Certify Pricing, Features, Reviews & Comparison of Alternatives

Certify

Travel and expense report management software

4.74/5 (852 reviews)

Certify overview

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.
www.certify.com

Pricing

Starting from
$8/month
Pricing options
Free trial
Subscription
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

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

Certify reviews

Value for money
Features
Ease of use
Customer support
  4.7
  4.6
  4.6
  4.7
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. App is good to use

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Randal Hauck

Certify Expense Reports

Used daily for 2+ years
Reviewed 2017-12-22
Review Source: Software Advice

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.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.

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Donald Goodwin

It's not bad, not great either.

Reviewed 2015-03-05
Review Source: Capterra

It's not the best, but it's not horrible either. The mobile app works well. Auto-expenses are not reliable though. Rarely gets 'auto-fill' correct and most of the time have to manually enter everything (no big deal, still a time saver). Web app, however, has a serious problem: linking uploaded receipts to existing expenses. If I create a new expense, upload a .pdf receipt (scanned in image of phone bill for example) and then try to link the two...it invariably creates havoc. Looks fine on my end, but as soon as I submit it for approval the links get broken (no joke, the expense shows receipts from a few months ago or other random flakiness). This, of course, results in more time to fix things. Which, as a field guy, means more time waiting to get paid. I have a work around for that but it's still a bug...and it was annoying ;>). The other thing I don't like about Certify: reimbursement. Yes, they do direct deposit into bank account. That's nice. However....and this is where I have an issue...they say 'up to 5 business days'. Skip the 'up to' bit. It is 5 business days on the button every single time. So, for example...if our manager doesn't get around to approving the expenses for whatever reason...there could be (and is) a significantly delay in payment (keep in mind, business days...weekends don't count). The odd bit is Certify takes the money out as soon as approval is submitted...but takes 5 business days to pay out. Sorry, it should be a simple take -> pay process. Not take -> hold -> pay. There clearly is inefficiency somewhere on there side. Our office manager could do a transfer that day (takes all of two minutes). Overall, I am sure the bean counters like it. But as a field guy...I am not thoroughly impressed. Some flakiness in the software, the delays involved in reimbursement, and so on. Really hasn't made my life easier. There are much better apps out there for expense management.

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Billy Shreve

Certify works and might save time for Accounting, but not necessarily for the employee or supervisor

Reviewed 2016-12-20
Review Source: Capterra

The visual appearance and arrangement of the web page are sufficient and clean. ONLINE versus SPREADSHEET. Sometimes, travel to locations, such as foreign worksites, where there is slow or intermittent access to the internet sometimes results in difficulty syncing expenses and receipts. On those trips, most employees keep a separate Excel spreadsheet or handwritten diary of day-to-day expenses until they get home. When they get home, they spend hours or days converting their spreadsheet to Certify. Some employees reported losing receipts while connected to Wi-Fi in remote areas even after the mobile app reported a satisfactory sync and the receipt is gone from the mobile device. STATUS BOX RECALL. If no changes have been made to an expense, it would be helpful if the Status Box would recall the previous status after an Expense Report has been returned for re-approval. The Status box is not remembered between approvals. The result is all previously approved expenses have to be re-examined and re-approved, even if no changes have been made to the expense. Large expense reports that get revised can require a lot of time to re-review. IMAGE FULL-VIEW SYNCING. A full-view image of the receipt in a separate window is available but loses sync with the original window after a receipt image is selected for View Full in one window and subsequently any other views are selected on the expense report window. For example, with receipt A in full view in one window, if the expense report view is changed from Normal, Compact, Detailed, or Full, the full receipt image no longer updates to show subsequent receipt B, C, and so on, automatically. Some employees report that occasionally receipts or expenses linger for days even after being deleted and synced.

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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!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!

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Certify 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 features

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

Accounting Management (99 other apps)
Activity Dashboard (108 other apps)
Automatic Reminders (76 other apps)
Customizable Reporting (80 other apps)
Real Time Data (88 other apps)
Receiving (86 other apps)
Recurring Billing (76 other apps)

Security and privacy

Encryption

Encryption of sensitive data at rest
HTTPS for all pages

Access control

Multi-factor authentication options

Data policy

Data backup in multiple locations/GEO regions
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Category Leaders ranking

Reviews
Integrations
Mobile
Media
Security

#3 in Expense Management

View full ranking
66
18
12
17
6

GetApp’s ranking highlights the top 25 apps in different categories on GetApp. If an app is listed in more than one category, it has the potential to be ranked in each of these categories. The ranking is independent of any commercial campaign an app vendor has with GetApp. The ranking is based on 5 data points, each scored out of 20: reviews, integrations, mobile apps, media presence, and security.

Certify also features in these categories:

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?

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 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

Additional information for Certify

Key features of Certify

  • 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
  • Tagging
  • Employee management
  • Categorization
  • Route management
  • ACH payment processing
  • API
  • Accounting integration
  • Credit card integration
  • ERP integration
  • Invoice management
  • Account reconciliation
  • Auditing
  • Administrative reporting
  • Automatic notifications
  • Compliance management
  • GPS integration
  • Currency conversion
  • Multi-country
  • Multi-language
  • Multi-location
  • Activity management
  • Approval process control
  • Automated expense input
  • Custom fields
  • Data import/export
  • Duplicate detection
  • Invoice processing
  • Multi-currency
  • Offline access
  • Real time notifications
  • QuickBooks integration
  • Receipt management
  • Reimbursement management
  • Reporting & statistics
  • Single sign on
  • Data import
  • Billing & invoicing
  • Role management
  • Expense claims
  • Expense tracking
  • Photo albums
  • Electronic submission
  • Electronic payments
  • Booking management
  • Third party integration
  • Data synchronization
  • SMS integration
  • Ratings & reviews
  • Workflow management
  • PCI DSS compliance
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.