Who Uses Certify Travel & Expense?

Organizations from 50 to 50,000 count on Certify to deliver best-in-class travel and expense management solutions with award-winning customer support and user experience.

What Is Certify Travel & Expense?

Empower employees with a suite of cutting-edge, fully-integrated spend management software solutions. Automate manual tasks, get deep and immediate visibility, and better control spend across your organization. Save time and moneyand free up your finance team to focus on more strategic work.

With Certify, you dont just get powerfully integrated travel, expense, and invoice management software. You also gain a level of personalized support that is the best in the industry.

Certify Travel & Expense Details

Certify

http://www.certify.com/

Founded 2008

Certify Travel & Expense Pricing Overview

Certify Travel & Expense does not have a free version but does offer a free trial. See additional pricing details for Certify Travel & Expense below.

Free Version

No

Free Trial

Deployment

Cloud, SaaS, Web

Mobile - iOS Native

Mobile - Android Native

Training

In Person

Live Online

Webinars

Documentation

Support

24/7 (Live Rep)

Business Hours

Online

Certify Travel & Expense Features

Expense Report Software
Approval Process Control
Multi-Currency
Receipt Management
Reimbursement Management
Spend Control
Time & Expense Tracking
Workflow Management

Certify Travel & Expense Reviews

Showing 5 of 1,196 reviews

Overall
4.7/5
Ease of Use
4.6/5
Customer Service
4.7/5
Features
4.6/5
Value for Money
4.6/5
Heather D.
Claims Specialist
Used the Software for: 2+ years
  • Overall Rating
    5/5
  • Ease of Use
    5/5
  • Features & Functionality
    5/5
  • Customer Support
    Unrated
  • Value for Money
    5/5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 10/07/2018

"This software is like an "EASY" button for life!"

Comments: The ability to keep track of every mileage reimbursement that I had ever had!

Pros: When traveling as much as I used to for work, Certify gave me the ability to not only keep track of where I went, but the notes feature allowed me to keep track of why I was going there.
I actually had an error occur at work which caused me to have to go back 3 YEARS and give the accounting department a list of every time I drove to headquarters. Being able to go back into Certify to find specific times/dates/mileage/etc. helped me prove that I was actually owed a few hundred dollars! It was no fault of my company or myself, just one of those oversights that could have been missed by anyone. But had I not had Certify and it's ability to keep track of EVERYTHING, I never would have been able to prove the error had occurred!

Cons: Even though I used the app on my phone for years, I still found myself getting confused when it came to determining whether I needed to create an "expense" or a "receipt" - I think there should/could be an easier way to label these two options so that it identifies more with what each one actually means. While it may look as though it should be self-explanatory, there were times when I would just forget.

  • Reviewer Source 
  • Reviewed on 10/07/2018
Jessica S.
Mental Health Counselor
Mental Health Care, 1,001-5,000 Employees
Used the Software for: 2+ years
  • Overall Rating
    5/5
  • Ease of Use
    5/5
  • Features & Functionality
    5/5
  • Customer Support
    5/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 11/03/2020

"Certify Review"

Comments: With Certify, I am able to ensure that I am getting reimbursed for money that I spend at work both directly and indirectly including gas, mileage, school supplies, food for meetings, and more! Thank you certify for ensuring that I am getting paid for the things I pay for!

Pros: I enjoy how easy the software is to use! I can use Certify with any expenses that I have including receipts from meetings, receipts from purchasing classroom supplies for students, gas receipts, and more. I can even upload receipts from my phone and transfer them to certify in a very simple process which makes my expense reporting stress free! As I mostly use the software for mileage, I enjoy that I can easily input my regular travel and have it deducted automatically while also having the option to "map it" and "round trip" my route in order to have an accurate account of my travel expenses. This software makes my overall expense reporting experience simple and easy!

Cons: At first I did not like how there were so many separate accounts for my work (timecard, notes, expense reporting etc.) However, with Certify, everything you need for expense reporting is in one place. Initially the action tabs can be a bit confusing and can maybe be modified. However, once you understand what they are for and how to use them they are very helpful. Other than that there is not much I would change about certify as it makes my experience so easy and stress free!

