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Certify

Certify

4.6
(1,090 reviews)
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Certify is a cloud-based travel and expense report management solution for companies of all sizes.

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Certify Features

Expense Reports

Ease of Creating Expense Reports

Creation of expense reports takes little time and is intuitive for new users

93%
(Based on 806 reviews)

Bank / Credit Card Integration

Can easily pull in receipts from all credit card statements

90%
(Based on 446 reviews)

Smart Categorization

Automatically assigns categories/accounts based on past entries and credit card statements

86%
(Based on 596 reviews)

Digital Receipt Management

Provides various methods to easily capture receipts digitally and can automatically parse receipts to create expenses report entries. Methods may include mobile photos, desktop drag and drop, etc.

92%
(Based on 756 reviews)

Employee Reimbursement

Functionality to reimburse employees directly to their bank account or can easily integrate with payroll system

95%
(Based on 721 reviews)

Currency Conversions

Enables easy entry of expenses in other currencies and converts to expense report currency

91%
(Based on 264 reviews)

Credit Card Integration

Integrates with corporate or personal credit cards (import or bi-directional)

89%
(Based on 200 reviews)

Travel Management

Ease of Booking

Can book Flights, Hotels, and Rental cars directly from software.

91%
(Based on 184 reviews)

Itinerary Management

Creates travel itineraries based on booking

90%
(Based on 168 reviews)

Trip Notifications

Integrates to calendaring systems and/or provides notifications of upcoming flights, hotels, rental cars, etc.

92%
(Based on 161 reviews)

Advanced Integrations

Allows advanced integrations to travel systems like Uber, airline ticketing systems, hotels, etc.

Not enough data available

Client Invoicing

Invoice Creation and Delivery

Ability to create and send printable or electronic invoices. Includes standard invoice style library that can be customized/branded.

92%
(Based on 153 reviews)

Electronic Payments

Accepts electronic payments from clients

94%
(Based on 176 reviews)

Project Accounting / Revenue Recognition

Provides adequate reporting and/or can integrate to AP systems to recognize revenue appropriately

n/a

Mobile

Receipt Capture

Can easily capture receipts, parse receipts and convert/assign them to a report from mobile device

94%
(Based on 732 reviews)

Mileage Tracking

Allows users to track mileage from mobile device using maps or GPS.

93%
(Based on 455 reviews)

Travel Itinerary and Flight Status Updates

Mobile application can store travel itineraries, electronic documents, and updates user of travel delays/changes

91%
(Based on 190 reviews)

Platform

Embedded AI / Machine Learning

Offers embedded AI/machine learning

Not enough data available

Complex Approval Workflow

Provides workflow for complex approval structures

88%
(Based on 165 reviews)

Administration

PCI Regulation Compliant

Complies with PCI security standards

Not enough data available

Administration

Standard Integrations

Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems

89%
(Based on 157 reviews)

Workflow

Routes Timesheets, Invoices, Expense reports through approval process. Easy to maintain and administer

90%
(Based on 169 reviews)

Automated Reminders

Sends automatic reminders to employees that have not completed expenses reports and/or timesheets

90%
(Based on 164 reviews)

Policy Compliance Management

Enables administrators to create rules that enforce compliances of corporate time and expense policies

91%
(Based on 157 reviews)

User, Role, and Access Management

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

92%
(Based on 175 reviews)

Platform

Reporting

Access pre-built and custom reports and dashboards.

90%
(Based on 185 reviews)

APIs / Integration

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.

88%
(Based on 113 reviews)

Internationalization

Enables users to view and transact business with the same content in multiple languages and currencies.

89%
(Based on 92 reviews)

Performance and Reliability

Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.

91%
(Based on 204 reviews)

Mobile User Support

Allows software to be easily used on multiple mobile devices include phone and tablet devices.

91%
(Based on 192 reviews)

Offline

Provides users ability to create and access expense reports/timesheets while not connected to internet.

89%
(Based on 101 reviews)
Certify
4.6
(1,090 reviews)