Certify Travel & Expense

Certify Travel & Expense

Travel and expense report management software

4.3/5 (2 reviews)

Certify Travel & Expense 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.

Pricing

Starting from
US$8,00/month
Pricing options
Free Trial
Subscription
Value for money

Devices

Business size

S
M
L

Markets

Asia, Australia, Brazil, Canada, China and 5 others, Europe, Germany, India, Japan, Latin America

Supported Languages

Arabic, Chinese (Simplified), Chinese (Traditional), Czech, Danish and 20 others, Dutch, English, Finnish, French, German, Hungarian, Indonesian, Italian, Japanese, Korean, Norwegian, Polish, Portuguese, Russian, Spanish, Swedish, Taiwanese, Thai, Turkish, Ukrainian

Certify Travel & Expense Reviews

Overall rating
4.3/5
100% positive reviews
2
Excellent
1
Very good
0
Average
0
Poor
0
Terrible
Renee W.

Certify Travel & Expense

Used Daily for 2+ years
Reviewed on 2019/05/24
Review Source: Capterra

I would recommend Certify to any organization!

Pros

I love using Certify. It has simplified expense reports in our organization. I love being able to scan in receipts and have it auto fill the forms. It is very easy as a supervisor to review and approve expense reports through Certify.

Cons

I really have seen a downside to Certify.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Danielle E.

Just starting to use but think I will like it

Used Other for 1-5 months
Reviewed on 2018/11/23
Review Source: Capterra

Pros

It is very detailed. I like that it has analytics to see where expenses are being used and not. You can link credit cards

Cons

I have not found anything that I am having trouble with so far using this software

Rating breakdown

Ease of Use

Likelihood to recommend

8.0/10
Harrison W.

Certify replaces expense reports with an easy to use system

Used Monthly for 1-5 months
Reviewed on 2018/07/19
Review Source: Capterra

This software allows me to track expenses and travel information on the go and have it all stored in one place.

Pros

The biggest benefit of using this software is how easy it is compared to how we used to do it. I no longer have to save receipts or write up expense reports - Certify handles everything effectively and is easy to navigate.

Cons

I have found no downsides to using this software. It is quick and easy to use for me, and HR loves how it makes their job a lot easier by providing accountability and records for them.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10

Certify Travel & Expense Pricing

Starting from
US$8,00/month
Pricing options
Free Trial
Subscription
Value for money

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
  • Auditing
  • 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
  • Activity Dashboard
  • Customizable Reporting
  • Financial Analysis
  • Real Time Data

Additional information for Certify Travel & Expense

Key features of Certify Travel & Expense

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

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.

  • 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.

    Certify Desktop View

    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.

    Getting Started

    Certify Travel & Expense 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 Mobile

    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.

    Certify ReportExecutive™

    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.

    ReceiptParse™ AutoFill

    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.

    Enterprise Dashboard

    Certify Travel & Expense 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.

    Certify Travel & Expense 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.

    Certify Travel & Expense 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

    Certify Travel & Expense FAQs

    Below are some frequently asked questions for Certify Travel & Expense.

    Q. What type of pricing plans does Certify Travel & Expense offer?

    Certify Travel & Expense offers the following pricing plans:

    Starting from: US$8,00/month

    Pricing model: Subscription

    Free Trial: Available

    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.

    Q. What are the main features of Certify Travel & Expense?

    Certify Travel & Expense offers the following features:

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

    Q. Who are the typical users of Certify Travel & Expense?

    Certify Travel & Expense has the following typical customers:

    Large Enterprises, Mid Size Business, Small Business

    Q. What languages does Certify Travel & Expense support?

    Certify Travel & Expense supports the following languages:

    Arabic, Chinese (Simplified), Chinese (Traditional), Czech, Danish, Dutch, English, Finnish, French, German, Hungarian, Indonesian, Italian, Japanese, Korean, Norwegian, Polish, Portuguese, Russian, Spanish, Swedish, Taiwanese, Thai, Turkish, Ukrainian

    Q. What type of pricing plans does Certify Travel & Expense offer?

    Certify Travel & Expense has the following pricing plans:

    Subscription

    Q. Does Certify Travel & Expense support mobile devices?

    Certify Travel & Expense supports the following devices:

    Android, iPhone, iPad

    Q. What other apps does Certify Travel & Expense integrate with?

    Certify Travel & Expense integrates with the following applications:

    Authorize.net, Certify Purchasing, NetSuite, ONEMINT, PEX, QuickBooks Online, Sage Intacct, Salesforce Sales Cloud, Salesforce for Quickbooks, Xero

    Q. What level of support does Certify Travel & Expense offer?

    Certify Travel & Expense offers the following support options:

    FAQs, Knowledge Base, Online Support, Phone Support, Video Tutorials