Zoho Expense

Avantages

I like the way expense reporting has been simplified by the software thus saving on cost and time.

Inconvénients

So far there is nothing to complain about the software. It is serving us so well.

Avantages

I like how easy it is to file your receipts and expenses: all you need to do is to take a photo. Zoho Expense then sorts them out at about 90% accuracy. It really saves time. I also like that the trial period included a full version, it allows you to fully experience functionality

Inconvénients

The so-called customer care is almost non-existent. It was a drag to schedule a demo with them: they kept sending me their calendars without bothering to connect personally. And once I finally booked a slot, their sales person cancelled on me at the last moment! They never bothered to follow up, didn't offer an alternative appointment ( oh, I had to sift through their calendars!) and once I purchased it since I liked the product anyway, they disappeared. If my accountant hadn't insist on Zoho vs Quickbooks, I would have gone with Quickbooks simply due to lack of customer care. Quickbooks sales folks were very attentive! I have two products from Zoho both professional versions and didn't hear from them once.

Alternatives envisagées 

Avantages

The automated workflows across the board, to pull transactions straight from our corporate card, reminders to users to categorize their transactions and submit reports, reminders to managers to review and approve said reports, and MOST of all, the Z-Receipts feature where we can simply forward an email to a dedicated individualized address and it will read both the email and any attachments, and then turn them into attachments for reporting. It's beautiful in its simplicity and utility.

Inconvénients

There were some kinks in the setup process, particularly issues with one user's access to the web portal, as it seemed to think he had set up 2FA on the mobile app when he had not and consequently locked him out. There was also a lot of legwork to setting up our accounting categories at the start, but that all worked out in the end.

Avantages

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!

Inconvénients

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 envisagées 

Pourquoi choisir Zoho Expense 

Pourquoi passer à Zoho Expense

Avantages

- Ease of use, ease of set-up, robust functionality
- Knowledge and support of the per diem process
- Active user v. inactive user pricing model.

Inconvénients

- 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

Alternatives envisagées 

Pourquoi choisir Zoho Expense 

Pourquoi passer à Zoho Expense

Avantages

The product is a reliable expense management platform with comprehensive suite of tools that ensures automation different business activities.

Inconvénients

We have not found any downside of Zoho Expense during implementation.

Avantages

Effective at providing and documenting transactions.

Inconvénients

Nothing. I had a great experience with the app

Avantages

Very simple to use, usable auto-scan, integrates with Zoho books nicely.

Inconvénients

Auto-scan can get things wrong and will add currency selections you don’t need which makes the process go slower than it should.

Avantages

ease of use of features. do not need support to set up

Inconvénients

one needs custom quote to access full suite of travel management features

Avantages

excellent OCR
Minimal manual entry
excellent integration with books
extremely cost-effective
trip planning really good for authorisations

Inconvénients

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 envisagées 

Pourquoi choisir Zoho Expense 

Logiciel antérieur 

Pourquoi passer à Zoho Expense

Avantages

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.

Inconvénients

The initial setup can be time-consuming, especially for larger teams.

Avantages

Reports module submition and reebursment

Inconvénients

The purchase requesition should be same as purchase order in Zoho books

Avantages

What I liked most about Zoho Expense is its intuitive and user-friendly interface, which simplifies the process of managing and tracking expenses. The mobile app integration made submitting receipts and expense reports effortless, significantly reducing manual entry and saving valuable time. Additionally, the automated workflows and real-time notifications streamlined approvals, resulting in improved efficiency and better control over company expenses.

Inconvénients

Nice Software to use and get approval for all expenses

Avantages

Sending receipts to the platform is very convenient.

Inconvénients

Sometimes, matching receipts to existing expenses can be cumbersome.

Avantages

Easy to use, approvals are straight forward. Automation is useful. Role based access is easy to implement.

Inconvénients

Online reimbursements are very hard to use. I wish they integrated with something like Plaid.

Alternatives envisagées 

Pourquoi passer à Zoho Expense

Avantages

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

Inconvénients

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.

Avantages

Scanning or emailing a credit card receipt and splitting it between people or facilities is so convenient!

Inconvénients

I wish it would split the amounts automatically without me having to play with the amounts to try and get it to balance.

Alternatives envisagées 

Pourquoi passer à Zoho Expense

Avantages

Zoho Expense offers automated receipt capture, a user-friendly interface, and seamless integrations with accounting tools like QuickBooks. It also provides customizable approval workflows and a mobile app for easy expense tracking.

Inconvénients

The free plan is limited, and integrations may have occasional sync delays. Some advanced features require a learning curve, and customer support response times can be slow during peak hours.

