Certify Expense

Travel and expense report management software

4,7 /5 (1221 avaliações) Escreva uma avaliação!

Resumo do Certify Expense

O que é o Certify Expense?

Certify Expense effortlessly streamlines your operations through automation and superior customer service. Automatically create reports for employees, streamline approvals, and make reimbursement and reporting effortless for accountants. Certify is rated as a Leader in expense management by analyst firm, IDC, and is trusted by more than 4,000 organizations including Boot Barn, H&R Block, and Virgin Galactic, to streamline expense processing, purchasing and travel booking.

Resumo do Certify Expense

Preços

A partir de
US$ 8,00/mês

Opções de preços

Teste Grátis
Assinatura
Relação qualidade/preço

Certify Now! (1-25 employees) : $8 per user/month

Professional version (25-200 employees) : Monthly service fee

Enterprise version (200+ employees) : Annual fixed pricing

Contact Certify for more information on pricing.


Recursos do Certify Expense

Dispositivos
Porte da empresa
P M G
Mercados
Estados Unidos, Canadá, Reino Unido, Austrália, China e outros 5, Índia, Japão, Alemanha, Brasil, México
Idiomas
Alemão, Checo, Chinês (simplificado), Chinês (tradicional), Coreano e outros 20, Danês, Espanhol, Filandês, Francês, Holandês, Húngaro, Indonésio, Inglês, Italiano, Japonês, Norueguês, Polonês, Português, Russo, Sueco, Tailandês, Taiwanês, Turco, Ucraniano, Árabe

Mídias

Certify access all expense reports
Certify mobile apps
Certify receipt input
Certify receipt photo uploads
Certify auto-filled expense reports
Certify auto-filled expense reports
Captura de tela do Certify Expense: Certify access all expense reports Captura de tela do Certify Expense: Certify mobile apps Captura de tela do Certify Expense: Certify receipt input Captura de tela do Certify Expense: Certify receipt photo uploads Captura de tela do Certify Expense: Certify auto-filled expense reports Captura de tela do Certify Expense: Certify auto-filled expense reports

Certify Expense - Avaliações

Certify Expense - Avaliações

Classificação geral
4,7
/
5
Excelente
925

Muito bom
247

Regular
28

Ruim
7

Péssimo
14

Relação qualidade/preço
4,6
Recursos
4,6
Praticidade
4,6
Suporte ao cliente
4,7
96% dos usuários recomendam este app
Bobby S.

Very effective expense management tool.

I use Certify when traveling for work and also to get office expenses like internet and phone reimbursed.


Traduzir com Google
Nicole C.

Certify Review

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.


Traduzir com Google
Lindsey K.

The easiest expense system I have used

Overall one of the easiest platforms we've tried...and we've tried a lot!


Traduzir com Google
Randy P.

Could be good, but isnt

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.


Traduzir com Google
Steven B.

Great Expense Reporting Tool

This replaces the old excel expense report, copying of receipts and waiting weeks for approval, now it just does it quick and painless. Expenses go from being done monthly to weekly.


Traduzir com Google
Bobby S.
Setor: Alimentação e bebidas
Porte da empresa: 1.001-5.000 funcionários
Traduzido para o Português
Traduzido para o Português

Very effective expense management tool.

Usado Mensal durante Mais de dois anos
Avaliado em 27/06/2020
Fonte da avaliação: Capterra

I use Certify when traveling for work and also to get office expenses like internet and phone reimbursed.

Vantagens

Certify is a very effective expense management tool. It’s incredibly easy to use and allows me to get my expenses reimbursed very quickly.

Desvantagens

Nothing to dislike. Certify is intuitive and user friendly.

Detalhamento da qualificação

Praticidade

Probabilidade de recomendação: 10.0/10

Nicole C.
Setor: Imobiliárias
Porte da empresa: 51-200 funcionários
Traduzido para o Português
Traduzido para o Português

Certify Review

Usado Mensal durante 6 a 12 meses
Avaliado em 11/03/2020
Fonte da avaliação: Capterra

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.

Vantagens

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.

Desvantagens

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.

Detalhamento da qualificação

Praticidade

Probabilidade de recomendação: 10.0/10

Lindsey K.
Setor: Publicidade e marketing
Porte da empresa: 2-10 funcionários
Traduzido para o Português
Traduzido para o Português

The easiest expense system I have used

Usado Diariamente durante Mais de dois anos
Avaliado em 18/12/2020
Fonte da avaliação: Capterra

Overall one of the easiest platforms we've tried...and we've tried a lot!

