About Zoho Expense
Zoho Expense pricing
Zoho Expense has a free version and offers a free trial. Zoho Expense paid version starts at US$4.00/month.
Alternatives to Zoho Expense
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All Zoho Expense Reviews Apply filters
- Industry: Information Technology & Services
- Company size: 2–10 Employees
- Used Weekly for 1+ year
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Review Source
Easy to use expense management.
I’m mostly satisfied with Zoho expenses. It integrate well with Zoho books and their autoscan feature while not perfect does help a lot managing receipts.
Pros
Very simple to use, usable auto-scan, integrates with Zoho books nicely.
Cons
Auto-scan can get things wrong and will add currency selections you don’t need which makes the process go slower than it should.
- Industry: Nonprofit Organisation Management
- Company size: 11–50 Employees
- Used Weekly for Free Trial
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Review Source
Great Tool - Great Support!
Zoho expense is a great tool and comes with great support.
Pros
Their tool seems very intuitive for users and admins.
I really appreciate how they have multiple ways to send expenses to the system (email, auto-scan, and manual upload)
They also have extremely fast support response time!
Cons
The only downsides I've seen so far is that they had a feature for Point to Point Mileage tracking by putting in your start and end points to determine miles, but I was told by support that this feature only exists on iOS (this should be disclosed somewhere on their site, but it is not).
Alternatives Considered
FyleReasons for Choosing Zoho Expense
Huge price jump by Certify. Their pricing model is based on $/expense report whereas Zoho Expense is a $/user which works so much better for us.Switched From
Emburse Expense Professional (formerly Certify Expense)Reasons for Switching to Zoho Expense
The pricing structure made the most sense. We didn't do a trial of Fyle, just compared features.- Industry: Logistics & Supply Chain
- Company size: 11–50 Employees
- Used Daily for 1-5 months
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Review Source
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.
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.
- Industry: Information Technology & Services
- Company size: 2–10 Employees
- Used Daily for 1+ year
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Review Source
excellent value, full featured expense managment
Pros
excellent OCR
Minimal manual entry
excellent integration with books
extremely cost-effective
trip planning really good for authorisations
Cons
slightly convoluted onboarding
reconciliation process for company debit card expenses is complicated but fine once it is understood
trip planning could be templated to make life easier
Reasons for Choosing Zoho Expense
value and better UI, the mobile app expense process was simplerSwitched From
RydooReasons for Switching to Zoho Expense
UI, OCR capability and cost per user are better- Industry: Airlines/Aviation
- Company size: 2–10 Employees
- Used Daily for Free Trial
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Review Source
Zoho Expense for the WIN
Pretty happy right now. As we continue using it and understanding everything that it can do, I think it will help the company stay on budget!
Pros
The ability for the receipt scan and not having to keep up with all of them!
Cons
Still getting used to some of the functions but there isn't anything that I hate or can't adjust how I do something.
- Industry: Computer Software
- Company size: 2–10 Employees
- Used Weekly for 1-5 months
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Review Source
Zoho review
The system is robust and simple to use, a powerful combination for business.,
Pros
The system is simple and effective, in comparison to other tools deliver much more with much less costs and complications.
Cons
The system is robust and simple to use, a powerful combination for business.,
Alternatives Considered
SAP ConcurReasons for Switching to Zoho Expense
Price and usage, The system is robust and simple to use, a powerful combination for business.,- Industry: Management Consulting
- Company size: 11–50 Employees
- Used Weekly for 1-5 months
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Review Source
Very easy to use, real time-saver!
Product is excellent. Customer service - terrible. A person from the UK ( not my jurisdiction or timezone) did a lazy attempt to suggest a demo at the time convenient for HIM, and then disappeared - guess he figured, why bother since I purchased it anyway having been pressured by my accountant ( not your sales team).
Pros
I like how easy it is to file your receipts and expenses: all you need to do is to take a photo. Zoho Expense then sorts them out at about 90% accuracy. It really saves time. I also like that the trial period included a full version, it allows you to fully experience functionality
Cons
The so-called customer care is almost non-existent. It was a drag to schedule a demo with them: they kept sending me their calendars without bothering to connect personally. And once I finally booked a slot, their sales person cancelled on me at the last moment! They never bothered to follow up, didn't offer an alternative appointment ( oh, I had to sift through their calendars!) and once I purchased it since I liked the product anyway, they disappeared. If my accountant hadn't insist on Zoho vs Quickbooks, I would have gone with Quickbooks simply due to lack of customer care. Quickbooks sales folks were very attentive! I have two products from Zoho both professional versions and didn't hear from them once.
Alternatives Considered
QuickBooks Desktop- Industry: Veterinary
- Company size: 51–200 Employees
- Used Daily for Free Trial
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Review Source
Efficient Expense Management Tool
Pros
Zoho Expense streamlines expense tracking and reimbursement processes, making it an ideal tool for businesses of all sizes. With user-friendly features for receipt scanning, categorization, and real-time expense reporting, it reduces the hassle of manual expense management. Integrations with popular accounting platforms and easy team collaboration make Zoho Expense both practical and adaptable. While the initial setup may require some time, the overall experience and functionality make it a valuable asset for managing expenses efficiently.
Cons
The initial setup can be time-consuming, especially for larger teams.
- Industry: Information Technology & Services
- Company size: 201–500 Employees
- Used Daily for 1+ year
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Review Source
Best for all type of expense management
For my day to expenses management it's best tool, also for traveling related expenses
Pros
I like the scan receipt feature, which simply scan my bill and receipt and fetch expenses data from it, it saves my lots of time
Cons
Some time app take too much loading time during the initial level, they should improve this
- Industry: Facilities Services
- Company size: 2–10 Employees
- Used Daily for 1-5 months
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Review Source
Great payroll option
Pros
Efficient user friendly interface and easy to manage
Cons
There was nothing I didn’t like about Zoho expense
- Industry: Automotive
- Company size: 2–10 Employees
- Used Daily for 6-12 months
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Review Source
It Just Works!
