Zoho Expense

Cost-effective feature rich expense management solution

Comments: So far the experience has been very positive - good product supported by a friendly team

Pros:

- Ease of use, ease of set-up, robust functionality - Knowledge and support of the per diem process - Active user v. inactive user pricing model.

Cons:

- we were confused between expense types and expense categories and credit card integration became a little complex and support for this area was not as strong

Alternatives Considered: Unanet ERP GovCon, Deltek Costpoint, Emburse Expense Professional (formerly Certify Expense), Rippling and Fyle

Reasons for Choosing Zoho Expense: cost and user license structure made Unanet too expensive for our organization

Switched From: Unanet CRM GovCon

Reasons for Switching to Zoho Expense: Zoho had the best cost v. functionality mix

Ease of Use

Pros:

ease of use of features. do not need support to set up

Cons:

one needs custom quote to access full suite of travel management features

Difficult to use, doesn't have customization for specific regional needs

Pros:

I like that I can autoscan receipts easily within the mobile app

Cons:

I constantly get error messages that come with little to no explanation and take up a lot of time for resolution with my company.

Easy to use expense management.

Comments: 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.

Not too bad

Comments: Overall it was pretty good experience using this service

Pros:

its has great features for the low the pricing

Cons:

Customer support is not in country or local

I am very much satisfied

Pros:

can track easily expenses from my employees

Cons:

my suggestion is to directly link it with zoho payroll

Cost effective software

Pros:

Zoho expense makes life a lot easier and feeds into my Zoho Books. It's also well priced.

Cons:

I think the interface is maybe a bit basic and could be upgraded.

Great for expenses

Pros:

It is much easier to use then the software that my previous employer used.

Cons:

No cons to speak of, we have the system very customized for our needs

Great Software for Expense Reports

Comments: Very pleased overall. Tough to beat on price and utility

Pros:

Ease of use, solid app, great integration, reasonable price

Cons:

No real issues - its a solid expense program

Easy to use from Gmail App

Comments: so far so good. I really like the integrations with gmail app.

Pros:

I like how i can easily up load expense reports from gmail and apple app

Cons:

I just need to call support to properly set up my account

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: Expensify

Reasons 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

Engineering Tracking Expenses for Personal Company and Corporate Use

Comments: I would highly recommend Zoho to any business or person looking to track expenses for travel or otherwise.

Pros:

Zoho easily integrates uploading and autoscanning receipts across multiple platforms.

Cons:

Offline use is limited and that it's not completely free is a small disappointment.

Alternatives Considered: SAP Concur

Reasons for Switching to Zoho Expense: Cost and ease of use as well as the Zoho interface is more intutitive.

Great Program for SMB like me!

Comments: 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 $$$!

Alternatives Considered: Quicken and QuickBooks Online

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.

Switched From: Quicken and QuickBooks Online

Reasons for Switching to Zoho Expense: The ease of use, the cost, the support!

Very easy to use, real time-saver!

Comments: 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

A brilliant expense management software.

Comments: The product has automated all our expenses management from receipt scanning to with auto cropping and auto processes that have saved us alot of time

Pros:

The product is a reliable expense management platform with comprehensive suite of tools that ensures automation different business activities.

Cons:

We have not found any downside of Zoho Expense during implementation.

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.

Zoho Expense Review

Comments: Overall, Zoho Expense has been a very successful platform that has simplifies our expense tracking within the organization.

Pros:

Sending receipts to the platform is very convenient.

Cons:

Sometimes, matching receipts to existing expenses can be cumbersome.

Easy to Use

Comments: Pretty good. No real complaints. There was one issue and I was able to chat and fix it right away.

Pros:

It is easy to use. If you get caught up start a chat and they are super responsive to correct the issue.

Cons:

The fact that I have to login separately from Books and pay separately from Books. I thought it would be linked together.

I recommended Zoho to all my clients

Comments: They all enjoy Zoho. The upload is so easy and everyone has been cheerful about switching.

Pros:

I liked the fact that it was online and mobile, very easy to use, and actually fun! The reaction of my clients employees has been wonderful. Since they travel internationally, they really like the foreign exchange calculations.

Cons:

Occasionally i have someone who just isn't techy and Ihave to teach them, but I'd be doing that with any software.

Zoho Expense - a helpful tool

Pros:

Scanning a receipt on both a computer and smartphone is very easy, and the AI reader does it properly, applying the categories as it learns the patterns, making the process faster and more accurate.

Cons:

It could connect to other bookkeeping apps.

The software that simplifies expense reporting

Comments: Expense reporting has been made easy by the software . In overall the best software for any business that wants to have smooth expense tracking and reporting.

Pros:

I like the way expense reporting has been simplified by the software thus saving on cost and time.

Cons:

So far there is nothing to complain about the software. It is serving us so well.

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.

User-friendly tool for managing business expenses

Pros:

Powerful tool for managing business expenses, offering a range of benefits for both small and large organizations. One of its key advantages is automation—it automatically scans and categorizes receipts, reducing manual data entry. The platform is also highly customizable, with features like approval workflows, budget tracking, and detailed reporting to suit various business needs.

Cons:

The mobile app experience, though functional, can sometimes feel less polished compared to the web version. Also, while Zoho Expense supports a variety of payment methods, it may not support every regional or niche payment system, which could be a limitation for some businesses.

Very nice tool

Pros:

Very nice and easy to use and easy to personalize to our own needs

Cons:

Takes a bit of time to get used to everything as an admin

Mostly Easy to Use

Comments: A little frustrating. I contacted customer service and they did not get back to me. Admitedly, that was on the weekend but better customer service would be to have someone available as alot of people also submit expenses on weekends.

Pros:

I can upload receipts for expenses on my phone

Cons:

I can't figure out how to categorize my expenses. FOr example, I have grouped them all in the months they were purchased but I do not know how to see them all by month and overall for all months.