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Zoho Expense Review

Zoho Expense
Our score: 9.0 User satisfaction: 98%

What is Zoho Expense?

Zoho Expense is a platform which transforms expense reporting and monitoring, and turns it into an enjoyable experience. To start with, this system automates a variety of expense management-related operations, and helps you record your transactions in a snap. Receipts can also be converted into expenses automatically, and then grouped together for you to generate reports whenever you need them. As anything else accomplished with this system, reporting takes a single click to be completed.

Another handy opportunity offered by Zoho Expense is to automatically capture credit card transactions, and convert those into expenses. It doesn’t matter which type of device you’re using – Zoho Expense can record expenses on the go, and even submit complete reports on smartphones as it does on traditional devices.

What is more, Zoho Expense eliminates all confusion related to allowed expenditures and spending limits, and makes sure your company’s expense policies are compliant and consequently enforced. Its interface is functional and hassle-free and offers several streamlined ways to enter or monitor information. Receipts, for instance, can be dragged-and-dropped on the main screen, or sent to email recipients on their unique IDs, and synchronized with their personal and corporate credit cards. Automated updates are also available.

Zoho Expense is also fully integrated with Zoho Books and Zoho CRM, which means you can use all three packages with the same account, and let data flow seamlessly from one system to the other.

Overview of Zoho Expense Benefits

The secret of Zoho Expense is that it is a system that pleases everyone in the company. In short, this is an amazing perk for employees, managers, as well as finance teams that transforms expense management into an enjoyable experience.

Whether you are working at the office, currently on the road, or anywhere else, this tool makes it quick for you to remain on top of your expenses. Easily record expenses of your company as they happen, so recording do not have to cost you additional time from your already busy day. Zoho Expense will allow you to sync credit card transactions, and fetch such automatically day by day, so you’ll never be required to reenter them. You can add every detail you believe is relevant to your expenses, and pull off large and accurate reports at any point of time.

If reviewing and approving countless expense reports is at the bottom of your list of things to do, then let this tool take it off your list. With just a click of a button, you can approve or reject expense reports, and that’s all there is to this process. The same as most expense management systems, Zoho Expense categorizes uses as administrators, approvers, and submitters, and this is how it arranges their role. What is specific though is that the role of each user can be easily expanded (he can be given more than one role too), which means that users are perfectly able to summarize and approve their expenses, and save the manager an incredible amount of time.

With a simplified trial used to explore its features, the same as its flexible and affordable pricing scheme, Zoho Expense is one of the most accessible expense management tools on the market. We particularly recommend it to Zoho’s productivity suite users, as they can apply it in synergy with Zoho CRM and Zoho Invoice.

Overview of Zoho Expense Features

  • Automate expense recording
  • Expense on the go
  • Simplify approvals
  • Auto Scan receipts
  • iOS, Android and Windows apps
  • Multi stage workflow
  • Integration with Zoho CRM
  • Expense Analytics
  • Import card transactions
  • Control your expenditures
  • Gain visibility into spending
  • Credit card import
  • Mileage tracking
  • Integration with Zoho Books
  • Mobile Receipt Upload
  • Multi currency expensing

What Problems Will Zoho Expense Solve?

1. Eliminate manual data entry – Zoho Expense auto scans receipts and credit card statement support, so you never have to re-key receipts. This reduces potential costs from errors caused by manual data entry and decreases time consumed in the process.

2. Automatic accounting of expenses – The only expense reporting software which automates accounting for expenses. Zoho Expense has a strong integration with Zoho Books, an online accounting software. Approved expenses are automatically accounted for in Zoho Books, eliminating the need for importing/exporting files.

3. Accelerate the approval process – With automated approval reminders for managers and one-click approvals, Zoho Expense makes sure you get reimbursed faster. Approving, rejecting and forwarding submitted reports are processed more quickly in the click of a button.

