Emburse Certify Expense Features

Emburse Certify Expense

Travel and expense report management software

4.69/5 (1,226 reviews)

Emburse Certify Expense Features In Depth

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.

Competitor Feature Comparison

ACH Payment Processing
API
Account Reconciliation
Accounting Integration
Activity Dashboard
Activity Tracking
Alerts/Notifications
Approval Process Control
Approval Workflow
Audit Management
Audit Trail
Billing & Invoicing
Categorization/Grouping
Compliance Management
Corporate Card
Credit Card Management
Currency Conversion
Customizable Fields
Customizable Reports
Dashboard Creation
Data Import/Export
ERP
Electronic Payments
Expense Claims
Expense Tracking
Fraud Detection
Invoice Management
Invoice Processing
Mileage Tracking
Mobile Access
Mobile Receipt Upload
Multi-Currency
Multi-Language
Multi-Location
QuickBooks Integration
Real Time Analytics
Real Time Data
Real Time Notifications
Real Time Reporting
Receipt Management
Reimbursement Management
Reminders
Reporting & Statistics
Reporting/Analytics
Single Sign On
Spend Control
Third Party Integrations
Time & Expense Tracking
Workflow Management
Visit WebsiteCompare App
ACH Payment Processing
API
Account Reconciliation
Accounting Integration
Activity Dashboard
Activity Tracking
Alerts/Notifications
Approval Process Control
Approval Workflow
Audit Management
Audit Trail
Billing & Invoicing
Categorization/Grouping
Compliance Management
Corporate Card
Credit Card Management
Currency Conversion
Customizable Fields
Customizable Reports
Dashboard Creation
Data Import/Export
ERP
Electronic Payments
Expense Claims
Expense Tracking
Fraud Detection
Invoice Management
Invoice Processing
Mileage Tracking
Mobile Access
Mobile Receipt Upload
Multi-Currency
Multi-Language
Multi-Location
QuickBooks Integration
Real Time Analytics
Real Time Data
Real Time Notifications
Real Time Reporting
Receipt Management
Reimbursement Management
Reminders
Reporting & Statistics
Reporting/Analytics
Single Sign On
Spend Control
Third Party Integrations
Time & Expense Tracking
Workflow Management
Visit WebsiteCompare App
ACH Payment Processing
API
Account Reconciliation
Accounting Integration
Activity Dashboard
Activity Tracking
Alerts/Notifications
Approval Process Control
Approval Workflow
Audit Management
Audit Trail
Billing & Invoicing
Categorization/Grouping
Compliance Management
Corporate Card
Credit Card Management
Currency Conversion
Customizable Fields
Customizable Reports
Dashboard Creation
Data Import/Export
ERP
Electronic Payments
Expense Claims
Expense Tracking
Fraud Detection
Invoice Management
Invoice Processing
Mileage Tracking
Mobile Access
Mobile Receipt Upload
Multi-Currency
Multi-Language
Multi-Location
QuickBooks Integration
Real Time Analytics
Real Time Data
Real Time Notifications
Real Time Reporting
Receipt Management
Reimbursement Management
Reminders
Reporting & Statistics
Reporting/Analytics
Single Sign On
Spend Control
Third Party Integrations
Time & Expense Tracking
Workflow Management
Visit WebsiteCompare App

Mobile apps

iOS App


7,005 reviews

Requires iOS 12.2.4 or later. Compatible with iPhone, iPad, and iPod touch.

Android App


869 reviews

Emburse Certify Expense Feature Reviews

25 reviewers had the following to say about Emburse Certify Expense's features:

Pat W.

Senior Poultry Specialist

2013-04-02

It is a great product for anyone that travels for a living .... that has to deal with expense reports.

Pros

Great databasing and data recovery features Saves time compared to filling out conventional expense reports Fast audit feedback Rapid process of data entry, accuracy checking, approval and payment

Cons

Have no way of turning off automatic data entry function.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Donell S.

5 Start Customer Service

2016-12-16

Certify is the only T&E management application that I've used but I can say that their customer service is absolutely amazing.

