Zoho Expense Reviews & Product Details

Zoho Expense Overview

What is Zoho Expense?

Zoho Expense helps in taking the effort out of expense reporting. From submission to reimbursement, everything is quick and easy. No need to save those paper receipts anymore. Recording an expense is as simple as taking a photo of the receipts. We’ll auto scan them and create an expense, just for you. Don’t have a receipt in hand? No problem! Create an expense from your card statements or email them to your account. Worried that your employees might overspend on the corporate cards? We’ve got that covered too, with our easy-to-use expense policies. Our streamlined approval process will ensure that your expense report reaches the right approver(s) the moment you submit it. 

 That’s not all. Zoho Expense works well with major applications like Zoho Books, Quickbooks Online & Desktop, Zoho CRM, Slack, Office 365, G Suite and much more. Using our mobile app, stay on top of your employee expenses at all times. Available on Android, iOS and windows platform, you can submit, approve and record reimbursements, thereby managing expenses on the go. Bid goodbye to spreadsheets and paper receipts. With Zoho Expense, start doing expense reports the easy way. Not convinced yet? See it for yourself, using our 14-day free trial.

Zoho Expense Details
Languages Supported
German, English, French, Italian, Japanese, Portuguese, Spanish, Chinese (Simplified)
Product Description

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

How do you position yourself against your competitors?

Feature-rich and robust, Zoho Expense is the most cost-effective expense reporting out there. Zoho Expense comes integrated with Zoho CRM and Zoho Books, making expense management hassle free, right from recording expenses to taking them to your books.


Seller Details
Seller
Zoho Corporation Pvt. Ltd.
Company Website
Phone
+1 (888) 900-9646
Year Founded
1996
HQ Location
Austin, TX
Twitter
@Zoho
74,287 Twitter followers
LinkedIn® Page
www.linkedin.com
9,040 employees on LinkedIn®
Description

Zoho Corporation is a software development company, privately held and profitable. It offers beautifully smart software to help you grow your business. With over 50 million users worldwide, Zoho's 45+ products aid your sales and marketing, support and collaboration, finance and recruitment needs, with the long term vision to transform the way you work. Our Global HQ is in Chennai, India, and the US HQ is in Austin, Texas.

Show More

Zoho Expense Screenshots

Answer a few questions to help the Zoho Expense community
Have you used Zoho Expense before?
Yes

Zoho Expense Reviews

Write a Review
Filter reviews

LinkedIn®
Connections
Popular Mentions
Showing 468 Zoho Expense reviews
Popular Mentions
Showing 468 reviews
Filter Reviews
Filter Reviews
Sort by
Ratings (1)
Company Size
User Role
For Category
All Industries
Review Type
Region
Already have Zoho Expense?
Write a Review
Co-Founder
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

I like the options it provides while reporting expenses from taxes to reimbursement claims. I just love these features, it helps me to report everything along with my personal expenses for the company and make sure that all the tax details are entered correctly. Review collected by and hosted on G2.com.

What do you dislike?

There is nothing I dislike about this software but it would be nice to see a little more easy interaction with the software in the future. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

I am able to invite all of our team so Zoho Expense where they can record expenses that occurred to them. It makes my life very easy as earlier I needed to ask everyone to submit the expenses at the end of the month but now I can see the real-time progress.

Zoho Expense is also available as a Mobile Application which makes it more convenient by just clicking a photo of the expense and it will automatically scan all the details. You just need to check it whenever you have time and submit it to a report so your manager can approve it later. Review collected by and hosted on G2.com.

