Emburse Certify Review

Emburse
Product:
Vendor:
Founded:
Headquarters:
Emburse Certify
Emburse
2014
Los Angeles, CA
Ownership:
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Free Trial:
Private
16,000+
Cloud
Yes
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Emburse Certify At A Glance

Good: Flexible ways of submitting receipts and expense reports, ReceiptParse feature that automatically scans and autofills data within an expense report, ReportExecutive feature that automates the expense report process.
Bad: Emburse Certify has a bit of a learning curve; the autofill feature doesn't always fill in the correct information, which requires manual correction.
Bottom Line: Emburse Certify automates the expense reporting process, so companies won't need to worry about manual data entry, lost paperwork or slower approval workflows.

Product Overview

Emburse Certify promises to humanize work while delivering expense, accounts payable and business travel solutions for growing organizations.

Certify Expense simplifies expense management by replacing manual tasks with time-saving automation and greater spend control and visibility while providing great administrative and end-user support for free. Users can easily manage expense reporting processes with automated expense report creation, an integrated spend request and card issuing workflow, embedded audit capabilities and mobile receipt capture. Employees, managers and accountants can create, submit and approve expense reports, check the status of expense reports, and access reports on demand.

Certify Travel provides fully automated travel booking to make corporate travel a breeze for business travelers and travel managers alike for one low monthly cost. It has several benefits: ensuring employee compliance with customizable, automated travel policy controls and pre-trip approvals, avoiding wasteful spending and gaining visibility into travel spend. Companies can have an end-to-end booking and expense solution by combining Certify Expense and Certify Travel and ensuring seamless integration with their preferred travel platform.

Certify AP is a web-based accounts payable automation solution that offers full requisition to invoice payment capabilities, including punchouts, giving finance teams greater visibility into their company purchases and the ability to manage spend before it happens. Paper is eliminated and approvals are handled online, making remote work feasible. By automating the processes surrounding the full invoice lifecycle, finance teams now have valuable time to be able to work more strategically across their organization.

Features

Here are some of the core features of Certify Expense:

Mobile App: Employees can submit receipts via the Certify Mobile app. All they need to do is to take a picture of the receipt and then review any expense details, once Certify auto-fills the expense report. The receipts are stored within the Certify platform. The app also works in offline mode. Employees can add in the receipt and review expense data even if their phone’s not connected to the internet. Managers can also approve expense reports via the app. (Certify also has alternative options for scanning in receipts, such as a scanner, web cam, email, fax, image upload from a desktop and SMS text messages for non-receipt items.)

ReceiptParse: The Certify ReceiptParse captures the scanned receipt, automatically extracts data from the receipt and then funnels that data into an expense report. This feature fills in data for up to 15 expense fields. After taking a picture of the image, the employee hits the Autofill button, and then reviews the data against the receipt. Also, if it’s a recurring expense from the same vendor, the ReceiptParse automatically recognizes the vendor, so the employee doesn’t have to re-enter the data.

ReportExecutive: The Certify ReportExecutive automates the expense reporting process, thereby eliminating paper receipts and spreadsheets. Administrators can set a company-wide schedule of when expense reports are due. The software then sends an email reminder to the employees for them to review their expenses. The employee reviews the reports for any errors, and then submits it to their manager for approval.

Actionable Dashboards: With actionable dashboards, users can optimize their spend quickly and stop wasting time searching for spend data. They can easily build reports for use in other systems using Certify Reports and see all of their organizational spend in actionable dashboards with Emburse Analytics.

SpendSmart: The Certify SpendSmart is a vendor ranking tool that helps users better plan their travel and accommodations. After an employee submits an expense report, they’re given an optional survey, where they provide reviews on the vendors they used during the trip. Certify collects the data and publishes a new report each quarter that analyzes the most expensed and top-rated restaurants, hotels, car rentals, airlines and more. Companies can use this information to recommend specific airline, hotel, car rental or other vendors for the employee’s next trip.

Here are some of the core features of Certify AP:

Purchase Requisition: Employees can request goods or services through a pre-determined, custom approval process, and approvals are either automatic or routed to one or multi-level approvers. As soon as an approval takes place, it is sent to the vendor electronically for fulfillment.

