Certify Reviews

I love that I can quickly capture my receipts while I'm on the road. All I have to do is snap a photo of the receipt, use the built-in receipt-reader that helps to pre-fill the fields required for each receipt and verify the auto-filled information is correct. Once all my receipts are in, all I have to do is sync, create a new expense report, and submit! I use the mobile app the most and finish off my reports on my laptop.

Not much to dislike, but I'd say the auto-fill doesn't work 100% of the time. Lately it has been giving me odd dates for the receipts or capturing random numbers as totals. I've been manually filling in the fields lately due to this.

I don't know what other applications are out there for expense-tracking, but Certify is definitely easy to use and easily accessible from anywhere.

I travel quite a lot for work so keeping up with multiple receipts per day can be difficult. We have a per-diem that is worked into Certify to help us keep our expenses on track. It makes things very easy for payroll to get the information they need, coded the way they need it. Certify is great in that you can access your receipts from anywhere once you have them captured. You can either take a photo of your receipt with your phone or upload from your files.

Certify is very easy to use. As it is cloud based, the expenses can be seen by both the team on the field and also the team in office.You even have an option of a free trial version which you can decide in order to buy or not. Also, it takes a few days initially but after that, Certify in my opinion is the most straight forward and easy software to use. Customization was even possible so my company took full use of this feature as well

I've had a few problems with their Technical support team as help is not readily available. A couple of times, I was transferred to some other person / representative as the initial officer didn't have the correct know how or expertise. While setting up, I faced a few problems and in order to solve them, I had to watch online videos or ask other friends who are already using it

Yes! I would recommend this software. Who wouldn't want to reduce their expenses, time and effort ?! Must have!

Because of Certify, my travel expenses have gone down drastically. Certify has been a huge blessing to me and my company. As I am a Manager to operaions in 3 countries, I travle a lot. Certify helps in not only keeping a track of my expenses but also reduces my time and effort for creating, submitting, approving and reimbursing for my T&D account. I only scan the receipt for my expenses and it automatically gets updated on the Certify software. Moreover, after my trip, I can then compare which expenses to reduce the next time I go saving me a lot of money.

Certify is easy to use software, with a charming and very useful design. I love that you can have it in a mobile application, it is much easier in that way. Managing expenses makes work easier. Learning to manage the software to be able to apply it to daily work was really simple. The management of expenses is understandable, you can send things through mobile, mail or from the PC, which is so versatile makes everything much simpler.

I had small inconveniences, but consult with customer support and solve everything in a matter of minutes. For this reason I can not complain about the skills and abilities that all the software has as a whole, it has many things to offer, which I find sensational.

Using it is simple, easy and provides help in various ways. It is modern and understandable, it represents a very large utility. I recommend that you try it and see the great advantages it can bring to your life.

It is great for the workflow, it contributes greatly to facilitate the work of managing expenses in different ways. We all now have more clarity to understand all the processes of collection and reimbursement. It allows to better manage the work of expenses which saves time invested in this and allows us to perform better and faster the administrative processes.

I like how simple the user interface is. It is intuitive and makes it easy to submit an expense report on my own.

I don't necessarily dislike anything. I've ran into some issues with the receipt uploader and viewer, but usually one hit of the refresh button and everything works okay again.

You should absolutely use Certify. The user interface is intuitive, the real-time tracking of the expense reports is great, and the system works with zero issues. I only use this software to upload expense reports for my manager's and HR' approval, but I know that it has more capabilities and I think that it would be wise to use Certify.

For my position, I'm only using Certify to submit expense reports. The benefits include being able to see the progression of my expense report and seeing who has approved or requested more information.

Easy to track and manage expenses via mobile app or website. Website is designed in a friendly manner which is easy to use and navigate. The expense submission process is flexible; with submissions acceptable via scanning from the mobile app, email or via document upload from your PC.

My expenses wont always come over via email, but with alternative methods of uploading docs, it is not a total loss. Additionally, the status of my claims never seems to update, even if I know I've already received reimbursement.

From an end user perspective, it is a great product. My only gripe is with administration of the product, but I suspect that is more of an internal organization issue and not one with the product itself.

Streamlined workflow management of our expense reimbursement process. Managers are able to ask questions about expenses and get further clarity about an expense before just approving at face value.

I love the fact that there is an easy-to-use app that you can use to track your travel expenses in real-time, rather than doing it all when you get back to the office.

If all fields are not filled out (even fields that are not applicable to you), it comes up as an error and doesn't let you submit. There's a little troubleshooting involved in that. Also, if you enter your destinations into the map to track mileage, it's never been accurate for me.

Great for travelling for business! Just make sure to walk your employees through it the first time, because it can be a little confusing if you make a little mistake, such as not filling out all of the fields correctly or entering your mileage in wrong.

Our company used to manage travel expenses internally, which consisted of filling out an excel sheet and physically taping receipts to printer paper and giving them to Accounting. Certify makes everything online and makes it so much easier to travel. After you take a snapshot of the receipt, you don't have to worry about keeping track of it!

The mobile app has potential, but you really need to login to their web portal to complete an expense report. You will spend more time filling out boxes, pull-downs and correcting mistakes than you will doing any other "old fashioned" way (as I do, with an Excel spreadsheet).

The website for actually compiling your expenses is HORRIBLE. It is very slow, overly complicated, and poorly organized. If you like clicking your mouse, then you might like Certify. I'm guessing you need at least 30 mouse clicks PER RECIEPT (minimum) and that doesn't count the time you'll spend on the mobile app and/or email to send/upload receipts.