Show More
Show Less
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

Well where do I start off, ZOHO Expense is a blessing in disguise. As a medium-sized corporation with more than 30 Field Service Techs on the run, we were using a home-brewed expense reporting app that was getting the job done till approvals but exporting those approved reports to ZOHO Books via Excel was pain itself. We thought that we might save an extra few dollars by not using a Professional Expense reporting application but the day came when our system started to collapse when the accounting team accidentally made double reimbursements. From that day onwards, we started to check for expense violations, false entries, and were scrutinizing every single transaction that was actually costing us more overhead. So we took a step and contacted ZOHO's amazing sales team. They guided us A to Z throughout the software, gave us a tour of how expenses were reported, how we can look at predefined reports from the reports section, reimburse payments directly through the app, which would show those expenses as reimbursed in ZOHO Books itself. That is simply amazing as the amount of time it was saving as compared to a 3 hour of intensive work of cleaning data and exporting CSV files to ZOHO Books. It's amazing how a set of ZOHO's financial suite software can make a huge impact on controlling cost with the use of clever AI to show us the expense violations among our tech reps, advance tracking is very lean and effective and finally comparing data through a very well designed dashboard (New feature in version 2.0) Review collected by and hosted on G2.com.

What do you dislike?

Till now our team has no issues ZOHO Expense whatsoever. However, if there was an option to integrate ZOHO Desk tickets into ZOHO Expense, that would be great in our case. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

ZOHO Expense's features actually gave us an idea on how to control our employee expenses. While taking a test drive through the application, we came across mileage expenses. For us this was an eye-opener that instead of the our tech-reps wasting their time, entering every single expense they make, whether it is travel expense, visit allowances, meal expense etc, we just fixed a per km rate for our employees whenever they are attending support tickets by travelling to other areas greater than 50 kms. This made it really easy for our employees to use the mileage record option to let the app record their distance while travelling and get the expense recorded automatically. Moving on towards the report automation, this feature allowed us to submit everyone's unreported expenses on every Friday. After a 3 stage approval flow, the employees usually get their reimbursements by Monday morning. Finally, the easy advance tracking is really good feature for non-accountant admins, it lets them control the employees and their given advances. Review collected by and hosted on G2.com.

Show More
Show Less
SAP Lead Consultant Decision Service Management (DSM) BRFplus, BRF+
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

Zoho has solid customization and an impressive set of integrations with other solutions from Zoho and has three (3) user types: submitters, approvers, and administrators. Each one can have multiple roles. For instance, an administrator can grant approvers the capability of approving their own expenses and the software supports multiple levels of approval. Zoho Expense also connects with Intuit QuickBooks for accounting, so you can schedule reimbursements in the usual accounting cycles. Review collected by and hosted on G2.com.

What do you dislike?

Must submit expenses with a report, which can delay getting reimbursement if a problematic entry occurs. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

End users can enter data in several ways. Zoho Expense has two features the others lack. It's the only app that offers an add-on for the Google Chrome web browser. It clips a portion of a webpage and treats it as a receipt. Also, Zoho Expense has a "bulk add expenses screen" so you can organize a lot of expenses on one page. On the spreadsheet-like form, you enter an expense's date, merchant, category, and amount, and link their receipts. Zoho Expense tries mightily to minimize data entry, especially in its mobile experience. From the app, you take a picture of a receipt, and it's automatically uploaded. Review collected by and hosted on G2.com.

Show More
Show Less
CMO & Head Of National Branding
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
What do you like best?

Love how easy it is to get a receipt, scan it, and have it be ready to go into a category within 20 to 30 seconds. It's accurate almost 100% of the time, but when it's not, the interface is super easy and able to be fixed easily. Review collected by and hosted on G2.com.

What do you dislike?

That there is no app for my MacBook Pro. I have to email every single receipt to a specific email address. If they made an app for the MacBook app store, there would be nothing to complain about! Review collected by and hosted on G2.com.

Recommendations to others considering the product:

DO IT! IF you're looking to transfer to something simpler, this is the answer! Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Taking what used to be a long/lengthy process of creating expense reports, and turning it into something that the moment you purchase some thing, you input it into a report. It no longer takes one to two full days a month (off the clock) to create, review, submit expense reports. You do it as you go on a daily basis. No need to even keep the receipts. Review collected by and hosted on G2.com.