I have a mantra, Simplicity, Clarity & Confidence. Zoho Expense is Simple and easy to learn and use. It provides Clarity on how their system works and all the tools which gives me confidence that, that this one area of our business I do not need to spend too much time or worry about it getting the job done.
Pros
We had previously used Expensify (Ramp) and it worked well I thought until I tried Zoho Expense. It is more user-friendly and consistent in operation. We spend so little time putting together and processing expense reports now that this area of responsibility is an afterthought. I love it because it just works, and it is simple. On top of that Zoho does not send you political emails and social agenda propaganda that you receive through the company formally known as Expensify which is now called Ramp. In business I purchase products and services to do business, I do not purchase your political and social agenda for you to send me when I am purchasing your services. I could not recommend the services of Zoho Expense more...it has been a great decision to move from Expensify (Ramp) to Zoho.
Cons
At this point, it is hitting all the areas in an easy and effective way.
- Industry: Accounting
- Company size: 51–200 Employees
- Used Daily for 1-5 months
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Review Source
A very nice product
Everything has been satisfactory. At times support can be a bit difficult to work with, but people are busy - I get that.
Pros
It was quite simple to setup the system. I was rushed through the process due to the fact that our old solution was being sunset, but the ease of use helped in the transition. Users found it easy enough to pick up and use without extensive training sessions.
Cons
It does what we need it to do. The app isn't exactly user friendly for submitting. Good for taking photos of receipts but beyond that not useful.
Reasons for Choosing Zoho Expense
ExpensAbles is going away.Reasons for Switching to Zoho Expense
Pricing and credit cards (not all, but some) can link to system. Doesn't force you to take out one of their credit cards.Response from Zoho
Hi Robb,
Thank you for taking the time to review Zoho Expense and share your feedback.
We're glad to hear that it was simple to set up and easy to use. We understand the mobile app isn't easy to use for submitting expense reports and will try enhancing the same.
If you have any further feedback or queries, do reach out to us at support[at]zohoexpense[dot]com.
Regards,
Yohvan - Zoho Expense
- Industry: Hospitality
- Company size: 11–50 Employees
- Used Daily for 1-5 months
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Review Source
Zoho Expenses is a must have product!
Pros
Its been extremely easy to move from excel to Zoho Expenses. The time involved in training staff has been minimal and the process of uploading receipts and updating them has been extremely smooth.
The auto scan feature in the platform is a must use! It saves so much time in uploading receipt details.
Cons
I think they work towards improving vendor detection, especially during auto scan. I have several vendors with slightly different variations in name created during auto scan, when in fact all the receipts are from the same vendor. I think a simple (Create new vendor) option is sufficient after scanning the receipt.
Reasons for Choosing Zoho Expense
Ease of ERP platform usage - Zoho being cloud based was a no brainer.Switched From
Microsoft Excel- Industry: Retail
- Company size: 11–50 Employees
- Used Daily for Free Trial
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Review Source
Perfect for beginners to advanced users
I really liked it but the features could work better. For example the invoices look mint and the editor is great but editing line options on the invoice was difficult to find. I thought that when doing each invoice it may be an idea to either show your input into it in real time or allow you to edit the template with your input in real time. I would prefer inputting directly into the invoice template than the system back end.
Pros
I like the access to various apps that support each other and fully integrate
Cons
You have to learn a lot of it yourself and it can be time consuming to setup.
- Industry: Information Technology & Services
- Company size: 51–200 Employees
- Used Daily for 1+ year
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Review Source
Say Goodbye to Manual Expense Management
In conclusion, while Zoho Expense has a few areas where it could improve, the platform's strengths far outweigh any minor limitations. With its powerful features, user-friendly interface, and ability to automate and streamline the expense management process, Zoho Expense is a top choice for businesses of all sizes looking to simplify their expense tracking and reporting.
Pros
Zoho Expense is a lifesaver for small business owners. It simplifies the expense management process by automating receipt scanning, data extraction, and categorization, saving me valuable time and resources. The platform's ability to link directly to bank accounts and credit cards further streamlines the process, making it even easier to stay on top of expenses.The user interface is user-friendly and intuitive, with a range of features that make it easy to customize and tailor the platform to individual business needs. Zoho Expense makes it simple to set up expense policies, create custom fields and categories, and even track mileage.Another benefit of Zoho Expense is the ability to generate real-time expense reports that provide a detailed breakdown of expenses by category, department, or employee. The reports are customizable, so you can generate the information you need to make informed financial decisions quickly and easily.
Cons
While Zoho Expense is an excellent platform, there are a few areas where it could improve. One of the main challenges is the limited integrations with other business applications. While Zoho offers a range of tools that integrate with each other, there are few options for connecting Zoho Expense with third-party applications, which can be frustrating.Another potential downside of Zoho Expense is the limited options for customization. While the platform offers a range of customization features, including custom fields and categories, some users may find the options limiting. Additionally, the mobile app can be a bit buggy at times, which can be frustrating when you're on the go and need to access your expenses quickly.Despite these minor limitations, Zoho Expense is a powerful and easy-to-use platform that can help businesses of all sizes simplify and streamline their expense management process. The platform's range of features and user-friendly interface make it a great choice for businesses looking to automate and optimize their expense management.