Just wait for this service to mature, or look elsewhere for something similar. This is far from ready for prime time yet. Skip it.

It seems I have just created more work for myself by using Certify. I'm going back to a much faster and efficient, albeit manual method of compiling expense reports.

I like the turn around times on reimbursement compared to the old route of filling out forms manually. I like the web interface compared to the phone interface

I think the phone app could be a little more user friendly. I use it to take a picture of receipts, but I'd like to be able to complete the whole process on the phone. I usually just log into the certify site after uploading the receipt and complete

I would recommend this product to those considering certify. It's ease of use and centralized format work well within our company.

I believe we're solving issues with record keeping and quickness of processes involving reimbursement of funds for employee fringe benefits and costs.

The mobile app is very nice, you can do alot on it. They spent some time here.

Everything else. The Web app interface is horribly horribly slow if you have a lot of expenses.

I was sold something that was great, however they dont fully understand how their product works and while "technically" we can use Certify, It literally takes me a full minute to edit an expense if someone gets a category wrong.

They have a handy dandy "merge" feature that matches up receipts to charge, but if you have over 100 receipts THEY TURN IT OFF! Why? No one can answer this nor does anyone have a solution.

While they spent a lot of time on the phone app the web app they cut corners or limit you on purpose, Im not sure which. We are a web development company and it appalls me that they have this kind of user experience, and its worse because I am forced to use this now!

We are seeing random charges not import into Certify as well, so I have to audit the CC transactions because I cannot trust the system. So I will have to do everything twice!

If you have a lot of expenses, or are going to let them pile up, this will hurt.

I see there are 99% positive reviews on Certify so I can only think that:

1) We are a too large of a company to be Certify clients

2) We were way oversold on the capabilities of Certify

3) We fit a nice niche where our use case just doesn't mesh with their systems (why did they take our money?)

Im not sure which one is ours but I wish I never found them.

If you are always going to have less than 50 transaction (they count receipt and charges seperately) then you'll probably be fine, if your going to NEVER let your receipts pile up you'll probably be fine.

I have realized triple the amount of time it takes me to finish reconciling my expenses due to the fact that I have to use this product. I paid up front for 18 months NEVER DO THIS. We had some important projects going on and let a couple months go by without reconciliation and its taking forever to catch up. If they had the Merge feature working all the time it would be much better.

I like that it integrates with Concur and I like the ability to generate expense reports from receipts.

The app is almost useless. You can capture receipts with your phone camera which is nice. There is an option to have the app “read” the receipt to fill in information like date, vendor, and dollar amount. This function doesn’t work - it comes up with the absolute wrong information - even the date. Weird. So, you have to hand enter all of this info for each receipt. Even saving this hand-entered information, the app changes the dates on your entries. I was about to go nuts continually having to change the dates. You can generate a report from the app, but if the dates won’t “stick” your expense report is useless. Ugh. So, if you like to take pics of receipts, this works, but getting the info captured correctly will require you to use the program on your computer as well, which almost negates the value of the whole program.

Program works great on computer, but the app needs a lot of work - it’s really buggy.

Tool to create expense reports. It feeds into Concur, which somehow integrates with our Oracle payment software.

Certify is so easy to use and it can do a number of different things. Even if you are only needing it to track spending, it allows you complete control. The mobile app is great and everyone loves using it. No more attaching receipts to a spreadsheet means, no more losing receipts or having to keep up with them. Just snap a photo of the receipt, load and sync. It is stored forever. There are different types of reports you can generate from Certify. Track and monitor spending is what we needed it for the most.

There is really only one thing I can say that is somewhat negative and that would be the not 100% accurate Autofill button. It helps if you have a clean receipt, but it does not always capture all of the information correctly and you still have to key in some of the information. This is minor in comparison to everything that Certify does and does well.

Yes, I would highly recommend this product to any size company. Whether you have less than 40 to over 1000 employees. It is cost effective and simple to use.

We are able to track spending which created awareness for our marketing and travel expenses to be more conscious when booking travel.

“I have used Certify many times over the past few years and have come to love it. It is very user friendly and keeps your history so to save time it automatically inputs your previous destinations as you type etc. You can keep a draft going so you can input once a day or weekly so that is a great feature. Not only is it easier than filling out old excel spreadsheets, it saves time by automatically e-mailing your direct supervisor for approval once it is submitted. I would recommend every company use this easy software for expense reporting.”

If you forget your password it takes a few steps to get a temporary one.

Every company should look into whether CERTIFY is a good fit for them. The employees will love it I guarantee it.

It solves the problem of using paperwork or excel spreadsheets to keep track of your business expenses and mileage. Much faster and more organized with CERTIFY.

Outstanding support, product is easy to use. Certify handles all the back end implementation. Their employees are very helpful.

Nothing yet. So far, we have not found any issues to complain about.

We researched several products. It was important to find a company with good support, that was located in the United States, easy to use, and cost effective. From the moment I spoke with Certify I was impressed. No heavy sales pitch, just an information filled call. The product sells itself.

We were in desperate need of an updated expense program. One that our travelling consultants could use easily, from anywhere. Whether you are tech savvy or not, this product is easy to use. It makes my job so much easier.

How quickly my reimbursements are processed.

