CPA Practice Advisor

JUN 2018

Today's Technology for Tomorrow's Firm.

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JUNE 2018 ■ www.CPAPracticeAdvisor.com 11 EXPENSE MANAGEMENT: REVIEW Certify Travel & Expense Management www.certify.com Certify is a travel and expense management system well suited for businesses of any size. Certify is scalable, offering three product levels, and a variety of user-friendly features designed to easily track and manage expenses and their related receipts. All Certify plans offer seamless integration with QuickBooks and QuickBooks Online, and the Professional plan offers integration with a variety of other applications as well. Certify Now!, which is designed for 1-25 users, runs $8.00 per user, per month. The Professional Plan is for 25-200 employees and is billed monthly as a service fee. The Enterprise Plan is for businesses with more than 200 employees and has an annual fixed cost, which is available upon request from Certify. A free trial of Certify Now! is also available to download from the Certify website. There are also a variety of add-on products available, including Certify Travel, Certify Invoice, and Certify ACH Payments, with all add-on products billed separately. Read the full review for this product online at: www.CPAPracticeAdvisor.com/ 12413238 5 2018 OVERALL RATING Chrome River EXPENSE www.chromeriver.com Chrome River EXPENSE is a mobile web application that is designed for mid-sized to larger corporations and global entities that need to manage travel and expenses. Chrome River also offers Invoice, Audit and Analytics applications for complete expense management. Completely customizable, corporate business rules are built into the application, including expense policies and approval routing processes. Organizational compliance rules can also be set up and maintained, with the ability to set custom rules according to expense type, employee, or location. Chrome River EXPENSE offers automated travel and expense management at its finest. Though system setup requires considerable time, for those with hundreds or thousands of employees traveling the world at any given time, the product would be hard to beat. Chrome River pricing is available directly from Chrome River. Read the full review for this product online at: www.CPAPracticeAdvisor.com/ 12413232 5 2018 OVERALL RATING Concur Expense www.concur.com Concur Expense from SAP Concur is suited for small, mid-size and large businesses that wish to better manage employee travel and employee-based spend management. Along with Concur Expense, the company also offers Concur Travel and Concur Invoice, which integrate seamlessly with each other. Concur offers two versions: One for businesses with fewer than 1,000 employees, and one for businesses with more than 1,000. The average price of the Standard Edition is billed at $8.00 per user, per month with Concur Expense, Concur Travel and Concur Invoice pricing available upon request. Concur Expense, Concur Travel, and Concur Invoice can be bundled together if desired. Read the full review for this product online at: www.CPAPracticeAdvisor.com/ 12413234 5 2018 OVERALL RATING ONLINE/MOBILE ACCESSIBILITY RECEIPT CAPTURING & UPLOADING MULTIPLE PRODUCT ACCESS LEVELS MULTI- CURRENCY TRACKS MILEAGE & TIME TRAVEL MANAGEMENT AUTOMATED CREDIT CARD FEED MULTI-LEVEL APPROVAL PROCESS AUTO- REIMBURSEMENT SPENDING CONTROLS AUTOMATED EXPENSE REPORT CREATION USAGE REPORTING INTEGRATION WITH OTHER APPLICATIONS GOOD HELP & SUPPORT OPTIONS FREE TRIAL CERTIFY x x x x x x x x x x x x x x x CHROME RIVER x x x x x x x x x x x x x x CONCUR x x x x x x x x x x x x x x EXPENSABLE x x x x x x x x x x x x x x EXPENSIFY x x x x x x x x x x x x x x x SPRINGAHEAD x x x x x x x x x x SUTIEXPENSE x x x x x x x x x x x x x TALLIE x x x x x x x x x x x x x XPENDITURE x x x x x x x x x x* x x x ZOHO EXPENSE x x x x x x x x x x x x *Users can upload receipts but only as an image **Limited PROGRAMS APPS MILEIQ x x x x NEAT x x x x x RECEIPT BANK x x x x x x x x SHOEBOXED x x x x x x x x

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