Vantagens

Expenses are always tricky, and making sure people get them in on time and in the proper format for filing... but I've found that Certify, from the app to the optionality, has made it easiest for our teams to expense quickly and correctly.

Desvantagens

It does require ample employee training due to the complexity of billing but the platform makes the process as intuitive as possible for tracking time, processing expenses and generating client invoices.

Detalhamento da qualificação

Praticidade

Probabilidade de recomendação: 9.0/10

Randy P.
Traduzido para o Português
Traduzido para o Português

Could be good, but isnt

Avaliado em 16/03/2017
Fonte da avaliação: Capterra

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.

Vantagens

App is good to use

Desvantagens

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

Detalhamento da qualificação

Relação qualidade/preço
Praticidade
Suporte ao cliente

Probabilidade de recomendação: 3.0/10

Steven B.
Setor: Transporte rodoviário e ferroviário
Porte da empresa: 10.000+ funcionários
Traduzido para o Português
Traduzido para o Português

Great Expense Reporting Tool

Usado Mensal durante Mais de um ano
Avaliado em 22/09/2020
Fonte da avaliação: Capterra

This replaces the old excel expense report, copying of receipts and waiting weeks for approval, now it just does it quick and painless. Expenses go from being done monthly to weekly.

Vantagens

Ability to book travel through corporate polices with no out of pocket expenses incurred by the user. The app for the smart phone makes it so easy to take a picture of an expense receipt without having to keep track of, which is great when traveling. Customer service is superior for when you need to change travel they assist within minutes and keep you moving all with ease and updates.

Desvantagens

None it works great for my needs. Software is easy to use, great features, easy help topics and great customer services.

Detalhamento da qualificação

Praticidade
Suporte ao cliente

Probabilidade de recomendação: 10.0/10

Recomendação do usuário
9,2/10
Baseado em 1.221 usuários
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Preço do Certify Expense

Preço do Certify Expense

A partir de
US$ 8,00/mês
Teste Grátis
Assinatura
Relação qualidade/preço

Certify Now! (1-25 employees) : $8 per user/month

Professional version (25-200 employees) : Monthly service fee

Enterprise version (200+ employees) : Annual fixed pricing

Contact Certify for more information on pricing.

Certify Now! (1-25 employees) : $8 per user/month

Professional version (25-200 employees) : Monthly service fee

Enterprise version (200+ employees) : Annual fixed pricing

Contact Certify for more information on pricing.

Relação qualidade/preço
4,6/5
Baseado em 1.221 usuários
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Recursos do Certify Expense

Recursos do Certify Expense

API
Análise financeira
Cobrança e faturamento
Controle de despesas
Criação de relatórios personalizável
Dados em tempo real
Gerenciamento de faturas
Gestão da contabilidade
Gestão de conformidade
Gestão do fluxo de trabalho
Importação/exportação de dados
Integração da contabilidade
Integração de terceiros
Múltiplas moedas
Notificações automáticas
Pagamentos eletrônicos
Painel de atividades
Processamento de faturas
Registro de auditoria
Relatórios e estatística
Recursos
4,6/5
Baseado em 1.221 usuários
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Categorias

Mais informações sobre Certify Expense

Mais informações sobre Certify Expense

Principais recursos do Certify Expense

  • ACH payment processing
  • API
  • Account reconciliation
  • Accounting integration
  • Activity management
  • Administrative reporting
  • Approval process control
  • Auditing
  • Auto-generation of expense reports
  • Automated expense input
  • Automatic notifications
  • Billing & invoicing
  • Booking management
  • Categorization
  • Client-side receipt backup
  • Compliance management
  • Control of approval routing
  • Credit card integration
  • Currency conversion
  • Custom categories
  • Custom fields
  • Data import
  • Data import/export
  • Data synchronization
  • Duplicate detection
  • ERP integration
  • Electronic payments
  • Electronic submission
  • Expense claims
  • Expense tracking
  • GPS integration
  • Google Maps mileage calculator
  • HRMS integration
  • Insightful analytics and full reporting suite
  • Integrated travel booking
  • Invoice management
  • Invoice processing
  • Itinerary and flight tracking
  • Live agent support
  • Mobile receipt scan
  • Multi-country
  • Multi-currency
  • Multi-language
  • Multi-location
  • Multiple ERP integration
  • Multiple user roles
  • Offline access
  • PCI DSS compliance
  • Photo albums
  • QuickBooks integration
  • Ratings & reviews
  • Real time notifications
  • Receipt management
  • Reimbursement management
  • Reporting & statistics
  • Role management
  • Route management
  • SMS integration
  • Single sign on
  • Store receipts without internet connection
  • Tagging
  • Third party integration
  • Training Camp website
  • User reviews of local businesses
  • Workflow management

