Certify Expense

Travel and expense report management software

4,7 /5 (1218 reviews) Write a Review!

Certify Expense Overview

What is Certify Expense?

Certify Expense effortlessly streamlines your operations through automation and superior customer service. Automatically create reports for employees, streamline approvals, and make reimbursement and reporting effortless for accountants. Certify is rated as a Leader in expense management by analyst firm, IDC, and is trusted by more than 4,000 organizations including Boot Barn, H&R Block, and Virgin Galactic, to streamline expense processing, purchasing and travel booking.

Certify Expense Overview

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 Expense Features

Devices
Business size
S M L
Markets
United States, Canada, United Kingdom, Australia, China and 5 others, India, Japan, Germany, Brazil, Mexico
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

Media

Certify access all expense reports
Certify mobile apps
Certify receipt input
Certify receipt photo uploads
Certify auto-filled expense reports
Certify auto-filled expense reports
Certify Expense screenshot: Certify access all expense reports Certify Expense screenshot: Certify mobile apps Certify Expense screenshot: Certify receipt input Certify Expense screenshot: Certify receipt photo uploads Certify Expense screenshot: Certify auto-filled expense reports Certify Expense screenshot: Certify auto-filled expense reports

Certify Expense Reviews

Certify Expense Reviews

Overall rating
4,7
/
5
Excellent
924

Very good
246

Average
27

Poor
7

Terrible
14

Value for Money
4,6
Features
4,6
Ease of Use
4,6
Customer Support
4,7
96% recommended this app
Bobby S.

Very effective expense management tool.

I use Certify when traveling for work and also to get office expenses like internet and phone reimbursed.


Nicole C.

Certify Review

The overall experience with Certify has been great, I am able to submit receipts easily and also I am able to help and assist managers when they need me to submit expenses for them when they aren't able to.


Jennifer T.

Certify Review

- Overall, I really enjoyed my experience with Certify. The benefits of this program is that I was able to collect all my supervisor's incoming expenses and receipts and invoices with very minimal frustration and confusion due to Certify's organized program.


Randy P.

Could be good, but isnt

Im going to make this kind of short....

I was lied to in the sales process, implementation dropped the ball continually. They have zero followup when you have an issue. My implementation coach and even the implementation manager I had to speak with never followed up with me. Oh did I mention they have an implementation fee they bring up just before you sign with them? Its not cheap. But they'll "discount" it.

Due to being lied to during sales, I had to figure out how Certify worked instead of it just working for me. I had to re-enter my credit cards 3 times, and I had 15 credit cards. I had to call the bank to get individual logins for all my credit cards. I have 25 very unhappy users and one irate admin (me).

The import into quickbooks did not go as promised as well. Due to all of this I now feel as if I know more about Certify than my salesman did when he sold me this crap.

The app for the phone is pretty good, Android better than IOS I think. The Web application though is horrible, just horrible. The Layout is bad, you have to confirm simple things, but you can delete an expense with no more scrutiny. They have no way for you to recover deleted expenses. The have a Wallet and a Report, you cannot edit most fields in the wallet, you have to move expenses into a "draft report" then move them back into your wallet! Its about a 10 click process just to change the amount of a receipt or change a category- very important things, heres the procedure lol.

1) Check expense(s) in wallet
2) Click Add to report,
3) Chose whether you want a new or existing report.
4) Confirm that you want to do that.
5) Wait for the expenses to load(which can take a while if you have a lot)
6) click edit
7) Edit the expense, click save (I'll give them this one)
8) Click the icon to open a menu
9) Click Send to wallet.

So 9 steps. There is an alternate way but you get to chose from a little window and you cant select multiple.

So why do I have to leave the wallet to edit an expense?

Oh and if you have a lot of receipts they remove the "merge" option. This matches your receipts with your CC charges automatically! But you cant have more than 100 or 150 lines of charges/expenses, they cant decide on which number, but its between there. So why would you make my life harder if I have MORE expenses?