Awards & Quality Certificates

An award given to products our B2B experts find especially valuable for companies
This certificate is granted to products that offer especially good user experience. We evaluate how easy it is to start using the product and how well-designed its interface and features are to facilitate the work process.
This award is given only to top B2B products and represents the highest possible level of service. It highlights the vendor’s extensive knowledge of the industry they’re selling to and the needs of their customers.

Zoho Expense Position In Our Categories

Knowing that businesses have unique business-related needs, it is only logical they steer clear of purchasing a one-size-fits-all, ideal software. Having said that, it would be futile to find such application even among branded software solutions. The sensible thing to do would be to shortlist the several major functions which merit investigation including important features, packages, technical skill aptitude of staff, business size, etc. Thereafter, you should double down on your product research to a full extent. Read some of these Zoho Expense evaluations and scrutinize each of the software programs in your list more closely. Such well-rounded product investigation guarantees you take out unfit software solutions and choose the one which delivers all the benefits your business requires.

Position of Zoho Expense in our main categories:

TOP 50

Zoho Expense is one of the top 50 Accounting Software products

Zoho Expense is also listed in the following subcategories:

Every enterprise has different requirements and requires an application that can be customized for their size, kind of staff members and clients, and the particular industry they are in. For these reasons, no platform can offer perfect features off-the-shelf. When you search a software product, first be sure what you need it for. Read some Zoho Expense Expenses Management Software reviews and ask yourself do you need basic functionality or do you require complex features? Are there any industry-specific functionalities that you are seeking? Get the answers to these questions to aid your search. There are lots of elements that you need to mull over and these include your budget, specific business needs, your organization size, integration needs etc. Take your time, check out a few free trials, and finally choose the platform that offers all that you require to boost your firm effectiveness and productivity.

How Much Does Zoho Expense Cost?

Zoho Expense Pricing Plans:

Free Trial

Free Plan

Free

Standard Plan

$15/organization/month

Free Plan – 0$

  • Accommodates 3 Users
  • 5GB Receipt Storage
  • 100 Auto Scan
  • Free Support
  • SSL Encryption
  • Two-Factor Authentication
  • Policy Enforcement
  • Multi-Currenct
  • Import Card Statements

Standard Plan – $15/organization/month or $150/organization/year

  • Accommodates 10 Users ($2/month or $20/year for every additional user)
  • Unlimited receipt storage
  •  Unlimited auto scan
  • Free support
  •  SSL Encryption
  •  Two-Factor Authentication
  •  Policy enforcement
  •  Multi-Currency
  •   Import card statements
  •  Approval Workflow

 

 

User Satisfaction

Positive Social Media Mentions 113
Negative Social Media Mentions 2

We realize that when you make a decision to buy Expenses Management Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Zoho Expense reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with Zoho Expense. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.

Video

Technical details

Devices Supported

  • Windows
  • Android
  • iPhone/iPad
  • Mac
  • Web-based

Deployment

  • Cloud Hosted
  • Open API

Language Support

  • English

Pricing Model

  • Free
  • Monthly payment
  • Quote-based

Customer Types

  • Small Business
  • Medium Business

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

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Zoho Expense Comparisons

Zoho Expense user reviews

Small businesses need to have this tool in their arsenal.

Read full review >
Lucy
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 24.09.2019 Company Size: 11-50 Employees Industry: Venture Capital & Private Equity

We were able to recover our expense thanks to this nifty program!

Read full review >
Helen
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 22.09.2019 Company Size: More than 100 Employees Industry: Marketing and Advertising

An expense tool that manages and keepings things in order.

Read full review >
Kelly
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 16.09.2019 Company Size: More than 100 Employees Industry: Information Technology and Services

Do input one time. Then let Zoho take care of the rest.

Read full review >
Estelle
4/5

Overall Impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 13.09.2018 Company Size: 1-10 Employees Industry: Management Consulting

Very convenient in keeping track of employee expenses. Ties neatly with Zoho Books.

