Advanced expense management for small and medium businesses

Certify Professional

Streamline Expense, Focus on Growth.

Advanced expense management for small and medium businesses

Certify Professional

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.

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AP Feed integrations

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 Feed

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

Implementation Consult

Consultation

Product specialist provides needs analysis to select plan

Implementation configure

Setup

Implementation team configures your company account

Training

Education

Live online training sessions for managers and employees

Implementation customer happiness

Happiness

Dedicated account manager provides admin support

Also Available

services - travel booking

Certify Travel 2.0

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!

Invoice Icon

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.

Services - ACH

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.

Additional features

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.

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