Certify: Expense Management Made Easy (Brochure)

1. Certify is the leading self-service, online expense management solution for small to midsize companies. Organizations worldwide fill out
expense reports quickly, easily, and cost effectively because there is no expense report software to buy or maintain. Certify on-demand
subscription gets you up and running instantly, configured to your needs, and having your travel policy enforced with no long
implementations. Start creating expense reports and having them approved immediately.
certify Personal certify Corporate
Personal User Employees
3 1 3
Processed & Expense 1
Processed & Expense
Reimbursed Report Reimbursed Report
Personal Corporate
Manager
(Free Guest Managers
Accountant Account) Accountants
(Free Guest
Account)
2 Approved 2 Approved
Certify Personal allows you to create your expense reports, route Certify Corporate allows employees to route expense reports to
them to your manager, and get reimbursed quickly. Managers managers, and managers to accountants. Routing is easy and
and accountants get free Guest accounts to approve and intuitive without complex integrations with corporate Human
reimburse your expenses. Resources databases.
Completely Internet based – no software to install or maintain Completely Internet based – no software to install or maintain
Outstanding business expense capture, tracking, reporting, Easily manage employee expense programs
and approval Offers employees a quick and easy way to enter and track
Easily capture, save, and submit expenses with your cell their expenses
phone, PC or fax Upload Reciepts with your Cell Phone, Email and more…
Support for 132 currencies Support for 132 currencies
Get started in 7 short steps with our Certify Smart Wizard Travel policy enforcement, line item expense approval,
extensive reporting
Award winning service and support
Real time integration with your accounting software
Pricing starts at just $10.95 per month
Secure Sarbanes Oxley compliant environment
30 day free, no obligation test drive!
Get started in no time with our Certify Smart Wizard
30 day free, no obligation test drive!
© CirclePoint Solutions, Inc. Certify is a registered trademark of CirclePoint Solutions, Inc. • certify.com • 207-773-6100 x 320

2. Key Features Personal Corporate
Receipt Management
Certify accepts receipt entry six different ways: Mobile Device, Live Desktop, E-mail, SMS Text Message, Upload and Fax.
Mobile Device
Use your cell phone or PDA camera to capture receipts as they happen.
Live Desktop
Use a webcam or scanner to capture receipts.
SMS
Capture expenses on the fly and take notes with SMS. Great for non-receipt cash items like tolls, parking meters, etc.
Email
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 machine to your Certify Wallet.
Multiple Currency Conversion
Integrated in real time with 132 currencies, Certify automatically converts foreign currency expenses based on the precise date of expense.
Custom Expense Categories
Certify provides an extensive set of expense categories that covers most areas. You can create custom expense categories that fit your
business 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.
User / Permissions Management
Multiple User roles provide suitable permissions for an Employee, Manager, Executive, Accountant, and System Administrator.
Expense Policy Management
Certify enables you to post and maintain your company expense and reimbursement policy on-line. All users of the system will be easily
able to access and review your policy (including updates). 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.
Communication Tools
Certify allows you to Inquire about any expense. Employees receive instant notification of your Inquiry and are able to respond. All
communication is captured in Certify and made available through the approval, reporting, and reimbursement process.
Corporate Travel Integration
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. Our growing list of
Analytic reports will allow you to identify trend metrics in your employee expense data.
Accounting Export Integration
Certify allows you to export every report into a CSV file format which can then easily be imported into your accounting software. Import
employee reimbursement data directly into your accounting system and include general ledger details. It will save your team many hours
every month.
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.
© CirclePoint Solutions, Inc. Certify is a registered trademark of CirclePoint Solutions, Inc. • certify.com • 207-773-6100 x 320