Vantagens

Eliminate tedious and error-prone manual data entry
Save time and help employees focus on the work that drives your business forward
Streamline reconciliation and reduce reimbursement times
Automatically enforce compliance with built-in policy controls
Gain company-wide visibility into spend
Built for global commerce with support for 140+ currencies and 64 languages

Perguntas frequentes sobre o Certify Expense

Perguntas frequentes sobre o Certify Expense

Abaixo estão algumas perguntas frequentes sobre o Certify Expense.

P: Que tipo de planos o Certify Expense oferece?

O Certify Expense oferece os seguintes planos de pagamento:

A partir de: US$ 8,00/mês

Modelo de preços: Assinatura

Teste Grátis: Disponível

Certify Now! (1-25 employees) : $8 per user/month Professional version (25-200 employees) : Monthly service fee Enterprise version (200+ employees) : Annual fixed pricing Contact Certify for more information on pricing.

P: Quais são os principais recursos do Certify Expense?

O Certify Expense oferece os seguintes recursos:

  • ACH payment processing
  • API
  • Account reconciliation
  • Accounting integration
  • Activity management
  • Administrative reporting
  • Approval process control
  • Auditing
  • Auto-generation of expense reports
  • Automated expense input
  • Automatic notifications
  • Billing & invoicing
  • Booking management
  • Categorization
  • Client-side receipt backup
  • Compliance management
  • Control of approval routing
  • Credit card integration
  • Currency conversion
  • Custom categories
  • Custom fields
  • Data import
  • Data import/export
  • Data synchronization
  • Duplicate detection
  • ERP integration
  • Electronic payments
  • Electronic submission
  • Expense claims
  • Expense tracking
  • GPS integration
  • Google Maps mileage calculator
  • HRMS integration
  • Insightful analytics and full reporting suite
  • Integrated travel booking
  • Invoice management
  • Invoice processing
  • Itinerary and flight tracking
  • Live agent support
  • Mobile receipt scan
  • Multi-country
  • Multi-currency
  • Multi-language
  • Multi-location
  • Multiple ERP integration
  • Multiple user roles
  • Offline access
  • PCI DSS compliance
  • Photo albums
  • QuickBooks integration
  • Ratings & reviews
  • Real time notifications
  • Receipt management
  • Reimbursement management
  • Reporting & statistics
  • Role management
  • Route management
  • SMS integration
  • Single sign on
  • Store receipts without internet connection
  • Tagging
  • Third party integration
  • Training Camp website
  • User reviews of local businesses
  • Workflow management

P: Quem costuma usar o Certify Expense?

Os clientes habituais do Certify Expense são:

Pequenas empresas, Grandes empresas, Empresas de médio porte

P: Em que idioma o Certify Expense está?

O Certify Expense está nos seguintes idiomas:

Alemão, Checo, Chinês (simplificado), Chinês (tradicional), Coreano, Danês, Espanhol, Filandês, Francês, Holandês, Húngaro, Indonésio, Inglês, Italiano, Japonês, Norueguês, Polonês, Português, Russo, Sueco, Tailandês, Taiwanês, Turco, Ucraniano, Árabe

P: O Certify Expense é compatível com disponíveis móveis?

O Certify Expense é compatível com os seguintes dispositivos:

Android, iPhone, iPad

P: O Certify Expense se integra com quais outros aplicativos?

O Certify Expense se integra com os seguintes aplicativos:

Authorize.net, Certify AP, Dynamics 365, NetSuite, PEX, QuickBooks Online, Sage Business Cloud Accounting, Sage Intacct, Salesforce Sales Cloud, Xero

P: Que nível de suporte o Certify Expense oferece?

O Certify Expense oferece as seguintes opções de suporte:

FAQs, Base de conhecimento, Suporte online, Suporte por telefone, Tutoriais em vídeo