Certify Professional

Streamline Expense, Focus on Growth.

Advanced expense management for small and medium businesses

What happens when you blend “innovative” with two parts “wow” and a dash of happiness? Certify Professional. Our most popular plan includes seamless integrations with your accounting software, a menu of time-saving optional services, and training to help your team tap into the power of the world’s easiest expense management system. Certify Professional helps your company grow.

Certify Professional includes all services from our Certify Now! plan .

Flexible Accounts Payable Feed

Certify works with your existing accounts payable system: post expenses to your company’s general ledger automatically or on demand.

Credit Card Feeds

Certify receives nightly data feeds of your company’s corporate credit card transactions. It’s simple, secure and eliminates the time-consuming reconciliation process.

Implementation & Training

Consultation

Product specialist provides needs analysis to select plan

Setup

Implementation team configures your company account

Education

Live online training sessions for managers and employees

Happiness

Dedicated account manager provides admin support

Also Available

Certify Travel

Your end-to-end corporate travel solution to simplify bookings for employees while helping your company manage travel practices and costs. All with one low monthly fee instead of booking charges!

Certify Purchasing

Certify Purchasing is a procure-to-pay solution that provides a customizable and efficient way to purchase and pay for goods and services.

Certify Invoice

Certify Invoice makes AP management simple and streamlined with an automated solution that’s seamlessly integrated into the leading Certify expense management platform.

ACH with Certify Payments

The last step in the expense reporting process is reimbursing employees. We handle this with a single click using ACH with Certify Payments, an optional add-on service.

More Optional Services

Multiple languages
Multiple currencies
Client-side receipt backup
GL code sync

Explore our powerful set of optional services

All Plans Include

Features for the employee

Easy, free mobile app to build and submit reports
Mobile receipt scan and AutoFill with ReceiptParse^®
Store receipts without web connection
Auto-generated expense reports with ReportExecutive™
Certify Map It mileage calculator
TripCase mobile app access for itinerary and flight tracking
User reviews of local businesses
Training Camp + live support

Features for the Accountant

Insightful analytics and full reporting suite
Automated policy enforcement
Control of approval routing
Multiple user roles
Quickbooks and Quickbooks Online integration
Unlimited cloud receipt storage
Training Camp website
Live administrative support
Learn more about core features every customer enjoys.

Get Started Today

To dig deeper and explore your plan options, contact sales for a consultation or a demo.