- Industry: Information Technology & Services
- Company size: 2–10 Employees
- Used Weekly for 2+ years
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Review Source
Zoho Expense is the Solution to Your Problem for staying on top of Your Expenses
Originally, about 2 years ago, I was using QuickBooks for my business and Zoho for CRM, Meetings and other. I did not realize that Zoho offered an Expense product.
I really enjoyed my initial experience with Expense and immediatly migrated my database to Zoho. I was actually taking QuickBooks training sessions (at $85 a pop) with our Austin SCORE branch. Zoho has a very rich knowledgebase of trainging on their entire suite. Zoho has posted dozens of training videos on YouTube of which I have personally viewed around 30 of them I believe. I created a favorites folder and tag the Zoho videos for that reason. I have personally never had to call their support-if there is something I am usure of, the YouTube/Zoho combo solves any questions I may have.
Pros
All of the basic user GUI tools and features work flawlessly. I have never once had one of those SalesFarce moments where it took me 3 weeks to figure out the issue why new phone could not capture receipt images and other similar experiences that my associates have had. Really, understanding the operation and navigation was suprisingly intuitive. I really enjoy the aethetics; and compared to the bowl of spaghetti GUI with QuickBooks, I have never found myself in a situation where I obligated to seek out and pay for additional training because I was completely lost. The only people critical of Zoho products are those working for cometitors and folks who have never used any of the products.
Cons
In the past, many products including Expense could be a little light on features and more challenging in large, multi-platform, multi-facility, multi-user implementations. But honestly, think about SalesFarce and another three-dozen or more competitors in that space and find one that is an "everything for everyone" product - they dont exist. Zoho seems to be commited and persistent and building out the feature-set in the entire product suite.
- Industry: Retail
- Company size: 11–50 Employees
- Used Weekly for 1-5 months
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Review Source
A Comprehensive Expense Management Solution
Zoho Expense is a comprehensive expense management solution that offers a wide range of features and customization options. While the software can be complex and has a steep learning curve, it is highly customizable and can be tailored to fit the unique needs of your business. The mobile app is a great feature that allows you to capture expenses on the go, and the integration with other accounting software makes it easy to transfer data between systems. If you're looking for a powerful expense management solution, Zoho Expense is definitely worth considering.
Pros
Customizable: Zoho Expense is highly customizable and can be tailored to fit the unique needs of your business. You can create custom fields, categories, and reports to help you manage your expenses efficiently.Automated Expense Reporting: Zoho Expense offers automatic expense reporting, which saves you time and effort by eliminating the need for manual data entry. This feature helps you avoid errors and ensures that your reports are accurate.Mobile App: The Zoho Expense mobile app is available for both iOS and Android devices. With the mobile app, you can easily capture receipts and expenses on the go, and the app automatically syncs with your account.Integration: Zoho Expense integrates with other popular accounting software, such as QuickBooks and Xero. This integration makes it easy to transfer data between your expense management system and your accounting software.
Cons
Limited Free Version: While Zoho Expense does offer a free version, it has limited functionality. To access all the features of the software, you need to upgrade to a paid plan.Complexity: Zoho Expense can be a bit overwhelming for first-time users. The software has a lot of features and customization options, which can make it difficult to navigate.Learning Curve: The software has a steep learning curve, and it may take some time to get used to all the features and customization options. However, once you get the hang of it, Zoho Expense can be a powerful tool for managing your expenses.
- Industry: Accounting
- Company size: 2–10 Employees
- Used Daily for 6-12 months
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Review Source
zoho user
Pros
Some of the features that users appreciate about Zoho Expense include:User-Friendly Interface: Zoho Expense has a simple and intuitive user interface that makes it easy to navigate and use.Mobile App: Zoho Expense has a mobile app that allows users to capture receipts and submit expenses on-the-go.Integration with Other Zoho Products: Zoho Expense integrates seamlessly with other Zoho products such as Zoho Books and Zoho CRM.Multi-Currency Support: Zoho Expense supports multiple currencies, which is useful for businesses with international operations.Customizable Approval Workflows: Zoho Expense allows users to set up customizable approval workflows, which can help streamline the approval process.
Cons
some of the common complaints about Zoho Expense include its limited customization options, difficulty in navigating the user interface, and occasional glitches or bugs. Additionally, some users have reported issues with the mobile app, such as slow loading times and syncing problems. It's important to note that these issues may have been addressed and resolved since my knowledge cutoff in 2021, as software companies are constantly updating and improving their products.
- Industry: Accounting
- Company size: 2–10 Employees
- Used Daily for Free Trial
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Review Source
Very well done application!!
Reporting for government tax agencies. CRA in Canada is getting very aggressive about checking out the small business expenses and eliminating them. ZOHO provides an easy to see, email ready reporting system to the CRA. We will soon be ready in another area of financial reporting. ZOHO expense has easy receipt capture as well as robust reporting that captures all the areas of receipt information. Very pleased with it.
Pros
When our company President brought me ZOHO's website link and asked me to look into it, I was impressed with the website and the number of different applications that ZOHO had. Sam wanted me to look into ZOHO expense as a necessary reporting tool that the previous owners had not utilized. I used the chat feature to help me set it up and our Comptroller brought in the feed from the bank credit cards in order to match transactions from our corporate credit cards. Support was great and I was careful to get it set up during the week (support is 24/5) and I learned to use ZOHO Expense over the weekend creating expense reports for the two corporate cardholders using different methods of receipt capture. Both corporate cardholders have different approaches to receipt capture and ZOHO expense makes their choice the best for them. Very well done application!!
Cons
We did have difficulty with our bank feed and are working that out but support was again very helpful with set up and we should have the correct feed done quite quickly. Sam wants the ability to match receipts and credit card feed to make his life easier and eliminate one more job for our very busy Comptroller.
