Certify Features

Certify

Travel and expense report management software

4.72/5 (874 reviews)

Certify Feature Summary

  • 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

Certify 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.

Finance & Accounting Feature Comparison

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API (166 other apps)
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Automatic Notifications (100 other apps)
Automatic Reminders (80 other apps)
Billing & Invoicing (114 other apps)
Customizable Reporting (85 other apps)
Data Import/Export (92 other apps)
Electronic Payments (100 other apps)
Expense Tracking (109 other apps)
Invoice Management (158 other apps)
Invoice Processing (95 other apps)
Multi-Currency (94 other apps)
Real Time Data (91 other apps)
Receiving (90 other apps)
Recurring Billing (78 other apps)
Reporting & Statistics (108 other apps)
Third Party Integration (96 other apps)

Competitor Feature Comparison

Mobile apps

iOS App


481 reviews

See all iOS Apps

Requires iOS 8.0 or later. Compatible with iPhone, iPad, and iPod touch.

Android App


0 reviews

See all Android Apps

Certify Feature Reviews

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

Pat Welch

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
Elvira Mirzeyeva

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

It automatically extracts data from receipt photos and saves me from extra effort.

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
Nivin Jospeh

Verified Reviewer

An average expense and bill tracking cloud-based partner

2018-08-05

Pros

The application helps you to make a note of the bill as and when the expense is incurred, so that you can keep a track of all the expenses.

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: Other

Likelihood to recommend

5/10
Source: GetApp
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
Morgan Weyers

Top Notch Customer Service

2016-12-16

We love Certify and it has really changed the game for us as far as expense reporting goes.

Pros

Ease of use and the easy access to customer support.

Cons

We'd love to use the invoicing feature, but unfortunately it's not super compatible with how we handle manufacturing invoices.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Jeffrey Morrison

Quick and Easy

2016-12-07

Certify makes it very easy to complete monthly expense reports.

Pros

Ability to fill out expense reports as I incur the expenses

Cons

Sometimes the receipt turns sideways when I take a picture

Rating breakdown

Ease of use
Features

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Software Advice
Helpful?   Yes   No
Read more
Chris Pires

Excellent expense reimbursement software. Reporting is easy and tells a lot.

2018-05-04

Pros

OCR feature automatically fills in expense data, and receipts sync right into the online module.

Cons

Not much really, I think if they bundled payment processing for reimbursement into their pricing, we would use it.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Source: Capterra
Helpful?   Yes   No
Read more
Gregory Preves

A Lifesaver.

2016-12-16

Certify has changed my outlook on completing expense reports.

Pros

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.

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
Richard Sidebottom

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 Certify

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
Read more
John Miller

Easy way to eliminate paper and get paid.

2016-12-02

It's easy to use and streamlines expense-related processes.

Pros

Mobile-friendly Multiple ways to load receipts.

Cons

No automatic credit card integration.

Rating breakdown

Ease of use
Features

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Software Advice
Helpful?   Yes   No
Read more
Anonymous
A verified reviewer

Easy to use. No issues

2017-10-31

Pros

It helps reduce the time for processing my expense reports.

Cons

I do not like that you cannot split out tips from the meal costs. I know you can do it through the phone but I need to be able to do it through the computer.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Anthony Couch

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
Sharon Wasson

SO efficient an ease to use. It practically does it for you

2017-10-31

The ease of submitting my expense report.

Pros

I also like the fact Uber automatically downloads

Cons

I love using the mobile app and often times wish I could do it all on there vs computer.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Other

Likelihood to recommend

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

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
Pinky Myung

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
Donell Schommer

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 Certify

none at this time.

Source: Capterra
Helpful?   Yes   No
Read more
Barry Wilson

Time is money!

2016-12-02

This online expense claim application is outstanding.

Pros

Ability to capture receipts electronically, by email or by smartphone.

Cons

The electronic receipt feature doesn't always populate the expense section with the proper data.

Rating breakdown

Ease of use
Features

Time used: Less than 6 months

Frequency of use: Monthly

Likelihood to recommend

9/10

Recommendations to others considering Certify

If you want your staff to submit timely expense claims, with no excuses for delays, Certify is your answer. Expenses claims can easily be approved electronically and submitted for payment in a matter of a few mouse clicks. Strong value for money.

Source: Software Advice
Helpful?   Yes   No
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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
John DeRosa

Easy To Use and Submit Expense Reports

2017-01-05

Can scan, fax, or import receipts easily into a software program to use on expense reports.

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 Certify

None

Source: Capterra
Helpful?   Yes   No
Read more
David Wilkinson

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
Jerri Duhamel

Certify is an excellent product.

2016-12-05

Their customer service and support have been wonderful, over the time it feels like you are dealing with an old friend.

Pros

Paperless processing of expenses, awesome reporting capabilities and easy of capturing receipt images on mobile app.

Cons

Our Auditing team would like the ability to move receipt image over to our second screen and have it change to the next receipt, especially for our larger expense reports.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10

Recommendations to others considering Certify

If dealing with International and multiple currency credit cards, be sure your credit card companies have ability for data transmission to Certify. We work with employees one on one or in small groups for training. Our auditors find it easiest to work with new employees while their report is in draft mode to make corrections.

Source: Software Advice
Helpful?   Yes   No
Read more
Eugene Rodberg

Excellent product - makes record keeping easier

2016-12-21

By scanning receipts as soon as I incur the expense, I can worry less about losing receipts.

Pros

Also, as a supervisor, I can quickly approve and correct expense reports on my iPhone without having to open my computer.

Cons

There are several steps (work a rounds) we have learned to access old expense reports via the iPhone.

Rating breakdown

Ease of use
Features

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

10/10

Recommendations to others considering Certify

For sales forces with smartphones, this is a great way to reduce paper, increase speed and reduce lost receipts.

Source: Software Advice
Helpful?   Yes   No
Read more
Benjamin Dymit

Great way to manage expenses, easy to use from employee point of view

2018-02-09

Pros

You can take care of each receipt right away, and then submit a full expense report later.

Cons

It is also not easy to separate receipts into two separate categories--for example, pulling food expenses from a hotel bill and pulling lodging expenses from the same hotel bill requires you to upload the same file twice.

Rating breakdown

Ease of use
Features

Time used: 1-2 years

Frequency of use: Monthly

Likelihood to recommend

8/10
Source: Software Advice
Helpful?   Yes   No
Read more
Michael Troidl

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
Erk Phillips

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 Certify

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