Avantages

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

Inconvénients

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

Avantages

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

Inconvénients

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

Avantages

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

Inconvénients

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.

Avantages

The cloud implentation and interface which makes it easy to use

Inconvénients

There is really nothing that we can dislike in this product

Avantages

its has great features for the low the pricing

Inconvénients

Customer support is not in country or local

Avantages

I liked the fact that it was online and mobile, very easy to use, and actually fun! The reaction of my clients employees has been wonderful.
Since they travel internationally, they really like the foreign exchange calculations.

Inconvénients

Occasionally i have someone who just isn't techy and Ihave to teach them, but I'd be doing that with any software.

Avantages

Very thorough and flexible. I can customize the features and add functions that I need.

Inconvénients

It has so many features that it takes some study on start up, but it's worth it.

Alternatives envisagées 

Pourquoi passer à Zoho Expense

Avantages

It is easy to use. If you get caught up start a chat and they are super responsive to correct the issue.

Inconvénients

The fact that I have to login separately from Books and pay separately from Books. I thought it would be linked together.

Avantages

Zoho expense makes life a lot easier and feeds into my Zoho Books. It's also well priced.

Inconvénients

I think the interface is maybe a bit basic and could be upgraded.

Avantages

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

Inconvénients

I have not encountered an issue yet while using the software

Alternatives envisagées 

Pourquoi passer à Zoho Expense

Avantages

great template to ensure compliance to local tax authority

Inconvénients

Flexibility to modify template to suite needs

Avantages

The app is amazingly easy to use and super intuitive.

Inconvénients

Categorizing receipts on the app is not as easy as it could be. Wish I could just pay for one log in.

Alternatives envisagées 

Pourquoi passer à Zoho Expense

Avantages

I have been implementing Zoho Expense for other businesses. It has solved recurring problems of document storage, expense capture and reimbursements.

Inconvénients

The number of reports are minimal. The should have a report section like Zoho Books.

Alternatives envisagées 

Pourquoi passer à Zoho Expense

Avantages

ZoHo Expense has great features for micro to mega businesses.

Inconvénients

I personally use it to maintain costs and expenses reports, which is almost a free feature with many other platforms. I would like it to be free for me, since I already use their paid version of ecommerce platform.

Avantages

Ease of use, support during implementation, customer service.

Inconvénients

Some trouble getting multi user accounts linked.

Avantages

Settings and customization as per your organizations, workflow management and visualization

Inconvénients

Need more feasibility in terms of setting up country level budgets and expense and a possibility to upload budget through excel

Avantages

Easy to figure out interface. Also great that it can be accessed on mobile app and web.

Inconvénients

Can't make individual receipts full page

Avantages

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.

Inconvénients

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.

Avantages

Ease of use and flexibility to use on PC or portable device.

Inconvénients

auto mate the process a bit more. actions are repetitious and can be fined tuned.

Alternatives envisagées 

Pourquoi passer à Zoho Expense

Avantages

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

Inconvénients

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

Alternatives envisagées 

Pourquoi passer à Zoho Expense

Avantages

It generates automatically the cost and you can edit any report

Inconvénients

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

Avantages

Scanning a receipt on both a computer and smartphone is very easy, and the AI reader does it properly, applying the categories as it learns the patterns, making the process faster and more accurate.

Inconvénients

It could connect to other bookkeeping apps.

Avantages

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.

Inconvénients

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

Avantages

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

Inconvénients

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

Avantages

It was very easy to use and kept things organized

Inconvénients

It worked well and there wasn't many cons

Avantages

Easy to use and email expenses to one spot.

Inconvénients

There are no significant issues with the program.

Avantages

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

Inconvénients

Not much really its easy to use and does everything.

Avantages

Very nice and easy to use and easy to personalize to our own needs

Inconvénients

Takes a bit of time to get used to everything as an admin

Avantages

The system is simple and effective, in comparison to other tools deliver much more with much less costs and complications.

Inconvénients

The system is robust and simple to use, a powerful combination for business.,

Alternatives envisagées 

Pourquoi passer à Zoho Expense

Avantages

Efficient user friendly interface and easy to manage

Inconvénients

There was nothing I didn’t like about Zoho expense

Avantages

ease of receipt scanning and autoscan features!

Inconvénients

it has a bit too many features for my simpler needs, which can sometimes challenge usability // when i was in cambodia and all receipts had both USD and cambodian riel prices listed, zoho sometimes read it as Hong Kong Dollars?

Avantages

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.

Inconvénients

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.