Show More
Show Less
Response from Zoho Corporation of Zoho Expense

Hi Thommy,

Thank you for taking the time to review Zoho Expense as well as for the great feedback. We would like to inform you that we have developed a 'Receipt Inbox' app for MacBooks that allows you to take a quick snippet of your receipt image and upload it to the app directly. We also support the Zoho Expense application on MacBooks with macOS Catalina.

Receipt Inbox - https://apps.apple.com/in/app/receipt-inbox-for-zoho-expense/id1455824625?mt=12

Zoho Expense - https://apps.apple.com/in/app/zoho-expense/id1477152278?mt=12

Feel free to write to support[at]zohoexpense[dot]com if you have any queries.

Regards,

Yohvan - Zoho Expense

REALTOR®
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
What do you like best?

Love the mobile app that lets me scan directly into Zoho Expense. Than I love the connectivity of Zoho Expense directly into Zoho Books. Creating spending reports make managing our business and more importantly, our spending, so easy! Review collected by and hosted on G2.com.

What do you dislike?

Not much I dislike! Maybe dress up the look! All in all, this is an awesome tool with not much to dislike. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Make sure you use Zoho One where for one flat fee you get most of the Zoho tools. This will connect you to all the tools. More importantly, this lets Zoho expense connect to these apps more robustly and gives you the best reporting options! Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Tracking our expenses is priceless. We now know exactly where our money is being spent. It has helped us predict future spending. Plus the reports are perfect for our accounting department. Plus our team can see their own spending. Tracking our mileage is an added plus. We can easily track our mileage to ensure we get the most out of our driving habits. Review collected by and hosted on G2.com.

Show More
Show Less
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Organic
Business partner of the seller or seller's competitor, not included in G2 scores.
What do you like best?

It is clean, intuitive and I love how the credit integration works in reverse, showing you all posted expenses. Review collected by and hosted on G2.com.

What do you dislike?

I dislike how strict they are on security. I almost gave up getting past the authentication process, I had an old account but no longer owned the device used to access Zoho, therefore they made it impossible for my to log on. It took nearly a month to work it out. Being across seas, customer service only responds to email one time per day, and this was while we are asleep so solving an issue was a major pain as one communication per day would work. They desperately need 24/7 chat or telephone support. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Just know that the only other expense repost app in this price range for single users accounts is Expensify. Zoho is far ahead of the competition. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Make's tracking expenses easy and creating expense reports easier than with Expensify. Review collected by and hosted on G2.com.

Show More
Show Less
AR
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

The interface is very user friendly and when there is something you arent sure of, the help section provides multiple answers as well similar questions. It also has made tracking expenses much more efficient Review collected by and hosted on G2.com.

What do you dislike?

There isnt much of a down side, other than it would be nice to set up the card feeds to be fetched daily instead of manually going in. This could just be something I havent come across yet. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Definitely worth having and setting up since it streamlines the tracking of expenses and makes the office run smoother Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Tracking company expenses and seeing where the most money is being spent. It has allowed for us to adjust what purchases are being made and be more cost effective. Review collected by and hosted on G2.com.

Show More
Show Less
Founder, Software Engineer, Marketing
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

The well-designed interface that makes it easy to find what information your're looking for. Also it's quite flexible, in other applications I often have trouble finding what I want or adapting it to my needs. It is not the case for Zoho. Review collected by and hosted on G2.com.

What do you dislike?

The different components should all be part of one app. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Keeping track of my startup expenses and my own personal bills, which gets confusing without a good software tool.

I am currently using it to manage my startup and it's been indispensible. Review collected by and hosted on G2.com.

Show More
Show Less
COO and CTO
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

easy to use, easy to set up and have mobile apps Review collected by and hosted on G2.com.

What do you dislike?

syncing up with xero and it keeps creating new organization Review collected by and hosted on G2.com.