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10

Recommendations to others considering Emburse Certify Expense

none at this time.

Source: Capterra
Helpful?   Yes   No
Read more
Guillermo G.

Certify Travel & Expense Review

2020-03-11

I'm able to provide my expense reports to my management team on time to be approved and to complete the payments to the bank on time.

Pros

It shows the expenses made to match my charges and complete my report; easy to make changes if needed; easy to import attachments.

Cons

It doesn't remind that the report will be due based on the expense dates and charges; this could be a plus to have as tool.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Occasionally

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Alex S.

Excellent value for money

2019-05-10

Historical data available and can review previous information very easily

Pros

Did not have any issues with implementing the new expense report process and approval process within the system works well

Cons

However we were able to customize a field to capture the information on a report that can be exported to excel to suit our needs.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Richard S.

No More T&E Pain

2016-12-14

I have used numerous T&E tools over the past 30 years of business travel and nothing has done such an amazing job of simplifying receipt management and account categorization as Certify.

Pros

It removes the pain of the post-trip expense report process.

Cons

You still have to log on to the web portal to complete the expense report but this isn't all bad.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

10/10

Recommendations to others considering Emburse Certify Expense

Plan your budget accounts out well before launching. So long as you have good "purpose" accounts set up like Sales, Promotions, Support, etc. the T&E data should not require support after the fact.

Source: Software Advice
Helpful?   Yes   No
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David C.

Great app and user experience.

2016-12-19

Easiest and most integrated expense management system I've ever used.

Rating breakdown

Value for money
Ease of use
Features
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Nivin J.

Verified Reviewer

An average expense and bill tracking cloud-based partner

2018-08-05

Pros

Great workflow and expense management system is offered.

Cons

We get confused with the labels while dealing with expense and receipt

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Free Trial

Frequency of use: Occasionally

Likelihood to recommend

5/10
Source: GetApp
Helpful?   Yes   No
Read more
Anonymous
(Oil & Energy company, 1001-5000 employees)

easy to use - submit a couple of times per month

2017-10-31

faster expense report submission

Pros

Easy to capture receipts from my iPhone; can also send it electronic receipts from my mail box (for flights, hotels, rental cars, etc.)

Cons

Would like to have it linked to my credit card(s) as well (or have the capability to export certain transactions)

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Jon H.

Quick, consistently accurate expense management

2019-04-04

Reminder feature is very convenient and ensures I complete the report and submit on time, everytime!

Pros

Allows prompt entries while away from the office, which ensures accuracy and timeliness expense reporting.

Cons

(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.)

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
David W.

Easy expense reporting from mobile or desktop.

2018-06-08

Expense reports made easy.

Pros

Mobile app and website, make it easy to write and submit expense reports.

Cons

Sometimes on import, system will not accurately identify expense category.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Elvira M.

Let Certify save time and make life easier for you

2018-09-22

Overall Despite lack of features for time saving ability I prefer Certify and it seems that I will continue using it.

Pros

My most liked feature of Certify is mobile application.

Cons

In the next versions of Certify Travel & Expense Management I would like to see online invoicing feature.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Anthony C.

Great app and convenient to use.

2018-06-08

Quick processing of expense reports.

Pros

Convenience, easy of use, integration with mobile devices, sync options, always available.

Cons

There is only one issue that I have had with the application. I have an empty receipt sitting in my sync list that I am unable to delete.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
John D.

Easy To Use and Submit Expense Reports

2017-01-05

Easy to use a software program to track expenses and submit expense reports for processing.

Pros

Easy to use.

Cons

Difficult at times to add more than one receipt to the expense report.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Monthly

Likelihood to recommend

10/10

Recommendations to others considering Emburse Certify Expense

None

Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Machinery company, 11-50 employees)

Easy to use, nice features and funtions

2018-04-27

Pros

I like that I am able to track expenses immediately and save them, Once month-end approaches, it makes my expense reports easier and more accurate.

Cons

I have minor issues with syncing when using the mobile app. The feature to automatically pull data from receipts is hit or miss.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Michael T.