Two & Three-Way Order Matching: Line items are matched and automatically approved or sent for exception approval if discrepancies appear.

Invoice Management: This feature includes automated workflows, OCR technology and complete visibility into the company’s spending.

Vendor Payments: Users can optimize the invoice-to-pay process and improve vendor relationships through Certify AP’s seamless integration with Emburse Pay – B2B Payments. B2B Payments automates processes from remittance to reconciliation while syncing with an existing accounting system. It can reduce payment execution costs and timelines while enhancing visibility to spot trends and create stronger payment strategies.

Global Payments: This feature helps users process electronic, direct-to-bank international vendor payments in more than 100 currencies.

Target Market

Certify is intended for companies in all sizes and industries. We’ve listed below several of its clients:

  • Pitney Bowes
  • Century 21
  • Jewish United Fund
  • Garmin
  • 1-800-Flowers
  • Tampico Beverages, Inc.
  • Holland & Company
  • Men's Warehouse
  • Netscout
  • LI-COR, Inc.

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Implementation/Integration

Certify offers both self-service and full-service implementation services. The self-service tools are intended for users on the Certify Now! Plan, which takes approximately 20 minutes to set up. The user simply registers for a Certify account, adds additional users, departments and expense categories, and watches Certify’s short training video.

Certify’s full-service implementation service is intended for companies that need Certify to customize the system to their own requirements. The implementation process can last from four to six weeks. Companies work with Certify’s dedicated implementation lead on all steps, from discussing technical requirements to training end users on the software.

Companies can have their QuickBooks solution integrated with Certify for free. Certify integrates to most accounting and enterprise resource planning (ERP) solutions, such as Sage, SAP and Oracle. It also integrates with human resource management systems (HRMS) and customer relationship management systems (CRM) through a standard data interchange service.

Customer Service & Support

Users can access Certify’s on-demand knowledge base to find answers to troubleshooting questions, read user guides, learn about new product updates and submit a ticket with the support staff. They can also contact support by email, chat or phone at any time between Monday and Friday.

For international customers, Certify has local customer support agents that are available by phone.

Pricing

Certify offers three plans that are based on company size: Certify Now!, Professional and Enterprise.

Certify Now! – Certify Now! is intended for small businesses with up to 25 employees. It costs $8 per user, per month and includes core expense management features, such as the Certify Mobile app, ReceiptParse and ReportExecutive. It also includes:

  • Unlimited cloud receipt storage
  • Certify SpendSmart (a feature that includes user reviews of local businesses)
  • Certify Map It mileage calculator
  • TripCase app for itinerary and flight tracking
  • Full reporting and analytics functionality
  • Automatic policy enforcement
  • Certify Workflow (feature that customizes routing for expense approvals)
  • Multiple user roles
  • Custom categories
  • Free training camp and live support
  • Available for more than 140 currencies
  • General ledger dimensions (customizable fields that can be added to expense reports or user profiles)

Professional – The Professional plan is intended for companies that have 25 to 200 employees. It includes all features of the Certify Now! plan plus:

  • Standard and custom Accounts Payable (AP) feeds
  • Business and personal credit card integration
  • Receipt back up

Enterprise – The Enterprise plan is intended for large businesses (more than 200 employees). In addition to features in the other two plans, the Enterprise plan includes HRMS and ERP integration and availability in 64 languages.

Pricing for the Professional and Enterprise plans are not publicly available, so please contact Certify directly for a quote.

Shortcomings

Some users have reported that Certify requires a bit of a learning curve, but with time and training, they were able to get more comfortable with it. Other users feel that the ReceiptParse feature doesn’t always autofill the correct information, therefore, requiring manual corrections.

Screenshots

Emburse Screenshot 1
Emburse Screenshot 2
Emburse Screenshot 3

About

Emburse is a modern spend management company offering solutions that revolutionize the way organizations manage employee expenses, process invoices and make payments. It humanizes work by empowering business travelers, finance professionals, and CFOs to eliminate manual, time-consuming tasks, so they can focus on what matters most. Emburse’s innovative offerings, which are tailored to meet the unique business needs of specific industries, company sizes, and geographies, are trusted by more than 9 million users in more than 120 countries.

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