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Zoho Expense

4.5
(181 reviews)

Expense reporting doesn't have to be painful. Zoho Expense is a perk for employees, managers, and finance teams!

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Zoho Expense Features

Expense Reports

Ease of Creating Expense Reports

Creation of expense reports takes little time and is intuitive for new users

87%
(Based on 128 reviews)

Bank / Credit Card Integration

Can easily pull in receipts from all credit card statements

73%
(Based on 65 reviews)

Smart Categorization

Automatically assigns categories/accounts based on past entries and credit card statements

79%
(Based on 93 reviews)

Digital Receipt Management

Provides various methods to easily capture receipts digitally and can automatically parse receipts to create expenses report entries. Methods may include mobile photos, desktop drag and drop, etc.

88%
(Based on 118 reviews)

Employee Reimbursement

Functionality to reimburse employees directly to their bank account or can easily integrate with payroll system

87%
(Based on 103 reviews)

Currency Conversions

Enables easy entry of expenses in other currencies and converts to expense report currency

86%
(Based on 75 reviews)

Credit Card Integration

Integrates with corporate or personal credit cards (import or bi-directional)

73%
(Based on 42 reviews)

Travel Management

Ease of Booking

Can book Flights, Hotels, and Rental cars directly from software.

n/a

Itinerary Management

Creates travel itineraries based on booking

78%
(Based on 18 reviews)

Trip Notifications

Integrates to calendaring systems and/or provides notifications of upcoming flights, hotels, rental cars, etc.

81%
(Based on 18 reviews)

Advanced Integrations

Allows advanced integrations to travel systems like Uber, airline ticketing systems, hotels, etc.

76%
(Based on 14 reviews)

Client Invoicing

Invoice Creation and Delivery

Ability to create and send printable or electronic invoices. Includes standard invoice style library that can be customized/branded.

85%
(Based on 32 reviews)

Electronic Payments

Accepts electronic payments from clients

87%
(Based on 17 reviews)

Project Accounting / Revenue Recognition

Provides adequate reporting and/or can integrate to AP systems to recognize revenue appropriately

86%
(Based on 26 reviews)

Mobile

Receipt Capture

Can easily capture receipts, parse receipts and convert/assign them to a report from mobile device

88%
(Based on 116 reviews)

Mileage Tracking

Allows users to track mileage from mobile device using maps or GPS.

85%
(Based on 66 reviews)

Travel Itinerary and Flight Status Updates

Mobile application can store travel itineraries, electronic documents, and updates user of travel delays/changes

n/a

Platform

Embedded AI / Machine Learning

Offers embedded AI/machine learning

68%
(Based on 15 reviews)

Complex Approval Workflow

Provides workflow for complex approval structures

87%
(Based on 40 reviews)

Administration

PCI Regulation Compliant

Complies with PCI security standards

93%
(Based on 9 reviews)

Administration

Standard Integrations

Provides standard connectors for popular Finance, Payroll, HRMS and CRM systems

82%
(Based on 68 reviews)

Workflow

Routes Timesheets, Invoices, Expense reports through approval process. Easy to maintain and administer

85%
(Based on 75 reviews)

Automated Reminders

Sends automatic reminders to employees that have not completed expenses reports and/or timesheets

86%
(Based on 71 reviews)

Policy Compliance Management

Enables administrators to create rules that enforce compliances of corporate time and expense policies

85%
(Based on 68 reviews)

User, Role, and Access Management

Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

85%
(Based on 96 reviews)

Platform

Reporting

Access pre-built and custom reports and dashboards.

83%
(Based on 84 reviews)

APIs / Integration

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.

79%
(Based on 35 reviews)

Internationalization

Enables users to view and transact business with the same content in multiple languages and currencies.

82%
(Based on 16 reviews)

Performance and Reliability

Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took.

90%
(Based on 90 reviews)

Mobile User Support

Allows software to be easily used on multiple mobile devices include phone and tablet devices.

86%
(Based on 78 reviews)

Offline

Provides users ability to create and access expense reports/timesheets while not connected to internet.

67%
(Based on 18 reviews)