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Certa Workflow Automation -- No-Code Third-Party lifecycle management
Certa's no-code workflow/process orchestration makes it easy to manage the lifecycle of all your third parties (suppliers, customers, partners, etc). Certa facilitates Central Intake, onboarding, KYC/AML, contract lifecycle management, ESG management, and more for Clients that range from top Fortune 3 to start-ups. Certa automates third party onboarding flows and mitigates risk across domains (InfoSec, Privacy, Financial, Fraud, etc). Certa takes a modular no-code approach, which combines disparate enterprise systems and 100+ data sources, creating a single point of intake and source of truth.
Reviews (36)
Dhaval M.
KYC verification management from Certa
Reviewed on Mar 25, 2025
Review provided by G2
What do you like best about the product?
Certa allows us to set criteria to make decisions or take actions based on created rules. I have integrated a data source to validate compliance, and it's working well. During implementation, we faced issues with the integration part, but we immediately logged a call to customer support and received the expected support.
What do you dislike about the product?
I feel it's complex to integrate with our existing systems; it is hard to do and consumes a lot of time. To improve user experience, I need to provide regular training to users on finding workflows or interfaces.
What problems is the product solving and how is that benefiting you?
In my previous company, we widely used Certa. In my role, we had thousands of suppliers, and our company needed to conduct due diligence on suppliers to prevent fraud and money laundering. Also, to serve immediate requirements, identifying supplier names and performance was challenging if done manually. So, we adopted Certa, which solved all our issues. We set some checks, balances, and workflows and automated the KYC process for suppliers. Using this, suppliers get automatically screened against compliance lists, and our team places purchase orders with them, ensuring timely material delivery.
Verified User in Accounting
Very good
Reviewed on Jun 18, 2024
Review provided by G2
What do you like best about the product?
Adminstration is good for making all the related at one place
What do you dislike about the product?
Softwares is available to purchase related to all fields, so it's very useful
What problems is the product solving and how is that benefiting you?
E commerce and retail is very helped me to come out
Nihal A.
7
Reviewed on Jun 14, 2024
Review provided by G2
What do you like best about the product?
Best Platform
Extradonary ....best platform till today
Extradonary ....best platform till today
What do you dislike about the product?
Late launched
Verification process long.
Verification process long.
What problems is the product solving and how is that benefiting you?
Supply chain management
Anurag G.
Best
Reviewed on Jun 14, 2024
Review provided by G2
What do you like best about the product?
Certa is the best software available and an all-in-one toolkit for lifecycle management.
What do you dislike about the product?
Currently, there are no bad reviews for Certa; it's the best.
What problems is the product solving and how is that benefiting you?
For procurement of tail spend and unregistered vendors.
Retail
Creta go
Reviewed on Jun 13, 2024
Review provided by G2
What do you like best about the product?
For improvemnt, risk and solution of P2P
What do you dislike about the product?
To improve the analysis of products lify cycle
What problems is the product solving and how is that benefiting you?
It explain the spend analysis
Yogesh J.
What a great product
Reviewed on Jun 13, 2024
Review provided by G2
What do you like best about the product?
The company values for consumers, business partners and stakeholders
What do you dislike about the product?
Improvement on interesting design, baby compatibility
What problems is the product solving and how is that benefiting you?
Majorly helping in priority level issues like procurement and sourcing from OEM business
Abhishek R.
Certa review
Reviewed on Jun 13, 2024
Review provided by G2
What do you like best about the product?
I have never seen the platform like Certa, Simply awesome with easy to use and take a risk assessment decision
What do you dislike about the product?
All over good experience with good user interface
What problems is the product solving and how is that benefiting you?
It's help us to select and onboard a supplier/vendor with risk optimisation
Harshit R.
Certa Vendor on boarding
Reviewed on Jun 13, 2024
Review provided by G2
What do you like best about the product?
Easy to on board suppliers / Vendor. This for all type of Organization (Small, Medium, Large). One of the best third party lifecycle Management platform.
What do you dislike about the product?
Nothing, that like is disliking in Certa.
What problems is the product solving and how is that benefiting you?
To give a clear picture of all risk and compliance
Computer Software
Review - Creta
Reviewed on Jun 12, 2024
Review provided by G2
What do you like best about the product?
Its user-friendly, easy to navigate and most importantly able to customize in real time with easy integration and implementation
What do you dislike about the product?
Sometimes the customer support is real slow and this can reduce my productivity and frequency of use for certa
What problems is the product solving and how is that benefiting you?
It improves project management and risk-based Vulnerability
Food & Beverages
Certa - Efficient Tool for Compliance management
Reviewed on Jun 11, 2024
Review provided by G2
What do you like best about the product?
Certa is an excellent third party management tool with end to end visibility and features customized modules on compliance management. It also helps in integrating ESG Reporting and RIsk management across various industries and ensure the customer satisfaction is prioritized by keeping the regulatory standards that needs to be met. by third parties, ensuring brand reputation and public image for the products.
What do you dislike about the product?
The process and work flow configurations are quite time consuming and can be improvised for a seamless user experience. Also the UI enhancements can be better and must be done in a regular manner from the upcoming release versions for better usability and consider the continuous feedback on the processes that are managed.
What problems is the product solving and how is that benefiting you?
Certa is really helping a lot in third party and supplier risk management while seamlessly onboarding new vendors and accelerators for procurement and solution implementation activities. It also helps in ensuring compliance standards are met by third party thereby ensuring processes are reliable and standardized as per the requirements.