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Emburse Certify Expense
Travel and expense report management software
(22)
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Recommended
Heather D.
Used monthly for 2+ years
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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!
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.
Jason Taylor F.
E-Learning, 51-200 employees
Used other for 2+ years
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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.
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.
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.
Emily R.
Printing, 51-200 employees
Used other for less than 6 months
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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...
They were willing to work on pricing before we signed up.
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.
Matthew L.
Pharmaceuticals, 1,001-5,000 employees
Used weekly for 6-12 months
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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 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.
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.
Ashley R.
Marketing and Advertising, 501-1,000 employees
Used monthly for 1-2 years
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Certify does a good job in solving the business problem of having all reimbursement, travel, and other expenses recorded for each user in one place, however, it is not always user-friendly. I would mainly recommend using this platform for booking travel.
My job recently switched over to Certify for travel and basic money management. The main reason I use it to receive reimbursement from my workplace when we go to an outing or have to travel for client meetings. Our company grew very quick from less than 100 people to over 700 people in a matter of 2 years so as we onboard this program, it made travel, reimbursement, tracking of receipts, etc for a medium size com pretty easy. I value programs like Certify that make my life easier by having all inquires in one place, saving me time on booking and making me worry free about tracking reimbursements
Sometimes the receipt upload process takes a while to get done right since it has quite a few components to enter when filing out the form for reimbursement. With this being said, the must unenjoyable thing about Certify is filing a reimbursement form since it is a tad annoying/takes a while to use.
Andrea W.
51-200 employees
Used daily for 6-12 months
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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.
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.
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.
Margarida A.
Education Management, 51-200 employees
Used daily for less than 6 months
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I find it quite helpful to manage expenses especially if you need to control your team expenses. You and set it to send reports to you and approve them or not. It's really user-friendly. App's design is not the best but it fills your needs.
It's really easy to submit your expenses with your phone through certify's app without needing the internet. You can just add your full day expenses and at the end of the day with just one button send it all to the software in your computer and from there you can create reports and send them directly to your manager. The person at your company controlling the software has the ability to choose which categories appear in your app, so it can fit every business and every person.
The invoice recognition doesn't quite work. So just stick to the fill up the blanks yourself.
Sandra T.
Retail,
Used weekly for 2+ years
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Much easier than the old ways of dealing with receipts.
Easy to edit. Easy to understand. I mostly used it for mileage, so the mapping was easy to understand. I also used it for purchases, which was a little more difficult.
I enjoyed the software, but I was a little confused with the uploading. It was a little tedious, but other than that, it was pretty easy. If I had a long receipt it made it a little difficult. Looking for an easier way to upload.
Rick B.
Computer Software, 11-50 employees
Used weekly for 2+ years
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Wonderful! If you use the system, we have great control over expenses and employees stop billing us for non-legitimate expenses.
We've been using Certify for over ten years now. Collecting receipts and logging everything is very easy, and the QuickBooks integration is great, except that receipts don't go over.
Add receipts to the QuickBooks integration.
Stephanie Z.
Construction, 51-200 employees
Used daily for less than 6 months
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The ability to track expenses and receipts to review and implement cost controls within the company.
Still waiting on guidance for integration with our accounting software and lack of guidance from the Certify team.
Nicholas T.
Real Estate, 51-200 employees
Used weekly for 1-2 years
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Helps less organized employees audit and track expenses - integrates with our cc statements and sleek looking site
takes long to integrate. Menus and dropdowns are repetitive, time-consuming and many aren't customizable. Uploading receipts could be time consuming.
Toni L.
Marketing and Advertising, 201-500 employees
Used other for 6-12 months
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Our company uses Certify to track and reimburse all work-related expenses. Whether that's a hotel bill for a conference in another state, to the meals and snacks you purchased during your annual off-site retreat, Certify is the way to break everything out by line item and have Finance approve.
