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All Features

Your complete solution for effortless travel and expense management

Corporate travel

Simplify your corporate travel program

Book tickets, enforce policies, and keep things running smoothly for every business trip.

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Simplify your corporate travel program

Self-booking tool

Give your team the freedom to book flights, hotels, and cabs while staying compliant and under control.

Travel desk management

Manage travel requests, assign agents automatically, and track progress effortlessly with a comprehensive travel desk.

Carbon footprint tracking

Track carbon footprint for every trip, choose greener options, and align with your sustainability goals.

Duty of care

Keep your employees informed and safe with real-time alerts during critical situations on their trips.

Guest house booking

Easily manage guest house bookings and provide employees with a comfortable stay on business trips.

Travel analytics

Gain actionable insights into your employees' travel to optimize cost and make informed decisions.

Expense reporting

Smart receipt-to-report management

Track and manage all your expenses, from receipts to reimbursements, in one place.

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Smart receipt-to-report management

Receipt capture

Let employees choose from multiple ways to capture receipts. Employees can simply Autoscan to extract expense details and categorize them automatically.

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Petty cash management

Control petty cash expenses across branches with ease and gain full visibility at every step.

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Expense reports

Create, submit, and track expense reports easily with Zoho Expense. Add comments to expenses and track the approval status for efficient expense reporting

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Expense report automation

Set expense reports on autopilot. Automatically compile and report all expenses, including corporate card spending, so you don’t have to chase reports every month.

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Multi-currency expenses

Track and manage expenses in any currency and get live exchange rates for foreign transactions.

Expense itemization

Break down expenses into detailed line items, assign categories, and associate them with customers or projects for clearer, more detailed expense tracking.

Split expenses

Split a single expense into multiple entries based on specific fields, the number of days, or by attendees.

Auto-categorization

Categorize expenses automatically using merchant codes, eliminating the need for manual sorting.

Expense tags

Use tags to label expenses and reports, making it easy to track spending across departments or branches

Corporate cards

Gain complete control over every card spend

Track every card transaction in real time, automatically reconcile expenses, and notify employees to upload receipts for faster reporting.

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Gain complete control over every card spend

Instant feeds

Automatically fetch and reconcile corporate card transactions in real-time for quick and seamless expense reporting.

Automatic expense creation

Turn corporate card transactions into expenses automatically for faster, error-free reporting.

Direct feeds

Fetch corporate card feeds directly from card providers like Visa, Mastercard, Amex, and HSBC.

On-the-spot receipt capture

Notify your employees to capture receipts immediately after a card transaction.

Automatic expense matching

Zoho Expense automatically matches corporate card transactions with receipts or expenses for accurate reconciliation.

Reimbursements

Process reimbursements faster and easier

Process employee reimbursements quickly by syncing with payroll and ERP, ensuring timely payments while keeping employees happy.

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Process reimbursements faster and easier

Direct bank reimbursements

Enable instant reimbursements to Indian employees via ICICI and HSBC through NEFT, RTGS, or IMPS bank transfer.

Bank exports

Export reimbursement details directly to your bank for faster processing and payouts.

ACH reimbursements

US and Canada businesses can simplify payouts by reimbursing employees directly from their Zoho Expense account through direct deposits.

Pay through HRMS, ERP, or accounting systems

Automatically sync reimbursement details to your ERP, payroll, or accounting systems after settlement.

Instant notifications

Keep employees updated about their reimbursement status with automatic notifications at every stage.

Per diem

Manage per diem seamlessly across regions

Streamline per diem management across regions, automate business travel allowances, and ensure compliance with regional regulations.

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Manage per diem seamlessly across regions

Auto-import per diem rates and rules

Automatically import region-specific per diem rates and rules with a single click.

Location-specific rates

Set per diem rates based on travel destinations to ensure accurate allowances for every trip.

Auto-create per diem for business trips

Generate per diem expenses automatically based on the trip destination and duration.

Mileage

Track business rides accurately and automatically

Zoho Expense automatically tracks and classifies your business rides, making reimbursement claims easier than ever.

