Zoho Expense Reviews

Pros

Automatic receipt scanning is so great. Then sending expense reports to zoho books.

Cons

Not much really its easy to use and does everything.

Pros

The ease of use and the GUI. All items are easy to see and use. The expense approval process is also very straight forward.

Cons

Nothing comes to mind at the moment. I have not had any issues with Zoho.

Pros

Ease of use. It is very collaborative and easy to use

Cons

limited in entry points. There are some fields that i want to input but its hard to create the line items.

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

Fyle

Reasons 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.

Pros

I used it as an individual sales person. It helped me track mileage and stay more organized.

Cons

I only wanted to use the app for this function. Offered a lot of additional options that I did not need.

Pros

Very easy to use and navigate. Easy to import csv files from credit cards to make expense reporting easier.

Cons

Takes a while to figure out how to import credit card csv files. Not as clear as expensify on that end. But in all other aspects, much simpler than expensify.

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.

Pros

Ease of use, support during implementation, customer service.

Cons

Some trouble getting multi user accounts linked.

Pros

Amazing customer support. It was my first time setting up such a software, and customer support helped put a lot.

Cons

I have not encountered an issue yet while using the software

Alternatives Considered

Expensify

Reasons for Switching to Zoho Expense

Zoho expense was the better option in general.

Pros

Easy for my team to submit reimbursement requests, regardless of their technical background.

Cons

There is a slight learning curve when navigating "trips" vs "reports" vs "expenses"

Alternatives Considered

Expensify

Reasons for Switching to Zoho Expense

Integration and pricing support. We could have our whole team participate for a better price.

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

Alternatives Considered

Expensify, QuickBooks Online and Xero

Reasons for Choosing Zoho Expense

value and better UI, the mobile app expense process was simpler

Switched From

Rydoo

Reasons for Switching to Zoho Expense

UI, OCR capability and cost per user are better

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.

Alternatives Considered

QuickBooks Online and TallyPrime

Reasons for Choosing Zoho Expense

Ease of ERP platform usage - Zoho being cloud based was a no brainer.

Switched From

Microsoft Excel

Pros

The AI for identify the receipt content is high and it save the time for typing the description of the receipt

Cons

There are only three receipts is allow to upload in one go. Hope it could accept more receipts file upload

Alternatives Considered

Info-Tech HRMS and Xero Integration for Dynamics 365

Reasons for Choosing Zoho Expense

Their expense claims report is not comprehensive and the description is missing

Switched From

Info-Tech HRMS

Reasons for Switching to Zoho Expense

We use Zoho as our CRM and it is good for the user to use Zoho Expense in one account

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!

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

Pros

There are a lot of features in Zoho Expense however, the most liked feature of Zoho Expense is Zoho Extension which allows you to take screenshots from emails or messages and those screenshots get directly uploaded to zoho. It's also a feature that can exclude a personal transaction, automatically remember the expense, and remove it automatically. Travel expenses can be added based on mileage and per diem

Cons

I like everything in Zoho expenses except the reporting part which is not very customizable. It's user-friendly, however, for someone new who could get confused by the interface because it could be complex for beginners. mobile is not properly synced with the tool.

Pros

Sending receipts to the platform is very convenient.

Cons

Sometimes, matching receipts to existing expenses can be cumbersome.

Pros

The cloud implentation and interface which makes it easy to use

Cons

There is really nothing that we can dislike in this product

Pros

This software makes for easy uploading and compiling of receipts, as well as generation of expense reports. In addition, it allows for easy expense tracking, especially over specified business periods. When expenses start to add up and fall into different facets, the app makes it easier to separate into categories. Producing reports makes it much easier to file taxes.

Cons

With uploading/linking a specific card, it takes a long time and can be difficult to sift through credit card statements to find pertinent expenses. At times, the portal takes a long time and can produce error or timing out.

Pros

great template to ensure compliance to local tax authority

Cons

Flexibility to modify template to suite needs

Pros

Integration with banking and other Zoho apps makes a huge improvement in managing and monitoring expenses. If using Zoho CRM there is no reason to look elsewhere for expense management.

Cons

I wish that the receipts were auto-analyzed better but this technology is similarly employed elsewhere.

Pros

Zoho software is easy to understand, and its helps me to track all the invoices in one place

Cons

GST AND HST need to be automatically calculated when taking the picture, but its doesn't have the feature

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.

Pros

EASY TO NAVIGATE VIA PHONE OR LAPTOP. FRIENDLY USER AS WELL. I CAN EASILY MONITOR MY EXPENSES PERSONAL OR BUSINESS.

Cons

I HAVE NOTHING TO DISLIKE ABOUT IT. I AM SO FAR SATISFIED WITH THE SYSTEM.

Pros

It's the best expense tool I've used to date. For our church organisation, it's straightforward to use. We're still building up our tech savviness and this app is generally straightforward to use.

Cons

No Cons other than it not picking up our local currency from time to time. But I can always go in and change that.