TrustRadius Insights for Emburse Certify are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.
Business Problems Solved
Emburse Certify is a versatile expense management solution that has proven to be invaluable for businesses across various industries. Users have praised its ability to track and approve expenses, providing them with a seamless process to report on expenditures and make informed decisions based on those reports. By streamlining the expense reporting process, Certify increases visibility into company spend and makes it easier for businesses to manage their expenses effectively.
One of the key use cases of Certify is its ability to simplify travel booking and research experiences across teams. This feature has significantly streamlined the travel planning process, enabling teams to collaborate more efficiently and ensuring a seamless booking experience. Additionally, users have found Certify's compatibility with popular accounting software such as QuickBooks and NetSuite to be highly beneficial. The integration capabilities of Certify have saved users time by reducing the need for double data entry, making financial reporting more efficient and accurate.
Certify offers additional functionalities that further enhance expense management. Users appreciate the ease of submitting expense reports through Certify, simplifying the reimbursement process and ensuring timely payments. The platform also provides features like importing reports into the organization's ERP via API, improving efficiency and accuracy in financial reporting. Moreover, Certify offers robust controls, allowing businesses to require specific information for expenses, thus enhancing accuracy and compliance.
Certify's user-friendly interface has been consistently praised by customers. With its intuitive design, approximately 200 employees who submit daily expense reports have reported no issues or questions, providing a seamless user experience. The mobile app provided by Certify eliminates concerns about losing receipts, making it convenient and reliable for users to capture and organize their expenses.
Overall, Emburse Certify has proven itself as an effective solution for expense management across organizations. Its ability to simplify processes, improve collaboration, increase visibility into spending, and enhance financial control make it a valuable tool for companies seeking efficiency and accuracy in managing their expenses.
Certify is being used across the whole organization. This helps us manager expense reports as the process is quicker, simpler and can be done anywhere with reliable internet connection.
Pros
Expense Reports
Creating Blank Reports
Phone App
Cons
Automatically Removing things from Wallet
User Interface
2 step verification process
Likelihood to Recommend
Certify is well suited for organizations that have hundreds of users send expense reports, especially if users own company credit cards. Since we have a lot of employees, I am unsure if this would be the best system for companies with a small number of employees.
VU
Verified User
Professional in Human Resources (1001-5000 employees)
Zeon uses Certify for all travel expense reporting. Employees in the office and those who are remotely located use it. It is accessible from the company's intranet, and the IT department pushed the Certify app to company cell phones. Certify replaced a previous Lotus Notes homegrown system as Notes was being discontinued.
Pros
You are able to upload receipts from your phone's camera
Regular users found the program to work well
Company level information (departments, etc) seemed to always be accessible
Cons
Scanned receipt character recognition was far less than 100% so scanning receipts wasn't always a benefit
Could be more seamless when processing a document on both phone and desktop
Routing of documents seems inefficient, but that could have been my company's deployment
Likelihood to Recommend
I really think overall the product works well. As noted earlier, employees who used Certify frequently found it easy to use. For an infrequent user like me (I traveled 2 - 4 times per year), it didn't seem very intuitive. Things like starting the document on your phone and then moving to the desktop environment were difficult. The scanned receipts often didn't register with the program so much information had to be entered manually. Uploading a combination of cell phone scans and other documents (egs. hotel receipts received by e-mail) seemed awkward.
Certify is being used by our entire organization. This allows for the standardization of expense reimbursement across multiple ERP systems. It also allows us to have a central repository for record-keeping purposes.
Pros
It's easy to use, and requires little user training and intervention.
It allows for great flexibility in the general ledger setup.
Cons
I don't have any real complaints. Customer service is great and Certify is always adding functionality.
Likelihood to Recommend
Certify is well suited to use across multiple organizations. It's low cost and high functionality.
Our whole organization uses Certify to submit expense reports. It includes all types of expenses from automotive, mileage, training, etc. You can map the travel so it will auto-calculate mileage. There is a per diem wizard that has the ability to differentiate between cities/regions or countries. You can use multiple currencies and it will convert to your currency.
Pros
Per diem wizard: we send employees all over the world and allocate different spending limits based on average costs per destination.
Map it function: takes the ease of trying to guess at mileage.
The flow: approvals are automatically sent to the right person.
Cons
New users are puzzled when trying to fill in location or vendor— they're blank and they don't know what to do.
Likelihood to Recommend
Works well for us—we're a global operation and many employees travel a lot. They like the system and the flexibility it offers.
Certify is used by the entire CRC organization to produce and process expense reports. Whether being used on the desktop or on a cell phone the program allows those that travel to log and organize their travel receipts with ease. I like the option to take photos of receipts and import them into your certify wallet on the spot. It really cuts down on the hassle of trying to keep up with a lot of paperwork.
Pros
I like the Certify App. It's fast and responsive.
I like that it is extremely user-friendly on both mobile devices and desktops.
