Zoho Expense

Zoho Expense is a comprehensive travel and expense management solution designed to streamline and automate the process of expense reporting and tracking all types of expenses tied to corporate travel.



It offers both basic and advanced features that allow businesses of all types and sizes to streamline their daily financial oversight, including services for receipt scanning and incorporation into dynamic databases, expense recording, policy compliance checks, multi-currency expense tracking, and much more.

These basic features are then dramatically strengthened with the presence of premium advanced tools such as built-in integration with external accounting software solutions, creation of automated expense reports, streamlining of approval workflows, and in-depth analytics for expense management that can provide actionable insights for streamlining short and long-term expenses.

Hosted exclusively in the cloud, this powerful expense management platform can easily be deployed to analysis and accountants in companies of all sizes. In fact, over the last few years, this powerful financial tool was adopted by thousands of successful businesses, including well-known international brands such as Puma, Zepto, Transcom, MakeMyTrip, IFFCO, Samsonite, and many others.



Features

• Receipt Scanning – Digitize receipts quickly and accurately.
• Expense Recording – Log expenses manually or import them from credit card statements.
• Policy Compliance – Set up rules to ensure all expenses adhere to financial and company policies.
• Multi-Currency Support – Reliably track expenses in different currencies.
• 3rd Party Service Integrations – Sync data with popular accounting software like QuickBooks, Office 365, Zoho Books, and many others.
• Automated Workflows – Automate approval processes for efficiency.
• Analytics – Gain actionable insights into company spending patterns and established trends.

How to Use

To use this web app, users first must create a new account and define the basic structure of company finances, expense policies, and approval workflows. All of this is done directly from a web browser window, without the need to download a standalone local app and distribute it to all local business computers.

After the basic setup is finished, employees are free to start logging their expenses either manually or by scanning receipts. All the digitalized receipts will be distributed to the secure and dynamic databases that the service will analyze in real-time, with automatic checks for policy compliance and financial trends. A wide variety of rules and company policies can be set up for easier daily workflows. For example, approved expenses can be reimbursed directly through the system or synced with your accounting software.

It is important to note that this cloud platform is fully capable of integrating with a wide array of popular external accounting platforms, including QuickBooks, Office 365, Zoho Books, Amazon Business, and more.

User Interface

The user interface of this cloud platform is clean, intuitive, and customizable, enabling users to quickly learn how to effectively navigate it straight through any modern internet browser app. The main dashboard provides a quick overview of pending and approved expenses, while the menu allows easy navigation to different features. The basic navigation is done via 10 main tabs located on the left side of the app – Home, Trips, Expenses, Reports, Advances, Purchase Requests, Cards, Approvals, Analytics, and My Settings.

The receipt scanning and expense logging features are straightforward and easy to use, with trip sections even including detailed information breakdowns about Flights, Hotels, Car Rentals, and associated reports or advances.

The bottom of the app features streamlined access to collaboration features such as icons for Chats, Channels, and Contacts tools.

FAQ

What is Zoho Expense?
It is a cloud-based expense management solution that can satisfy the needs of businesses of all types and sizes.

Is it safe?
Yes, this app is distributed via the cloud, meaning that it does not feature a standalone local client. The entire service uses strong encryption and security measures to protect business data or unauthorized access.

Does it include a free tier of use?
Yes, a streamlined and feature-limited version of this web app is offered to users without a premium subscription free.

Alternatives

Expensify – A popular app that offers streamlined receipt scanning and expense tracking.

Concur - Provides comprehensive expense management and travel booking features.

Rydoo – Premium expense management platform with per diem support.

Pricing

Zoho Expense for Windows PC offers a FREE plan, but many more feature-rich plans are offered to businesses of all sizes. The plans start at $3 per user per month and can go to $8 per active user (for a maximum of 200 users). Companies with more than 200 users can get customized quotes.

FREE PLAN

• Up To 3 Users
• 5 GB Receipt Storage
• 20 Receipt Autoscans
• Multicurrency Expenses
• Mileage Expenses
• Customer/Project Tracking
• Accounting Integration

System Requirements

Zoho Expense is a cloud-based solution accessible via any web browser. Standalone native apps are also offered for iOS and Android devices, enabling accountants to access travel expense data when on the go.

PROS

• Comprehensive expense management features.
• Integration with popular 3rd party accounting software solutions.
• Automated workflows for efficiency.
• Strong policy compliance checks.
• Easy adoption tin to daily workflows for businesses of all sizes.

CONS

• Limited customization options.
• The free tier supports only 3 users and limited receipt processing.

Conclusion

Zoho Expense is a robust and user-friendly expense management solution that provides streamlined access to a wide array of features and integrations.