Zoho Expense

Expense reports, the easy way.

4,6 /5 (561 reviews) Write a Review!

Zoho Expense Overview

What is Zoho Expense?

Intuitive dashboard
The intuitive dashboard offers insights on various aspects such as the Unsubmitted and
Submitted reports summary, the amount that is to be reimbursed, number of unreported
expenses, etc. The Analytics section provides exhaustive information about the spending of the company, with reports ranging from Expense Details to Policy Violations.

Automate expense recording
Users can just snap a picture of the receipt, upload it to Zoho Expense, and the auto-scan tool will create an expense automatically. Users can add expenses to reports and submit it to the approvers in a matter of seconds.

Customizable approval
Customized approval flows can be set up, facilitating multiple, non-linear levels of approval.
Spending policies can be configured based on company policies and conditions, along with per diem and mileage rates. Approvers can also find all the reports submitted to them, consolidated under a single tab.

Wide range of integrations
Zoho Expense joins hands with a wide range of applications, across platforms. It closely integrates with the Zoho ecosystem; with apps like Zoho CRM, Zoho Books, Zoho Invoice and Zoho People. It can also be integrated with QuickBooks Online, to take care of your accounting.

Expense reporting on the go
It is tailor-made for all the mobile platforms as well, with the iOS, Android and Windows phone applications.

Pricing models
Zoho Expense has a free plan to add to the monthly and yearly plans.

Zoho Expense Overview

Pricing

Starting from
US$5,00/month

Pricing options

Free Trial
Free
Subscription
Value for money

Free trial of Premium Plan for 28 days, with no credit card required.

Free plan: $0. Up to 3 users. 5GB receipt storage.

Premium plan: $5/active user/month billed annually. Minimum 3 users. Unlimited receipt storage and auto scans.

Enterprise plan: $8/active user/month billed annually. Minimum 500 users. Advanced integrations and customization.


Zoho Expense Features

Devices
Business size
S M L
Markets
United States, Canada, United Kingdom, Australia, China and 5 others, India, Japan, Germany, Brazil, Mexico
Supported Languages
Chinese (Simplified), English, French, German, Italian and 3 others, Japanese, Portuguese, Spanish

Media

Dashboard
Auto scan receipts
Expense creation
Expense report creation
Connect corporate cards
Customizable approval
Custom Policies
Zoho Expense video Zoho Expense screenshot: Dashboard Zoho Expense screenshot: Auto scan receipts Zoho Expense screenshot: Expense creation Zoho Expense screenshot: Expense report creation Zoho Expense screenshot: Connect corporate cards Zoho Expense screenshot: Customizable approval Zoho Expense screenshot: Custom Policies

Zoho Expense Reviews

Zoho Expense Reviews

Overall rating
4,6
/
5
Excellent
358

Very good
183

Average
12

Poor
6

Terrible
2

Value for Money
4,6
Features
4,4
Ease of Use
4,6
Customer Support
4,5
96% recommended this app
Everianny B.

Another excellent software of the company Zoho that facilitates operability at work.

The expenses of our company are in order thanks to Zoho Expense, it even allows us to make a more thorough and adequate planning to our financial reality as a company. Records of payments, invoices, operating expenses, spending relationships and reports, are many of the benefits offered by Zoho Expense.


Cody R.

Zoho is an easy to use, expense management system with great UI and customizations

Zoho is easy to use, setup and configure. It makes invoice processing much faster, and is a huge upgrade from the paper forms we were using.


Shakeel P.

Good Value for Money

We needed to move to a better expense management software (previously using googleforms) which would allow a clear audit trail of approval + direct integration into Quickbooks. Zoho Expense has solved this issue for us very well - and for an affordable price.


Jace C.

Great Potential, Poor Execution & Customization

Overall I have not been pleased. Customer service is very nice but incomplete in their responses and you don't realize it until something occurs and you lose weeks worth of work. They punt to other Zoho teams a lot for helping you. And you cannot speak with anyone in the US. I would not normally have a problem with this, but they don't seem to understand that as the administrator of the account, I pay the bill and should be able to access the account of employees who no longer work for us.


Verified Reviewer

Wonderful and Cost effective

Wonderful. The customer support are reasy to work with. I was able to get started on my own really quick and was able to implement the expense module pretty quick.


Everianny B.

Another excellent software of the company Zoho that facilitates operability at work.

Used Daily for 6-12 months
Reviewed on 2018/07/19
Review Source: Capterra

The expenses of our company are in order thanks to Zoho Expense, it even allows us to make a more thorough and adequate planning to our financial reality as a company. Records of payments, invoices, operating expenses, spending relationships and reports, are many of the benefits offered by Zoho Expense.

Pros

In my company it is very important to keep control of expenses, not only of what the company generates, but the administrative expense for each of the processes and documents made by the different departments. Based on this I can list certain positive characteristics of Zoho Expense:

-It is incredible how intuitive software can be. When generating an invoice or a payment receipt, you can take a picture with our mobile device and the software automatically schedules it.