I like that the app doesn't take up a lot of pf space on my phone.
Cons
Auto texts generated from receipts are sometimes incorrect. So that feature is not 100% dependable. I don't always have to change them but I do always have to check them.
No way to view past expense reports.
Certify auto-assigns categories to expenses that are not always correct. So that feature is not 100% dependable. I don't always have to change them but I do always have to check them.
Likelihood to Recommend
Certify is perfect for fast-paced expense tracking. You can expense purchases while sitting in the airport waiting for your next flight or while at dinner while conversing with coworkers. It is extremely easy to use and takes little effort to understand.
Our organization uses Certify to generate expense reports and submit them to the accounting department for reimbursement and to post the results into our general ledger for classification. The majority of our users travel quite a bit and use the mobile app. I use the software for computer and service purchases for the IT department supporting the company. Most of the expenses are done on a company credit card and are not directly reimbursed to the card holder, but used to verify monthly bills.
Pros
Upload receipts from computer/laptop.
See all expenses on a report and work with them.
Organize and read receipts from the receipt vault.
Cons
The automated reading of invoices from PDF is generally good, however, it is not always 100%. I do a fair number of purchases on Amazon and their PDF files are generally laid out very well and should be easy to classify from the data on it.
Some of the interface buttons are not clear on what they do, commands are hidden on pop out menus.
Creating a new expense report from a statement could use some work.
Likelihood to Recommend
It is very easy to use and to get users trained and up to speed. I have used other software packages and Certify is very competitive in the market place. It is very easy to classify expenses, which is something I need to do regularly because I make purchases for all departments in the company.
We currently use Certify for our Sales team to file their monthly expenses. It helps streamline the process, taking out excel sheets and adding in an easy to use online and mobile system. Being able to add expenses by taking a photo of the receipt and immediately adding to Certify is a big plus.
Pros
Mobile upload - piling up receipts to staple to reports and turn in can be cumbersome. Thanks to Certify's mobile app, our team can easily take photos of their receipt and upload it immediately after making a purchase. The info is saved in their report and they can submit easily when needed.
Departmentalizes expenses - easy to create expense categories to allow our accountant an easy understanding of what is being spent in each category.
ACH payment - while we don't currently use it, I believe the ability to add ACH payment through Certify became an option in 2018, and was one we wanted to see added and glad they did! Now we just need to activate it on our end.
Cons
When you forward an expense report to a supervisor or co-worker, the expense form is no longer available for us to view. Or at least not that I have found. I wish there was a place for old reviewed/approved expense reports would be saved for easy reference to the past reports.
Likelihood to Recommend
The ease of adding receipts with photos through the mobile app is helpful in many ways! It lets you add as you go, and no more holding on to lots of paper receipts since it’s all stored digitally.
It was frustrating to submit an expense report for review but then not be able to access it again for reference, either as an employee or mid-tier reviewer.
It is used as needed across the entire organization and its affiliates. We successfully use Certify for both, its intended purpose of expense report reconciliation, as well as to better control the flow of cash and payments to and from our subsidiaries. We recently also began to test using Certify for pre-authorizing quotes and job estimates.
Pros
Organization & ease of view.
Easy, user-friendly interface.
Good customer service.
Cons
The option to have the edit screen already open as you move from one transaction line to the next.
More customization options (at least to the administrator).
More comprehensive reporting.
Likelihood to Recommend
The flexibility of using mobile and desktop platforms, as well as the ability to upload receipts and invoices from different sources in a variety of methods. So far, it has been suitable for us for its intended purpose, as well as an alternative method of inter-company control. So far I can't think of a thing that the system hasn't been suited for, except the cost-benefit of the add on services of invoices and travel not making financial sense to us.
We use it across our US organization. It gives us the capability of automatically linking our company credit cards and allows employees access when they are traveling.
Pros
Links credit card charges and receipts for ease of reconciliation
Allows employees to access while traveling
Provides good reports
Cons
Allow receipts to be included for more than 1 charge on the credit card (Uber charges & tips)
Linking receipts can be difficult when there are many to choose from
Likelihood to Recommend
Much better than the Excel spreadsheet we were using prior
VU
Verified User
Professional in Finance and Accounting (11-50 employees)
It is being used by our senior and branch managers; we have 11 branches, to track expenses and all receipts. It helps to have all the receipts in 1 area, and we can mark it with a code if receipts are missing.
Pros
Certify is linked with our specific business credit card
The support team responds very quickly to answer any questions, etc
Certify is very user-friendly
Cons
We have asked Certify for improvements through the years and they have responded very well. At this time I do not see an area for improvement.
Likelihood to Recommend
Linking to our credit card is very helpful to match up receipts with charges, along with making sure the right receipt is attached. We have a list of account codes that our employees can choose from to match their budget expenses. It is very easy to add or subtract codes, etc. Each monthly Certify report must balance with the credit card statement.
