electronic submission
  • Employee management
  • Expense tracking
  • Invoice management
  • Invoice processing
  • Multi-country
  • Multi-currency
  • Multi-language
  • Multi-location
  • Offline access
  • Photo albums
  • QuickBooks integration
  • Real time notifications
  • Role management
  • Single sign on
  • SMS integration
  • Third party integration
  • Workflow management
  • Receipt management
  • Duplicate detection
  • ERP integration
  • GPS integration
  • Account reconciliation
  • Currency conversion
  • Billing & invoicing
  • Data import/export
  • PCI DSS compliance
  • Ratings & reviews
  • API
  • Custom fields
  • Expense claims
  • Categorization
  • Reimbursement management
  • Route management
  • Approval process control
  • Reporting & statistics
  • ACH payment processing
  • Automated expense input
  • Tagging
  • Booking management
  • Administrative reporting
View All Features

Benefits

With the Certify mobile apps, accessible anytime and anywhere, employees can input their expenses on-the-go simply by capturing a photograph of the receipt.

The auto-generation and parsing features automate the process of creating expense reports and scan images for information to save users time.

Integrate with HR, accounting, and other third party softwares to synchronize information and provide a streamlined workflow.

Simplify corporate travel bookings for employees and manage travel practices and costs within the company through visual reports.