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Track business rides accurately and automatically

Create mileage expenses with a quick swipe

Zoho Expense automatically tracks all your rides. Convert them to expenses with just a swipe for easy expense reporting.

Automatically classify business rides

Classify rides based on your work hours, so personal trips are excluded from business ones, no manual sorting needed.

Track mileage in multiple ways

Offer easy mileage tracking with flexible options including tap to start/stop rides, map locations, and log odometer readings.

Purchase request

Manage purchase requests with ease

Track and manage purchase requests easily, simplifying your ordering process and ensuring a smoother workflow.

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Manage purchase requests with ease

Create and Manage Requests

Create, edit, and submit requests on desktop and mobile. Assign the right department, approver, account code, and attachments for accurate tracking.

Guided buying (punch-in/punch-out)

Enable employees to buy from preferred vendors using guided buying with punch-in and punch-out options.

Purchase orders

Create, manage, and track purchase orders for seamless procurement and expense control.

Control

Guardrails that keep every spend in check

Control employee expenses by ensuring spending stays within budget, policies are followed, and approvals are streamlined — keeping everything compliant and aligned with business goals.

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Guardrails that keep every spend in check

Approvals

Streamline your approval process with customizable workflows to ensure expenses are reviewed and approved before processing.

Budgets

Set and monitor spending limits for users, projects, or categories. Compare budgets vs. actuals in real time to control overspending.

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Policies

Create and enforce custom policies to ensure compliance across all employee expenses.

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Rules and limits

Easily define and enforce custom expense rules to streamline submissions and approvals.

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Audits

Keep your employees' expense records up-to-date with automated audits, ensuring everything stays compliant and transparent.

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Audit trails

Audit trails give you a clear record of all expense actions for easy auditing.

Customization

Tailor workflows that adapt to your process

Tailor Zoho Expense to fit your organization’s unique requirements. Customize workflows, policies, and categories, and collaborate seamlessly with your team for efficient travel and expense management.

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Tailor workflows that adapt to your process

Page layouts

Customize fields that appear for your employees while creating a trip or an expense based on their policies and categories.

Field customization

Add additional fields to capture business-specific information. Zoho Expense supports 16 types of additional fields for all entities.

Comments

Comment directly on line items in expense reports to reduce the back and forth in your email inbox.

Web tabs

Add third-party web apps or websites to Zoho Expense and access them without switching tabs.

Custom roles

Create custom roles with different access permissions apart from the pre-defined user roles.

Automation

Powerful automation that runs expense reporting for you

Tailor Zoho Expense to fit your organization’s unique requirements. Customize workflows, policies, and categories, and collaborate seamlessly with your team for efficient travel and expense management.

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Powerful automation that runs expense reporting for you

Workflows

Configure workflow rules to trigger automatic actions like email alerts, notifications, or custom functions when specific conditions are met.

Webhooks

Send notifications or alerts to other third-party applications by associating webhooks with your workflows. Webhooks let you push data from Zoho Expense to other applications.

Custom functions

Create custom program functions and associate them with workflows to automate your business process based on your organization's requirements.

Analytics

360 degree visibility with data-driven insights

Get in-depth insights into your spending with detailed reports, visual dashboards, and filters to analyze expenses and spot trends effortlessly.

360 degree visibility with data-driven insights

Pre-built templates

Use ready-to-go analytics templates to uncover key expense insights, saving time and simplifying your financial analysis process.

Customizable analytics with Zoho Analytics integration

Create custom reports and dashboards with Zoho Analytics integration to track expenses, budgets, and trends tailored to your needs.

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Integrations

Integrate seamlessly with your existing systems

Zoho Expense integrates with your existing tools, syncing data seamlessly to save time, reduce errors, and simplify your expense reporting process.

Check out our integrations
Integrate seamlessly with your existing systems

ERP

Connect Zoho Expense with leading ERP solutions like SAP, Oracle, Microsoft Dynamics, and NetSuite to automatically sync expenses, reconcile transactions, and easily update financial records.

Accounting

Integrate Zoho Expense with Zoho Books, QuickBooks Online, QuickBooks Desktop (US/Canada), Xero, and Sage Accounting to close expenses, streamline reporting, and simplify accounting tasks

Travel

Make travel booking seamless with Sabre GetThere, myBiz, and RouteSpring integrations with Zoho Expense to easily sync your travel information, simplifying the entire process from booking to reporting.

