Certify Automatically Links Credit Card Data to Expenses

From mobile phone receipt capture to quick and easy reimbursements, we make sure the expense reporting process is simple and straightforward. Certify promises to make travel and expense easy for you, and we take that promise seriously. From mobile phone receipt capture to quick and easy reimbursements, we make sure the expense reporting process is simple and straightforward.

One of the ways we ensure this is by automatically linking credit card data to expenses. No more trying to match up receipts and credit card statements – we do it for you. Even if you’ve already processed and reimbursed the expense!

Certify works directly with the credit companies and the issuing banks to automatically receive your corporate credit card data in Certify. We receive nightly data feeds from all of the major credit card companies, including American Express, Visa, MasterCard, Discover, and Diner’s Club. So you can simply swipe your credit card today for a business lunch, and see it tomorrow in your Certify Wallet. It’s that simple!

Here’s how it works: On Monday, Fred makes a $32 purchase using his company credit card. Fred then uses Certify Mobile to capture the receipt and expense details and synchronizes to his Certify account.

In Fred’s excitement to use Certify he does not wait for the credit card charge to be imported to his Certify Wallet and decides to create an expense report using just the receipt. Later on Monday, Fred creates and submits his expense report.

On Thursday, Fred’s company credit card sends the $32 transaction to Fred’s Certify Wallet. On Tuesday, Fred’s approver's quickly approve his expense report and send it to the Accounting team for final processing. On Wednesday, the Accounting team processes his expense report for reimbursement. And here’s where the late credit card linking feature comes in! This feature automatically searches "late" credit card transactions, and then automatically reconciles them by identifying the late credit card expenses and linking them with the matching expense that has already been submitted for approval or has been processed.

When the matching expense is linked with the correct credit card, the expense is then “Imported”, and the "late" expense is deleted from Fred’s Certify Wallet. Pretty nice, right?

With Certify, there’s no need to waste time trying to match receipts to credit card statements when it can be done for you automatically. Let us do all that pesky expense reporting work for you, so you can focus on more important tasks.