Credit Card & Accounting Software Integrations

Certify Integrations

Seamless communication between critical systems.

Certify offers a robust suite of integration offerings to choose from, depending on your existing back office systems and your desired level of integration complexity.

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“Certify was able to integrate with all of our systems, minimize IT support requirements and make it a really effective tool that satisfied our overall business needs for all of North America.”

–Joyce Taylor, Accounting Manager at Pitney Bowes

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Custom data interchange integrations

Our team of experts work directly with you to build a powerful and seamless data interchange workflow—customized to your ERP, HRIS, payroll platforms, CRM, banking, and/or payment systems. We take the lead in every project, helping to configure and filter the right spend data, and offering an intuitive and straightforward experience.


Certify API

If you have a technology division responsible for creating custom system integrations, we have the API for you. First released in early 2017, we are constantly adding to and growing its feature set, empowering more and more companies to develop their own integrations and workflows. Read more about the Certify API.


Pre-built integrations and connectors

Our development team has created a series of pre-built integrations that keep the complexities of data integration out of sight and out of mind. The following are a list of our current direct integrations and connectors:

Services - Corporate System Integrations
Oracle NetSuite Direct Integration

Our direct NetSuite integration effortlessly maps and synchronizes NetSuite objects to Certify data fields. With NetSuite as the system of record for data edits and payments, spend is managed from a single point of entry providing absolute data integrity. With a single click, send all processed expense reports from Certify to NetSuite’s Expense Report module.

Paycor
Paycor Integration

Our direct integration with Paycor allows for a completely integrated payroll & expense experience. Automatically transfer employee data to Certify and expense reimbursement to Paycor.

Features - QuickBooks Sync
QuickBooks Desktop Connector

Finance teams that use QuickBooks, QuickBooks Pro, or QuickBooks Enterprise can benefit from Certify’s highly established integration connector. With one click, you can download data directly into QuickBooks—linking employees, vendors, expense categories, and departments. Post journal entries to show details by expense category, and issue checks in QuickBooks directly from the Certify feed.


QuickBooks Online Direct Integration

Our direct QuickBooks Online integration works similarly to our Desktop Connector, without requiring any software installation. With one click, expense report data is sent directly into QuickBooks, supporting check, bill, and journal entry export formats.

Services - Credit Card Feeds
Sage X3 Connector

Using the Sage X3 Connector, finance teams can transfer expense report data from Certify to Sage X3. The connector allows for mapping of Certify data fields to their corresponding Sage X3 fields and exports processed expense reports as Expense Form Entries.

UKG
UKG Integration

With the new API-based integration between Certify & UKG Dimensions, a user activated or deactivated in UKG Dimensions is immediately replicating in Certify as well. This system reproduction improves compliance and decreases the potential for fraud.

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