Zoho Expense Reviews

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

Highly recommend with the convenience on the phone and simplicity

Comments: Efficient and convenient to use. It does what I need and there were zero issues.

Pros:

Easy to use and very convenient to access through phone. It does the job very effectively compared to using excel.

Cons:

None at the moment. Majority of inconveniences I encounter are more on my company side.

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.

excellent value, full featured expense managment

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

Simplifying Expense Management with Zoho Expense

Pros:

Customizable Reports: The ability to customize line items and reports helps me analyze spending in a way that makes sense for my needs. Seamless Invoice Management: The integration with invoice management keeps everything organized, ensuring that expenses and invoices are aligned.

Cons:

I just started using Zoho Expense, so I haven’t encountered any major issues yet. I’m looking forward to seeing how it enhances my business tool list as I explore its features further!

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.

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.

Right balance Cost\benefits

Comments: very good, we are looking for a easy software.

Pros:

easy to use, easy to personalize. good for medium company

Cons:

sometimes too many features, too many deatails

Game Changer for Small Businesses

Comments: Overall a great experience once you get the hang of it.

Pros:

Intuitive expense management tool automates tedious tasks like receipt tracking and expense categorization

Cons:

While Zoho Expense is overall a great tool, it does have a few drawbacks. The learning curve can be steep at first, especially for those new to expense management software. I found the initial setup and customization process to be somewhat time-consuming.

Zoho is Perfect for my Business

Comments: I don't need the entire functionality of Quickbooks. So Zoho is better for me, and I can add features and modules as I need them. I love Zoho's branding. Super modern, and user-friendly. I also love their customer service.

Pros:

A lot of accounting and expense tracking apps out there are too expensive and have features that I don't really need for a solopreneur operation, so it's refreshing that Zoho has many different apps that you can choose from to build your perfect enterprise solution, no matter how small or big your operation is. They're highly scalable too. One of the features I love is expense automation, and this is key so I don't have to be remembering to upload regular charges for my business. And automation was easy to setup following a few steps. Autoscan is fantastic. Amazing product.

Cons:

There are still some features that I don't need within Zoho Expense, and sometimes the app feels a bit cluttered for my operation, but I still manage to go around this and get what I need at an affordable price. For bigger operations, having these features though perfectly makes sense, and you won't go wrong on the price.

Zoho Expenses is a must have product!

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.

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 $$$!

Great time saver!

Pros:

I love that the software consolidates everything for easy tracking.

Cons:

Nothing, works great! I can't think of anything negative.

Transform Bill Management with precision

Comments: can put my overall experience in a couple of words as it is a user-friendly platform. I am a big fan of their feature to upload bills to Zoho and the amazing thing about it is that it scans each and everything from the bill, very clearly like the transaction number, amount, name of the payer, date and time etcetera. So, I can say that it is one of the best expense management tools

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.

Easy to Use

Pros:

Our employees have complimented the ease of use and the ability to easily log their expenses from anywhere. The autoscan feature along with the ability to tag expenses to project and have it sync with our financial systems automatically has been time saving and eliminates human errors with manual entry.

Cons:

I wish that we could have a payroll integration with Gusto that would allow reimbursable expenses to be logged automatically into payroll. We run multiple Expenses systems for our subsidaries but one payroll software and there is no good way to sync these without the manual process.

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.

Very Expensive

Pros:

It generates automatically the cost and you can edit any report

Cons:

The cost to utilize the service i am a one person company

Zoho Expense - Clean functional UI

Pros:

Zoho Expense provides a clean intuitive UI, that is bug free and easy to use across desktop and mobile. While this may seem basic, I've used a number of expense management solutions that don't manage to get the basics right. Getting it up and running was easy, although we aren't using any integrations at this point, which is normally where the challenges arise. When you add on that the categorization algorithms seem to learn quickly, and the error rate on OCR is low, it all adds up to a great expense management solution.

Cons:

While the initial trial period is great, working out which plan to land on could be easier if it was possible to explicitly trial the different plan levels.

Zoho Expense

Pros:

User friendly and intuitive. We love to utilize the automation features for a "set it and forget it" type feature.

Cons:

Adding a receipt column when retrieving the expense details report would be helpful.

Kris Cleveland

Comments: We are finding it easier log and track expenses without fumbling with receipts and spreadsheets.

Pros:

I love the mobile Ap. It is user friendly and fast.

Cons:

I would like to see the mobile ap improved to auto populate from the photo of the receipt. Much like a business card scanner.

Zoho for the win

Pros:

It imports my expenses from my corporate forms of payments and automates the process.

Cons:

There doesn't seem to be a receipt guarantee like competitors have for transactions that are imported from linked banking/credit card accounts. This would be helpful for when I forget a receipt or lose it.

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.

Zoho Expense for Credit Card Transactions

Comments: I have had a positive experience with ZOHO. I believe their customer service went out of their way to help us set up a direct feed with our bank account for our credit card transactions.

Pros:

I like the ease of logging in and getting started. It is user friendly and I enjoy the layout.

Cons:

As an Admin I would like to have a better way of downloading the information for the entire company.

Zoho Expense Easy to Use

Comments: Same as above - this app is great and the program is user friendly.

Pros:

Easy to use and upload receipts. Mobile phone app is great!

Cons:

Find it difficult to connect and download with Zoho books.