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86% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Certify logo
Accounting Software

4.3 1,307 user ratings

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71% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

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Overview

Description Certify is a cloud-based travel and expense management solution for organizations of all sizes, and is the only solution in the expense management industry to offer truly automated expense reporting. With prescheduled, auto-generated expense report creation and mobile capabilities, Certify eliminates the need for paper receipts and spreadsheets, and provides insight into travel and expense spend with a full suite of on-demand reporting and analytics. Read more LumaTax has developed an economic nexus analysis tool that automates the complexity of analyzing transactions against varying state thresholds to determine whether nexus has been established in each taxing jurisdiction. Finally, an all-in-one solution to help you deliver SUT compliance to your clients profitably and at scale. Our industry-first client exposure survey generates a LumaTax Compliance Score for each business to help you quickly identify those most in need of SUT advisory services and - in the process - provides you with a picture of the corresponding revenue opportunities for your firm. Get a complete picture of each clients' nexus status across the U.S. with our Nexus Overview dashboard. Read more
Pricing Options
  • Free Trial Available
  • Starts at $8.00. Offers Custom plan.
  • Free Trial Not Available
  • Offers Custom plan.
SW Score & Breakdown

86% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    81%
  • Reviews
    99%
  • Momentum
    66%
  • Popularity
    75%

71% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    66%
  • Reviews
    60%
  • Momentum
    61%
  • Popularity
    69%

Features

Total Features
9 Features
3 Features
Common Features for All
    Billing and Invoicing This feature helps in issuing and handling the invoice and bills.
    CPA Firms Offers collaboration with a professional expert for financial and consulting services.
    Collections Recovery of cash from a business or individual.
    Expense Tracking Keep a count of your day to day expenses as well as allows you to quickly identify where the expense report is in the approval process.
    Multi-Currency Enables payment and collection in multiple currencies.
    Payroll Handling the salary payable to the employees
    Project Accounting Creation of financial reports specifically designed to track the financial progress of projects
    Revenue Recognition Determining the specific conditions under which revenue is recognized or accounted for
    Spend Management Managing the expenditure of a business in order to build its product or services
    Tax Management Management of finances for payment of tax as well as assessing the advance tax liability to pay your tax in time
  • + 6 More - Show Less
    • Billing and Invoicing This feature helps in issuing and handling the invoice and bills.
      CPA Firms Offers collaboration with a professional expert for financial and consulting services.
      Collections Recovery of cash from a business or individual.
      Expense Tracking Keep a count of your day to day expenses as well as allows you to quickly identify where the expense report is in the approval process.
      Multi-Currency Enables payment and collection in multiple currencies.
      Payroll Handling the salary payable to the employees
      Project Accounting Creation of financial reports specifically designed to track the financial progress of projects
      Revenue Recognition Determining the specific conditions under which revenue is recognized or accounted for
      Spend Management Managing the expenditure of a business in order to build its product or services
      Tax Management Management of finances for payment of tax as well as assessing the advance tax liability to pay your tax in time

    Technical Details

    Organization Types Supported
    • Large Enterprises
    • Medium Business
    • Small Business
    • Large Enterprises
    • Medium Business
    • Small Business
    Platforms Supported
    • SaaS/Web/Cloud
    • Mobile - Android
    • Mobile - iOS
    • SaaS/Web/Cloud
    • Mobile - Android
    • Mobile - iOS
    Modes of Support
    • Business Hours
    • Online
    • Business Hours
    • Online

    Reviews & Ratings

    User Rating
    4.3/5 1,307 user ratings
    Not Available
    Rating Distribution
    • Excellent

      53.4%
    • Very Good

      31.5%
    • Average

      8.9%
    • Poor

      4.2%
    • Terrible

      2%
    Not Available
    User Sentiments

      Mobile Receipt Capture, Easy Expense Report Creation, Automated Credit Card Integration, Fast Reimbursements

      Inaccurate Autofill, Receipt Syncing Issues, Mobile App Instability, Cumbersome Expense Editing

      Not Available
    Review Summary

    Overall, Certify is a well-received travel and expense management solution praised for its user-friendly interface, robust features, and efficient expense reporting capabilities. Many users highlight its seamless integration with various accounting systems and credit cards, enabling effortless expense tracking and reimbursement. However, some users have reported occasional glitches and technical issues, and a few have expressed concerns regarding the pricing structure. Nevertheless, Certify's strengths in usability, functionality, and customer support make it a popular choice among businesses seeking a reliable and comprehensive expense management solution.

    Not Available
      Read All User Reviews

    AI-Generated from the text of User Reviews

    Pricing

    Pricing Options
    • Free Trial Available
    • Starts at $8.00. Offers Custom plan.
    • Free Trial Not Available
    • Offers Custom plan.
    Pricing Plans
    Monthly Plans Annual Plans

    Certify Now $8.00 $8.00 per user / month

    Professional Custom

    Enterprise Custom

    LumaTax Custom

     
    View Detailed Pricing
    View Detailed Pricing

    Alternatives

     

    Screenshots & Videos

    Screenshots Certify Demo - An automatically built expense report
    + 4 More
    Not Available
    Videos Video Thumbnail
    + 2 More
    Not Available

    Vendor information

    Company Details Located in: Maine, United States

    Not available

    Contact Details

    207-773-6100

    https://www.certify.com

    Not available

    https://www.lumatax.com/

    Social Media Handles

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