Huge time saver

2016-12-16

I love being able to snap a picture of a receipt with my phone, instead of keeping a folder of receipts to wade through at expense report time. The Report Executive feature has worked very well also.

Pros

App integration, ease of preparing reports.

Cons

Can't think of any cons.

Rating breakdown

Ease of use
Features

Time used: 6-12 months

Frequency of use: Monthly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Mary D.

Verified Reviewer

Expense reporting made easy

2017-09-01

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

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: GetApp
Helpful?   Yes   No
Read more
Guada G.

Expenses reports made easy

2019-12-09

This product has helped our company reduce time previously used on manual expense reporting.

Pros

The mobile application is very easy to keep track of expenses live; and the ability to create expense reports based on receipt date.

Cons

Training definitely needed even for users who have experience with other expense report software.

Rating breakdown

Ease of use
Features

Time used: Less than 6 months

Frequency of use: Monthly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Erk P.

Verified Reviewer

Executive Assistant Use

2016-12-14

Being responsible for the expense reports of my c-level executives, this product cuts my work in half.

Pros

Easy to use and extremely accurate for accounting purposes.

Rating breakdown

Value for money
Ease of use
Features

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

10/10

Recommendations to others considering Emburse Certify Expense

Make sure that you choose the right billing plan for you company. No need to have licenses on hand that you will not use.

Source: GetApp
Helpful?   Yes   No
Read more
Anonymous
(Computer & Network Security company, 1001-5000 employees)

Great Expense Reporting/Reimbusement Tool

2018-12-16

Quick and pain-free expense report solution.

Pros

You just keep track of your receipts, take some pictures of them, and then fill out a quick form regarding the business expense and add any applicable notes.

Cons

I didn't encounter anything in my limited use requirements. Expense reporting may be a daily activity for some, but this should be a great product for any type of business traveler.

Rating breakdown

Ease of use
Features

Time used: Less than 6 months

Frequency of use: Monthly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Helen R.

Certify Travel and Expense is a timesaver

2019-12-05

Certify Travel and Expense creates reports, streamlines travel and expense approvals and saves time.

Pros

Certify Travel and Expense allows you to create and submit expenses automatically from your phone or desktop.

Cons

Certify Travel and Expense is cost effective, user friendly and reliable.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Monthly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Heather K.

Certify is a breeze to use.

2017-10-31

Ease of expense report submission and easy tracking of approval status.

Pros

You see right away the stage your report is in the workflow.

Cons

Sometimes it is difficult to add additional people to send your expense report to for approval.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Monthly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Pinky M.

General Review

2013-06-12

A "Processing Date" column on the "Pending Payment" or "Archived" folder can help employees determine when an expense report will be paid.

Pros

Convenient (employees can submit their expense reports anywhere through various devices) b.

Cons

Cannot edit expense categories on "Configuration" interphase.

Rating breakdown

Ease of use
Customer support
Source: Capterra
Helpful?   Yes   No
Read more
Howard H.

A Senior Accountant's Review

2019-06-11

We didn't have to key in the expense report into our Great Plains accounting software.

Pros

Certify Travel & Expense has a direct integration with Great Plains accounting software, which made it easy to sync between the 2 softwares.

Cons

Unfortunately we had to switch our accounting software to NetSuite and Certify Travel & Expense did NOT have a direct integration with it.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Nusrat J.

Certify Travel & Expense Management

2019-02-20

I would recommend this app for business trip expense.

Pros

Certify Travel & Expense Management is a great App for calculate the mileage and travel expenses reporting .

Cons

It's a great app but some time gives login issue from cell phone.

Rating breakdown

Ease of use
Features

Time used: 6-12 months

Frequency of use: Monthly

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No
Read more
Brian B.

Fairly New User

2019-04-04

The ease of organizing multiple expense reports makes Certify one of the best expense management tools I have ever used.

Pros

Ease of Use, Certify is basic but extremely efficient.

Cons

No Cons, this is that good. I highly recommend this product.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more