I hope this saves you from some hassle, expenses are tricky, this is my second go around wasting dozens of hours.


Victor M.

Certify Expense helps save money

My overall experience with Certify Expense has been great. It has helped our company cut costs and survive in a harsh economic climate. We're in the Casino industry which has been hit hard during this time and we've still managed to stay afloat because of Certify Expense.


Bobby S.
Industry: Food & Beverages
Company size: 1 001-5 000 Employees

Very effective expense management tool.

Used Monthly for 2+ years
Reviewed on 2020/06/27
Review Source: Capterra

I use Certify when traveling for work and also to get office expenses like internet and phone reimbursed.

Pros

Certify is a very effective expense management tool. It’s incredibly easy to use and allows me to get my expenses reimbursed very quickly.

Cons

Nothing to dislike. Certify is intuitive and user friendly.

Rating breakdown

Ease of Use

Likelihood to recommend: 10.0/10

Nicole C.
Industry: Real Estate
Company size: 51-200 Employees

Certify Review

Used Monthly for 6-12 months
Reviewed on 2020/03/11
Review Source: Capterra

The overall experience with Certify has been great, I am able to submit receipts easily and also I am able to help and assist managers when they need me to submit expenses for them when they aren't able to.

Pros

Our company is a fairly new company and when we 1st started out the company was using another software that was so complicated at times! Then they introduced us to the certify software and it was much easier to upload and track our expenses. You get to see the step by step process of approvals and you the software makes it so easy to edit and make corrections! Very simply software.

Cons

There was an issue one time when I submitted an expense for reimbursement and the expense was never paid because that was a glitch somewhere in the system where accounting did not process the expense that was submitted.

Rating breakdown

Ease of Use

Likelihood to recommend: 10.0/10

Jennifer T.
Industry: Medical Devices
Company size: 1 001-5 000 Employees

Certify Review

Used Daily for 1+ year
Reviewed on 2020/09/18
Review Source: Capterra

- Overall, I really enjoyed my experience with Certify. The benefits of this program is that I was able to collect all my supervisor's incoming expenses and receipts and invoices with very minimal frustration and confusion due to Certify's organized program.

Pros

- how organized the interface is (ability to easily find and go to where I need to go)
- classic, clean, sleek look to the website

Cons

- I remembered a few times where I had to click backwards in order to accomplish something moving forward. For example, when I was creating a expense, if I wanted to look at the overview of the expenses, I'd have to click backwards in order to view it, and then go back to the expense report that I had just created. A lot of back and forth that caused much inconvenience.

Rating breakdown

Ease of Use

Likelihood to recommend: 7.0/10

Randy P.

Could be good, but isnt

Reviewed on 2017/03/16
Review Source: Capterra

Im going to make this kind of short....

I was lied to in the sales process, implementation dropped the ball continually. They have zero followup when you have an issue. My implementation coach and even the implementation manager I had to speak with never followed up with me. Oh did I mention they have an implementation fee they bring up just before you sign with them? Its not cheap. But they'll "discount" it.

Due to being lied to during sales, I had to figure out how Certify worked instead of it just working for me. I had to re-enter my credit cards 3 times, and I had 15 credit cards. I had to call the bank to get individual logins for all my credit cards. I have 25 very unhappy users and one irate admin (me).

The import into quickbooks did not go as promised as well. Due to all of this I now feel as if I know more about Certify than my salesman did when he sold me this crap.

The app for the phone is pretty good, Android better than IOS I think. The Web application though is horrible, just horrible. The Layout is bad, you have to confirm simple things, but you can delete an expense with no more scrutiny. They have no way for you to recover deleted expenses. The have a Wallet and a Report, you cannot edit most fields in the wallet, you have to move expenses into a "draft report" then move them back into your wallet! Its about a 10 click process just to change the amount of a receipt or change a category- very important things, heres the procedure lol.