- Not only schedules the expenses but also allows to make very complete reports of the average expenses according to the average time range that we indicate to the software

Cons

Actually this program has brought many solutions to our work environment, enhancing our administration thanks to a better management of economic resources. Of moments I do not have any type of complaint about this software

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Cody R.
Industry: Higher Education
Company size: 51-200 Employees

Zoho is an easy to use, expense management system with great UI and customizations

Used Weekly for Free Trial
Reviewed on 2020/05/25
Review Source: Capterra

Zoho is easy to use, setup and configure. It makes invoice processing much faster, and is a huge upgrade from the paper forms we were using.

Pros

Zoho expense is a wonderful product. It does everything you expect of an expense management software. It's simple to use, easy to setup, and the API and documentation is top notch. There are many ways to customize it to do exactly what you want. Furthermore, it does everything other expense management software does at half the cost!

Cons

Unfortunately, they use actual humans to do the "auto scan" which is a privacy concern. Furthermore, we couldn't itemize taxes, but we found a workaround for that.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Shakeel P.
Industry: Food & Beverages
Company size: 11-50 Employees

Good Value for Money

Used Daily for Free Trial
Reviewed on 2020/10/04
Review Source: Capterra

We needed to move to a better expense management software (previously using googleforms) which would allow a clear audit trail of approval + direct integration into Quickbooks. Zoho Expense has solved this issue for us very well - and for an affordable price.

Pros

Fairly straight forward to deploy - team needed a bit of training but picked it up quickly. Best feature is that staff can see balances owed. From an finance manager perspective, the integration with Quickbooks is excellent.

Cons

There is a steep learning curve and the concept of reports is a bit unclear for junior staff. Occasionally the app stops working.

Response from Zoho

Hi Shakeel,

Thank you for taking the time to review Zoho Expense.

We're glad to hear that the software has helped solve your expense reporting problems. We understand the learning curve involved and have prepared training guides and videos that you can share with users to help them get started. Kindly write to us at support[at]zohoexpense[dot]com so we can assist you further with this.

Regards,
Yohvan - Zoho Expense

Rating breakdown

Value for Money
Ease of Use

Likelihood to recommend: 8.0/10

Jace C.
Industry: Logistics & Supply Chain
Company size: 11-50 Employees

Great Potential, Poor Execution & Customization

Used Daily for 1-5 months
Reviewed on 2020/03/30
Review Source: Capterra

Overall I have not been pleased. Customer service is very nice but incomplete in their responses and you don't realize it until something occurs and you lose weeks worth of work. They punt to other Zoho teams a lot for helping you. And you cannot speak with anyone in the US. I would not normally have a problem with this, but they don't seem to understand that as the administrator of the account, I pay the bill and should be able to access the account of employees who no longer work for us.

Pros

This software has been relatively easy for our team to use in the field to record expenses. I would say that the ability to snap a picture of receipts and auto-recognize the vendor and amount is good. And the reconciliation process with credit card statements is great.

Cons

Too many problem to list here. The biggest problem I have is that as the administrator, I do not have complete control over all our user accounts. Our employees are truck drivers out on the road. They occassionally miss a receipt and I have to follow up later. But I can't just get the receipt and upload it. I must reject their report and they must re-submit. We've had employees who were terminated and they turned in their final receipts in hard copy, but I am unable to gain access to their account. Zoho won't give me access to their account so I can remove their credit card and delete the user from our account, along with any old receipts that are still "unsubmitted" in their queue.

The onboarding process has been incredibly long because customer service was incomplete in their information. They never told me that credit card transactions had to be uploaded prior to employees submitting their expense reports. Thus, the auto reconcilitation did not occur and I must get employees to go in and manually match their receipts. This must be done on a computer and is virtually impossible when the users are truck drivers without laptops.

If you use Capitol One credit cards, run far away from Zoho. Even though our cards are all corporate cards and our employees don't have access to their own account online, that is what we must do if we want to use the auto-import feature. Otherwise, each employee has to download their own credit card transactions.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 3.0/10

Verified Reviewer
Industry: Retail
Company size: 2-10 Employees

Wonderful and Cost effective

Used Weekly for 1-5 months
Reviewed on 2020/08/07
Review Source: Capterra

Wonderful. The customer support are reasy to work with. I was able to get started on my own really quick and was able to implement the expense module pretty quick.

Pros

Affordability, has all the functions I need to record, reimburse expenses. Good reporting.

Cons

I love Zoho expenses but the reporting feature for parent/child category works well only if yuo also use zoho books and see it under general ledger. Since we are also getting zoho books for our accounting needs its not a problem. I'd ask the developers to give the general ledger type of recording for the expense module also.

Response from Zoho

Hi,

Thank you for taking the time to review Zoho Expense. We're glad to know you love the application and that it meets most of your requirements.

We have raised a feature request with our team for generating reports for the parent categories and will keep you updated on the same.

Regards,
Yohvan
Zoho Expense

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

User recommendation
8,8/10
Based on 561 user ratings
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Zoho Expense Pricing

Zoho Expense Pricing

Starting from
US$5,00/month
Free Trial
Free
Subscription
Value for money

Free trial of Premium Plan for 28 days, with no credit card required.

