FREE
|
STANDARD
|
PREMIUM
|
ENTERPRISE
|
|
---|---|---|---|---|
Plan Information | ||||
Billed Annually | Free for 3 users | ₹ 99/user/month | £ 4 /user/month | £ 6 /user/month |
Billed Monthly | Free for 3 users | ₹ 199/user | £ 6 /user | £ 10 /user |
Additional user | NA | ₹ 199/user | £ 6 /user | £ 10 /user |
Minimum user count | NA | 3 | 3 | 500 |
Receipts and Expenses | ||||
Bulk upload receipts | ✓ | ✓ | ✓ | ✓ |
Offline upload (mobile apps) | ✓ | ✓ | ✓ | ✓ |
Multi-currency expenses | ✓ | ✓ | ✓ | ✓ |
Automatic exchange rate conversion | ✓ | ✓ | ✓ | ✓ |
Mileage expenses | ✓ | ✓ | ✓ | ✓ |
Mileage tracking via GPS | ✓ | ✓ | ✓ | ✓ |
Billable expenses | ✓ | ✓ | ✓ | ✓ |
Automated Expense reminders | ✓ | ✓ | ✓ | ✓ |
VAT tracking | ✓ | ✓ | ✓ | ✓ |
Expense delegation | ✗ | ✓ | ✓ | ✓ |
Receipt storage limit | 5 GB | ✓ | ✓ | ✓ |
Receipt forwarding email address | ✗ | ✓ | ✓ | ✓ |
Receipt autoscan | ✗ | ✗ | ✓ | ✓ |
Per diem automation | ✗ | ✗ | ✓ | ✓ |
Cards | ||||
Connect personal cards | ✓ | ✓ | ✓ | ✓ |
Card statement upload | ✓ | ✓ | ✓ | ✓ |
Corporate Card Management | ✗ | ✓ | ✓ | ✓ |
Commercial card feeds (Amex, Mastercard and Visa) | ✗ | ✓ | ✓ | ✓ |
Automatic assignment of card owners COMING SOON | ✗ | ✓ | ✓ | ✓ |
Auto matching | ✗ | ✓ | ✓ | ✓ |
Auto categorization based on MCC COMING SOON | ✗ | ✓ | ✓ | ✓ |
Flag personal expense on corporate cards | ✗ | ✓ | ✓ | ✓ |
Card spend dashboard for Admins | ✗ | ✓ | ✓ | ✓ |
Corporate card reconciliation dashboard | ✗ | ✓ | ✓ | ✓ |
Automated reminders | ✗ | ✓ | ✓ | ✓ |
Expense reports | ||||
Cost allocation | ✓ | ✓ | ✓ | ✓ |
Expense report PDF | ✓ | ✓ | ✓ | ✓ |
Excel/CSV download | ✓ | ✓ | ✓ | ✓ |
Cash advances | ✗ | ✓ | ✓ | ✓ |
Trip allocation* | ✗ | ✗ | ✓ | ✓ |
Report types* | ✗ | ✗ | ✓ | ✓ |
Expense report automation | ✗ | ✗ | ✓ | ✓ |
Report submission reminders | ✗ | ✗ | ✓ | ✓ |
Auto-submission of expense reports | ✗ | ✗ | ✓ | ✓ |
Trips* | ||||
Travel requests | ✗ | ✗ | ✓ | ✓ |
Itinerary management | ✗ | ✗ | ✓ | ✓ |
Mark Itinerary as personal | ✗ | ✗ | ✓ | ✓ |
Travel policy | ✗ | ✗ | ✓ | ✓ |
Travel allowance/advance automation | ✗ | ✗ | ✓ | ✓ |
Traveler profile management | ✗ | ✗ | ✓ | ✓ |
Travel document management | ✗ | ✗ | ✓ | ✓ |
Corporate Travel desk management | ✗ | ✗ | ✓ | ✓ |
Travel agent allocation | ✗ | ✗ | ✓ | ✓ |
Share offline ticket options | ✗ | ✗ | ✓ | ✓ |