Just the confusion of implementing and using a new tool in general. I don't even count this against this product specifically.. as it pertains to any new company-wide product "generally speaking".

Give it a try. I guarantee it will simply the whole process for you. The best advice i could possibly give anyone is as simple as that.. Just try it and see. You won't ever want to go back to using anything else once you do.

Eliminating the constant emailing of spreadsheets to Managers and HR in order to track expenses, request approvals, and having to save them all on my laptop. Additionally, this basically allows you save and store receipts as well.

Our company started using Certify about a year or so ago and I love how simple and user friendly the process is! You just pick your date, use your code of what it was for (mileage, cell phone reimbursement, etc.) and save your information. I love being able to just send a picture of a receipt directly from my phone and not having to bother with scanning them in every time.

There is nothing to not like about this product. You just choose what you need reimbursement for and submit! Only additional information would be to add a receipt if you have one and that's just as simple!

I would definitely recommend using Certify!

Using the certify process just minimizes errors on your expense reports. Everything is there to be filled in and it eliminates all the paper trails. Just submit electronically and your manager will receive an email informing him/her that an expense report is ready to review!

The system just works well with very little need for IT support. Our users caught on quickly and are able to access the 24/5 support when they have questions. There have been no real issues for us since we switched.

The only thing that I can think of is that it took a littile bit of time for me to figure out how to set up the approval flows.

I would highly recommend Certify to anyone looking for an online expense reimbursment service.

We had may major headaches with our previous provider TriNet Expense and were looking for a better solution that was fairly priced with great support. We found that with Certify.

Certify saved time for our staff, managers, and accountants. It is so EASY to use and set up it makes every step of implementing to using the product easy.

I need more information on updates, when they happen and what has changed.

I recommend using Certify in leu of traditional paper reports or even competition like Expensify because the customer service is Quality! Every step of the way I feel supported and I am always offered continued education to better be able to use the tools. It makes my sales team happy when using it, and my mangers happy they don't have to spend a lot of timing reviewing it because it is so easily formatted. As the admin and accountant role, I have lots of data to pull reports and visibility to accessing and supporting whole team. It has great improve all aspects of expenses for us.

We saved our staff from losing expense receipts, and saved time at all levels of processing credit card expenses and reimbursements. I also love knowing there are always digital copies and I don't have to print all the documents to save resources because environmental conscientiousness is very valuable to my companys mission.

Taking pictures of the receipt when the transaction takes place and not having to save printed receipts. I can take a picture right at the time of the transaction and not have to worry about keeping track of my receipts.

Some receipts are printed too light and I need to make corrections to the autofill. There really is not anything to dislike about this product. At least not for the features I utilize.

Program is straight forward to use.

This saves time for the employee submitting the expense, the manager approving the expense and the accounts payable department for handling. Since it is so easy to use, you can take pictures of the receipt at the time of the transaction and you no more have to keep track of paper receipts and/or worry about not being able to find a receipt for reimbursement.

Certify lets you have an easy and quick reports on traveling. You can build it with new infos in no time during the travel.

I can't find really anything that is not so good at moment with the service. There was a time when you have problems with autofillng infos. But now everything is back to normal.

It's easier than usign and Excel spreadsheet and even fastest. Just try it if you get the change. You will be happy for this.

Now I do not have to travel with the idea that I've to store and collect and do not loose anything from my travel. Now I feel myself free and weel organized.

I like the accuracy. I like the expense turn around time. I like that it allows me to deal with less paperwork less filing and less follow up requirements. I like the idea that i get individual e mails for every step of the process from submittal to acceptance and to final processing. I Like the convenience of having the ability to capture an expense reciept at the time of purchase and fill in the particulars and details right then.

Not being able to have certain fields " set able" could make a great app Fantastic. If There were 3-4 fields that could be settable in setings it would lessen expense filing even further.

It woud be very helpful if i could set my branch and cost center and not have to enter it for each expense.

Automation via the phone app allows less time to be re imbursed, less paperwork to handle and more accurate accounting of expenses that sometime fall through the cracks. I copy my expense reciepts as they are incurred and it is very simple to draft and submit an expense report. I can also fill in details and monitor an area where i"m incurring expense and match to areas where i'm making sales. It also allows me to detail the proper branch and cost center where the expense belongs as it is happening. a perfect example is where i had 2 customers from 2 different branches and broke up those expenses accordingly.

I like how quickly the reports are finished and the way Certify can screen for possible errors and duplicates.

I dislike how some of the formatting shows up. For example, it takes a long time to find a particular charge. I would like it more if the vendors were listed along side the category.

Definitely take the tutorial! It made the process much more clear to me and highlighted features I hadn't yet discovered.

The main benefit for me is productivity: the reports are finished quickly and reimbursement happens in a matter of days.

I love that my business credit card is linked to Certify so that every time a charge hits my credit card, an expense is generated in my expense report section. This makes it easy to ensure that I don't forget any expenses in my report. I also love how easy it is to send and attach receipts.

I have had trouble getting the automated expense reports to happen. I still have to go in every month to create my expense reports.

It has been a great software upgrade for our team. We have loved using it. It helps us streamline our expense processing in ways we never thought possible before.

We signed up because we were tired of having employees submit incomplete expense reports late. Certify has helped us track and turn in receipts more accurately and on time than ever before.

I like that I can start an expense report at the beginning of the month and add to it when I have expenses. This helps me from having to keep records. I also like the mobile feature. It is so easy to upload receipts. I have not found anything I do not like about Certify...it is SO much easier than paper expense reports!

