Connecting your Expenses with the Cloud

Applications no longer live in isolation. Finance employees need to update financial systems with expense report data, which isn’t an easy proposition. If your expense system doesn't integrate with the financial software, someone has to manually enter the expense data. If the system can handle Excel files, they must carefully edit the employee’s spreadsheet so that it will import correctly. That’s just a hassle, and is likely to introduce errors along the way.

Certify’s CloudConnect™ platform and services automate this entire process for your business. The service is perfect for companies that have enterprise software including HR, accounting and payroll, and/or ERP systems, which need to share data with the T&E system: We take care of all the setup and daily integration feeds, maintaining integrations as they grow and change over time. If you're using QuickBooks, you will be amazed at how quick, thorough and cost effective our integration suite is – it’s included in our standard service fees at no addition cost.

Integrations with Certify can be both inbound and outbound, allowing data to flow seamlessly between our cloud and your applications. For instance, Certify can update your AP system every time a batch of expense reports are processed. When HR managers update their systems with new employee information or departmental changes those updates automatically flow into Certify, creating new user accounts for new employees, or restricting access to recently departed employees. System integration is simple, straight forward, and available as a “fixed price” service. On time and on budget – we promise.