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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 Implementation

Business Value Created

Vendor Support

Ease of Data Integration

Breadth of Features

Usability and Intuitiveness

Quality of Features

Ease of IT Administration

Product Strategy and Rate of Improvement

Availability and Quality of Training

Ease of Customization

Certify Reviews

Elisa S.

Role: Sales Marketing
Industry: Engineering
Involvement: End User of Application

Validated Review

Verified Reviewer

Submitted Sep 2023

An amazing product for people on the road!

Likeliness to Recommend

10 /10

What differentiates Certify from other similar products?

Friendly environment, amazing support, intuitive app

What is your favorite aspect of this product?

Auto reports

What do you dislike most about this product?

The flight reservations...

What recommendations would you give to someone considering this product?

Amazing of you have people on the road. Great to work with amex , not so good with visa

Pros

Helps Innovate
Continually Improving Product
Reliable
Performance Enhancing

Lucretia D.

Role: Sales Marketing
Industry: Media
Involvement: End User of Application

Validated Review

Verified Reviewer

Submitted Sep 2023

Excellent for expense reporting and travel booking

Likeliness to Recommend

10 /10

What differentiates Certify from other similar products?

I appreciated the UI of Certify more than comparable products, such as Concur, that I've used. Easier to navigate, less steps to submit a report, more intuitive flow, and better visibility as a manager to approvals and bookings.

What is your favorite aspect of this product?

Ease of expense approvals as both a manager and a submitter.

What do you dislike most about this product?

My organization added quite a few required fields that weren't always necessary, which made it a bit more cumbersome than it should be to submit, but this could be easily adjusted for another organization.

What recommendations would you give to someone considering this product?

Establish clear ownership and take feedback from users to make the process simple.

Pros

Helps Innovate
Continually Improving Product
Reliable
Performance Enhancing

Prince G.

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

Validated Review

Verified Reviewer

Submitted Sep 2023

Expense management made easy!

Likeliness to Recommend

9 /10

What differentiates Certify from other similar products?

Haven’t tried other products. Love the fact that managing expenses are really easy, literally click of a few buttons.

What is your favorite aspect of this product?

The fact that I can email the receipts and it captures all the required and relevant information. So when I login I need to review and submit. That’s it!!

What do you dislike most about this product?

The limitations in categories. The choices could be increased to suit more industry needs.

What recommendations would you give to someone considering this product?

Definitely try it out. Your bookkeeper will be happy, obviously if integrated properly

Pros

Continually Improving Product
Reliable
Saves Time
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 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.

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.

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.

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

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.

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.

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.

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

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.

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 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.

Certify Reviews

Elisa S.

An amazing product for people on the road!

Likeliness to Recommend

Pros

Lucretia D.

Excellent for expense reporting and travel booking

Likeliness to Recommend

Pros

Prince G.

Expense management made easy!

Likeliness to Recommend

Pros

Most Popular Certify Comparisons

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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 Implementation

Business Value Created

Vendor Support

Ease of Data Integration

Breadth of Features

Usability and Intuitiveness

Quality of Features

Ease of IT Administration

Product Strategy and Rate of Improvement

Availability and Quality of Training

Ease of Customization

Quickbooks Expense Tracking