Ticket Cost approval | ✗ | ✗ | ✓ | ✓ |
GDS PNR parsing | ✗ | ✗ | ✓ | ✓ |
Travel manager | ✗ | ✗ | ✗ | ✓ |
Attendance marking on HRMS | ✗ | ✗ | ✗ | ✓ |
Approvals | ||||
Simple approval | ✓ | ✓ | ✓ | ✓ |
Approval delegation | ✗ | ✓ | ✓ | ✓ |
Overdue reminders | ✗ | ✓ | ✓ | ✓ |
Hierarchical approval | ✗ | ✓ | ✓ | ✓ |
Grade based approval | ✗ | ✗ | ✓ | ✓ |
Designation based approval | ✗ | ✗ | ✓ | ✓ |
Project based approval | ✗ | ✗ | ✓ | ✓ |
Exceptional approvals | ✗ | ✗ | ✓ | ✓ |
Adhoc approvers | ✗ | ✗ | ✓ | ✓ |
Parallel approval routing COMING SOON | ✗ | ✗ | ✓ | ✓ |
Custom approval workflows | ✗ | ✗ | ✓ | ✓ |
Automatic approvals/rejection | ✗ | ✗ | ✓ | ✓ |
Approval Overdue workflow COMING SOON | ✗ | ✗ | ✓ | ✓ |
Approval hierarchy sync from HRMS | ✗ | ✗ | ✗ | ✓ |
Allocations | ||||
Customer | ✗ | ✓ | ✓ | ✓ |
Project | ✗ | ✓ | ✓ | ✓ |
Accounting codes | ✗ | ✓ | ✓ | ✓ |
Tags | ✗ | ✓ | ✓ | ✓ |
Attendees | ✗ | ✓ | ✓ | ✓ |
Cost Centers | ✗ | ✓ | ✓ | ✓ |
Locations | ✗ | ✓ | ✓ | ✓ |
Custom codes | ✗ | ✗ | ✓ | ✓ |
Budgets | ||||
Budget Management | ✗ | ✗ | ✓ | ✓ |
Budget vs Actuals report | ✗ | ✗ | ✓ | ✓ |
Budget insights during approval COMING SOON | ✗ | ✗ | ✓ | ✓ |
Set Budget threshold COMING SOON | ✗ | ✗ | ✓ | ✓ |
Threshold Exceeded alerts COMING SOON | ✗ | ✗ | ✓ | ✓ |
Block approval based on threshold limits COMING SOON | ✗ | ✗ | ✓ | ✓ |
Control | ||||
Number of policies | 1 | 3 | 25 | ✓ |
Expense rules | Basic | Advanced | Custom | Custom |
Duplicate detection | ✗ | ✓ | ✓ | ✓ |
Hard copy receipt collection | ✗ | ✓ | ✓ | ✓ |
Custom rules | ✗ | ✗ | 5 per policy | ✓ |
Blocking rules | ✗ | ✗ | ✓ | ✓ |
Fraud detection* | ✗ | ✗ | ✓ | ✓ |
Verifier role COMING SOON | ✗ | ✗ | ✓ | ✓ |
Payment/Settlement | ||||
Manual reimbursement | ✓ | ✓ | ✓ | ✓ |
Direct deposits (US, Canada and India) | ✗ | ✗ | ✓ | ✓ |
Bank file export | ✗ | ✗ | ✓ | ✓ |
Syncing settlement file to any ERP/payroll software | ✗ | ✗ | ✓ | ✓ |
Automated settlement notifications | ✗ | ✗ | ✓ | ✓ |
Bulk Payments COMING SOON | ✗ | ✗ | ✓ | ✓ |
Business/Finance Operations | ||||
Custom report export | ✗ | ✓ | ✓ | ✓ |
Multi-location management | ✗ | ✗ | ✗ | ✓ |
Multi-branch management COMING SOON | ✗ | ✗ | ✗ | ✓ |
Multi-GSTIN support (Only India) COMING SOON | ✗ | ✗ | ✗ | ✓ |
Multiple Base currency | ✗ | ✗ | ✗ | ✓ |
Branch Admin user role COMING SOON | ✗ | ✗ | ✗ | ✓ |