Recommendations to others considering the product:

great for small teams and also have integration with xero.

great for team who use Zoho CRM but also could be good fit for those who use xero or freshbook or salesforce. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

expense claim by staffs.

saves times and paper works as well better transparency, efficient and faster response time for all stakeholders Review collected by and hosted on G2.com.

Show More
Show Less
AF
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

I especially like the ability to map merchants in Zoho to our vendor list in QuickBooks. This was on our shortlist of must-have features, and after trying out numerous other expense management systems, Zoho was one of the few that had this feature, and it works great. Most of our expenses come into Zoho Expense via the corporate Amex feed, and the merchant names from Amex rarely match our QuickBooks vendor names. Mapping the names in Zoho expense ensures the transactions will automatically be assigned to the correct vendor names when we sync to QuickBooks, rather than automatically creating a new vendor in our vendor list every time a new merchant comes through that isn't recognized. Being able to do this mapping up front saves us time on the back end and keeps our vendor list clean. Review collected by and hosted on G2.com.

What do you dislike?

If a credit card receipt is uploaded to Zoho Expense after the transaction has already come into Zoho Expense via the corporate card feed, that receipt will only auto match to the card transaction if the merchant name on the receipt exactly matches the merchant name from the card feed. Oftentimes they don't match exactly, and that receipt then has to be manually attached to the transaction, which takes more time. In this case it would be helpful if the receipts would auto match based upon date, amount and currency. That is how the receipt matching occurs if the receipts are uploaded to Zoho BEFORE the transaction comes through via the feed, but the process is different if the receipt is uploaded after. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Our main challenge is consistent coding of corporate card transactions. The onus to code the transactions is put on each cardholder, but before we sync to QuickBooks the reviewer can scan their expenses to ensure they are coded correctly and consistently. And if the reviewer has to make a coding correction, the system remembers this for subsequent transactions for that same merchant, and that rule is set company wide. This means the the rule only has to be set once, avoiding having to set up the same rule over and over for each cardholder, saving us time. Review collected by and hosted on G2.com.

Show More
Show Less
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
Business partner of the seller or seller's competitor, not included in G2 scores.
What do you like best?

I was able to recreate the output of a legacy, incredibly manual expense reporting process in a couple of hours. I did lean on their support for a couple of customization things. Expense reporting used to take a few hours each month. Now I scan receipts in as I purchase, the system auto-populates most fields, and then when it's time to submit It's just the matter of verifying accuracy (that I didn't forget something) and clicking a submit button. It may seem like a small thing, but it blows my mind how they took such a PITA, timesink process, and made it barely even a minor inconvenience. Review collected by and hosted on G2.com.

What do you dislike?

I wish I could change the "Project" field to match our term for the same thing. It's no big deal, but that's the only thing my team members ask me about because in other systems (like PM and CRM, etc) we call them work orders. It feels dirty to complain though to be honest because of how great the software is and how incredibly over-the-top helpful everyone at Expense has been. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

I thought I had saved an expense budget to track against. That was manual data entry and it turns out I probably didn't hit save so that sucked, but it's really on me. My credit card website doesn't "connect" to Zoho, but they've already started the process to get it integrated.

The benefits are just the time saved and the frustration and conflict these reports used to cause between my creative team and the accounting team. Again, this may seem insignificant in the big scheme of things, but my expense reports were constantly hanging over my head - all month long. Now it's barely a blip on my PITA radar. Review collected by and hosted on G2.com.

Show More
Show Less
Managing Director
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
Business partner of the seller or seller's competitor, not included in G2 scores.
What do you like best?

I used to use a different cloud-based expense app, but find Zoho quicker and easier to upload new receipts. Review collected by and hosted on G2.com.

What do you dislike?

I do not like the v2.0 interface, and find the older interface that includes the Receipt Inbox so much more convenient to email receipts in. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Business spending for the office administration team to verify, and reimburse if required. Review collected by and hosted on G2.com.