- Industry: Financial Services
- Company size: 51–200 Employees
- Used Daily for 2+ years
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Review Source
Easy to Use system
We now use Zoho for expense management claims across 3 companies
Pros
Relatively easy to set up and administer with a link into Xero
Cons
Having to update GST tax on each account in Zoho (rather than pass through of info from Xero)
Alternatives Considered
XeroReasons for Switching to Zoho Expense
Easy to configure and priced competitively- Industry: Restaurants
- Company size: 51–200 Employees
- Used Daily for 1+ year
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Review Source
Zoho Expense Business CC Expensing Tool
All things considered, Zoho Expense has been an invaluable tool for us in an effort to control & track Credit Card Expenses across multiple users.
Pros
The receipt auto expensing feature saves us time and money every day. Along with report visibility etc.
Cons
When setting up the cards initially, there has been hiccups, all resolved, but not necessarily smooth every time
Alternatives Considered
ExpensifyReasons for Switching to Zoho Expense
Price & customization abilities.- Industry: Mining & Metals
- Company size: 501–1,000 Employees
- Used Daily for 2+ years
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Review Source
Good
Pros
Most important is the Integration with other apps
Cons
No such issue found in the app. It's convenient and easy to use app.
- Industry: Internet
- Company size: 11–50 Employees
- Used Weekly for 6-12 months
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Review Source
Life saver, I wish I had started using it earlier !!!
Pros
Super convenient... I setup my company and employees once and now it is very easy to record expenses and payments. It required minimal training and all employees were able to use it within no time. Invoice auto scanning feature works like a charm for standard bills like utilities etc. and saves lot of time.
One extremely helpful feature is auto identification of duplicate invoices which you by mistake upload. It helps in catching silly issues which could have become serious if overlooked.
Look and feel and UI/UX is so great that I have asked my development lead to use it as benchmark for our product :) Hope Zoho team wont mind this ...
Cons
Only problem I have faced so far is with the Advance Management. Somehow, I was not able to adjust advance paid to an employee with his expenses. This looks to be a simple feature. Hope team could implement this in future.
Secondly, not related to Zoho expense but I wonder why Zoho people does not have full blown salary module into it. It put me into lot of trouble of identifying another vendor for this and now I am forced to use that to main employee salary accounts. If possible, please pass this message to the relevant team. Zoho people is a very important module and it should be tightly integrated with Zoho expense. But some how I found Zoho people recommending other 3rd party software for salary management. Why not integrate that feature in Zoho expense itself and make it more useful for overall accounts management.
- Industry: Education Management
- Company size: 51–200 Employees
- Used Daily for 2+ years
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Review Source
Expert Expenses Tracker
We had a lot of recording issues, tracking payments and expenses of the school including various remittances of students.
Pros
It is very easy to use even for novice and beginners. It categorizes all expenses into headings. It allows for Bank account to be linked and downloaded into the software. All expenses are downloaded and it is user-friendly. The navigation is perfect and easy to use. Chart of Account is well detailed. Account reconciliation makes accounting and bookkeeping accelerated. There is no delay in generating reports and tracking expenses based on budget.
Cons
I have not had any issue using this software and it has served the accounting department so well and it handles all discrepancies.
- Industry: Information Technology & Services
- Company size: 2–10 Employees
- Used Daily for 6-12 months
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Review Source
Zoho Expense : A Perfect Pocket Friendly Tool for your financial needs.
Zoho Expense is a versatile solution that is accessible both through a web-based interface and a mobile application, providing us with flexibility in managing our expenses. Zoho Expense seamlessly integrates with various other applications in our current software ecosystem, allowing for a streamlined workflow. Moreover, the high degree of customization available ensures that any organizations can implement Zoho Expense quickly and effectively, without the need to change their existing processes.
Pros
Zoho Expense is a top-tier solution for managing travel and expenses. The software is designed with a focus on reducing overspending, automating expense reporting, and ensuring complete oversight over expenditures ultimately, this enables small sized businesses to enhance productivity with optimize cash flow, and improve overall financial health for any new born organizations.
Cons
No negatives about the Zoho Expense as of now.
- Industry: Wholesale
- Company size: 51–200 Employees
- Used Daily for 1-5 months
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Review Source
Life Saver
By using the app, I automatically take pictures of receipts when getting them. No more procrastination inputting at the end of the week. I don't miss any receipts and they are in order by date, so accounting can match to the credit card charges. This is saving time and sometimes trees. A lot of hotel receipts are emailed directly to my business email. I'm able to go on website and attach these receipts into the report saving paper. Very easy to do. You can never get back time. Time is money and this saves me a lot of it.
Pros
When my previous provider discontinued their service, I was in a panic. I immediately started searching and reading reviews. Zoho Expense was the closest I could find to support my needs. The cost was very reasonable, and the app is easy to use. It was important for me to be able to have access to an app that stored receipt photos and giving me a comment section where I could explain what each expense was for. Their app was self-explanatory easy to use, and the website allows you to review all information compiled on the app making changes, if necessary, before submitting.
Cons
The only downside I have experienced is when taking photos on the app, the photo store to my phone. There might be an easy fix to this, but I haven't had time to try. I just go and delete all the photos once my expenses have been submitted.
Alternatives Considered
ExpensifyReasons for Choosing Zoho Expense
They no longer offered the service. They contacted me in July and stated they were discontinuing this service. I could switch to their new service, but it was for large groups, and I was the only employee using it.Switched From
SAP ConcurReasons for Switching to Zoho Expense
It was their customer service team. They were extremely helpful and helped with all my questions. The cost was within the allotted budget my company allows. The app was also a factor. It was very clear and easy to use.- Industry: Restaurants
- Company size: Self Employed
- Used Daily for Free Trial
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Review Source
Zoho has met my needs
I'm a fan no doubt. But definitely needs improvement on the AI receipt Auto Scan to be a top product. I still have to figure out the integration and improved export of data. Need to automate as much as possible.