Custom configurations | ✗ | ✗ | ✗ | ✓ |
Audit and Compliance | ||||
GDPR | ✓ | ✓ | ✓ | ✓ |
SOC 2 Type 2 | ✓ | ✓ | ✓ | ✓ |
ISO 27001 | ✓ | ✓ | ✓ | ✓ |
ISO 9001 | ✓ | ✓ | ✓ | ✓ |
Data and receipt backup | ✓ | ✓ | ✓ | ✓ |
Scheduled backup | ✓ | ✓ | ✓ | ✓ |
Manage PII data | ✓ | ✓ | ✓ | ✓ |
Tax compliance | ✓ | ✓ | ✓ | ✓ |
Sunshine Act (US only) | ✓ | ✓ | ✓ | ✓ |
Mileage rates | ✓ | ✓ | ✓ | ✓ |
Basic audit trail report | ✗ | ✓ | ✓ | ✓ |
Auditor role COMING SOON | ✗ | ✗ | ✓ | ✓ |
Custom Exchange Rates | ✗ | ✗ | ✓ | ✓ |
Per diem rates | ✗ | ✗ | ✓ | ✓ |
Advanced audit trail report | ✗ | ✗ | ✗ | ✓ |
Automation | ||||
Approvals | Simple approval | Advanced approval | Advanced approval | Advanced approval |
Workflow rules: | 0 | 3 | 25 | ✓ |
– Alerts (Email / In-app notifications) | ✗ | ✓ | ✓ | ✓ |
– Webhooks | ✗ | ✗ | ✓ | ✓ |
– Field updates | ✗ | ✗ | ✓ | ✓ |
– Custom functions | ✗ | ✗ | 25 | 100 |
Expense report automation | ✗ | ✗ | ✓ | ✓ |
SMS Notification | ✗ | ✗ | ✓ | ✓ |
Customization | ||||
Basic form customization | ✓ | ✓ | ✓ | ✓ |
Custom user roles | ✗ | ✓ | ✓ | ✓ |
Custom Views | ✗ | ✓ | ✓ | ✓ |
Web tabs | ✗ | ✓ | ✓ | ✓ |
Additional fields | ✗ | ✗ | ✓ | ✓ |
Lookup fields* | ✗ | ✗ | ✓ | ✓ |
Page Layouts* | ✗ | ✗ | ✓ | ✓ |
Custom Modules* | ✗ | ✗ | 5 | 25 |
Custom buttons* | ✗ | ✗ | ✓ | ✓ |
Custom links* | ✗ | ✗ | ✓ | ✓ |
Custom schedulers* | ✗ | ✗ | 10 | 100 |
Related Lists COMING SOON | ✗ | ✗ | ✓ | ✓ |
Data Administration | ||||
Data and receipt backup | ✓ | ✓ | ✓ | ✓ |
Scheduled backup | ✓ | ✓ | ✓ | ✓ |
Default user roles: | ✓ | ✓ | ✓ | ✓ |
– Submitter | ✓ | ✓ | ✓ | ✓ |
– Approver | ✓ | ✓ | ✓ | ✓ |
– Admin | ✓ | ✓ | ✓ | ✓ |
– Accountant COMING SOON | ✗ | ✓ | ✓ | ✓ |
– Travel Desk COMING SOON | ✗ | ✗ | ✓ | ✓ |
Custom report export | ✗ | ✓ | ✓ | ✓ |
Bank file export | ✗ | ✗ | ✓ | ✓ |
Custom user roles | ✗ | ✓ | ✓ | ✓ |
Collaboration | ||||
Comments | ✓ | ✓ | ✓ | ✓ |
Common chat bar COMING SOON | ✓ | ✓ | ✓ | ✓ |
Initiate contextual chat conversation COMING SOON | ✗ | ✓ | ✓ | ✓ |
In-app notifications | ✗ | ✗ | ✓ | ✓ |
Integrations | ||||
– Accounting and ERP | ||||
Zoho Books | ✓ | ✓ | ✓ | ✓ |
QuickBooks Online | ✓ | ✓ | ✓ | ✓ |
Xero | ✓ | ✓ | ✓ | ✓ |
Sage One COMING SOON | ✓ | ✓ | ✓ | ✓ |
QuickBooks Desktop (US and Canada only) | ✗ | ✓ | ✓ | ✓ |
Oracle | ✗ | ✗ | ✗ | ✓ |
SAP | ✗ | ✗ | ✗ | ✓ |
Netsuite | ✗ | ✗ | ✗ | ✓ |
