Certify Travel & Expense

Certify Travel & Expense

Travel and expense report management software

4.7/5 (1073 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
4.7/5
96% positive reviews
819
Excellent
213
Very good
21
Average
7
Poor
13
Terrible
Louis C.

Ceritify app and control software specifically targets and organizes our teams travel log and finance expense reports.

Used Daily for 6-12 months
Reviewed on 2018/12/27
Review Source: SoftwareAdvice

Our team experienced an immediate affinity for Certify as an application which we are using along side our current CRM
in order to organize , track , and to monitor travel compliant policy alterations for our yearly , very busy travel schedule.
Certify as such has become a concrete asset as we save on needless and potentially expensive travel costs.

Pros

We found that Certify readily integrates inside of our current Control Management Software quite efficiently and easily.
Certify's own management team help sire us through this process which ultimately reduced our dependency on IT
support which can be costly. Certify offers easy to use tools that allow our employees and resource allocation
to create fine tuned reports designed to address monetary waste as well to increase cost efficiency. As advised by Certify's team,
we are paying particular attention to travel mileage as well as incurred airfare. AP report generation is also available for our
accounting in order to focus on reimbursable costs for each department or by employee.

Cons

We did notice occasional operational instability in the form of minor bugs with this program as well as the necessary synchronization
that must be initialized by each employee per server , however overall these inconveniences were mitigated through
intervention from Certify's capable client service department. They suggested quite effective work around solutions
to keep our report flow steady and current.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

9.0/10
Randal H.

Certify Expense Reports

Used Daily for 2+ years
Reviewed on 2017/12/22
Review Source: SoftwareAdvice

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.

Pros

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.

Cons

We had some errors in the beginning of our use with Certify, in that the software would not allow us the ability to process credit card payments for some of our "Current Assets". I find this strange that nowadays with the use of credit cards for so much of purchasing in the world, that there would be a category of expenses that the software would not recognize. Certify was very helpful in tracking down this issue and explaining it to us.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Melanie S.

Easy to use travel and expense system

Used Weekly for 1+ year
Reviewed on 2019/07/04
Review Source: SoftwareAdvice

The business problem I am solving with using Certify is keeping all of the expense reimbursements organized. With the organization I currently work with, there are a lot of sales people who do a great deal of traveling that they get reimbursed for. It was difficult in the past to manually look at each receipt and total the amounts. With the system, it helps to streamline the process.

Pros

I like that Certify sends me individual emails for each employee that has submitted an expense reimbursement. It also provides reminders if an expense has been submitted but not approved yet. This helps to keep everything organized and ensure nothing gets missed. With the system, Certify allows the approver to click into each expense and view the receipt. It is easy to approve and if you need to write a note to the employee you can do so within the system. For example, if an employee forgets to submit a receipt, I just write a note to them within the system to please upload the receipt. I then get an email when the employee responds.

Cons

I have had an issue in the past where the employees would not receive emails when I write a note to them in the system. They would have to log into Certify. This issue has since seemed to have been fixed. Other than that the system is easy to use.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

8.0/10
Lauren V.

Trinity Logistics

Used Weekly for 2+ years
Reviewed on 2018/11/21
Review Source: Capterra

With Certify our expenses of booking travel are down and it is also an accountability tool in managing our travel policy.

Pros

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.

Cons

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Yvonne P.

Ease of use in the field.

Used Daily for 1+ year
Reviewed on 2019/04/05
Review Source: Capterra

Pros

Entry is very easy with the mobile app. I use this in the field. It is so much more convenient than doing expense reports longhand and having to fax in. Data entry is very fast. Sending in for review and processing is seamless. The few times I needed directions I was able to get accurate help from customer service immediately. They are professional, knowledgeable, and supportive.

Cons

The app has minimal instructions for correcting entry errors after the expense report has been generated. Customer service redeemed this issue by being very knowledgeable and helpful. The available tutorials also only cover general field usage with no help for doing fixes. Also, photos of receipts do not always accurately fill the expense field and do need to be reviewed before saving in order to correct blank or incorrect fields.

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
  • 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
  • Receiving

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