Comparison of Certify Corporate and Certify Wallet Personal Expense Management Software

Overview

Key Features	Wallet	Corporate
Free Guest Accounts Certify Wallet for personal use allows you to forward expense reports to free Guest accounts. Guests can view, inquire, approve, and process expense reports with ease. Guest accounts make it easy to use Certify without re-vamping expense management for the whole company or department. You can even use Guest Accounts in conjunction with other expense management systems!
Receipt Management Certify accepts receipts in many different ways: mobile device, camera phone, e-mail, scanner, webcam, fax, SMS, and upload.
Certify Wallet Mobile App The Certify Wallet mobile application allows users to manage the items in their Certify Wallet - receipts and expenses that have not yet been used in an expense report. Capture receipts and expenses on the go, on the plane, or at your desk using the Certify Wallet mobile application!
Camera Phone Use your any camera phone to capture receipts as they happen. Just e-mail them to data@certify.com.
Live Desktop Use your PC's webcam or scanner to capture receipts which are automatically uploaded into your Certify Wallet.
SMS Capture expenses on the fly and take notes with SMS. Great for non-receipt cash items like tolls, parking meters, etc.
E-mail Forward on-line receipts and images directly to your Certify Wallet.
Fax Fax receipts into Certify quickly and easily.
Scan and Upload Scan and upload images directly from your computer to your Certify Wallet.
Multiple Currency Conversion With integrated real-time conversion between 132 currencies, Certify automatically converts foreign currency expenses based on the precise date of each expense. Allows for interbank fees too!
Custom Expense Categories Certify provides an extensive set of expense categories that covers most typical areas. Create custom expense categories that fit your needs.
Expense Approval Workflow Certify simplifies expense report management with our clear and concise user interface. Submitting expense reports with Certify enables you to manage and monitor the complete process workflow, from employee-to-approver(s), right through to accounting.
Reporting Suite Certify allows you to export your expense report in multiple views and formats including Microsoft Excel and PDF formats.
General Ledger Dimensions Certify allows you to extend your expense categories with user and transaction level General Ledger dimensions. Map expenses to precise codes in accounting systems with ease.
Prepaid Expense Management Certify allows you to set up expense categories for prepaid expenses, taking advantage of advance purchase tickets, etc. Employees are responsible for utilizing prepaid expenses with their Home page keeping track of their balance. Accountants can easily view employee balances, along with credits and debits from prepaid accounts to conventional accounts.
User/Permissions Management Multiple User roles provide suitable permissions for Employees, Managers, Executives, Accountants and System Administrators.
Expense Policy Management Certify enables you to post and maintain your company expense and reimbursement policy on-line. All users of the system are able to access and review your policy. Expense Category maximum amounts are enforced and reported to all roles within the system.
Expense Policy Enforcement Immediately identify expenses which are in excess of company policy and track this information though the approval process and afterward.
Communication Tools Certify allows you to create inquiries about any expense. Employees receive instant notification of inquiries and are able to respond on-line. All communication is captured in Certify and made available through the approval, reporting, and reimbursement process.
Corporate Travel Integration Certify provides deep integration with managed and unmanaged travel portals. Support employees with links to your preferred corporate travel providers.
Expense Analytics Certify provides employers with detailed analytics regarding employee expenses. Review aggregate and average expense data by employee, by data range. You can even compare expenses by employee, by date by category, all within Certify.
Integrated ACH Reimbursements Reimburse your approved expense reports directly from Certify using integrated ACH Reimbursements (direct deposit).
Accounting Export Integration Certify allows you to export expense report data which can be imported directly into your Payroll, Accounts Payable and General Ledger systems. Download data in Excel, CSV, and PDF formats.
SOX Compliance By comparing your employee’s expenses against your corporate policy, Certify insures strong internal control. The electronic workflow approval process provides secure oversight and compliance while minimizing potential fraud.
Corporate Level Security Certify utilizes state of the art internet security features to protect your information. Certify security includes SSL, multifactor authentication, password complexity, alternative security questions, account lock out features, Internet browser fingerprinting, and out-of-band password reset options. We are committed to providing our clients with a secure and scalable platform. Your IT team will be impressed with our Internet security features.

Certify Comparison