Zoho Expense

Score8.4 out of 10

24 Reviews and Ratings

What is Zoho Expense?

Zoho Expense is online expense reporting software, tailor-made for businesses worldwide to automate expense report creation, streamline approvals and make swift reimbursements.

Categories & Use Cases

Expense Management

Employee Expense Reporting
Allows companies to track employee expenses to make cost-effective decisions.
Category average: 8.4
Financial Document Management
Invoices, expense reports, and associated documents are stored within the platform for any future needs.
Category average: 8.3
Payment Audit Trail
Allows admin users visibility into the entire payment process, from receiving the expense claim or invoice to the payee receiving payment.
Category average: 8.4

Corporate Card Reconciliation
Allows companies to reconcile employee expenses with company card statements.
Category average: 8.2
Electronic Funds Transfer
Funds can be transferred via EFT as opposed to paper checks.
Category average: 8.2
Advanced OCR
Automatically imports information from invoices, receipts, expense reports, and other scanned documents into the platform.
Category average: 7.8

Verified User

Manager in Finance and Accounting (201-500 employees employees)

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

Return on Investment

ROI regarding employee reimbursement reports and tracking their submissions
tracking the corporate credit card charges per user
the cost per use is reasonable

Usability

Alternatives Considered

SAP Concur, Expensify and BILL

Other Software Used

DocHub, Zapier, Looker

Brian Hasenbauer View profile

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

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

Return on Investment

We have had some issues with the credit card reconciliation process which has made our monthly accounting / close process. This has been a negative
Positive ROI is that team members spend less time on expense reports due to the ease of reporting
Positive ROI is that substantial training and onboarding is not needed due to the features and simplicity.

Alternatives Considered

Expensify

Other Software Used

QuickBooks Online, HubSpot Marketing Hub, Salesforce Lightning Platform

Douglas Hoenig View profile

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

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.

Return on Investment

Gives employees more of of their time back for doing work.

Alternatives Considered

Concur Travel and Expense

Other Software Used

Asana, HubSpot Sales Hub, Justworks

Abhishek Tiwari View profile

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

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.

Return on Investment

Employee satisfaction in seamless account settlement.

Alternatives Considered

Pardot

Other Software Used

Salesforce Lightning Platform (formerly Salesforce App Cloud), Pardot, Microsoft Yammer

Usability

Matthew Christensen View profile

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

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.

Return on Investment

It's included in our Zoho One Subscription which was cheaper than QuickBooks, and we now have so many more options at a much cheaper cost.

Usability

Other Software Used

Zoho Books, Zoho CRM, Zoho People, Zoho Creator, Zoho Campaigns, Zoho Analytics (formerly Zoho Reports)

QuickBooks Online

Fyle

Odoo Expenses

Zoho Expense

What is Zoho Expense?

Categories & Use Cases

Key Features

Top Performing Features

Employee Expense Reporting

Financial Document Management

Payment Audit Trail

Areas for Improvement

Corporate Card Reconciliation

Electronic Funds Transfer

Advanced OCR

Reviews

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