Zoho Expense Review

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User Satisfaction: 99%


4.7/5 (25 reviews)

About Zoho Expense

Zoho expense is one of the cloud-based total packages within the Zoho software-as-a-service (SaaS) environment that permits you to make online travel bookings and manage offline travel. Create specified travel itineraries, and install and manipulate vacationer profiles. It’s by far an expense-monitoring app aimed toward streamlining tour and fee control for developing agencies.

What is Zoho Expense?

Zoho is well-acceptable for businesses looking for simplified price control. It helps in the tracking of charges, documentation of costs, filing charges to control, and getting approval and reimbursement. I like the cell app’s characteristic and simplicity in submitting receipts and, ultimately, your rate report for approval.

Businesses that include startups, unicorns, and organizations, such as Zoho itself, use Zoho price for her T&E control. The quality way to discover why is with the aid of signing up for a loose trial now! It has an unfastened plan for up to 3 users, and paid plans start at $five according to the active consumer, consistent per month. You can use Zoho cost-free of charge for 14 days to check the paid plans.

The free plan is for up to a few users and is good for easy expense tracking. It has 5 GB of receipt garage, that’s extra than enough for freelancers or small organizations without a variety of prices to track.

Bigin By Zoho Expense Software Feature

Easy-to-Use Accounting & Bookkeeping Features

Zoho expense is available as both an internet-primarily based and mobile application; Zoho cost fits your present workflow utilizing seamlessly integrating with different applications on your modern software surroundings. It puts you at a bonus compared to different cost trackers because it works and integrates with Zoho Books, the business enterprise’s dedicated accounting software program. But QuickBooks Online and Xero users can integrate Zoho fees as nicely.

Moreover, a high diploma in customization guarantees organizations can put in force Zoho fees speedy, efficiently, and without converting existing processes.

Zoho fee’s AI-driven fraud detection engine helps you better audit your commercial enterprise prices and keeps you geared up for tax season. With committed united states variations, you get nearby compliance and mileage charges by using default.

Receipts and expenses: Utilizing powerful features, automate your receipt and expense organization so you can devote more time to significant activities.

  • Receipt management– Auto-scan receipts, track and store them digitally, and forward them from your email.
  • Expense management– Enable different kinds of expenses—multicurrency, per diem, billable, and non-billable—and automate expense creation.
  • Mileage tracking-Track mileage using any of four different methods.

Payments: Accept cards and bank payments online. You can use corporate card reconciliation or, Synchronize your business credit cards and automate the matching process between outgoings and card deals.

Expense reports:

  • Expense report management- Create expense reports with detailed information and submit them for approval.
  • Expense report automation- Automate expense report creation and submission.

Purchase requests: Employees should be allowed to make purchase requests, and the buying process can be improved with tailored approval processes.

Approvals: Every expenditure, journey demand, purchase request, and cash advance request should be properly scrutinized with validation.

  • Simplified approvals- Configure straightforward or nested approval processes and substitutes while out of the office to guarantee that no expense report or travel request is not given notice.
  • Custom approvals- Configure multilevel, Design personalized green lights based on established metrics, and verify that allowance claims and vacation applications are sent to the suitable individual.

Control: All expenditures, travel requests, purchasing requests, and cash advance demands should be carefully assessed with proper authorizations.

  • Policy- Adopt distinctive guidelines for your cost centers, divisions, and departments to have healthier control of worker expenses.
  • Expense rules- Set up daily, monthly, or yearly limits on expense amount, Employees that exceed their limit should receive a warning notification or have their submission blocked instead of incurring per diem expenses.
  • Budgets- Construct budgets corresponding to each expense category or kind, compare them to the actual costs, and stay informed of your expenditures.


Streamline reimbursements by using the online system, send notifications to personnel promptly concerning reimbursements, and document manual reimbursements if necessary.

Audit and compliance

Zoho Expense ensures that your expenditure is regularly audited, providing you with the ability to remain compliant with local tax regulations.