Pros
Install: Easy to install and start up. Learning curve was minimal (but I have many years of finance systems experience, so I'm not sure if it would have been easy for those with no experience).
Mobile app: The ease of mobile input. Great features, easy enough to figure it out without help. Smart layout. There are excellent help instructions available online.
Desktop software: Easy to move around and find what you need. Love how you can jump to details from relevant screens. Can't get lost, you can always figure your way back from the convenient side bar. Good basic analytics. Edit functions are everywhere, so that's convenient too. Overall, I'm clearly a fan.
Cons
Mobile auto scan needs improvement. Although the scanning was helpful, it no doubt saved me lots of manual input time. The scanner picked up info, not even my eyes could see! But...
1- Doesn't pick up the name of vendor most of the time. Manual input required.
2- Auto scan AI categorization is clunky. Picks up at the vendor level, so assigns the same category to every item on the receipt, which is unrealistic. Should be at the line item, AI can learn through history and provide an accurate auto scanning feature worth paying for (significant $ upgrade for unlimited auto scans, expect it should scan better!).
3-It would also get data misaligned. The item description aligned to the wrong amount. So I had to fix quite a few mobile receipt scans.
4- Would get confused and pick up the line item description (example: price per unit) and create a new line item. So I have to do some clean-up on that too before submission.
5- Auto scans have a waiting period. So not in real-time. Thats inconvenient, especially since I'm not sure how long it takes. So have to keep checking. Would be good to get a text or something to alert when ready so I don't have to keep checking periodically.
6- Too bad my POS does not integrate with Zoho, only QuickBooks. It would be a huge improvement.
7- Quite a few modules...need to figure all that out. Improved storyline would be better on how it fits together.
- Industry: Information Technology & Services
- Company size: 10,000+ Employees
- Used Daily for 1+ year
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Review Source
I love how friendly it is Zoho to new users
There are several positive aspects to this program. Although it is well-designed, some of the functionality is still not entirely functional. I appreciate the user-friendly design and the ease with which expenses can be submitted. The bespoke procedures for approval make it simple to route costs for secondary approvals depending on their monetary worth, saving time and money.
Pros
The pricing of the program is attractive to me because it is competitively priced in comparison to its competitors. I do a lot more for my company now, which is why I switched to a different software package. I feel that this program will be beneficial to someone who is just getting started. The program is incredibly simple to use and has proven to be really beneficial in keeping me organized with my company expenses as well as in keeping me on track with my tax preparation.
Cons
Overall, this is an excellent tool. At first sight, the supplementary papers that are connected to the reports may be disregarded, although this is not a serious cause for concern.
- Industry: Consumer Services
- Company size: Self Employed
- Used Daily for 1-5 months
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Review Source
Great Program for SMB like me!
I have had great experiences using Zoho Expense. Ive tried other programs and they were clunky, messy, hard to use. I was on the phone with the help desk all the time. With Zoho Expense - I did it all by myself in a few hours. Now I am set up to run my business much better!
Pros
Easy to set up! Easy to use! Easy to see what needs ot be done. Maybe they should be called ZO-EASY Expense! I was up and running in no time. Imported changes from my corporate credit card, set up personal and business expenses. This made the separation so easy! Tax time will be so much better in 2024 !
Cons
There aren't any CONs as the product fit exactly what I needed. I do like how I can add new apps to integrate with Expense if I need it in the future. The seamlessness of that is worth $$$!
Reasons for Choosing Zoho Expense
The cost was prohibitive and I didnt need everything the were selling. Zoho has everything I need at the right price.Reasons for Switching to Zoho Expense
The ease of use, the cost, the support!- Industry: Renewables & Environment
- Company size: 51–200 Employees
- Used Daily for 1+ year
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Review Source
Zoho Expense is the uncomplicated winner in this category!
Overall, my experience with Zoho Expense has been great. I see no reason to switch to any other service. This app offer everything I was looking for and more.
Pros
I love how simple and focused this app is. I don't need a million options, just something that makes it easy to keep track of and submit expenses. Zoho Expense does all of that an more at a very reasonable price.
Cons
I think that the only thing that could be improved in this app is the database of merchants in the United States could be more comprehensive. Not a big issue, but maybe something that could be updated.
Alternatives Considered
QuickBooks Online AdvancedReasons for Choosing Zoho Expense
CostSwitched From
SAP ConcurReasons for Switching to Zoho Expense
Simplicity, focus, and cost were the deciding factors.- Industry: Security & Investigations
- Company size: 2–10 Employees
- Used Weekly for 6-12 months
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Review Source
Not expense-ive
Overall this is a good option and it won't break the bank.
Pros
Not bad at all for the price. Everything expense related is included and if you can't find something it's likely available in another Zoho app. If you travel for work often like I do you'll also appreciate travel expense and mile tracker features. Employees can scan a receipt using their phone and upload it to Zoho Expense in probably around three seconds. No need to keep a shoebox full of crumpled up receipts.Don't forget SSL encryption. Skimping on that is a big no-no when it comes to expense and financial records.
Cons
I didn't think it was easy to use at first. Probably for about two weeks. I'm fine with it now but it would be m7ch more convenient if it was easy to use from the first start up.