I truly do not dislike anything about Certify. It is so much easier than using and submitting paper expense reports!

User friendly and convenient!

Record keeping. Keeping mileage or going to another website to calculate mileage from one location to another! I have realized not losing reimbursements due to losing receipts or forgetting to submit an expense report. I can submit a report weekly, bi-weekly or monthly. That is SO convenient for me!

Process is straight forward and immediate, no worrying about lost receipts if photos are taken as they happen and loaded as you go.

Sometimes longer reimbursement times due to direct deposit process. Banks tend to hold up to 10 days while certify indicates payment has been sent.

Definitely make use of the mobile app, it is what really makes the program beneficial.

The approval process is significantly faster, can be accomplished even when people are not in town. The mobility of the app for not just the user but the management approval process is excellent.

Certify is user friendly and saves hundreds of hours in expense reporting. Is very easy and is efficient, all employees now focus on other items besides having to deal with hard copy - expenses and have become more organized with this simple program. On the accounting side, this program provides tons of reports in detail for all AP related reporting and is less time consuming.

Up to this moment, there is nothing that I dislike about the program.

Don't hesitate on switching over, your employees will thank you!

Went from paper expenses to electronic filing. More organization, more efficiency, less time dealing with expenses and tons of paperwork.

I really enjoy the ease of use when it comes to entering receipts and expenses. Taking a picture from within the app and having it auto-populate information is a huge time saver.

I wish I could upload from within the app itself. I am only able to upload a saved file when I am using the online access from my desktop.

Certify makes expense reporting easier for me, my manager, and my AP department. It simplifies the review process and makes communicating status automatic.

Compiling entries into expense reports is easy. Having a mobile option to enter information is super useful and really the only way I use it.. Autofill with receipts is convenient. The "save and add segment" button is awesome because it helps you to enter multiple legs of travel quickly.

1. Sometimes when a sync fails it creates duplicate entries that I have to manually delete.

2. There isn't an option for you to save and add another leg of a trip unless you start from work which is really annoying because I regularly start from home on travel that is not round trip.

Use with a stable connection so your items sync properly. Enter receipts as you get them instead of waiting until the end of the month.

It helps to track mileage and expenses which is useful and it generally easy to navigate.

Certify should consider implementing a notification to complete a mileage entry when you've started or finished a trip. Also, please move the "save and add segment" to the travel from home option as well.

Certify is the kind of software every company should have. It's useful and very easy to use. To have all your expenses organized just in very single steps is an advantage. I like the possibility that I can prepare my expenses report in a professional way.

Until now I have nothing to complain about this software. I have used it in my expenses reports, in my travel as well. Nothing negative for a while.

I suggested to my other previous companies about this software, to safe time and money.

I am having all my expenses information very well organized, something that I had to do by myself in Excel spreadsheets. Now I have everything with maps included. I like the way we can report the expenses using credit cards.

its the easiest expense software ive used. everything is filled in super quickly and its very intuitive. the mobile act is amazing and you dont even need to do anything online. it fills in everything very quickly...i dont even have to think about it which is exaclty what i want when i am on the road and i just want to get reimbursed quickly

there really isnt anything i dont like. the app loads super quickly and never crashes. my boss likes it when we use it so it works for me

definitely give it a try. i think it definitely works

submitting my expenses are 100 times easier. i just snap a picture of the receipt right when i get it.

Certify makes my life so much easier when it comes to being reimbursed for the travel I encounter, due to my job. I can just take a picture of my receipts, submit them through the app, and in no time I receive reimbursement for for expenses. Even when I’m in the middle of nowhere, I can store the image of the receipt in the app, and submit once I have internet connection.

I find the app to be a little laggy at times when uploading, regardless of my connection. I sometimes have to resubmit a time or two before it processes.

Before I used to lose receipts before I could submit them to accounting. Now, I just take a picture once I receive my receipt. I don’t have a purse full of paper anymore.

Their system is extremely intuitive. I upload my receipts via my phone or forward email receipts to certify and it auto-populates all the required information. I take a picture, press 'autofill' and everything shows up exactly how I want it, with little hiccup. It's extremely quick to use. My expenses have taken me several hours beforehand at my other job while using certify, my expenses take me 10 minutes and it's sent out for approval. Once my expenses are approved, payment is within 3 days and I have seen the transfer to my bank before those 3 days are up too.

There is not very much that I don't like. Certify operates pretty efficiently. Some of the minor issues only come up infrequently. An example would be that some of our categories don't fully apply to a given situation, but this is most likely due to the fact that we haven't made the category instead of it being a certify issue.

I can't think of anything. As the user on the front end, I have no recommendations. Possibly more categories to fill in for each expense. I'm not sure if certify is the one who supplies the names or if it's our company. I recommend this product from my personal usage simply because it does everything I need it to very simply without hassle

What we resolve is the time taken in filling out tons of forms, amassing piles of paper receipts into my wallet, and organizing all the expenses for reconciliation. On the back-end, accounting benefit from having an organized and intuitive system to streamline this process (I imagine)

I like how intuitive the process is in Certify to complete my expense report. The approval process flow with updates also makes it easy to track the progress of my expense report.

I seem to be unable to see my expense reports after I submit them. I often want to see last months to copy some expenses over but I just end up making a brand new one from scratch. I might be missing a feature though.

