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Zoho Expense

Zoho Expense

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Zoho Expense is an online expense management software designed to help businesses track, approve, and reimburse employee expenses. With Zoho Expense, users can easily capture receipts, submit expense reports, and manage approvals all in one place. The software also features automated expense categorization, advanced reporting and analysis, and integrations with other Zoho apps and popular accounting software. Additionally, the software has a mobile app that makes it easy for employees to submit expenses on the go. With Zoho Expense, businesses can streamline their expense management process and gain greater visibility into their spending.

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What Type of Online Businesses is Zoho Expense Good For?ย 

Zoho Expense is a versatile tool that can be useful for a wide range of online businesses. It is particularly beneficial for businesses that have employees who frequently travel or incur other business-related expenses. This includes online businesses such as e-commerce, digital marketing agencies, online consulting firms, and more.

For e-commerce businesses, Zoho Expense can be used to track and reimburse expenses related to product sourcing, shipping, and other business-related travel. Digital marketing agencies can use the software to track expenses related to client travel, trade shows, and advertising campaigns. Online consulting firms can use Zoho Expense to track expenses related to client meetings and training sessions. Additionally, the software's integration capabilities allow businesses to easily connect Zoho Expense with other financial software and tools, allowing for seamless expense tracking and reporting.

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What Other Apps or Programs are Similar to Zoho Expense

There are several other expense management software programs available on the market that are similar to Zoho Expense. Some popular examples include Expensify, Concur, and Xpenditure. These programs also offer features such as receipt scanning, expense reporting, and approvals.

However, Zoho Expense stands out as a more comprehensive solution due to its integration with other Zoho apps such as Zoho Books and Zoho CRM. This allows businesses to easily track expenses within the context of their overall financials and customer relationships. Additionally, Zoho Expense offers advanced reporting and analysis capabilities, and a mobile app that makes it easy for employees to submit expenses on the go. Furthermore, Zoho Expense is more cost-effective for small and medium-sized businesses. It's easy to use with a user-friendly interface.

Overall, Zoho Expense offers a more complete and cost-effective solution for businesses looking to streamline their expense management process.

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What Does Zoho Expense Integrate With?ย 

Zoho Expense integrates with a variety of other apps and programs, allowing businesses to easily track expenses within the context of their overall financials and customer relationships. Some of the most popular integrations include:

  • Zoho Books: This integration allows businesses to automatically transfer expense data from Zoho Expense to Zoho Books for accurate financial reporting and accounting.
  • Zoho CRM: This integration allows businesses to link expenses to specific customer and sales opportunities in Zoho CRM, providing a more complete view of customer interactions and revenue.
  • Google Calendar: This integration allows businesses to schedule and track meetings and appointments from Google Calendar directly within Zoho Expense, making it easy to see which expenses are related to specific meetings and appointments.
  • Microsoft Outlook: This integration allows users to easily add expenses to their reports while working on their email, they can capture receipts and create expenses directly from their Outlook email.
  • Other popular integrations include QuickBooks, Xero, and more.

These integrations allow businesses to automate tasks, reducing errors and saving time. By integrating Zoho Expense with other apps, businesses can easily access, share and analyze data across different functional areas, giving them better insights and control over their expenses.

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Whats Are The Paid Plans of Zoho Expense Like?ย 

Zoho Expense offers a variety of pricing and payment plans to fit the needs of different businesses. They offer a free trial plan which allows users to test all the features for 15 days and then decide if they want to subscribe. They also offer a free version of the app which is limited in features and intended for small teams or personal use.

The paid plans are divided into two categories: Standard and Premium. The standard plan starts at $8/user/month, and includes features such as receipt scanning, expense reporting, approvals, and integrations with other Zoho apps. The premium plan starts at $12/user/month and includes additional features such as advanced reporting, multi-currency support, and the ability to customize approval workflows.

Additionally, Zoho Expense offers a discounted price for businesses that choose to pay annually instead of monthly. They also offer a custom pricing for large businesses that requires more than 50 users or for specific industries.

Overall, Zoho Expense offers a variety of pricing options to fit the needs of different businesses, from small teams to large enterprises. The free trial and free version allow businesses to test the software before committing to a paid plan, and the different pricing levels offer a range of features to suit different needs and budgets.

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Is There a Free Trial or Free Version of Zoho Expense?ย 

Zoho Expense offers a free trial for all its features for a period of 15 days, this free trial period allows users to test all the functionalities of the software and see if it meets their needs before subscribing to a paid plan. You can start the free trial by signing up on their website, no credit card required. During the free trial period, users have full access to all features of the software, including receipt scanning, expense reporting, approvals, and integrations with other Zoho apps.

The free version of the app is also available, which is intended for small teams or personal use, it allows you to create and manage expenses, scan receipts, and generate reports. However, it has some limitations like the maximum number of expenses that can be entered is limited, and it doesn't include integrations with other Zoho apps.

You can invite other team members to join you on the free trial, and they will also have access to all the features of the software during the trial period. This allows teams to test the software together and see how it can fit into their workflow. After the trial period, team members who want to continue using the software will need to sign up for a paid plan individually.

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What is Not Included in The Free Version of Zoho Expense?

The free version of Zoho Expense, while allowing you to create and manage expenses, scan receipts, and generate reports, it has some limitations and features that are not included. Some of the key features not included in the free version are:

  • Advanced Reporting: The free version doesn't include advanced reporting options, such as creating custom reports, and filtering data based on different criteria.
  • Multi-Currency Support: The free version doesn't support multiple currencies, which can be a limitation for businesses that operate in different countries.
  • Customizable Approval Workflows: The free version does not allow users to customize the approval workflows, which can be a limitation for businesses that need to manage expenses in a specific way.
  • Integrations: The free version doesn't include integrations with other Zoho apps such as Zoho Books or Zoho CRM, which can be a limitation for businesses that need to track expenses in the context of their overall financials and customer relationships.
  • Maximum of expenses: The free version has a maximum limit of expenses that can be entered.

While the free version of Zoho Expense can be useful for small teams or personal use, businesses that need more advanced features and integrations may want to consider upgrading to a paid plan.

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Similar Apps or Programs...ย 

  1. Expensify
  2. QuickBooks Online
  3. Xero
  4. Receipt Bank
  5. ExpensePoint
  6. Concur
  7. Abacus
  8. Certify
  9. Fyle
  10. Spendesk

Please note that the above-mentioned apps are some of the popular ones that are similar to Zoho Expense but it's not an exhaustive list. Each of these apps have their own set of features, pricing and approach to expense management. It's important for you to evaluate the features and pricing that best suit your business needs before making a decision.

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Zoho Expense Integrates With...

  1. Zoho CRM
  2. Zoho Books
  3. Zoho Invoice
  4. Zoho People
  5. Zoho Projects
  6. Google Drive
  7. Dropbox
  8. Box
  9. OneDrive
  10. Outlook
  11. Slack
  12. Trello
  13. QuickBooks
  14. Xero
  15. FreshBooks
  16. Tally

Please note that the above-mentioned apps are some of the popular ones that Zoho Expense integrate with, but it's not an exhaustive list. Zoho Expense also integrates with many other apps via APIs and webhooks, so it may be able to integrate with other apps that are not listed above. It's important for you to evaluate the apps that are important for your business and check if Zoho Expense can integrate with them before subscribing to a plan.

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