Alternatives Considered
QuickBooks OnlineReasons for Choosing Zoho Expense
Changing my approach and cutting back during covid- Industry: Information Technology & Services
- Company size: 51–200 Employees
- Used Daily for 2+ years
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Review Source
A unique system for documenting, following up and auditing expenses accurately
By utilizing Zoho Expense, we ensure that all expenses are documented correctly and that no receipts are lost. This ensures that approvals are obtained directly and payments are paid on time. With Zoho Expense, we can monitor exchange activities, produce statistics, and spot unneeded or exaggerated spending, ensuring budgets aren't exceeded.
Pros
I enjoy how easy Zoho Expense is to use and the clarity of all the tools on the fantastic user interface. I particularly like that I can simply scan proof of expenses documents and invoices, and that Zoho Expense dumps data from them immediately and saves a duplicate of the document original. I love how spending are segregated and categorized, taxes and fees are computed separately, all in one report, making audits and approvals quick. The notification system tells you of revisions to your submitted reports or accounting department enquiries, allowing you to respond directly and avoid delays in receiving payments.
Cons
Overall Zoho Expense is easy to use and doesn't have a lot of dislikes. I only face a problem when loading receipts and unloading data from them, where the user has to make sure that all the data has been recorded correctly, and sometimes we may need to manually modify it before sending, which can result in errors and mismatches between the receipt and the numbers in the reports.
- Industry: Wholesale
- Company size: 11–50 Employees
- Used Daily for 1+ year
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Review Source
Zoho vs competition
Time savings for our employees and back office !
Pros
Zoho was a natural choice for companies using Quickbooks. Expenses are easy to download into Quickbooks as a Bill. When it comes time to pay the credit card statement it's all ready to go !
Cons
It would be nice if you could batch a weeks worth of food per diems into one entry rather than for each day.
Alternatives Considered
ExpensifyReasons for Choosing Zoho Expense
Zoho was a better product that integrated with Quickbooks Desktop better.Reasons for Switching to Zoho Expense
Zoho was easier to use.Response from Zoho
Hi Steve,
Thank you for reviewing Zoho Expense and sharing your feedback.
We're glad to know that you find Zoho Expense to be a natural choice for companies using Quickbooks. We understand you would like it if multiple per diem expenses for different dates could be batched into a single entry. Currently, that would not be possible since a single entry is not possible for multiple dates. Sorry about that.
If you have any further queries or suggestions, feel free to reach out to us at support[at]zohoexpense[dot]com.
Regards,
Yohvan - Zoho Expense
- Industry: Religious Institutions
- Company size: 11–50 Employees
- Used Daily for 1-5 months
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Review Source
User-Friendly and Intuitive
Zoho provides us with a good tool for categorizing and approving credit-card and reimbursement transactions.
Pros
The software has been adopted well by our users, who say that they find it easy to use.
Cons
The export function creates a file that has formatting that is incompatible with our existing ERP solution. Also, while expenses can be split among multiple categories, they cannot be split among multiple departments and funds.
Alternatives Considered
Emburse Expense Professional (formerly Certify Expense)Reasons for Choosing Zoho Expense
Expensify was not as user-friendly, it didn't provided a link to our Regions Visa cards, and the Expensify credit-card does not work at Walmart/Sams Club.Switched From
ExpensifyReasons for Switching to Zoho Expense
Better compatibility with our current processes.Response from Zoho
Hi Daniel,
Thank you for taking the time to review Zoho Expense. We're happy to know that you find the application user-friendly and intuitive.
With regard to the export function, kindly reach out to us at support[at]zohoexpense[dot]com so we can understand your requirements better and assist you with developing a custom solution if required.
Regards,
Yohvan - Zoho Expense
- Industry: Management Consulting
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Pretty Cool Expense Management Platform
Overall, I am very satisfied with my experience using Zoho Expense. It has made managing expenses much easier and more organized. The only downside is occasional issues with the mobile app.
Pros
I have been using Zoho Expense for several months now, and I am extremely impressed with how user-friendly and efficient it is. The ability to easily track and report expenses has saved me a lot of time and hassle.
Cons
One downside I have experienced with Zoho Expense is that the mobile app can be a bit buggy and laggy at times.
- Industry: Entertainment
- Company size: Self Employed
- Used Monthly for 6-12 months
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Review Source
Zoho is Perfect for my Business
I don't need the entire functionality of Quickbooks. So Zoho is better for me, and I can add features and modules as I need them. I love Zoho's branding. Super modern, and user-friendly. I also love their customer service.
Pros
A lot of accounting and expense tracking apps out there are too expensive and have features that I don't really need for a solopreneur operation, so it's refreshing that Zoho has many different apps that you can choose from to build your perfect enterprise solution, no matter how small or big your operation is. They're highly scalable too. One of the features I love is expense automation, and this is key so I don't have to be remembering to upload regular charges for my business. And automation was easy to setup following a few steps. Autoscan is fantastic. Amazing product.
Cons
There are still some features that I don't need within Zoho Expense, and sometimes the app feels a bit cluttered for my operation, but I still manage to go around this and get what I need at an affordable price. For bigger operations, having these features though perfectly makes sense, and you won't go wrong on the price.
Alternatives Considered
QuickBooks OnlineReasons for Switching to Zoho Expense
When I first started my business, I got a cute booklet in the mail with actual good tips for a start up business, and it was from Zoho. I kept it around knowing one day I'd use their services because I really liked their brand. And about a year later they proved to be better than the competition in both affordability and functionality.- Industry: Construction
- Company size: 11–50 Employees
- Used Daily for 6-12 months
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Review Source
Zoho Expense saves me time!
We have saved so much time in our office by putting the work of expense data entry on our employees who are purchasing/buying. Though the system isn't perfect for the way we use the "Items" tab of entering material costs in QuickBooks Desktop (it syncs every expense to the "Expenses" tab), it is still increased efficiency here.
