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.