Certify allows the user to upload receipts and put the date of the purchase, which helps Finance get an accurate picture of your work-related spending. You are emailed a notification once your report is submitted, and also when it's been approved. A great feature is the ability to just email the pictures of your receipts on your phone to one email address, which automatically uploads them for you into your account. From there you can fill out the info related to the spend.
Honestly - Certify is not very intuitive at all. The first time I tried to create an expense report I ended up creating 3 separate reports before noticing that something was off. The platform seems a little buggy, and you can't fix one thing without bulk fixing multiple things. It won't let you move forward unless everything is perfect, and most of the time, it is not clearly communicated what you're missing. You need to upload receipts one by one, but they don't filter into the same report. It's very manual and I dread creating expense reports at the end of any trip because it just takes me forever.
Melissa O.
Computer Software, 201-500 employees
Used daily for 2+ years
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Great software that fits global needs. Company continues to improve the system.
There are still some reports that cannot be customized in the system. Have to pull it out and then filter and sort etc.
Lauren V.
Transportation/Trucking/Railroad, 201-500 employees
Used weekly for 2+ years
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With Certify our expenses of booking travel are down and it is also an accountability tool in managing our travel policy.
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.
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.
Jennifer B.
Mechanical or Industrial Engineering, 1-10 employees
Used daily for less than 6 months
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This is a good stand alone product it just doesn't really work well with my accounting program. Right now we are just using it to capture mileage reimbursement but I'm not sure that we will continue using the program because again I'm not sure it is worth it to keep it just for mileage.
What I like about this product is that it can record mileage, the customization it has available. There are plenty of resources available on their website to help educate customers on the product. The Certify Team is really helpful and always have a positive interaction.
I don't like how this product syncs with Quickbooks. There is alot of manual input which is what I was trying to avoid and why our team ultimatley ended up signing up for certify. Certain data doesn't transfer over like billable expenses to customer/job. Additionally, it doesn't recognize duplicate entries that were synced over so alot of work was duplicated. I don't like how you can't split expenses...
Hans S.
Financial Services, 11-50 employees
Used daily for 1-2 years
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We solved our problem from using a manual process to an automated expense report process. It was also important to have a site that warehouses our receipts.
First, it integrates with our American Business Gold Card. Second, it's intuitive and easy to use.
Very happy with the expense software. I don't like it when the credit card link breaks. However, I know they are working to have a direct link in the near future because right now they are using a third party provider.
Risa D.
Nonprofit Organization Management, 51-200 employees
Used weekly for 2+ years
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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.
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.
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).
Billy S.
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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...
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rajan a.
Used monthly for 1-2 years
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easy to use
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.
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.
Richard P.
Financial Services, 51-200 employees
Used daily for 2+ years
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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!
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!
None, you made t event better.
Verified reviewer
Used daily for 2+ years
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Ability to keep track of expenses and get manager approval much easier for projects.
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.
The software layout can be improved, especially on mobile. The interface is hard to learn and required some training for our user base.
Alex S.
Marketing and Advertising, 51-200 employees
Used daily for 6-12 months
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Timely reporting of expense reports, visibility of all expenses, easy to track & review. Historical data available and can review previous information very easily
Easy to use and the step by step implmentation process was well supported. Good training materials and support after implementation is available. Many good reports are also available. Did not have any issues with implementing the new expense report process and approval process within the system works well
Does not handle the GST specific to Canada very well. 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. Does not readily integrate into Sage to simplify data entry.
Verified reviewer
1,001-5,000 employees
Used daily for 1-2 years
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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.
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.
Laurel B.
Used daily for 2+ years
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The digital processing of T&E reports is by far more efficient than having employees submitting them on paper through snail mail.
Ease of use for employees to track and submit expenses. The ability to track their expenses on their mobile devices.
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.
Jeff K.
Security and Investigations, 5,001-10,000 employees
Used weekly for 2+ years
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Totally loved ease of use!
After snapping a picture of the receipt, the system auto populates the open fields
Sometimes the auto populate gives the wrong town or state but that's easily overcome to make corrections