Show More
Show Less
F
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

The approval process of ZOHO is very good. Review collected by and hosted on G2.com.

What do you dislike?

Difficulty to integrate with our software SAP Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Setting of the approval process.ZOHO team guided me how to set up the approval process and its work properly now Review collected by and hosted on G2.com.

Show More
Show Less
Broker/Realtor
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

As a sole proprietor, I need a solution that is not complex, straightforward and simple to use. I check out several options and this was a great fit. Review collected by and hosted on G2.com.

What do you dislike?

Would like to add a couple reporting options. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Tracking expenses, tax prep Review collected by and hosted on G2.com.

Show More
Show Less
AR
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

I was looking to get a SaaS to record our store's expenses. Our store had very specific needs. For us, it was not just expense reconciliation for staff but also using this as a tool to expnese everything. If I tip a delivery guy from company's cash box, we wanted to be able to expense that. Zoho expense turned out to be great because most of our expenses are CC and I can import our CC statement and tag each expense correctly. We are still very new to using zoho expenses but it seems like a great fit for our needs and the price point per user is very affordable and dare I say lowest in the market but the product that they're giving us is exceptional. Review collected by and hosted on G2.com.

What do you dislike?

Analytics can be a tad bit better. Reports by parent/child category with drill down option.

If you use Zoho books (which we are planning to do) then its not a problem as you can look at the report under general ledger. but if you don't use zoho books, and once you've submitted the expenses. I want to be able to see itemized expenses for the duration using Parent/Child.

Example: if I spent $20 for uber. (Child category)

I want to see

Travel Category as $20 (and then if i click on parent category, it will drill down to child categories)

and then itemized Uber: $20

Flight: $0

Train: $0

) Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We are finally able to get a full picture of our expenses. Review collected by and hosted on G2.com.

Show More
Show Less
P
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

The fact that it auto-scans receipts. With the app it's a great on-the-go tool to log expenses. Review collected by and hosted on G2.com.

What do you dislike?

It takes time to load. Especially when you're switching between organisations. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

It's great to log expenses. And you can use it for your own personal expense and annual budget too. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

1. Expense logging for a small company.

2. Expenses for tax filing.

3. Receipt log so that physical receipts don't have to be referred to. Review collected by and hosted on G2.com.

Show More
Show Less
IT Manager
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

So far, I love how you can customize everything pretty much. We had a different solution that is set to end of life this month, that couldn't touch this with everything they had. (Cost is very great too). Review collected by and hosted on G2.com.

What do you dislike?

So far, really the only thing I can say even remotely negative about Zoho is customer service takes a little while to get back to you, but I think that might just be a time zone thing. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Cost. Zoho is allowing me to lower my expenses and still continue to get great features, which is absolutely awesome! Review collected by and hosted on G2.com.

Show More
Show Less
AH
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

I like that I can set-up the system without needing an implementation team, and that it "ticks" all the boxes of standard expense functionality ... company paid vs. personal paid, linked credit cards Review collected by and hosted on G2.com.

What do you dislike?

I have not yet explored direct integration with my accounting system, and imagine that is not as self-guided as implementation of the system generally. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Automated expense reporting for an organization that previously used spreadsheets. Review collected by and hosted on G2.com.

Show More
Show Less
Consultant
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

Works as well if not better than the BigNamed expense app. Much more scalable for a team. Review collected by and hosted on G2.com.

What do you dislike?

No Issues yet.

Everything works.

Quick to learn Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Tracking and reconciliation of my business expenses work great. Review collected by and hosted on G2.com.

Show More
Show Less
Director
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

The ability to connect expense submissions to the accounting system and the authorisation approvals too. Review collected by and hosted on G2.com.

What do you dislike?

Realistically there is nothing much to not like Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Quicker submission times, more accurate forecasting etc Review collected by and hosted on G2.com.

Show More
Show Less