Certify Now - Short Review

Travel Tools

Certify Now is a streamlined expense management solution designed specifically for small businesses, ideally those with 1 to 25 employees. Here’s an overview of what the product does and its key features:

What Certify Now Does

Certify Now automates the expense reporting process, eliminating the need for manual data entry, lost paperwork, and slower approval workflows. It is designed to make expense management easier, faster, and more compliant with corporate policies.



Key Features and Functionality



Easy Implementation

Certify Now is ready to use in just 20 minutes, with a simple setup process that involves registering, reading a 1-page setup guide, configuring policies and users, and training your team with short videos.



Mobile App

The Certify Mobile app allows employees to submit receipts by taking a photo, which is then automatically filled into an expense report using Emburse Receipt Transcription. The app works in offline mode, ensuring that expenses can be logged even without an internet connection.



Automated Expense Reporting

Certify ReportExecutive™ automatically generates expense reports based on your company’s scheduling preferences, reducing the time and effort required for manual reporting.



Policy Compliance and Approval Routing

The system includes automated policy enforcement and customizable approval routing through Certify Workflow. This ensures that all expenses comply with your company’s policies and are approved efficiently.



Integration and Analytics

Certify Now integrates with QuickBooks and QuickBooks Online, and it offers a full reporting and analytics suite. This provides deep data visibility into travel and expense (T&E) spending and helps in making informed financial decisions.



Additional Features

  • Receipt OCR Scanning: Automatically transcribes receipt details into expense reports.
  • Google Maps Integration: Accurate mileage reimbursements using Google Maps.
  • User Reviews and Mileage Calculator: Includes Certify SpendSmart for user reviews of local businesses and Certify Map It for mileage calculations.
  • Multiple User Roles: Customizable roles to manage access and approvals.
  • Global Support: Supports over 140 currencies and 64 languages, making it suitable for global operations.


Support and Training

Certify Now includes 24-hour live support Monday through Friday, email support, and a complete Training Camp website to ensure users get the help they need quickly.



Reimbursement

The solution also offers Certify ACH as an optional add-on for quick and easy employee reimbursements with a single click.

Overall, Certify Now is a comprehensive and user-friendly expense management solution that streamlines the entire expense reporting and reimbursement process, saving time and ensuring compliance for small businesses.

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