  • Audit– Be audit-ready with digital receipts, instant audit trails, and analytic reports on policy violations.
  • Compliance– In order to remain in compliance, there are devoted Zoho Expense editions accessible for the US, India, UK, Canada, Australia, UAE, and Saudi Arabia, and a worldwide edition as well.

Automation: Establish workflows for taking care of tedious expense reporting duties with the support of webhooks, custom functions, and field updates.

Customization: Tailor your Zoho Expense experience according to your requirements with advanced customization options.

  • Page layouts– Choose how pages should look for employees based on the expense category.
  • Custom roles– Create and customize user roles and provide or restrict employee access.
  • Custom components– Customize the information you want to see inside Zoho Expense with custom modules, fields, and buttons.
  • Web tabs– Access external URLs from inside Zoho Expense’s familiar UI.

Collaboration: Communicate better with employees via contextual comments on expense reports, in-app notifications, and automatic emails.

Integrations: Step onto the complete expense management platform. Integrate with in-house and third-party solutions to run your entire business operation smoothly.

Accounting and ERP: Zoho Expense integrates with all major accounting solutions like SAP, Oracle, Sage Accounting, Microsoft Dynamics, QuickBooks Online, Xero, and Zoho Books.

Trips: Manage travel itineraries, configure travel policies, and share offline ticket options.

Leverage apps made for your mobile device. It will Eliminate data security worries. Zoho Expense is secure by design with powerful data protection features. Which will ensure your data doesn’t end up in the wrong hands. 

Besides the three predefined user roles (Submitter, Approver, and Admin), Zoho Expense enables you to create custom roles and define their access permissions. This ensures that only the right people have access to sensitive data.

Zoho Expense Benefits

Zoho Expense makes use of SSL encryption to comfy the facts stored for your account so that you can get admission to it without having to fear approximately it being tampered with or corrupted.

You may use more than one app in your enterprise; with unmarried sign-on facilitated by SAML authentication, you can log in to Zoho cost using your G Suite or workplace 365 accounts.

Take your company’s protection to the next degree. With MFA, you can add an identity method like touch, face ID, or a one-time password to help protect your enterprise from cybercriminals. This guarantees statistics can only be accessed, created, edited, or deleted from at-ease IP addresses.

Zoho Expense gives numerous blessings to organizations, which include:

Zoho Expense is remarkable for existing Zoho customers and ideal for approval of expenses.

Zoho Expense could be a new way to manage your finances, making it easier to see whether your company or small businesses are growing enough or not.

Zoho Expense pricing

Zoho expense is one of the cloud-based total packages within the Zoho software-as-a-service (SaaS) environment that permits you to make online travel bookings and manage offline travel and allows users to manage and report their business finances in a simple, easy-to-use interface. It’s perfect for small businesses and is affordable with great features. Zoho expense offers a free trial, so you can try it out before you make a decision.

Zoho expense offers several features that distinguish it from other cloud-based Zoho software-as-a-service options:

Overall, Zoho software-as-a-service is an affordable and feature-rich cloud-based solution perfect for small businesses that need something simple but flexible. The 14 days free trial offer for up to 3 users is ideal for testing the software before making a purchase decision.

What we think about Zoho Expense

Zoho expense is a tracking app that is aimed at streamlining travel and expense management for growing businesses. It works seamlessly with Zoho Books. It integrates with other top accounting software, namely, QuickBooks, Xero, and Sage Accounting. With its Standing out features, here’s why you need to know about it if you’re considering switching to it.

Why use Zoho Expense?

A few main reasons businesses might want to switch to Zoho expense. Firstly, Zoho expense is very easy to use. You simply enter the transactions into the system, which will take care of your calculations. This makes it a good choice for small businesses that don’t have much time to manage their finances manually.

Secondly, Zoho expense offers an increased level of accuracy. Because it uses advanced mathematical algorithms, it can minimize errors in your financial records. Your business can be confident that its data is accurate and reliable.

Finally, Zoho expense is designed to help streamline your accounting processes. Automation of many of the procedures related to accounting is being implemented. Apart from the three predefined user roles (Submitter, Approver, and Admin), Zoho Expense enables you to create custom roles and define their access permissions. This ensures that only the right people have access to sensitive data. This makes Zoho expense an ideal solution for businesses that need help simplifying their financial reporting process.