Pros
We love the autoscan feature! Take a photo of your receipt, and it creates the expense, including Merchant and Cost. Even more, we love the Email Receipt Forwarding feature! No need to print any email receipts or invoices! And the support team at Zoho Expense is fantastic! They respond quickly, work to answer our questions thoroughly, and are committed to resolving any glitches and improving their product.
Cons
We needed some time to learn how to use Zoho Expense and to tweak it for best processes. We encountered some software glitches, and always received great assistance from the support team. I wish the system recognized variations within Merchant names (eg Smith & Jones is the same as Smith and Jones), instead of having to work around.
Response from Zoho
Hi Christine,
Thank you for taking the time to review Zoho Expense and share your feedback. We're glad to hear how you love the Autoscan capabilities as well as how our team has been able to assist you with the product. I have also passed on your feedback about improving merchant recognition in the application.
Feel free to reach out again to us if you ever require any assistance.
Regards,
Yohvan - Zoho Expxense
- Industry: Banking
- Company size: 2–10 Employees
- Used Weekly for 1+ year
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Review Source
Great product for a Small / Medium Business
My experience, in this solution, is excellent. Zoho Expense provides great value to the operations by helping with the manage and control of expenses.
Pros
This is a great product which allows you to track expenses in a single view, shows duplicated charges, and its approval settings really help improve the expending culture in the company. In addition, has a Free Plan!
Cons
The issue, like any solution, depends on its compatibility with other solutions like Quickbooks, but it does have an easy workaround so that would be a minimum problem.
Reasons for Choosing Zoho Expense
Zoho Expense has a Free Plan and works perfectly with Netsuit.Reasons for Switching to Zoho Expense
We tested two alternative solutions and the ratio quality/price was impressively better in Zoho Expense.- Industry: Telecommunications
- Company size: 51–200 Employees
- Used Daily for Free Trial
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Review Source
Beats Expensify
Everything's so good, that I became wary that it must be too good to be true. I mean, this literally beats Expensify in price and features -- everything. I'm very appreciative of the free trial because I was even able to sample how good Zoho's customer support is. I can now confirm it is NOT too good to be true; it's the real deal. We'll be using this for our startup company which has a 100+ headcount.
Pros
I love how granular you can get with Zoho Expense, you can create custom rules so employees don't go over a stipend policy. Freaking love the price. I've demo'd with a bunch of other vendors, dude. You cannot beat the price of Zoho Expense.
Cons
I only wish managers could see their direct report's spend in the Analytics module.
Alternatives Considered
BILL Spend & Expense (Formerly Divvy), Brex, Sage Intacct, Airbase and NavanReasons for Choosing Zoho Expense
Expensify is really expensive unless you use their corporate cards. Even then, they don't have an Analytics module at all.Switched From
ExpensifyReasons for Switching to Zoho Expense
Pricing and Features- Industry: Wholesale
- Company size: 51–200 Employees
- Used Daily for 1+ year
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Review Source
A technology that actually makes things faster.
Overall, it's a simple, highly funal software with great layout and quite intuitive. I can't think of anything I would imporve upon except Maybe make it so we can import our company logos or taylor a colour theme.
Pros
Whats not to like, A simple mobile app that takes a clear and concise image of the reciept, it learns as you enter reciepts and as you process them so that the next photo import comes in with better information. Wow. Simple to find and edit and submit, great reminders thatyou have expenses not yet submitted.
Cons
At first I thought it was cumbersome, but quickly learned the software just needs to learn enough to be extremely practical.
Response from Zoho
Hi,
Thank you for taking the time to review Zoho Expense and sharing your feedback.
We agree that using the mobile application is the best way to Autoscan receipts and report your expenses on time.
You will be able to upload your logo directly from the web application. 'Admin View'>'Settings'>'Organization Profile'>'Upload logo' and upload your company's logo. We will also definitely work on having more theme options in future.
Assuring you our best service at all times.
Regards,
Thanga - Zoho Expense
- Industry: Marketing & Advertising
- Company size: 2–10 Employees
- Used Weekly for Free Trial
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Review Source
Seems to be Just What We Need
I definitely like Zoho expense better than QuickBooks. I will continue using this product and look forward to streamlining it with my Zoho books, email, and any other programs that we decide to utilize. Seems like a great solution for our small business.
Pros
I have only used this on a trial basis so far but it's exactly we need - something better than an Excel worksheet and cheaper that QuickBooks. It has allowed us to manage company expenses and I think it will be a great solution once we purchase and integrate it into our systems.
Cons
Using Zoho can be a little confusing at first - nothing major - but the Zoho email program is asking me to verify my email (required to approve some expenses) - which is a Zoho email - and the way that the systems work together is a little confusing - but I am confident that with a couple of tutorials or if I schedule a session with a Zoho rep to walk me through - that I will get the hang of it and enjoy using this product for our small company.
Reasons for Choosing Zoho Expense
QuickBooks is expensive, has too many features that we don't need, and is frustrating to use. Excel spreadsheets are cumbersome and depend on the user to set things up correctly - too much of a hassle.Reasons for Switching to Zoho Expense
The reviews and information indicated that it would be more suitable for our small company. The interface is user friendly and I really like the look of Zoho products. Some of the platforms might be better for large companies that have to manage a lot of details. Overall I recommend Zoho and look forward to utilizing the software further.- Industry: Food Production
- Company size: 51–200 Employees
- Used Daily for 2+ years
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Review Source
No longer functional
It was great at first offering a great value but know we are force to look for a new option
Pros
In the past it was easy to match things up now it take longer than if you were to photocopy and do an excel report
Cons
It keeps getting harder to use with every upgrade. Top enter an expense know you have to go to three different screen to match them up and most of the time you manually have to match them up which takes even longer. The worst part is they can even correctly do their own receipt
- Industry: Packaging & Containers
- Company size: 2–10 Employees
- Used Daily for 1-5 months
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Review Source
Great but costly compared to other services
Seamless, accurate and clutterfree are a few adjectives I may use to describe my UI experience with ZoHo Expense. The only factor I don't like is the cost of it. Maybe there could be a free solution that allows only particular expenses/costs reports to be generated, rather than paying for the full features, which I don't use at all.