I am solving the problem of me getting reimbursed for my work related expenses. The benefits realized are the dollars in my pocket. Certify helps me keep track of every expense to make sure I am not getting short changed.

I love the app, it is very user friendly and allows me to finish my reports in minutes. Before that it used to take me forever to submit an expense report.

Your receipts pictures stay in the app even after you "Sync" them with your account and your expense report has been approved.

I can take a picture of my meal's receipts right at the table and it doesn't matter if I loose them after that.

I like that Certify automatically handles importing transactions made on my corporate expense card. I can take pictures of my receipts and upload them through the Certify app. Another method, useful for multi-page receipts (like for airfare/car/hotel receipts that are 1 or more pages) is to email them to data@certify.com..

I would love to see Certify do a better job of matching transactions/entries to submitted receipts. Currently you have to edit each entry to attach a receipt. Sometimes the interface is very slow. Updating the Android app to make it easier would also be a big improvement.

User experience is very good.

This system helps to automate the process of submitting, reviewing, and approving expense reports and receipts. It has allowed our company to offshore the review process, which has reduced the amount of time it takes to get the expenses reimbursed. It has removed the need for me to hold onto a pile of paperwork and reconcile transactions manually.

My favorite function of Certify is that there is multiple methods to adding receipts to your wallet on the site.

I like the option to add travel policies on Certify, it would be nice to have a travel budget integration for our staff to see how much they are allowed to spend for meals and miscellaneous expenses. It would be great to see this in the form of a mobile notification each day of their trip.

Certify speeds up the expense approval process for our organization. With all of our invoices and receipts loaded to the site my manager can see the company's expenses in real time. Certify has also decreased the number of receipts lost especially, during travel with the convenience of the mobile app our staff can capture receipts while they are at a restaurant.

I like that certify has an email that will automatically compile your expenses for a report.

I don't like that the email does not recognize multiple receipts on one email. Also, I think the approval process is stupid as I have to approve an expense and then submit it for reimbursement to an employee. If I approved it, it should automatically pay out.

The service is basic and has a decent user interface. Not good for handling multiple expenses at one time. Need to enter each one separately.

Solving the issue of having receipts all over. The system is for tracking and approving expenses for staff or myself that we pay out of pocket and then need to be reimbursed for.

The mobile app is good for capturing expenses on the fly. The website is simple and easy to use. It's saved me loads of time as we used to use Excel spreadsheets for all expenses. As it's cloud-based, it can accessed anywhere and by any device.

The mobile app could do with a bit of modernisation but it still does the job.

Simply, scalable, cloud-based expense system to replace emailing spreadsheets.

This program is very simple and convenient to use. It has cut the amount of time I used to spend completing expense reports by 10 fold. I really like the fact that receipts and expenses "marry" automatically in the system.

I find itemizing challenging - removing expenses from one receipt and categorizing them for another expense type.

This is a no brainer.

Time management. I have more time for other sales driving activities.

The mobile app allows me to take a snapshot of the receipt in real time, this way I don't run the risk of losing/misplacing my receipts. Another feature I enjoy is the credit card integration where it will link a previously uploaded receipt in my Wallet to the credit card charge.

I have used Certify for a little over a year now and have yet to find a dislike. I love it!

If you haven't already, you need to get Certify. It is an excellent product that is so easy to use. You can't go wrong.

Ability to include additional comments including a detailed description of the expense before submitting.

Certyify is extremely easy to use and pick up quickly. I started using Certify in August and took me less than a day to master. The ability to export as a PDF and/or excel file is very useful.

The program could do a better job of of alerting when there is a duplicate expense or when something has been expensed before in a past report.

Doing a crazy number of expenses each month is streamlined with this very basic program.

Easy to use. Our field team use Certify's mobile app daily. Creating an expense report is easy and quick. The reports available give an accounting of expenses through multiple parameters and can be downloaded to either excel or PDF files. Great for month end accruals.

Certify's travel agent doesn't always have the best flight schedules or pricing. Booking event flights is not as accurate as it should be. We have had errors in scheduling and were charged assistance fees to correct their mistake.

Certify is an easy to implement and use T&E platform. I recommend new comers to speak with Certify about their reporting needs.

No paper receipts! Reports and receipts are stored electronically and are easy to retrieve Our administrator can solve most issues in house. Expense reporting is on a schedule making reimbursement quicker. The upload to our accounting system makes month closing easier and more accurate. .

Easy to upload receipts. I take a photo of my receipt with my cell phone and email it in. It also has other ways to submit but this works for me.

not really anything. The system is user friendly. If you click on things you can generally figure it out.

User friendly. I use mostly the desktop version. But I send in my receipts from pictures on my cell phone. Once I email in the photo, it automatically syncs when I choose to sync the receipts with the charges. Really easy to use!.

people get paid quickly and are able to see what stage their expense report is in without having to call and ask.

I love how easy the platform is, as well as the simplicity of it. It is nice because there are several platforms I can use, other than just desktop. I can utilize mobile as well as in an app. Additionally, I have the capability to upload a pic on the app, email it or manually upload on the desktop.

It was hard to understand at first, and all tutorials are video. I would appreciate if it was able to have written directions. My first 3 reports took forever to figure out how to sync receipts and expenses together. Once I learned, it was a breeze!

