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 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.
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Pros:Expense reporting is so easy with this tool. It’s easy to add receipts and determine whether it is billable or non-billable which makes it easy for our accountant. They do have a blog on their website that shows all their new features that they’ve added to the tool, and how it works. It is quite great of a tool.
Cons:It has a few buttons and clicks that one has to make just to get through and submit the expense report, but I do think that this way we get a change to double check our work.
Pros:I am not someone who manages expenses or might certify, I am just a normal user. Although, I do appreciate this application as things are easily imported into my wallet, and the notifications coming in always keeps me informed about everything. I like its ability to scan receipts and upload them, especially when I am travelling. It is a great help.
Cons:They need to improve the distinction between a charge and a receipt as it confuses me, and then I end up adding the receipt into my wallet which cannot be undone, and I have to start all over again with it.
Pros:Certify can directly be integrated with Great Plains accounting software, and this made it so easy for us, and all the data was synchronized. This integration made it a lot more efficient.
Cons:We had to switch to NetSuite accounting software for some reasons and Certify did not have a way to directly integrate with it, which is why we had to stop using it.
Pros:It is easy to manage all our expenses in one place. It has accuracy and speed overall in the system. It is easy to integrate it with our CRM, so employee tracking is easy as well. It is easy to export the expense reports and file it. We’ve been using this system for the last 2 years and we’re pretty much satisfied with it.
Cons:There are times when bugs occur related to the updates and all, but once talked with the team, it gets resolved.
Pros:This product is simple and easy to use, once you get the hang of it. I upload documents for reimbursements for my accounting team, it is simple and easy to operate and quickly sends out whatever I needed.
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