Microsoft Dynamics | ✗ | ✗ | ✗ | ✓ |
– Online reimbursement | ||||
Forte (US and Canada) | ✗ | ✓ | ✓ | ✓ |
ICICI Bank (India) | ✗ | ✓ | ✓ | ✓ |
– Travel | ||||
Sabre GetThere* | ✗ | ✗ | ✓ | ✓ |
Itilite | ✗ | ✗ | ✓ | ✓ |
– Ride Hailing apps | ||||
Uber | ✓ | ✓ | ✓ | ✓ |
Lyft | ✓ | ✓ | ✓ | ✓ |
OLA | ✓ | ✓ | ✓ | ✓ |
– Zoho Suite | ||||
Zoho CRM | ✓ | ✓ | ✓ | ✓ |
Zoho People | ✓ | ✓ | ✓ | ✓ |
Zoho Projects | ✓ | ✓ | ✓ | ✓ |
Zoho Invoice | ✓ | ✓ | ✓ | ✓ |
Zoho Cliq | ✓ | ✓ | ✓ | ✓ |
Zoho Analytics* | ✓ | ✓ | ✓ | ✓ |
– Other integrations | ||||
G Suite | ✓ | ✓ | ✓ | ✓ |
Office 365 | ✓ | ✓ | ✓ | ✓ |
Slack | ✓ | ✓ | ✓ | ✓ |
Amazon Business | ✓ | ✓ | ✓ | ✓ |
– Direct feeds | ||||
Visa | ✗ | ✓ | ✓ | ✓ |
Mastercard | ✗ | ✓ | ✓ | ✓ |
AMEX | ✗ | ✓ | ✓ | ✓ |
– Cloud storage | ||||
Zoho Docs | ✓ | ✓ | ✓ | ✓ |
Dropbox | ✓ | ✓ | ✓ | ✓ |
box | ✓ | ✓ | ✓ | ✓ |
Google Drive | ✓ | ✓ | ✓ | ✓ |
OneDrive | ✓ | ✓ | ✓ | ✓ |
Evernote | ✓ | ✓ | ✓ | ✓ |
Mobile apps | ||||
iOS | ✓ | ✓ | ✓ | ✓ |
Android | ✓ | ✓ | ✓ | ✓ |
iPad | ✓ | ✓ | ✓ | ✓ |
Mac | ✓ | ✓ | ✓ | ✓ |
Apple watch | ✓ | ✓ | ✓ | ✓ |
Security | ||||
SSL encryption | ✓ | ✓ | ✓ | ✓ |
Multi-factor authentication | ✓ | ✓ | ✓ | ✓ |
Role-based access permission | ✗ | ✗ | ✓ | ✓ |
Single Sign On (SAML) | ✗ | ✗ | ✗ | ✓ |
IP Restriction | ✗ | ✗ | ✗ | ✓ |
Support | ||||
Support hours | 8 hours x 5 days | Based on the support plan | Based on the support plan | Based on the support plan |
✓ | ✓ | ✓ | ✓ | |
Call | ✗ | ✓ | ✓ | ✓ |
Live Chat | ✗ | ✗ | ✗ | ✓ |
Basic | ✓ | ✓ | ✓ | ✓ |
Classic | ✗ | ✓ | ✓ | ✓ |
Premium | ✗ | Paid | Paid | Paid |
Dedicated account manager | ✗ | ✗ | ✗ | ✓ |
"The best thing that I like about Zoho Expense is how it allows everyone to convert a paper receipt into a digital format by snapping it with their mobile's camera. Without Zoho Expense, we would probably be using another system with a less optimal balance between costs and features."
"Expense reporting has been so easy after we started using Zoho Expense. The efficiency of expense reporting and reimbursement has improved multifold."
"Not just for all business teams, Zoho has helped the accounting team as well. Expense related reports are all available at one place. A remarkable thing about the Zoho experience, is the constant support they give us, for every little query. Zoho has made life easier for us."