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Certify

7.5 /10

32 Reviews Write a Review

What is Certify?

Certify is a leading cloud-based travel and expense management solution for organizations of all sizes, and is the only solution in the expense management industry to offer truly automated expense reporting. With prescheduled, auto-generated expense report creation and mobile capabilities, Certify eliminates the need for paper receipts and spreadsheets, and provides insight into travel and expense spend with a full suite of on-demand reporting and analytics.

Company Details

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Awards & Recognition

Certify won the following awards in the Expense Management category

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3 Top Rated Capabilities

1 Top Rated Features

2022

5 Top Rated Capabilities

6 Top Rated Features

2021

Certify Ratings

Real user data aggregated to summarize the product performance and customer experience.
Download the entire Product Scorecard to access more information on Certify.

82 Likeliness to Recommend

94 Plan to Renew

78 Satisfaction of Cost Relative to Value

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Emotional Footprint Overview

+80 Net Emotional Footprint

The emotional sentiment held by end users of the software based on their experience with the vendor. Responses are captured on an eight-point scale.

How much do users love Certify?

5% Negative

5% Neutral

90% Positive

Pros

Respectful
Reliable
Trustworthy
Fair

Feature Ratings

Average 80

Expense Detail Tracking

Receipt Image Submission

Desktop Browser Support

Mobile App or Mobile Browser Support

Approval Workflow

Single Sign-On (SSO)

Multi Currency

Expense Policy Aware

Expense Itemization

Optical Character Recognition

Travel Profile

Vendor Capability Ratings

Average 77

Ease of IT Administration

Ease of Customization

Usability and Intuitiveness

Breadth of Features

Availability and Quality of Training

Ease of Data Integration

Ease of Implementation

Quality of Features

Vendor Support

Product Strategy and Rate of Improvement

Business Value Created

Certify Reviews

Lisa C.

Role: Operations
Industry: Consulting
Involvement: End User of Application

Validated Review

Verified Reviewer

Submitted Oct 2023

Pretty easy to use

Likeliness to Recommend

8 /10

What differentiates Certify from other similar products?

Can't comment as have not tried others

What is your favorite aspect of this product?

I like just sending the receipts to receipts@ and it does the rest for me

What do you dislike most about this product?

Sometimes it gets the value of the receipt wrong

What recommendations would you give to someone considering this product?

Go for it, it will be fine!

Pros

Reliable
Performance Enhancing
Client's Interest First
Transparent

Cons

Security Frustrates

Elizabeth S.

Role: Sales Marketing
Industry: Manufacturing
Involvement: Business Leader or Manager

Validated Review

Verified Reviewer

Submitted Oct 2023

Easy to implement on the go

Likeliness to Recommend

9 /10

What differentiates Certify from other similar products?

Certify provided an intuitive, automated expensing and accounting tool that our business leaders could use easily on the go

What is your favorite aspect of this product?

My favorite aspect of Certify was the app. I could easily upload receipts into the app from my phone's camera.

What do you dislike most about this product?

The app was a little gitchy. It would stop working and it wouldn't always save the receipts I uploaded.

What recommendations would you give to someone considering this product?

I'd highly recommend this product to any sales, marketing, or business development representatives that travel and create expense reports often.

Pros

Reliable
Performance Enhancing
Enables Productivity
Trustworthy

David iMob C.

Role: Consultant
Industry: Other
Involvement: End User of Application

Validated Review

Verified Reviewer

Submitted Sep 2023

It was easy to use for tracking our sales expenses

Likeliness to Recommend

8 /10

What differentiates Certify from other similar products?

Unknown. We were end users.

What is your favorite aspect of this product?

It was able to capture our expenses and travel for tracking and reimbursement purposes.

What do you dislike most about this product?

Somewhat limited on the mapping features of trips.

What recommendations would you give to someone considering this product?

Just to be sure the features apply to the needs of the end users.

Pros

Efficient Service
Effective Service
Caring
Respectful

Latest Research

Certify

What is Certify?

Company Details

Need Assistance?

