Zoho Expense Reviews & Insights

Score8.4 out of 10

24 Reviews and Ratings

Community insights

TrustRadius Insights for Zoho Expense are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.

Pros

Simplified Expense Management: Users have found the submission and approval process for reports to be easier, reducing time spent on managing expenses effectively. The streamlined workflow has helped users efficiently handle their financial tasks with convenience.

Efficient Tracking Feature: Reviewers appreciate the automatic conversion of digital expenses to Zoho Expense, making it easier to track and manage expenses efficiently. This feature simplifies expense tracking processes and boosts productivity by automating manual tasks.

Seamless Integration and User Experience: Customers highlight the seamless integration with Zoho Books through features like autoscan and easy receipt attachment. This enhances the overall user experience by providing a smooth workflow for expense management tasks, resulting in improved efficiency and accuracy.

Reviews

7 Reviews

Zoho Expense is a Great Product - Wonderful ROI

Rating: 8 out of 10

Incentivized

November 22, 2024

Use Cases and Deployment Scope

We utilize Zoho Expense for employee reimbursement expense reports. As well as corporation expense reporting for corporate credit cards held by employees. By being able to attach receipts and have the system read them it helps save time. Additionally the policy set up option is really good if you have multiple departments

Pros

receipt uploads
simple use
mileage tracking

Cons

creation of policies per department
faster OCR
easier syncing to credit cards

Likelihood to Recommend

easy of use for the end users as well as to manage. The option to add new categories (expenses) and have the end users use them immediately is wonderful. The ease of creating a new user as well as customer support has been great. The customer support while having issues has been quick to resolve any issues.

Verified User

Manager in Finance and Accounting (201-500 employees)

Vetted Review

2 years of experience

Easy Expense Reporting for Remote Teams

Rating: 6 out of 10

Incentivized

January 3, 2024

Use Cases and Deployment Scope

We use Zoho Expense to gather all expenses from our credit card company and to allow team members to complete and submit expense reports and documentation for all expenses related to them.

The intent of using Zoho Expense is to increase our efficiency and the timeliness of closing our monthly financials.

Pros

Submission and approval of reports
Ease of expense documentation
BCC to expenses
Automatically converting digital expenses to a Zoho Expense

Cons

Integration with credit card providers
Reporting
Dashboards

Likelihood to Recommend

Zoho Expense is wonderful when you have a distributed or remote team or workforce that needs to submit expenses reports throughout the month into a single software and approval system. Zoho Expense does make it easy to train, onboard, and use all of the end-user features for submitting and generating expense reports.

Brian Hasenbauer

Vice President of Marketing in Marketing at Astanza Laser (11-50 employees)

Vetted Review

4 years of experience

View profile

Zoho Expense makes your troubles go!

Rating: 9 out of 10

Incentivized

January 3, 2024

Use Cases and Deployment Scope

Zoho Expense management is leveraged for Expense Workflow Management & Travel Request workflow management There was a need to digitize expense reimburse management including corporate cards and manage travel requests and its approval workflow to track all in one place. Reports, Audit trail, Manager approval, spending trends and dashboards for management insights & decision making

Pros

Expense management
Travel management
Corporate card integration
ERP integration

Cons

Banking integration should be two ways, once corporate card is paid for, it should close the line item
Reports should be available on demand

Likelihood to Recommend

It’s good for expense management. Travel management can be better suited if integrated with travel aggregators for seamless booking experience rather than offline mode. Zoho Expense app on phone is handy and easy to use, quiet intuitive. It’s banking integration can be improved upon especially when corporate cards are paid to the merchant

Verified User

Director in Information Technology (1001-5000 employees)

Vetted Review

2 years of experience

Get your expenses done in less time and with less headaches

Rating: 10 out of 10

October 26, 2021

Use Cases and Deployment Scope

Zoho Expense is being used across the entire organization for expense management, submission and reimbursement. It has helped streamline our expense management. It has taken Ripple Street from the old days of filling out Excel expense spreadsheets to modernizing our expense reports and digitizing them. It has made this task much easier for all parties involved.