Ride hailing

Track ride-hailing expenses with Zoho Expense’s integrations with Uber, Lyft, and Bolt, automatically fetching ride details for quicker, more accurate expense reporting.

Online reimbursement

Process reimbursements faster with Zoho Expense's Forte (US/Canada) and ICICI bank (India) integrations, enabling fast, direct payments to employees across multiple regions.

Direct feeds

Sync Visa, Mastercard, Amex, and AirPlus transactions directly with Zoho Expense, enhancing security by minimizing third-party involvement and data breach risks.

Collaboration

Integrate Zoho Expense with Zoho Cliq and Slack to keep employees updated on the status of submission and approval of their expense reports.

Zoho Suite

Integrate Zoho Expense seamlessly with other Zoho applications, such as Zoho CRM, Zoho Analytics, Zoho Projects, Zoho People, and Zoho Payroll, to enhance overall productivity.

Single sign-on

Enable Single Sign-On (SSO) with Zoho Expense’s integrations with G Suite, Microsoft Office 365, ADFS, and other leading apps.

Amazon business

Sync Amazon Business purchases and Punch In/Punch Out data with Zoho Expense, instantly capturing all relevant transaction details.

VAT reclaim

Integrate with Fintua Recover and WAY2VAT to make reclaiming VAT for international travel simple, fast, and accurate.

Cloud storage

Import receipts from your preferred cloud storage provider such as Zoho Docs, Zoho Workdrive, Dropbox, Box, Google Drive, OneDrive, and Evernote.

Custom integrations

Customize and integrate Zoho Expense with your preferred solutions using its open APIs, offering flexibility and seamless data exchange.

Security

Enterprise-grade security and compliance

Your data security is our priority. We exceed industry standards with robust encryption, access controls, and compliance.

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Enterprise-grade security and compliance

Role-based access permission

Secure important data by choosing what each employee can see and do within Zoho Expense.

SSL encryption

Protect your data with SSL encryption to ensure secure communication and prevent unauthorized access.

Multi-factor authentication

Enhance security with multi-factor authentication, adding an extra layer of protection against unauthorized access

Support

Our support team is here to assist you with any questions or issues. Access resources, FAQs, and live help for seamless assistance.

Email support

Send your questions to support@zohoexpense.com to get them answered within 24 hours.

Call support

Customers of any paid plan can reach out to us by using our toll-free numbers to get support over the phone.

Live chat support

Premium support plan users can get live chat support 24* 5 days a week (Monday-Friday).

Dedicated account manager

Enterprise customers are assigned dedicated account managers who act as a single point of contact to handle your account.

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Puma has been using Zoho Expense in Oceania for over 3 years and our users have found the web interface and the phone apps to be feature rich and always improving.The look and feel is modern and pleasing to the eye. Puma has recently expanded the usage of Zoho Expense to multiple new regions around the globe, and throughout, the Zoho team has been extremely supportive to the unique requirements of each region and helped to make the onboarding experience painless.

Mark Hawkins

Director, Operations PUMA SEA

We started using Zoho Expense across our whole IFFCO group for Travel and Expense Management as one of the key aspects to keep control on spends. It was a challenge to manage employee spend and expense reporting across our multiple office locations with disparate solutions. We found Zoho Expense as a very powerful and flexible tool which allows us to accommodate many different expense policies and compliances in respect to many different countries' regulations.

Jaroslaw Pietraszko

Director ERP & Digital Transformation, IFFCO Group

The Zoho Expense team has provided us with the best features—especially the receipt auto-scan, which eases our expense reporting journey with its mobile functionality. Our employees use Zoho Expense and its features extensively, particularly the mobile app. Above all, with the Zoho Analytics integration, we always get the insights we need with multiple dashboards to analyze our business spend. We’re one of those happy customers who are looking forward to seeing many new features and integrations within the application.

Amit Rai

CHRO, Tata Play Fiber


Rated by the best

Adjudged as one of the best expense management solutions by customers
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