Read full review >
Wilbert
4/5

Overall Impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 26.08.2018 Company Size: 11-50 Employees Industry: Publishing

What are Zoho Expense pricing details?

Zoho Expense Pricing Plans:

Free Trial

Free Plan

Free

Standard Plan

$15/organization/month

Free Plan – 0$

  • Accommodates 3 Users
  • 5GB Receipt Storage
  • 100 Auto Scan
  • Free Support
  • SSL Encryption
  • Two-Factor Authentication
  • Policy Enforcement
  • Multi-Currenct
  • Import Card Statements

Standard Plan – $15/organization/month or $150/organization/year

  • Accommodates 10 Users ($2/month or $20/year for every additional user)
  • Unlimited receipt storage
  •  Unlimited auto scan
  • Free support
  •  SSL Encryption
  •  Two-Factor Authentication
  •  Policy enforcement
  •  Multi-Currency
  •   Import card statements
  •  Approval Workflow

 

 

What integrations are available for Zoho Expense?

Zoho Expense integrates with the following business systems and applications:

  • Zoho Books
  • Zoho CRM

Zoho Expense average rating:

Average score
5/5 (14 user reviews)
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Write your own review of this product

ADD A REVIEW

The most favorable review

Leslie

PROS: With this software you can use dashboard to provide snapshot of your current status like: when you are waiting for approvals, or reimbursement awaiting and etc. On the other side, Zoho Expens allows your employees to add reports one by one as well as bulk import. What you get with Zoho Expens is detailed insights with analytics where company’s money is going, progress of different departments and employees.

CONS: For every change in the reports there are notifications, so for example if I make 50 changes in report section I would get 50 emails. And, the number of fields to submit an expense is very high.

Reviewed 2 years ago

Read full review >

The least favorable review

Estelle

PROS: Its interconnectivity with Zoho Books is really good. It's a time saver in dealing with expense reports as well as having them recorded. The authorization functionality is going really well. Both the UI and interaction design are advanced compared to other solutions out there.

CONS: It would appear as if there are two cards available when making use of both Zoho Books and Zoho Expense. They would stil appear even if the card is the same. Pricing also doubles if I happen to another user of a Zoho product.

Reviewed 1 year ago

Read full review >

More reviews from 14 actual users:

Sort by:

Latest
  • Latest
  • Most useful
  • Most positive
  • Most negative

Small businesses need to have this tool in their arsenal.

Read full review >
Lucy
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 24.09.2019 Company Size: 11-50 Employees Industry: Venture Capital & Private Equity

PROS: I was able to experiment with the Zoho Expense management tool in our organization. We frequently travel for work. We feel expense reporting is a problematic thing that needs resolving. In the end, I highly recommend this for small and medium businesses as it's efficient and simple to operate.

CONS: The app hasn't reached that "greatness" level yet. But thanks to the OCR, there's no longer a need for the app. Everything can now be e-mailed. Receipts and IDs can be automatically scanned.

What do you think about this review? Great Poor

We were able to recover our expense thanks to this nifty program!

Read full review >
Helen
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 22.09.2019 Company Size: More than 100 Employees Industry: Marketing and Advertising

PROS: Zoho Expense does a great job in simplifying the submission, review, and reimbursement of employee costs. Being a small organization, we intially felt we no longer need a reporting software. We though Google Sheets is good enough for us. Thing is, the time and hassle that are saved by making use of the proper software over Google Spreadsheets is astounding.

CONS: Before, I was using Expensify. I was also using other expense reporting software like it in my corporate work. Compared to such, there's not much to hate with Zoho Expense. The biggest pain I've encountered is issuing cheques for the precise reimbursement value just to have it settled.

What do you think about this review? Great Poor

An expense tool that manages and keepings things in order.