Pros

Makes it easier.
Reduces time.
Makes it easier to track.

Cons

Integration with Justworks HR platform.

Likelihood to Recommend

Zoho is well suited for organizations looking for simplified expense management. It helps in the tracking of expenses, documentation of expenses, submitting expenses to management, and getting approval and reimbursement. I love the mobile app feature and ease of use in submitting receipts and ultimately your expense report for approval.

Douglas Hoenig

Sr Account Director in Sales at Ripple Street (11-50 employees)

Vetted Review

2 years of experience

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Zoho expense review

Rating: 10 out of 10

Incentivized

September 22, 2021

Use Cases and Deployment Scope

We are using the Expense management application from Zoho CRM. This is being used by all the employees to submit their expenses, both personal and client related.

Pros

Provide single window to submit all kinds of expense reports.
Seamless approval process.
Integrate additional support document from the vendors.

Cons

Some integration with service providers to upload bills directly with just need of a reference number or bill data.

Likelihood to Recommend

Most suitable for expense management. Less suitable for prospect management as compared to Pardot.

Abhishek Tiwari

Deputy Manager - Technical Solutions in Marketing at Hexagon AB (51-200 employees)

Vetted Review

3 years of experience

View profile

Wonderfully easy program to use

Rating: 10 out of 10

Incentivized

September 30, 2020

Use Cases and Deployment Scope

Used across the whole organization. In the past, all receipts had to be kept and turned in. Then our office manager had to categorize each manually so that it could get accounted to the correct GL code. Now our users just take a picture, it self-loads all the details, they just select the category and it's done.

Pros

Straightforward and easy to use.
Autoscan works flawlessly 99% of the time.
Seamless Integration into Zoho Books.

Cons

Could have more default options. Instead of making my users select payment method, allow us to default it to one of the options.
More room for customization by department. My service department needs different categories of expenses then my sales department.

Likelihood to Recommend

Honestly probably works well for almost any company. I have used Expensify before and while Expensify may be a bit more polished, Zoho Expense is wonderful. Plus it integrates with all my other Zoho products including Books and CRM.

Matthew Christensen

CEO (Chief Executive Officer) in Corporate at Alliance Laundry Equipment (11-50 employees)

Vetted Review

1 year of experience

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ZOHO - A lifesaver!

Rating: 10 out of 10

Incentivized

February 21, 2020

Use Cases and Deployment Scope

Zoho Expenses is one of my most favorite apps. I cannot praise this software enough for the time and headaches it has taken away from me. Once you take the time on the front-end to set this up with your parameters, protocols, accounts, and users, it is very easy to train end-users. Our sales force can enter their expenses on the fly, attach images of receipts and never worry about forgetting to submit their reports by the closing date. We set up the program to auto-close the reporting period and submit the reports for approval/reimbursement in accordance with our specifications. Reps are notified when their reports are approved (or rejected), as well as when they have been reimbursed. Besides the ease of use and keeping my reps informed, Zoho Expenses is one of the only affordable expense reporting systems to integrate with QuickBooks Desktop.

Pros

The program will notify users if they have entered a duplicate charge.
Once the end-users understood that receipts were mandatory, attaching those receipts has become second-nature. The app makes it very easy to do so.

Cons

One of the biggest annoyances is that when I upload a file to QuickBooks, the entire Chart of Accounts is the uploaded from QuickBooks back into Zoho. I am constantly cleaning the Active List up. I have applied all the "fixes" from their IT dept, but this is a recurring occurrence.

Likelihood to Recommend

Setting aside the minor inconvenience regarding the Chart of Accounts, the rest of the program is 100% accurate, 100% of the time. I have had zero downtime with this program and trust the information to be consistently accurate.

Margaret Wood

HR Director in Human Resources at Poly Pharmaceuticals, Inc. (11-50 employees)

Vetted Review

3 years of experience

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