Zoho Expense Implementation and Onboarding

Best Accounting Software

Zoho expense is a cloud-based software that lets businesses track and manage their finances. There are several positive aspects to this program. Although it is well-designed.The program’s pricing is attractive to me because it is competitively priced compared to its competitors. The program is incredibly simple to use and has proven to be really beneficial in keeping me organized with the company’s expenses as well as in keeping me on track with my tax preparation.

Zoho expense’s onboarding process is designed to make the software easy for business owners:

  1. The Zoho expense team reviews your existing accounting systems to determine which features are compatible with the software.
  2. They provide comprehensive training on how to use the software.
  3. They provide support during the initial setup and throughout your usage.

Overall, Zoho expense is an effective tool for managing your business’ finances. Its easy-to-use interface makes it perfect for small businesses looking for a cost-effective solution. This program will be beneficial to someone who is just getting started.

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Zoho Expense Customer Service

For customers who only use our free Services, support is self-service, with assistance available in our Help Center and through our chatbot, Mave. We respond within 2 hours.

Support for Payroll, Payments, Advisors, and our Wave Money banking product is available via email and Mave chatbot from Monday to Friday in the Eastern Standard Time zone between 9:00 am to 5:00 pm.

Our team can answer any question about Zoho expenses, including how to use the software, set up accounts, and make transactions. We also offer comprehensive support for all software versions, so you can be confident that we’ll be able to help you regardless of which version you’re using.

If you need help with something specific, our team can direct you to the right resources online or in our user guide. Be sure to watch for updates and improvements to the software since we continually make them available!

Zoho Expense Software Limitations

Zoho expense is a popular cloud base software that has several limitations. These limitations make it difficult to use Zoho expense.

Here are four of the most common limitations:

  1. Zoho expense preferred plan has very restricted functions. Due to the fact it’s designed for small groups.
  2. First-time users may experience being overwhelmed with the person interface, and Zoho expense isn’t an app that you can learn in someday; it’ll take numerous days per week to grasp its waft and functions.
  3. Zoho’s expense organization plan calls for no less than 500 customers, so groups with fewer than that’ll be required to pay for seats they don’t want if they need the enterprise plan advantages, including multi location control, multi-branch management and a travel supervisor.
  4. Zoho expense isn’t a good fit if your employer simplest has simple charges like salaries and wages, utilities, and workplace fees.

Customers review

A recent blog post on the Zoho expense website caught our eye. Zoho expense is a cloud-based software company that integrates with all major accounting solutions like SAP, Oracle, Sage Accounting, Microsoft Dynamics, QuickBooks Online, Xero, and Zoho Books.

User reviews:

Support team is by far the best I have seen in the industry, and scanning receipts and extracting line items saves a lot of time. “


Great App & I’d recommend it for everyone to control/track/record expenses in a very smart & efficient manner.



Why should I use Zoho Expense software for my business?

Companies with employees working remotely or in different branches, cost centers, or departments: Zoho Expense can group expense reports based on the source of the expense. If your company has different working groups or departments, the app can classify expenses on specific reports that belong to the group. In return, reviewing, approving, and reimbursing expenses is easier. The right small business account software can take the stress out of balancing your business's books, separating your business and particular charges, and preparing your business for duty season. When equipped with the right account software, you can do further than just an introductory secretary. You can effectively dissect the fiscal health of your business, find ways to induce further profit, and move forward with your business plan.

Why should I switch from my current account result to Zoho Expense?

There are no trials or retired freights, and it includes all the crucial features you need to run your business easily. Over 2 million small business possessors trust our double-entry account software.

What is Zoho Expense's best feature?

Reviewers rate support rating maximum, with a rating of 10.

Concluding Note:

In this article, we have discussed what Zoho Expense is and why it is important for businesses. We have also looked at Zoho Expense’s benefits, including improved decision-making and increased efficiency. If you are looking to improve your business processes, then Zoho Expense could be the best solution that you are looking for. So stay tuned as we will continue to bring you informative content on Zoho Expense shortly.