Awards & Recognition

Certify Ratings

82 Likeliness to Recommend

94 Plan to Renew

78 Satisfaction of Cost Relative to Value

Emotional Footprint Overview

+80 Net Emotional Footprint

How much do users love Certify?

Pros

Feature Ratings Average rating of all product features, some of which may not be shown below

Expense Detail Tracking Expense information related to the expense, including reason, attendees, project and/or client information, and whether an expense is re-billable to a client.

Receipt Image Submission The ability to take or import photos of the receipts supporting the expense.

Desktop Browser Support Accessible from a web browser, anywhere and anytime, with the appropriate security measures.

Mobile App or Mobile Browser Support Facilitates the use of the mobile device to capture receipt images, allowing feature expense tracking and submission, with the convenience of mobility.

Approval Workflow Approval or non-approval of submitted expenses, as well as pre-approval of travel and accommodations reservations before bookings are allowed to be finalized.

Single Sign-On (SSO) Login authentication linked to corporate login credentials, and user account information auto-populated to the expense profile.

Multi Currency The ability to record expenses in multiple currencies in a single report.

Expense Policy Aware Configurable with the organization’s expense policy by blocking an expense or travel booking, or raising an alert that prompts for a rationale for exceptions.

Expense Itemization Itemize expenses off a single receipt, identifying specific line items to a person or activity, taxes, tips, and/or rebillable/non-rebillable items.

Optical Character Recognition Extraction of relevant information off a receipt image, and auto-import into the expense record. This includes itemization, taxes, and gratuities.

Travel Profile The ability to save and apply traveler preferences, such as seat preferences, frequent traveler loyalty card information, upgrade options, etc.

Vendor Capability Ratings Average rating of all vendor capabilities, some of which may not be shown below

Ease of IT Administration This data indicates whether IT personnel will be able to resolve issues and perform configurations efficiently and effectively.

Ease of Customization Don't get bogged down in a difficult customization; use this data to make sure you can easily achieve the functionality you need for your particular situation.

Usability and Intuitiveness End user learning curves cost the organization money. Pay attention to your end users' technical ability to determine how important UX is in your purchase.

Breadth of Features Users prefer feature rich software that enables them to perform diverse series of tasks. This data expresses user satisfaction with the product's breadth of features.

Availability and Quality of Training Effective and readily available training enables users to get the most out of the software you've chosen. Use this section to make sure your vendor's training programs and materials measure up.

Ease of Data Integration Use this data to determine whether the product will cause headaches or make data integration easy.

Ease of Implementation Successfully implementing new software is necessary to realize its full value and promote end user adoption. This data indicates whether or not the product is easy to implement.

Quality of Features Feature quality is just as important as quantity. Use this data to determine if this product will do what you're purchasing it to do, easily, intuitively, reliably, and effectively.

Vendor Support The importance of vendor support will vary for each organization depending on internal capabilities, but there will always be issues that only the vendor can resolve.

Product Strategy and Rate of Improvement Vendors who don't stay on top of emerging needs and trends won't enable you to meet your business goals. Use this data to separate innovators from imposters.

Business Value Created Software needs to create value for employees, customers, partners, and, ultimately, shareholders. This data expresses user satisfaction - or lack thereof - with the product's business value.

Certify Reviews

Lisa C.

Pretty easy to use

Likeliness to Recommend

Pros

Cons

Elizabeth S.

Easy to implement on the go

Likeliness to Recommend

Pros

David iMob C.

It was easy to use for tracking our sales expenses

Likeliness to Recommend

Pros

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Title

Feature Ratings

Expense Detail Tracking

Receipt Image Submission

Desktop Browser Support

Mobile App or Mobile Browser Support

Approval Workflow

Single Sign-On (SSO)

Multi Currency

Expense Policy Aware

Expense Itemization

Optical Character Recognition

Travel Profile

Vendor Capability Ratings

Ease of IT Administration

Ease of Customization

Usability and Intuitiveness

Breadth of Features

Availability and Quality of Training

Ease of Data Integration

Ease of Implementation

Quality of Features

Vendor Support

Product Strategy and Rate of Improvement

Business Value Created

Quickbooks Expense Tracking