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Certify

Composite Score

7.7 /10

CX Score

7.7 /10

33 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.

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

83 Likeliness to Recommend

1
Since last award

95 Plan to Renew

79 Satisfaction of Cost Relative to Value

1
Since last award

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Emotional Footprint Overview

Product scores listed below represent current data. This may be different from data contained in reports and awards, which express data as of their publication date.

+82 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?

4% Negative

5% Neutral

91% Positive

Pros

Respectful
Reliable
Trustworthy
Fair

Feature Ratings

Average 81

Expense Detail Tracking

Mobile App or Mobile Browser Support

Desktop Browser Support

Receipt Image Submission

Approval Workflow

Single Sign-On (SSO)

Multi Currency

Expense Policy Aware

Optical Character Recognition

Expense Itemization

Travel Profile

Vendor Capability Ratings

Average 79

Ease of Implementation

Business Value Created

Vendor Support

Ease of Data Integration

Usability and Intuitiveness

Breadth of Features

Quality of Features

Ease of IT Administration

Product Strategy and Rate of Improvement

Availability and Quality of Training

Ease of Customization

Certify Reviews

Thu Hang N.

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

Validated Review

Verified Reviewer

Submitted Sep 2023

Good product and friendly for users

Likeliness to Recommend

8 /10

What differentiates Certify from other similar products?

Certify has basic features for a small or medium business. With those functions, too management can easily oversee and approve expenses. Also, the annual fee is very affordable.

What is your favorite aspect of this product?

Easily sync to QuickBooks (company accounting software). Each transaction was recorded and classified into expense accounts as well as cost centers

What do you dislike most about this product?

Certify is a basic products so I don’t have any bad experiences so far. But if it has more features or updated versions, our Company would love to try it. Maybe difference features for difference industries

What recommendations would you give to someone considering this product?

Certify team is very supportive and the product price is very affordable

Pros

Reliable
Trustworthy
Unique Features
Effective Service

Hiba E.

Role: Human Resources
Industry: Finance
Involvement: End User of Application

Validated Review

Verified Reviewer

Submitted Sep 2023

Great Product, recommended

Likeliness to Recommend

10 /10

What differentiates Certify from other similar products?

Integrates multiple credit cards, multiple features, always having upgrades

What is your favorite aspect of this product?

Expenses can be sent back for edits, approval process

What do you dislike most about this product?

Easy to use with minimal training

What recommendations would you give to someone considering this product?

Lay out your process then replicate it with ease and things will flow properly

Pros

Helps Innovate
Continually Improving Product
Reliable
Performance Enhancing

Kranti P.

Role: Information Technology
Industry: Healthcare
Involvement: End User of Application

Validated Review

Verified Reviewer

Submitted Jun 2023

Good for travel and expense management

Likeliness to Recommend

9 /10

What differentiates Certify from other similar products?

Not used any product in - office before. Have been a consistent user of splitwise. So for office use, certify is good as it inclused all basic features required.

What is your favorite aspect of this product?

Ofcourse the reporting part is best. You can analyze expense report information in many ways. Also you can upload the receipt photo and you don't need to add bills manually. That sounds cool.

What do you dislike most about this product?

UI is pretty basic. Does not include graphics. No user level customization available. No training video on how to use the application. User has to do trial and error.

What recommendations would you give to someone considering this product?

Good for office related expense tracking. For daily use, we have better apps available like splitwise.

Pros

Helps Innovate
Reliable
Performance Enhancing
Trustworthy

Latest Research

Certify

What is Certify?

Company Details

Need Assistance?

Awards & Recognition

Certify Ratings

83 Likeliness to Recommend

1 Since last award

95 Plan to Renew

79 Satisfaction of Cost Relative to Value

1 Since last award

Emotional Footprint Overview

+82 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.

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.

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

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

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.

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

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.

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.

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.

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

Thu Hang N.

Good product and friendly for users

Likeliness to Recommend

Pros

Hiba E.

Great Product, recommended

Likeliness to Recommend

Pros

Kranti P.

Good for travel and expense management

Likeliness to Recommend

Pros

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Title

1
Since last award

1
Since last award

Feature Ratings

Expense Detail Tracking

Mobile App or Mobile Browser Support

Desktop Browser Support

Receipt Image Submission

Approval Workflow

Single Sign-On (SSO)

Multi Currency

Expense Policy Aware

Optical Character Recognition

Expense Itemization

Travel Profile

Vendor Capability Ratings

Ease of Implementation

Business Value Created

Vendor Support

Ease of Data Integration

Usability and Intuitiveness

Breadth of Features

Quality of Features

Ease of IT Administration

Product Strategy and Rate of Improvement

Availability and Quality of Training

Ease of Customization

Quickbooks Expense Tracking