Read full review >
Kelly
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 16.09.2019 Company Size: More than 100 Employees Industry: Information Technology and Services

PROS: Zoho Expense is deemed an effective tool in filing a number of expenses. The dashboard offers a snapshot on the latest status. For instance, it would indicate: approvals awaiting, reimbursement awaiting, and etc... Employees are now given further flexibility in adding reports piece by piece or through bulk imports.

CONS: For every changes made by the admin in reports, a notification will always come up. That's not a good thing. For example, if there are 50 submitted expenses and an admin makes a comment for every report, you'd received around 50 e-mails in your inbox alone. Also, the number of fields needed in offering an expense is relatively high.

What do you think about this review? Great Poor

Do input one time. Then let Zoho take care of the rest.

Read full review >
Estelle
4/5

Overall Impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 13.09.2018 Company Size: 1-10 Employees Industry: Management Consulting

PROS: Its interconnectivity with Zoho Books is really good. It's a time saver in dealing with expense reports as well as having them recorded. The authorization functionality is going really well. Both the UI and interaction design are advanced compared to other solutions out there.

CONS: It would appear as if there are two cards available when making use of both Zoho Books and Zoho Expense. They would stil appear even if the card is the same. Pricing also doubles if I happen to another user of a Zoho product.

What do you think about this review? Great Poor

Very convenient in keeping track of employee expenses. Ties neatly with Zoho Books.

Read full review >
Wilbert
4/5

Overall Impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 26.08.2018 Company Size: 11-50 Employees Industry: Publishing

PROS: One of the greatest things with Zoho Expenses is its integration. It links easily with Zoho Books. This fosters to simpler banking reconciliations. I like how expenses can be included in more than one currency.

CONS: It's not something you could immediately label as user-friendly. I still have employees who still inquire on how to run things. The process of creating a report as well as inclduing expenses to the report seems to be tedious.

What do you think about this review? Great Poor

Very convenient in keeping track of employee expenses. Ties neatly with Zoho Books.

Read full review >
Wilbert
4/5

Overall Impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 19.08.2018 Company Size: 11-50 Employees Industry: Publishing

PROS: One of the greatest things with Zoho Expenses is its integration. It links easily with Zoho Books. This fosters to simpler banking reconciliations. I like how expenses can be included in more than one currency.

CONS: It's not something you could immediately label as user-friendly. I still have employees who still inquire on how to run things. The process of creating a report as well as inclduing expenses to the report seems to be tedious.

What do you think about this review? Great Poor

Do input one time. Then let Zoho take care of the rest.

Read full review >
Estelle
4/5

Overall Impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 08.05.2018 Company Size: 1-10 Employees Industry: Management Consulting

PROS: Its interconnectivity with Zoho Books is really good. It's a time saver in dealing with expense reports as well as having them recorded. The authorization functionality is going really well. Both the UI and interaction design are advanced compared to other solutions out there.

CONS: It would appear as if there are two cards available when making use of both Zoho Books and Zoho Expense. They would stil appear even if the card is the same. Pricing also doubles if I happen to another user of a Zoho product.

What do you think about this review? Great Poor

Small businesses need to have this tool in their arsenal.

Read full review >
Lucy
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 13.04.2018 Company Size: 11-50 Employees Industry: Venture Capital & Private Equity

PROS: I was able to experiment with the Zoho Expense management tool in our organization. We frequently travel for work. We feel expense reporting is a problematic thing that needs resolving. In the end, I highly recommend this for small and medium businesses as it's efficient and simple to operate.

CONS: The app hasn't reached that "greatness" level yet. But thanks to the OCR, there's no longer a need for the app. Everything can now be e-mailed. Receipts and IDs can be automatically scanned.

What do you think about this review? Great Poor

Zoho Expense now converts the painful process into something simpler.

