Zoho Expense

Cost-effective feature rich expense management solution

製品を使ってみた感想： So far the experience has been very positive - good product supported by a friendly team

良いポイント:

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

改善してほしい点:

- 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

検討した類似製品： Emburse Expense Professional (formerly Certify Expense)、Rippling

Zoho Expenseに決めた理由： cost and user license structure made Unanet too expensive for our organization

Zoho Expenseに切りかえた理由： Zoho had the best cost v. functionality mix

Very easy to use, real time-saver!

製品を使ってみた感想： Product is excellent. Customer service - terrible. A person from the UK ( not my jurisdiction or timezone) did a lazy attempt to suggest a demo at the time convenient for HIM, and then disappeared - guess he figured, why bother since I purchased it anyway having been pressured by my accountant ( not your sales team).

良いポイント:

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

改善してほしい点:

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.

検討した類似製品： QuickBooks Desktop

Difficult to use, doesn't have customization for specific regional needs

良いポイント:

I like that I can autoscan receipts easily within the mobile app

改善してほしい点:

I constantly get error messages that come with little to no explanation and take up a lot of time for resolution with my company.

Easy to use expense management.

製品を使ってみた感想： I’m mostly satisfied with Zoho expenses. It integrate well with Zoho books and their autoscan feature while not perfect does help a lot managing receipts.

良いポイント:

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

改善してほしい点:

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

A brilliant expense management software.

製品を使ってみた感想： The product has automated all our expenses management from receipt scanning to with auto cropping and auto processes that have saved us alot of time

良いポイント:

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

改善してほしい点:

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

Highly recommend with the convenience on the phone and simplicity

製品を使ってみた感想： Efficient and convenient to use. It does what I need and there were zero issues.

良いポイント:

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

改善してほしい点:

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

Zoho Expense Potrays Accuracy and Reliability

製品を使ってみた感想： Zoho Expense is so amazing and the experience is incredible.

良いポイント:

Zoho Expense is a great expense management solution. I like the capabilities of Zoho Expense.

改善してほしい点:

Zoho Expense has brilliant features. The features of Zoho Expense are flawless.

I am very much satisfied

良いポイント:

can track easily expenses from my employees

改善してほしい点:

my suggestion is to directly link it with zoho payroll

Glad to have found it

良いポイント:

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

改善してほしい点:

Can't make individual receipts full page

Great Software for Expense Reports

製品を使ってみた感想： Very pleased overall. Tough to beat on price and utility

良いポイント:

Ease of use, solid app, great integration, reasonable price

改善してほしい点:

No real issues - its a solid expense program

Great product, but online reimbursements are complicated

製品を使ってみた感想： Overall it is great and we will use it, but if we find an equivalent option with easier online reimbursements, we will switch.

良いポイント:

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

改善してほしい点:

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

検討した類似製品： Expensify

Zoho Expenseに切りかえた理由： Multi receipts on expenses are needed for our process

Zoho is Perfect for my Business

製品を使ってみた感想： 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.

良いポイント:

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.

改善してほしい点:

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.

検討した類似製品： QuickBooks Online

Zoho Expenseに切りかえた理由： When I first started my business, I got a cute booklet in the mail with actual good tips for a start up business, and it was from Zoho. I kept it around knowing one day I'd use their services because I really liked their brand. And about a year later they proved to be better than the competition in both affordability and functionality.

Trial and evaluation

良いポイント:

The demo was well presented, and we will be moving forward with the system. It fits our needs, and it simple to use, and flexible. There are things you can customize.

改善してほしい点:

It is not clear how to connect with the credit card. We are moving forward, and dealing with this connection at the moment of implementation.

検討した類似製品： Expensify

Zoho Expenseに切りかえた理由： Can produce budget vs actual reports to keep track of expending.

A technology that actually makes things faster.

製品を使ってみた感想： Overall, it's a simple, highly funal software with great layout and quite intuitive. I can't think of anything I would imporve upon except Maybe make it so we can import our company logos or taylor a colour theme.

良いポイント:

Whats not to like, A simple mobile app that takes a clear and concise image of the reciept, it learns as you enter reciepts and as you process them so that the next photo import comes in with better information. Wow. Simple to find and edit and submit, great reminders thatyou have expenses not yet submitted.

改善してほしい点:

At first I thought it was cumbersome, but quickly learned the software just needs to learn enough to be extremely practical.

Simplifying Expense Management with Zoho Expense

良いポイント:

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.

改善してほしい点:

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!

A Positive Experience

良いポイント:

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

改善してほしい点:

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

検討した類似製品： QuickBooks Online

Zoho Expenseに切りかえた理由： Cost and word of mouth of colleagues.

Great but costly compared to other services

製品を使ってみた感想： Seamless, accurate and clutterfree are a few adjectives I may use to describe my UI experience with ZoHo Expense. The only factor I don't like is the cost of it. Maybe there could be a free solution that allows only particular expenses/costs reports to be generated, rather than paying for the full features, which I don't use at all.

良いポイント:

ZoHo Expense has great features for micro to mega businesses.

改善してほしい点:

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.

Zoho Expense - a helpful tool

良いポイント:

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.

改善してほしい点:

It could connect to other bookkeeping apps.

Claims and Expense platform rolled into 1.

製品を使ってみた感想： Overall a pleasant experience with Zoho Expense - the experience itself is superb!

良いポイント:

I particularly like the mobility features whereby on the go I can request via mobile and ipad. One of the awesome features as well is it’s transparency on approval flow.

改善してほしい点:

Not entirely a “con” but would love to see its capability on Ai i.e. if i uploaded a receipt automatically it will fill out the relevant fields such as merchant name and amount to be reimbursed.

User-friendly tool for managing business expenses

良いポイント:

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.

改善してほしい点:

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.

Zoho Expense - Clean functional UI

良いポイント:

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.

改善してほしい点:

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.

Seamless, user-friendly, intuitive, full-featured app

製品を使ってみた感想： I LOVE Zoho Expense. I will be continuing using it for as long as I can see!

良いポイント:

I love that it's so seamless. Getting expenses into Zoho Expenses is easier than any other app I've ever used. I love it!

改善してほしい点:

I haven't entirely figured out how it integrates to CRM. I'll get there though I'm sure!

Zoho Expense Review

良いポイント:

It is easy to manage and track your daily business expense

改善してほしい点:

Bills should also be created on zoho expense

Great payroll option

良いポイント:

Efficient user friendly interface and easy to manage

改善してほしい点:

There was nothing I didn’t like about Zoho expense

Zoho Review Credit Card Reconciliation

製品を使ってみた感想： Support has been great and it meets our needs

良いポイント:

Ease of set-up. Matches data from the credit card company quickly and accurately.

改善してほしい点:

It takes a while to get used to the navigation. There is alot there and alot of power.