SUPER EASY TO USE, QUICK AND SIMPLE

This makes the reporting and expense system within the company extremely easy. Filters all reports to one person to process with ease

The well defined process which easily follow. Batch uploading the receipts is superb. Choosing the right receipt and then describe the expenses are very easy. Also easy to add the additional charges for every single item like extra currency conversion fee etc. All makes it a great tool in the daily operation especially the expense management.

If you forgot the receipt uploading initially and you already have started expensing the items, you have to go back to my wallet to upload the receipt by having to interrupt the expense claiming. This can be done better by allowing to upload the receipts in parallel with expense description.

It's a great tool to manage the expenses for both personal and business purpose. It's well defined processes and state-of-art design will give everyone a superb experience when they will get away from the suffering experience of expense claiming in the past ...

I used this tool to claim all my business expenses and it went pretty well. The process goes fast and the claim can be done in one business day.

Certify is very easy to use. After going through one trial of the software, it was pretty self explanatory after that. My favorite feature is the ability to send receipts from your email (that is connected to certify) to the date certify email and by sending it there, the receipt will automatically show up in "your wallet." Another feature that I like is the ability of the product to automatically input receipt amounts. For the most part, it is correct, with an occasional mistake here and there, but nonetheless it is a great feature making the product easy to use. Another interesting feature is the ability to rate places that you have attended such as restaurants, etc.

At times, when the approval process is happening and there are more than two or three individuals that must approve it, the user receives email updates in regards to the process. Although it is convenient and helpful to know, at times it is just to many emails.

Very easy to use!

Organization of reimbursements and allowing the process to be easy is being solved. Benefits include how easy it is to use an online website for reimbursements, making the process for multiple teams in a business, easy.

This is the first company I've worked at where an online expense report program was used. I must say it makes things much simpler. The organization, the ability to copy and paste recurring expenses, the ability to check on a completed report status, all make compiling expenses and submitting reports that much easier.

The inability to delete an imported expense. I realize there are likely security reasons for it, but if it's an incorrect expense, I want to be able to fix it.

The benefits are being able to use a streamlined expense program to submit reports for myself, a manager and two directors. There are two different departments that I work for, and it helps that I can use the same program to submit reports by changing accounts, changing users for which I am delegated, and being able to copy repeat expenses (e.g. mileage for recurring meetings) as needed.

How easy it is to use. I did not find it difficult. I have noticed that this product is very user friendly. Even though I have not used every single feature I am still learning the software I try and look at each option to see what their is to know about this product.

Nothing that I don't like about it. Everything seems really user friendly. Since I have rarely had a chance to use all of the software I haven't had a chance to fully know how well and unwell this product really is. so far its amazing.

I would recommend having to up date the snapshot of recipes to copy all information in the system.

Just trying to make sure I keep track of all the receipts and miles I use while on business trips or training. There fore this is a great product to use to make sure that everything I need is organized.

I'm the assistant controller and Certify System Administrator. We are coming from Excel w/pdf receipts. Overall the system is a huge improvement over our former process at a reasonable price point.

I like the approval workflow and reports.

I like the mobile app for capturing receipt images. I like that I can access other users accounts to help them trouble shoot issues they experience.

Certify does not integrate with Intacct accounting software.

Entering expense reports can be frustrating, until you get the hang of it.

We can't split a user's expense data into 2 (or more) departments.

The Optical Character recognition could be better.

I wish I could default every expense to reimbursable or remove that toggle (when I use auto fill on the mobile app It switches to Non reimbursable which is very annoying).

I can't edit receipts or expenses in the wallet, they have to be included in a report before I can edit them.

Every two weeks is not an option for a default reimbursement schedule.

Make sure it integrates with your General Ledger. Or make sure you are OK with downloading a report to get the data out.

Certify has given us more visibility into expenses. It provides automated flagging for out of policy, stale or potential duplicate expenses. It allows us to hold the approves more accountable and provide corrective actions that is visible to the approve and user for future reference.

The app is very easy to use and takes much less time to process than our old ways of completing our expense reports.

I think it might be beneficial to have more instruction within the app that tells you what your next steps are. Scanning receipts and entering in the data is easy but after you do that you're not really sure what to do and how to process it. I think if there is a possibly a pop up notification or something where after you add your receipts, you are prompted to continue on. Perhaps say, "Are you ready to submit your expense report?".

This is a great product and really easy for users to add receipts and submit expense reports in a very timely and efficient manner.

We used to use spreadsheets to enter in all of our expenses. We needed to save all of the receipts and follow all of the steps listed to make sure we were listing everything out accurately before we could submit it and wait a few weeks for our money to be paid back. It took a lot of effort even for the smallest of expenses. This program makes everything so much easier and you can work on it right away instead of waiting until you're all done and then entering all of your items.

Intuitive and simple to use. Fast uploading and quick camera. Also, the categories for each is well rounded and offers a lot of options. The opportunity to ask each employee a question and provide the edit box help enormously and facilitate a quick response and edit.

Sometimes the interface goes off center and I need to restart. Might be a function of the iPhone app. The auto read doesn't really work for general expense receipts; use more time correcting than entering manually. There is a redundancy in the dates as you input the first time and it again asks you before submitting.

At this point I quite like the format and ease of use.

Easy to check each receipt and validate each expense quickly. Again, the application is fast, clear and easily editable. Providing feedback and asking questions to employees is easy. Other benefits include the mobile application and access to ok expenses anywhere, anytime.