  • Reviewer Source 
  • Reviewed on 11/03/2020
Nicole C.
Office Coordinator
Real Estate, 51-200 Employees
Used the Software for: 6-12 months
  • Overall Rating
    4/5
  • Ease of Use
    5/5
  • Features & Functionality
    4/5
  • Customer Support
    Unrated
  • Value for Money
    Unrated
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 11/03/2020

"Certify Review"

Comments: The overall experience with Certify has been great, I am able to submit receipts easily and also I am able to help and assist managers when they need me to submit expenses for them when they aren't able to.

Pros: Our company is a fairly new company and when we 1st started out the company was using another software that was so complicated at times! Then they introduced us to the certify software and it was much easier to upload and track our expenses. You get to see the step by step process of approvals and you the software makes it so easy to edit and make corrections! Very simply software.

Cons: There was an issue one time when I submitted an expense for reimbursement and the expense was never paid because that was a glitch somewhere in the system where accounting did not process the expense that was submitted.

  • Reviewer Source 
  • Reviewed on 11/03/2020
Randy P.
  • Overall Rating
    1/5
  • Ease of Use
    1/5
  • Features & Functionality
    1/5
  • Customer Support
    3/5
  • Value for Money
    1/5
  • Likelihood to Recommend
    3/10
  • Reviewer Source 
  • Reviewed on 16/03/2017

"Could be good, but isnt"

Comments: Im going to make this kind of short.... I was lied to in the sales process, implementation dropped the ball continually. They have zero followup when you have an issue. My implementation coach and even the implementation manager I had to speak with never followed up with me. Oh did I mention they have an implementation fee they bring up just before you sign with them? Its not cheap. But they'll "discount" it. Due to being lied to during sales, I had to figure out how Certify worked instead of it just working for me. I had to re-enter my credit cards 3 times, and I had 15 credit cards. I had to call the bank to get individual logins for all my credit cards. I have 25 very unhappy users and one irate admin (me). The import into quickbooks did not go as promised as well. Due to all of this I now feel as if I know more about Certify than my salesman did when he sold me this crap. The app for the phone is pretty good, Android better than IOS I think. The Web application though is horrible, just horrible. The Layout is bad, you have to confirm simple things, but you can delete an expense with no more scrutiny. They have no way for you to recover deleted expenses. The have a Wallet and a Report, you cannot edit most fields in the wallet, you have to move expenses into a "draft report" then move them back into your wallet! Its about a 10 click process just to change the amount of a receipt or change a category- very important things, heres the procedure lol. 1) Check expense(s) in wallet
2) Click Add to report,
3) Chose whether you want a new or existing report.
4) Confirm that you want to do that.
5) Wait for the expenses to load(which can take a while if you have a lot)
6) click edit
7) Edit the expense, click save (I'll give them this one)
8) Click the icon to open a menu
9) Click Send to wallet.
So 9 steps. There is an alternate way but you get to chose from a little window and you cant select multiple. So why do I have to leave the wallet to edit an expense? Oh and if you have a lot of receipts they remove the "merge" option. This matches your receipts with your CC charges automatically! But you cant have more than 100 or 150 lines of charges/expenses, they cant decide on which number, but its between there. So why would you make my life harder if I have MORE expenses? I hope this saves you from some hassle, expenses are tricky, this is my second go around wasting dozens of hours.

Pros: App is good to use

Cons: They dont know their system entirely. they will sell you something just to sell you.
Their salesmen dont know the ins and outs.

  • Reviewer Source 
  • Reviewed on 16/03/2017
Jeff K.
Solutions Engineer
Security & Investigations, 5,001-10,000 Employees
Used the Software for: 2+ years
  • Overall Rating
    5/5
  • Ease of Use
    5/5
  • Features & Functionality
    5/5
  • Customer Support
    Unrated
  • Value for Money
    Unrated
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 11/03/2020

"Ditch the receipt"

Comments: Totally loved ease of use!

Pros: After snapping a picture of the receipt, the system auto populates the open fields

Cons: Sometimes the auto populate gives the wrong town or state but that's easily overcome to make corrections

  • Reviewer Source 
  • Reviewed on 11/03/2020