1) Check expense(s) in wallet
2) Click Add to report,
3) Chose whether you want a new or existing report.
4) Confirm that you want to do that.
5) Wait for the expenses to load(which can take a while if you have a lot)
6) click edit
7) Edit the expense, click save (I'll give them this one)
8) Click the icon to open a menu
9) Click Send to wallet.

So 9 steps. There is an alternate way but you get to chose from a little window and you cant select multiple.

So why do I have to leave the wallet to edit an expense?

Oh and if you have a lot of receipts they remove the "merge" option. This matches your receipts with your CC charges automatically! But you cant have more than 100 or 150 lines of charges/expenses, they cant decide on which number, but its between there. So why would you make my life harder if I have MORE expenses?

I hope this saves you from some hassle, expenses are tricky, this is my second go around wasting dozens of hours.

Pros

App is good to use

Cons

They dont know their system entirely. they will sell you something just to sell you.
Their salesmen dont know the ins and outs.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 3.0/10

Victor M.
Industry: Gambling & Casinos
Company size: 5 001-10 000 Employees

Certify Expense helps save money

Used Daily for 6-12 months
Reviewed on 2020/08/03
Review Source: Capterra

My overall experience with Certify Expense has been great. It has helped our company cut costs and survive in a harsh economic climate. We're in the Casino industry which has been hit hard during this time and we've still managed to stay afloat because of Certify Expense.

Pros

My favorite thing about Certify Expense is how simple it is to approve or deny expenses and we can add notes to explain the reasons for our decision. We handle several projects at once and Certify has helped us cut costs on travel, reduce spending on projects and we've reduced our finance department drastically which helped us save on labor expenses as well. Employees can manage their own travel plan and expenses but adhere to the limits set by management.

Cons

Customer service has been slow to respond to our requests and we often end up solving the issues on our own.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

User recommendation
9,2/10
Based on 1 218 user ratings
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Certify Expense Pricing

Certify Expense Pricing

Starting from
US$8,00/month
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 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.

Value for Money
4,6/5
Based on 1 218 user ratings
Compare value for money rating with alternatives
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Certify Expense Features

Certify Expense Features

API
Accounting Integration
Accounting Management
Activity Dashboard
Audit Trail
Automatic Notifications
Billing & Invoicing
Compliance Management
Customizable Reporting
Data Import/Export
Electronic Payments
Expense Tracking
Financial Analysis
Invoice Management
Invoice Processing
Multi-Currency
Real Time Data
Reporting & Statistics
Third Party Integration
Workflow Management
Features
4,6/5
Based on 1 218 user ratings
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Categories

Additional information for Certify Expense

Additional information for Certify Expense

Key features of Certify 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
  • Currency conversion
  • Custom categories
  • Custom fields
  • Data import
  • Data import/export
  • Data synchronization
  • Duplicate detection
  • ERP integration
  • Electronic payments
  • Electronic submission
  • 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

Eliminate tedious and error-prone manual data entry
Save time and help employees focus on the work that drives your business forward
Streamline reconciliation and reduce reimbursement times
Automatically enforce compliance with built-in policy controls
Gain company-wide visibility into spend
Built for global commerce with support for 140+ currencies and 64 languages

Certify Expense FAQs

Certify Expense FAQs

Below are some frequently asked questions for Certify Expense.

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

Certify 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 Expense?

Certify 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
  • Currency conversion
  • Custom categories
  • Custom fields
  • Data import
  • Data import/export
  • Data synchronization
  • Duplicate detection
  • ERP integration
  • Electronic payments
  • Electronic submission
  • 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 Expense?

Certify Expense has the following typical customers:

Small Business, Large Enterprises, Mid Size Business

Q. What languages does Certify Expense support?

Certify 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 Expense offer?

Certify Expense has the following pricing plans:

Subscription

Q. Does Certify Expense support mobile devices?

Certify Expense supports the following devices:

Android, iPhone, iPad

Q. What other apps does Certify Expense integrate with?

Certify Expense integrates with the following applications:

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

Q. What level of support does Certify Expense offer?

Certify Expense offers the following support options:

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