Mobile app is easy to upload documents quickly. It also helps get approvals faster which helps the user get reimbursed sooner than later.

The chain can hold things up. Someone higher should be able to override if needed. I also feel that the approval process shouldn't consist of as many people, however, that could be due to the company and not so much an issue with certify.

I recommend that new users explore using mobile app. This is very useful when you are traveling and you do not need to keep track of all of your receipts since you can upload pictures of your receipt while out and about with no need to keep all your receipts, or worry about loosing them.

I don't like when it takes weeks to get an approval. I feel that it should be able to have an expense approved within the same week, not in one to two months.

I love how easy it is to use certify. I can capture my receipts on the go with the iPhone app and fill in the details later when I have time.

Not much to dislike. Expenses can be time-consuming, but’s Certify makes it a breeze.

Scanning my receipts into one easy to work with application. Our company can customize the application to our business needs (expense types and categories)

I like that Certify is easy to use and I can take pictures of mt receipts on my mobile device right away.

Sometimes I get a little confused going back and forth online from my receipts to my wallet. And I can't add an expense until it generates my automatic report.

Instead of pasting, copying and scanning all of our receipts, we can now take a picture in the app. The receipt is now in the software, no need to hang on to a paper receipt.

The application is excellent when it comes to keeping track of your travel expenses. the best thing is that I can access them from any device with internet access. and the best thing is that the information is saved in the cloud

It is a bit complicated and cumbersome to use, it takes a long time to assemble invoices. but it's a good way to keep a safe record of your cats on a trip, and most importantly everything is saved in the cloud, so yes, it's worth all those clicks that I must do to upload the cats of a trip.

The application has many details to correct, but in my opinion it has great potential, its easy access storage from any mobile device with internet access makes it unique. We must always try new applications, this is undoubtedly one of those

I have generated more work when using the application, but the backup I have of the information and the easy access, compensates for everything cumbersome, sometimes I go to the same travel site and do not remember how much I spend on a certain product, but now with this application I can access all that information.

for now I am using the test method to see what future the application has.

I love the MapIt! feature to determine mileage reimbursement. I'm often required to drive to the home office and inputting a starting and ending address is wonderful.

I also really like the mobile app.

Sometime emails that I've sent to receipts@certify.com don't appear in my wallet.

I wish I could upload two receipts with one expense. For example, the itemized food bill plus the receipt (with Tip) or a hotel bill with an itemized dinner bill charged to the room.

When uploading receipts, don't accidentally create a second expense. The wallet will do that for you. Also, get the mobile app. It saves time when dining out.

Easy expense reporting. I'm an end user, so I don't know the true ROI.

From a customer standpoint, it is relatively easy to submit a claim. Since that is mostly all the average employee will ever perform it does its core function very well.

I think that the system can be a little difficult to navigate for things that lay outside the realm of just simply submitting an expense. This can be challenging for employees when they need to check on a claim, although it isn't impossible for them to manage... it can be difficult for some.

I would see a demo for the accounting teams that are going to be utilizing this the most. How the system will work for you and what other systems you currently have. It is definitely a case by case situation if it is a fit for your organization.

Automating the expense reporting is the largest thing achieved by this system. There is no paper, and the employee can do it on their own time at their own pace.

The app which allows my to take pictures of receipts is by far the greatest asset to Certify. It allows me to take pictures of receipts and then discard the receipts rather than carry or lose them for the duration of a business trip.

The sync function should be automatic when uploading. I worry that one of the receipt pictures will get lost before I get a chance to sync the receipt.

Try it and you'll see how much better it is than manual expense reporting. It also has integration with your credit card, Lyft, and Uber.

Delayed expense reporting. Certify allows for quick generation of expense reports.

The ability to upload receipt as soon as I receive them. This prevents my travelers from losing receipts and from submitting receipts that have been in their pockets or wallets and have become unreadable.

It would be better if receipts were to sinc upon upload.

Think about how many expense reports you will actually need to file on a monthly basis. Make sure that you purchase the correct plan for you business.

Fluid and on time expense submissions. Before we purchased Certify, my travelers would wait sometimes months before submitting expense reports. This prevented me from accurately gauging monthly operating costs.

Certify's recently refreshed interface was a welcome upgrade. They're support staff is always willing to field recommendations and implements them speedily. Great for remote work and approvals.

I would have said the creaky interface, but their recent update really took care of that problem. Better integration with our ERP system (Microsoft Dynamics NAV) would help.

Certify simplifies the creation of expense reports for our staff by providing paperless handling of receipts, by automatically scanning and entering receipt information from mobile phone photos, and by auto-generating weekly expense reports. It also reduces approval time with automatic approval of expense reports that are within travel policy limits.

Certify made expense tracking very easy for offsite medical trips/care and for tracking of expenses at conferences etc. It also allowed us to stay compliant with regulations, etc. We utilized this through our Salesforce integration which made it able to speak with our contact information.

We utilized the mobile version while on the run that allows us to use mobile devices to upload/update expense information - there were some glitches with this version and low performance, etc. - unless connected to wifi.

Certify offers a mobile component which is good to use for people that are always on the run - which is most people who are trying to use expense reporting. From my understanding, there are many integrations that Certify works with - we personally used the Salesforce integration which allowed us to track expenses via contact and business name.

Expense tracking and reporting.

It's easy to use. We use it for reimbursement.

It's a little tough to navigate. Sometimes I can't find my receipts.