Free plan: $0. Up to 3 users. 5GB receipt storage.

Premium plan: $5/active user/month billed annually. Minimum 3 users. Unlimited receipt storage and auto scans.

Enterprise plan: $8/active user/month billed annually. Minimum 500 users. Advanced integrations and customization.

Free trial of Premium Plan for 28 days, with no credit card required.

Free plan: $0. Up to 3 users. 5GB receipt storage.

Premium plan: $5/active user/month billed annually. Minimum 3 users. Unlimited receipt storage and auto scans.

Enterprise plan: $8/active user/month billed annually. Minimum 500 users. Advanced integrations and customization.

Value for Money
4,6/5
Based on 561 user ratings
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Zoho Expense Features

Zoho Expense Features

API
Accounting Integration
Accounting Management
Activity Dashboard
Audit Trail
Automatic Notifications
Billing & Invoicing
Compliance Management
Customizable Reporting
Data Import/Export
Electronic Payments
Expense Tracking
Financial Analysis
Invoice Management
Invoice Processing
Multi-Currency
Real Time Data
Reporting & Statistics
Third Party Integration
Workflow Management
Features
4,4/5
Based on 561 user ratings
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Categories

Additional information for Zoho Expense

Additional information for Zoho Expense

Key features of Zoho Expense

  • Auto scan receipts
  • Corporate card integration
  • Corporate card reconciliation
  • Credit and debit card transaction imports
  • Custom policies
  • Custom report fields
  • Customizable reporting preferences
  • Customized approval process
  • Daily card transaction import
  • Expense analytics
  • Expense merge to avoid duplicate entries
  • Expense sorting by category
  • Feedback on rejected expense reports
  • Integrate with Zoho People
  • Integration with Zoho Books
  • Integration with Zoho CRM
  • Mileage tracking
  • Mobile receipt upload
  • Multi stage workflow
  • Multi-currency support
  • Notifications for pending reports
  • Online reimbursement
  • Per diem expenses
  • Pin expenses to reports
  • Policy violation reports
  • Set due dates for approvals
  • iOS, Android and Windows apps

Benefits

* Digitize your receipts
* No more manual data entry of expenses
* Faster approvals
* Automated reminders for reports
* Set up organizational expensing rules
* Expense on the go with mobile apps
* Better insights into business expenditures
* Integration with Zoho Books: Approved expenses automatically appear in Zoho Books. No more import/export
* Intuitive dashboard
* Real time collaboration between employees
* Customizable approval flows
* Custom policies
* Corporate card integration
* Online reimbursement via ACH (US only)

Zoho Expense FAQs

Zoho Expense FAQs

Below are some frequently asked questions for Zoho Expense.

Q. What type of pricing plans does Zoho Expense offer?

Zoho Expense offers the following pricing plans:

Starting from: US$5,00/month

Pricing model: Free, Subscription

Free Trial: Available

Free trial of Premium Plan for 28 days, with no credit card required. Free plan: $0. Up to 3 users. 5GB receipt storage. Premium plan: $5/active user/month billed annually. Minimum 3 users. Unlimited receipt storage and auto scans. Enterprise plan: $8/active user/month billed annually. Minimum 500 users. Advanced integrations and customization.

Q. What are the main features of Zoho Expense?

Zoho Expense offers the following features:

  • Auto scan receipts
  • Corporate card integration
  • Corporate card reconciliation
  • Credit and debit card transaction imports
  • Custom policies
  • Custom report fields
  • Customizable reporting preferences
  • Customized approval process
  • Daily card transaction import
  • Expense analytics
  • Expense merge to avoid duplicate entries
  • Expense sorting by category
  • Feedback on rejected expense reports
  • Integrate with Zoho People
  • Integration with Zoho Books
  • Integration with Zoho CRM
  • Mileage tracking
  • Mobile receipt upload
  • Multi stage workflow
  • Multi-currency support
  • Notifications for pending reports
  • Online reimbursement
  • Per diem expenses
  • Pin expenses to reports
  • Policy violation reports
  • Set due dates for approvals
  • iOS, Android and Windows apps

Q. Who are the typical users of Zoho Expense?

Zoho Expense has the following typical customers:

Small Business, Large Enterprises, Public Administrations, Non Profit, Freelancers, Mid Size Business

Q. What languages does Zoho Expense support?

Zoho Expense supports the following languages:

Chinese (Simplified), English, French, German, Italian, Japanese, Portuguese, Spanish

Q. What type of pricing plans does Zoho Expense offer?

Zoho Expense has the following pricing plans:

Free, Subscription

Q. Does Zoho Expense support mobile devices?

Zoho Expense supports the following devices:

Android, iPhone, iPad

Q. What other apps does Zoho Expense integrate with?

Zoho Expense integrates with the following applications:

QuickBooks Online, QuickBooks Online Advanced, Slack, Workato, Xero, Zoho Books, Zoho CRM, Zoho CRM, Zoho Cliq, Zoho Flow

Q. What level of support does Zoho Expense offer?

Zoho Expense offers the following support options:

FAQs, Forum, Knowledge Base, Online Support, Phone Support, Video Tutorials