Certify vs Zoho Expense

June 10, 2023 | Author: Michael Stromann
6
Certify
Certify is the leading cloud-based travel and expense report management solution for companies of all sizes. Certify makes expense reports easy by automating the creation of the expense report for the employee, providing online review and approval process for managers, and streamlining the processing and reimbursement process for accountants.
3
Zoho Expense
Expense reporting doesn't have to be painful. Zoho Expense is a perk for employees, managers, and finance teams. Automate travel and business expense reporting, streamline approvals, gain spend visibility and control.
Certify and Zoho Expense are both popular expense management software solutions, but they have distinct differences in their features and target audiences. Certify is a comprehensive expense management platform suitable for businesses of all sizes. It offers features such as expense reporting, receipt capture, policy enforcement, and integrations with accounting systems. Certify provides robust reporting capabilities and customization options, making it suitable for organizations with complex expense management needs. On the other hand, Zoho Expense is a user-friendly expense management solution designed for small to medium-sized businesses. It offers features like receipt scanning, expense tracking, approval workflows, and integration with accounting systems. Zoho Expense focuses on simplicity and ease of use, providing a streamlined solution for managing expenses efficiently.

See also: Top 10 Expense Management software
Certify vs Zoho Expense in our news:

2021. Zoho Expense gets new interface, Trips and Expense Audit modules



Zoho has recently unveiled the all-new version of Zoho Expense, an advanced software solution for corporate travel and expense management. The latest update brings a refreshed user interface, accompanied by role-based access control. Users now have the ability to customize the application based on their specific roles, be it admin, submitter, or approver. This feature enables a clear distinction of responsibilities, ensuring that users only have access to relevant modules. The enhanced Trips module centralizes all aspects of business travel, simplifying tasks such as itinerary planning, document accessibility, and flight and hotel bookings. Additionally, the Expense Audit module equips travel and finance teams with the necessary functionalities to enforce policies and maintain compliance standards. With these new enhancements, Zoho Expense aims to provide a comprehensive and tailored solution for efficient corporate travel and expense management.


2020. Expense management vendors unite to form Emburse



A consortium of six leading travel and expense management software vendors, namely Abacus, Captio, Certify, Chrome River, Nexonia, and Tallie, has consolidated into a single entity known as Emburse, with the intention of challenging SAP Concur's dominance. With a global workforce of 750 employees, Emburse aims to serve a user base exceeding 4.5 million business travelers across 14,000 customers spanning 120 countries. This consolidation process has been unfolding over the past few years, with Certify and Chrome River joining forces in the previous year. Prior to that, in 2017, Certify, Nexonia, ExpenseWatch, and Tallie merged under the Certify name, backed by a $125 million investment from K1 Investment Management, with the objective of competing against SAP Concur. In July of the same year, the combined Certify and Chrome River entities acquired Emburse, a startup specializing in virtual and physical cards for business expenses and vendor payments. On the other side of the spectrum, German business software giant SAP acquired Concur for a staggering $8.3 billion in 2015.


2019. Expense management software Zoho Expense integrated with Xero


Zoho Expense simplifies the process of expense reporting through its user-friendly automation features, including receipt auto-scanning, automatic report generation, and customizable approval workflows. However, once the expense management app completes its tasks, the finance team of an organization still needs to account for those expenses. To assist in this aspect, Zoho Expense has collaborated with Xero. Through this integration, expense reporting becomes effortless. Users can effortlessly create expense reports, monitor their status through timely notifications, and gain insights through analytical reports within Zoho Expense. Additionally, apart from reporting expenses, users can establish budgets to effectively manage their cash outflow. By uploading expense receipts or sending them to the receipt inbox in Zoho Expense, the system automatically converts them into expenses. Furthermore, users can configure the automatic generation of reports and seamlessly export them to Xero.


2017. Zoho Expense gets Windows app



Zoho Expense has expanded its capabilities by introducing compatibility with Windows 10 Desktop. This means that users can now conveniently access the expense reporting software directly from their Windows desktop environment. Zoho Expense for Windows 10 desktop offers a range of impressive features, including a comprehensive dashboard, automated scanning of expense receipts, support for multiple currencies, tracking mileage expenses, managing travel allowances (per diems), itemized expense tracking, monitoring advances received, and customized approvals.


2015. Zoho launched expense tracking app Zoho Expense



Zoho has introduced its latest application, Zoho Expense, designed to streamline and automate the process of expense reporting. This innovative tool eliminates the need for manual data entry, accelerates report approvals, and seamlessly integrates with other business applications, promoting enhanced productivity across various business functions. Zoho Expense boasts a range of features, including the ability to convert receipts into data through automated scanning, syncing credit card statements with a simple click, and ensuring zero data entry during expense creation. Approving expense reports becomes effortless with one-click approvals and rejections. Managers can conveniently access and review expense report details in a centralized location, facilitating direct communication and collaboration within Zoho Expense, eliminating the need for lengthy email threads and phone calls. Moreover, Zoho Expense is seamlessly integrated with Zoho Books and Zoho CRM. The service offers a monthly plan priced at $15 for up to 10 users per month, while mobile apps are available for free on iOS, Android, and Windows platforms.

Author: Michael Stromann
Michael is an expert in IT Service Management, IT Security and software development. With his extensive experience as a software developer and active involvement in multiple ERP implementation projects, Michael brings a wealth of practical knowledge to his writings. Having previously worked at SAP, he has honed his expertise and gained a deep understanding of software development and implementation processes. Currently, as a freelance developer, Michael continues to contribute to the IT community by sharing his insights through guest articles published on several IT portals. You can contact Michael by email stromann@liventerprise.com