It is a simple one stop app. The mobile app helps keep track of your receipts with ease.

We are able to skip a manual process, by using it as a go to tracker for reimbursement.

That I only have to use this sparingly - once a month I spend an agonizing hour or two trying to get through an expense report but thankfully it's only once a month.

Everything - the app crashes constantly and Support is incredibly unhelpful. In my case they claimed never to have heard about the issue I was having despite another review on the Apple App Store lodging an identical complaint. Compared to other business process, productivity and expense apps the interface is not intuitive and the workflows are clunky. Even the process of approving an expense report is inefficient and requires multiple steps even for the simplest (1 receipt) expenses from my team.

Allow your team to participate in a trial of the software and compare it to others. Our field sales team is irate that this was chosen without their input and with good reason.

This app SHOULD make paperless expense reporting possible, as well as efficient and less time consuming than paper receipt aggregation and manual expense report creation. But unfortunately a very poorly executed app, badly designed workflows, and uninformed, unhelpful Support ruin every aspect of the experience and sap any iota of productivity out of using Certify.

The ease of use and the ability to take a picture of a receipt on the road instead of sitting on a pile of receipts

I have had no major issue with the software

You should definitely try it out it works well

It makes tracking on expenses easy to handle and has worked very well for reporting of expenses

This program has been a dream to use!

So easy to figure out and the app is a great addition as well.

I LOVE that you can email receipts directly to the program. Genius!

Nothing that I can think of. It’s very well-organized.

It makes it very easy to submit expense reports. Saves lots of time and the extra steps that other programs require.

Certify's interface and app is user friendly and easy to use. Their support has been great and is quick to supply us with an answer to any issues. The implementation process was also very easy and straightforward.

Our sales and implementation team really like the ability to make expense reports as they travel instead of waiting to complete when they are back in the office.

At this point there is nothing that I dislike about Certify.

Using Certify has streamlined the process on how we submit expense reports. Before Certify expense reports were submitted using Excel with paper receipts. There were days it would take hours to approve the expenses and write the checks. But now with using Certify and integrating it with QuickBooks has improved the approval process and check writing.

I really enjoy that the Certify website is super user friendly and that I can track the progress of my expense processing.

The mobile version of the website (not the app-I haven;t used that) is not as user friendly as the full version.

Multiple authorized people at my agency can approve or edit the report before it is processed. I can send one expense report and have multiple programs approve the report for their specific expenses.

I really like how intuitive it is. The app has made expense building so much easier!

There is a discconect between the online website and applicaion. I usually end up having to use the web client to build it

Our expense reporte are all created in the same format which makes financial reporting a breeze.

I love the numerous ways an employee can upload receipts. I also love that all help desk employees are based in the US.

I have found challenges when I need to make significant changes to all employee accounts.

Prior to bringing on Certify all employees had to submit receipts manually and enter data into an excel spreadsheet. Some employees were losing their receipts and the process was manual, tedious, inefficient and incomplete.

We now have complete records and people are focused on what they are paid to do instead of wasting their time.

The ease of use and multiple ways to upload receipts.

That it is difficult, perhaps not possible, to edit a request once it has been submitted. A new request has to be entered.

Easy to use, difficult to change a submitted request.

It allows for tracking company expenses used by staff.

I like being able to enter receipts as you receive them using my iPhone. Makes it a little harder to lose one.

The auto fill feature still needs some work.

Makes it much easier for field personnel to use.

It does save time filling out expense reports. You can enter a receipt with the time, day, and explanation, and it will populate your expense account accordingly.

The ease of sending receipts and speed at which they're included makes the whole process go smoothly.

When entering travel mileage the system doesn't allow for travel between the same places on the same day without a "mark" saying it's incorrect. A simple question, "is this correct" would save everyone some time.

Certify is a fast, easy way to allow employees to input their expenses and upload their receipts saving time and effort for the expense process.

Saving time and effort in getting paid for expenses and travel.

The easy ability to transfer receipts from phone app to website

I wish the approval process were quicker

This program will help to easily track your travel expenses. I highly recommend it.

The ease in which a person can submit travel expenses. It is a useful tool to help track receipts and past mileage

Helpful staff, the software works as promised. We have been using it for six months now. The reporting features are very helpful.

when approving an expense report as the administrator, there are more steps than need be.

Have a good implementation plan

Organization, documantation and payments for travel & expenses for employees and contractors.

I believe the feature I liked best was the simplicity of the entire procedure. The way the request was tracked and updated immediately was of great help when my expense exceeded the maximum amount the company allotted, and I had to resubmit info that fell under the maximum dollar amount threshold.

There was nothing to dislike. The system works exactly as designed. Reimbursement requests are handled in as quick a manner as possible.

Very simple system for the employee to use.

Employee reimbursements are very easy to process using this program.

Certify's platform is very user friendly. I love how easy it is to use.

Support is right there to answer and assist me with any issue.

The sales and marketing team especially love that they no longer have to hold on to a receipt and bring it to the office. They are able to take a picture of the receipt on their phone and toss the receipt in the trash.

There isn't anything I dislike about Certify.

If you're looking for a software to help with expenses, time management, and overall ease of use, then Certify is it!

We have streamlined the way we turn in our expense reports to accounting. The time that it used to take to complete expense reports has dramatically decreased. It doesn't take half a day to get all the receipts together. It's been cut to about an hour to get all of it completed. This is great because now there is more time to work on what we do best.