Expense monitoring could be a painstaking handbook course of if you happen to let it. Nevertheless, even in relation to selecting amongst the numerous cloud options to automate the method, there are lots of choices to type via. As software-as-a-service (SaaS) expense reporting merchandise go, Certify Now’s onerous to beat. It is priced at $eight per seat, its cell app is tremendous straightforward to determine, and the again finish offers the entire wanted customizable admin performance and extra. Together with Xpenditure Small Enterprise, it was a transparent and simple choose for our Editors’ Selection honor.
Problem-Free Setup and Versatile Pricing
Certify Now’s pricing is aggressive with the opposite merchandise reviewed. The plan examined prices $eight per seat per 30 days and is the popular plan for many 1- to 25-seat small companies. SMBs on a development spurt, often 25-200 seats, are finest suited to the Skilled Plan, which comes with a $9 per seat or $7 per expense report payment and a $1,500-$three,500 implementation payment. The Certify Now Enterprise Plan is finest for over 200 seats, prices $9 per report, and has an implementation payment north of $three,500 relying on firm dimension and setup complexity.
Firms choose both person or expense report-based pricing. Smaller firms are inclined to want the person pricing as they’ve solely a choose variety of staff that want the product. Bigger organizations like expense report-based pricing as they like to have all staff loaded into Certify Now. The implementation charges are fastened based mostly upon consumer necessities.
Setup is self-service setup and completed through a free 15-day trial without having to drop a bank card initially. To check this product, I used a mix of each a preconfigured Certify account and an account I arrange for myself to higher perceive the Admin account configuration expertise. As soon as my account was created, Certify Now guided me instantly to accessible assets the place I discovered its Self-Service Implementation Information and a hyperlink to its Certify Coaching Camp. These have been nice assets that took me step-by-step via the onboarding course of.
I began by organising departments, since in Certify Now each person should be a member of a division. Subsequent, I added required classes after which designated coverage settings, set mileage charges, and added customers. There’s a video on precisely learn how to accomplish every of those duties, which made setup on the service a bit of cake. Cellular apps are free and accessible for iPhone, Android, Home windows Cellphone, and even Blackberry, from any of the suitable app shops in addition to on the Certify Now web site. The corporate has made setup and onboarding even simpler with a brand new setup wizard for brand spanking new customers together with a “What’s Subsequent” panel to information customers via the onboarding course of to arrange the Certify Cellular app, configure direct deposit, add bank cards, and make the most of the coaching and tutorials within the Certify Coaching Camp.
Past The Fundamentals
The Net interface guides new inductees visually via the method by grouping duties with logical workflows collectively. The highest right-hand facet of the header on the dashboard incorporates dropdown menus for configuration and account settings with help. These are all meaty dropdowns the place I hung out organising my person info. Certify’s help and assets have been the very best and most thorough of all of the merchandise reviewed, extra complete than that of ExpenseIt and Concur Expense or ExpensePath.
In the support section, I found seven different means of getting any help needed, including the email address for my sysadmin, phone number to talk to a live tech, a Knowledge Base, FAQ, etc, as compared to Abacus, which only had a selection of articles. Directly beneath these links are home, travel, receipts, and analytics icons. The Get Started section is a three-step process encouraging me to capture reimbursable receipts that would appear in My Certify Wallet, use the Process ReceiptsWizard, make edits to my expense report, and submit it. I could also access my Certify Now Wallet, go to My Expense Reports, and use Spend Smart to find great restaurants, hotels, and other vendors from the dash. Since our inital review, Certify has added the ability to upload receipts from both the Certify Wallet and the Mini Wallet views. Certify also recently acquired nuTravel’s corporate booking technology platform, which will serve as the basis for Certify’s new offering, Certify Enterprise Travel.
Certify Now’s employee feature set is rich beyond standard expense tracking capabilities like receipt capture from your smartphone camera, receipt storage, geo-location services, and free mobile apps. It scans receipts and auto-fills data using its trade-marked ReceiptParse AutoFill which was more accurate Optical Character Recognition (OCR) technology than ExpensePath or ExpenseIt.
The Admin feature set includes typical tasks like control over approval routing, multiple user roles, personal credit card integration, cloud receipt storage, and the SMB version I tested integrates with QuickBooks Online Plus accounting software. For those not using QuickBooks, the Certify Now Professional version integrates with other accounting packages including Microsoft Dynamics, NetSuite, and SAP, among others—although you’ll need to work with Certify Integration Services to makes those connections happen.
With Certify Now you can add direct deposit reimbursements, corporate card integration, foreign currency reimbursements, multicurrency reports, and real-time reporting to your system. You can also deduct daily business commute expenses by selecting the commute distance category in your expense reports. Certify has enhanced its reporting capabilities since our initial review with the ability to print enterprise dashboards as PDFs, as well as new expense policy report views, print report updates, and a new processed date column added to My Expense Reports.
Certify Now stores all existing customer data for the required seven years, but if a customer disconnects from Certify Now, it removes all data after 90 days. Cloud receipt storage is included in all Certify plans. For an added peace of mind, Certify also offers an opt-in service allowing customers to download a copy of the monthly data which costs $25 per month.
Security for all Certify Now plans is comprehensive, using Symantec SSL certificates and running Verisign weekly vulnerability assessment tests. The company partners with ControlScan for quarterly and annual PCI compliance certification, and uses Rackspace SSAE 16 Certified data centers. Certify also released an application programming interface (API) this spring for deeper integrations.
The iPhone mobile app was very easy to use. I was amazed when it captured expense data accurately in a few seconds from my receipt in real time. I did run into an interesting but easily remedied roadblock. I saved the receipt and it dropped into a Reports to Sync bin, but the Sync button that was supposed to be in the top left-hand corner wasn’t there. Support section to the rescue! I found a “How-To” which directed me to use the Home button.
Back I went, and the Home button was magically replaced by the Sync button, and the receipt dropped into My Wallet. From there, I clicked on the Mobile Auto Expense Report Wizard, chose to create a new expense report, added the date and named it, and added the receipt. Since I was an admin, it gave me the option of self-approving or submitting for approval.
If the receipt was upside down or too small, there was a Cleanup Wizard underneath the other two submission options I could use to rotate and adjust the receipt image size. Overall, the products that used OCR tech made it easier and less tedious for me as a mobile user than Abacus, which employed geo-location because there was much less data input involved.
Certify Now is an exceedingly well-rounded expense tracking product that suits an SMB environment, and will be there with enterprise support when the SMB is ready. The product does a great job of marrying admin and finance demands with a mobile user’s need for end-to-end expense reporting simplicity. Of the products I tested, Certify Now is tied with Xpenditure Small Business for our Editors’ Choice as the expense tracking software with the most to offer for SMBs.