Read full review >
Don
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 03.03.2018 Company Size: 1-10 Employees Industry: Computer & Network Security

PROS: The e-mail receipt functionality as well as auto analysis were designed really well. I'm able to forward e-mail via receipts within the body or have them attached to my e-mail address. It auto analyzes the e-mail and create a populated expense item. When that's done, it's a matter of making an item confirmation that was properly populated with details through a button click.

CONS: Nothing much to be honest. But it'd be nice if they let you pick and buy a set of core offerings. And that's doing so upfront. Then choosing which employees to be included on when you want to include them as a new user.

What do you think about this review? Great Poor

Organized management software. A must have!

Read full review >
Leslie
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 01.03.2018 Company Size: More than 100 Employees Industry: Information Technology and Services

PROS: With this software you can use dashboard to provide snapshot of your current status like: when you are waiting for approvals, or reimbursement awaiting and etc. On the other side, Zoho Expens allows your employees to add reports one by one as well as bulk import. What you get with Zoho Expens is detailed insights with analytics where company’s money is going, progress of different departments and employees.

CONS: For every change in the reports there are notifications, so for example if I make 50 changes in report section I would get 50 emails. And, the number of fields to submit an expense is very high.

What do you think about this review? Great Poor

We were able to recover our expense thanks to this nifty program!

Read full review >
Helen
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 19.01.2018 Company Size: More than 100 Employees Industry: Marketing and Advertising

PROS: Zoho Expense does a great job in simplifying the submission, review, and reimbursement of employee costs. Being a small organization, we intially felt we no longer need a reporting software. We though Google Sheets is good enough for us. Thing is, the time and hassle that are saved by making use of the proper software over Google Spreadsheets is astounding.

CONS: Before, I was using Expensify. I was also using other expense reporting software like it in my corporate work. Compared to such, there's not much to hate with Zoho Expense. The biggest pain I've encountered is issuing cheques for the precise reimbursement value just to have it settled.

What do you think about this review? Great Poor

Zoho Expense now converts the painful process into something simpler.

Read full review >
Don
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 09.01.2018 Company Size: 1-10 Employees Industry: Computer & Network Security

PROS: The e-mail receipt functionality as well as auto analysis were designed really well. I'm able to forward e-mail via receipts within the body or have them attached to my e-mail address. It auto analyzes the e-mail and create a populated expense item. When that's done, it's a matter of making an item confirmation that was properly populated with details through a button click.

CONS: Nothing much to be honest. But it'd be nice if they let you pick and buy a set of core offerings. And that's doing so upfront. Then choosing which employees to be included on when you want to include them as a new user.

What do you think about this review? Great Poor

An expense tool that manages and keepings things in order.

Read full review >
Kelly
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 04.01.2018 Company Size: More than 100 Employees Industry: Information Technology and Services

PROS: Zoho Expense is deemed an effective tool in filing a number of expenses. The dashboard offers a snapshot on the latest status. For instance, it would indicate: approvals awaiting, reimbursement awaiting, and etc... Employees are now given further flexibility in adding reports piece by piece or through bulk imports.

CONS: For every changes made by the admin in reports, a notification will always come up. That's not a good thing. For example, if there are 50 submitted expenses and an admin makes a comment for every report, you'd received around 50 e-mails in your inbox alone. Also, the number of fields needed in offering an expense is relatively high.

What do you think about this review? Great Poor

Powerful and user-friendly software. Very helpful

Read full review >
Lorene
5/5

Overall Impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 26.12.2017 Company Size: 11-50 Employees Industry: Education Management

PROS: What I like about Zoho is how Zoho modules collaborate with each other and while your business is growing you can add modules along with your company’s growth. Zoho Expens helps me on the processing of reports along with Zoho books modules. My team members are using Zoho expense regularly and by now no receipt is lost. Their customer support service is amazing, whenever I have an issue with the software I will get feedback in a minutes and my problem is solved within 2 days or even less.

CONS: They could work on better update option on some pages.

What do you think about this review? Great Poor
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Reviewed By Jenny Chang
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