Pros
ZoHo Expense has great features for micro to mega businesses.
Cons
I personally use it to maintain costs and expenses reports, which is almost a free feature with many other platforms. I would like it to be free for me, since I already use their paid version of ecommerce platform.
Alternatives Considered
SwipeSwitched From
Swipe- Industry: Nonprofit Organisation Management
- Company size: 51–200 Employees
- Used Weekly for 1+ year
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Review Source
Great for documenting, tracking and approving employee corp card charges or reimbursable...
Pros
Zoho Expense is easy to use. It allows receipts to be entered via drag and drop, via email, or by taking a photo in the mobile app. It has optical character recognition to complete expense information. There are both default and customizable fields that can be used for tracking/ coding expenses. User roles include both submitters and approvers and approvers can be assigned to specific submitters.
Cons
Would be helpful if some of the functionality available by splitting an expense were incorporated into the itemization feature. The itemization feature allows the expense to be coded to different categories of expense but not to a different project or client. To associate an expense to multiple clients or projects, it has to be "split" which really creates 2 separate expenses that are associated with each other. I would prefer the expense still be a single expense just itemized to different clients/ projects.
Alternatives Considered
ExpensifyReasons for Switching to Zoho Expense
Zoho Expense was less expensive and offered the same features as Expensify.- Industry: Outsourcing/Offshoring
- Company size: 201–500 Employees
- Used Daily for 1-5 months
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Review Source
Quite useful tool to track and record company expenses
In overall I just love the Zoho Expense, now I'm able to record my monthly expenses for a company and can mark them reimbursement item that means once approved I will get reimbursed for that expense from a company which is not only helping me but also helping the company in smoothing the whole process of monitoring the expenses and providing reimbursements.
Pros
I have started using Zoho Books initially and gradually I explored other Zoho products as well. In a few days, I got to know about the Zoho Expense and I was like this is the tool I need. It makes my life really easy by offering the easiest way to record my expenses for the company and other employees as well. Once the expenses are recorded in the Zoho Expense, it will directly be shown in the Zoho Books. I just love this feature.
Cons
Well, there are no cons I have noticed but for the unfamiliar person, it might be a little tricky at initial to learn and to use it. But, believe me, the Zoho team will provide any required support to make sure you are having a good experience with their services/tools.
Alternatives Considered
WaveReasons for Switching to Zoho Expense
I was using Wave Accounting before coming to Zoho but once I got to know about Zoho, I was delighted to use it.- Industry: Management Consulting
- Company size: 11–50 Employees
- Used Daily for 6-12 months
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Review Source
Zoho Expense has increased productivity, quality, and accuracy for our business
Our expense reports are easier to analyze and we have been able to put a new travel policy in place thanks to the ease of function and intel it has given our company.
Pros
The reminders are vital when you are juggling 100's invoices and then additional travel. It helps us evaluate the time spent on traveling and to schedule trips in the most cost-effective manner both for our company and our clients. It provides ease of communication between staff members and allows issues to be resolved quickly. The integration with Quickbooks is an added bonus.
Cons
I do not currently have any complaints about the software and have had a similarly great experience with a number of Zoho products.
- Industry: Architecture & Planning
- Company size: 11–50 Employees
- Used Daily for 2+ years
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Review Source
Easy to Use
Pros
Our employees have complimented the ease of use and the ability to easily log their expenses from anywhere. The autoscan feature along with the ability to tag expenses to project and have it sync with our financial systems automatically has been time saving and eliminates human errors with manual entry.
Cons
I wish that we could have a payroll integration with Gusto that would allow reimbursable expenses to be logged automatically into payroll. We run multiple Expenses systems for our subsidaries but one payroll software and there is no good way to sync these without the manual process.
- Industry: Accounting
- Company size: 2–10 Employees
- Used Daily for 1+ year
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Review Source
Zoho Expense is a life saver
Pros
I have been implementing Zoho Expense for other businesses. It has solved recurring problems of document storage, expense capture and reimbursements.
Cons
The number of reports are minimal. The should have a report section like Zoho Books.
Alternatives Considered
ExpensifyReasons for Switching to Zoho Expense
I have been a Zoho user for the last 6 years. It makes sense to have another zoho product for integration- Industry: Computer Software
- Company size: 2–10 Employees
- Used Daily for 6-12 months
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Review Source
You can't go wrong if you want a complete solution
We made this change from Quickbooks from our previous years and feel that ZOHO is superior.In addition, we were completely surprised at how intuitive the interface was.
Pros
We love the ease of associating actual expenses with the expense reports. Our CPA loves it too.
Cons
The one thing that initially got us hung up, was the ability to edit a submitted expense.
- Industry: Real Estate
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Zoho Expense is Awesome!
Our overall experience has been great! We would recommend it to anyone.
Pros
I love how organized Zoho Expense keeps our company spending. It also integrates with our accounting software, Zoho Books which helps keep all of our expenses in sync.
Cons
It is somewhat difficult to figure out as a beginner. We also had issues with connecting Zoho expense with our Zoho Books.