Certify simplifies expense management with user-friendly interfaces and seamless integration. It offers efficient tracking and approval processes, streamlining expense reporting for businesses of all sizes. Despite a slight learning curve, Certify optimizes expense management workflows for increased accuracy.

Certify Invoicing Software Specifications

Financial Reporting

Invoice Management

Expense Tracking

Tax Management

View All Specifications

What is Certify Invoicing Software?

Overview

Certify is a web-based expense management and invoicing software catering to companies of all sizes and industries. The solution offers expense automation, electronic receipt capture, and streamlined workflows that save time spent creating, approving, and reimbursing while gaining insight into users T&E expenditure. The main functions of the solution include tracking, approving, and reimbursing expenses with the ability to book travel; and analyze spend.

The mobile app allows users to capture receipts on the camera. It is compatible with iOS, Android, Blackberry, and Google phones and offers an offline sync feature so that travelers can log every expense instantly even in the absence of internet access. The receipt parse and auto-fill features automate the process of data extraction from the receipts and fill out the expense report. Other capabilities include receipt scan, upload, text message, and fax. The system generates expense reports on specified dates and reimbursement can be automated.

The system can receive data directly from credit card platforms through a PCI-compliant connection. Integration with accounting systems such as SAP, QuickBooks Pro and Enterprise, Oracle, and Microsoft Dynamics is supported.

Pros and Cons of Certify Invoicing Software

Pros

  • Automates manual tasks like expense submission and approval
  • Provides deep visibility and control over organizational spend
  • Empowers employees with a streamlined travel and expense management experience
  • Integrates seamlessly with existing business systems to interact with required data directly

Cons

  • Implementation might require additional consulting fees as per user reviews
  • Onboarding and training require additional training for users to learn new workflows

Certify Invoicing Software Reviews

Overall Rating

4.5

49 Review(s)

Rating Distribution

5

star

(28)

4

star

(19)

3

star

(1)

2

star

(1)

1

star

February 2024

LTC CLIENT BILLING

JANE

Hospital & Health Care

Ease of use

10

Value for money

10

Customer Support

10

Functionality

10

Pros

This software is simple for business navigation and comes highly recommended.

Cons

THERE IS NOTHING I DISLIKE. THIS SOFTWARE IS simple TO USE.

November 2023

I like this product.

Alexis

Accounting

Ease of use

9

Value for money

9

Customer Support

10

Functionality

9

Pros

I find it an effortless way to input expenses for reimbursement, and it is highly intuitive and easy to understand and use.

Cons

I don't use it very often, so I don't have any negative feedback about this product.

November 2023

Love it!

Kelly

Accounting

Ease of use

10

Value for money

10

Customer Support

9

Functionality

10

Pros

Simple to operate. The data exports effectively, and they also provide spending analysis.

Cons

The automatic credit card imports are inconsistent. Sometimes it works fine, and other times it doesn't. Additionally, the exported expense reports' file sizes can be too large for our accounting software to handle.

Frequently Asked Questions

Typically Certify Invoicing software is used by account teams, freelancers, contractors, and small businesses who regularly invoice clients. It streamlines the invoicing process from creation to payment.