Automatically extracts key details like merchant, date, amount, and tax from uploaded receipt images using OCR and machine learning. Users can capture via mobile app, email, or web upload.
Compiles individual expenses into organized reports based on time periods, projects, or clients. It can auto-categorize expenses and apply company policies during creation.
Enforces company spending rules in real-time, flagging out-of-policy expenses, duplicates, or missing documentation before submission. Admins can set granular rules per category, user, or project.
Automatically imports and matches credit card transactions with employee-submitted expenses, highlighting unmatched items for review.
Uses GPS from the mobile app to automatically log business travel distances, calculate reimbursements based on IRS or custom rates, and generate mileage reports.
Routes expense reports through customizable approval chains based on amount, department, or project, with email notifications and mobile approvals.
Offers pre-built and customizable reports on spending trends, policy violations, reimbursement status, and budget vs. actuals, accessible to authorized users.
Employees submit receipts via mobile app, AI extracts data, and reports are auto-routed for approval. Finance teams process reimbursements faster with fewer errors. This reduces the reimbursement cycle from weeks to days, improving employee satisfaction and freeing finance staff from manual data entry.
Companies configure spending limits for flights, hotels, and meals. Zoho Expense flags non-compliant expenses before submission, ensuring adherence to policy. Managers get visibility into travel spending, helping control costs and maintain compliance with internal guidelines and tax regulations.
Finance teams connect corporate credit cards to automatically import transactions. The system matches charges with employee-submitted receipts, highlighting discrepancies. This eliminates manual reconciliation, reduces errors, and provides a clear audit trail for accounting month-end close.
Consulting firms or agencies track expenses against specific clients or projects. Employees tag expenses to projects, and managers monitor budgets in real-time. This ensures accurate client billing, prevents cost overruns, and simplifies profitability analysis per project.
Organizations with field sales or service teams use automated mileage tracking and per diem calculators. The app logs trips and applies compliant rates, generating accurate claims. This ensures fair reimbursements, simplifies tax reporting, and eliminates manual calculation errors.
International companies handle expenses in multiple currencies with automatic conversion using real-time exchange rates. The system calculates reimbursements in home currency, simplifying accounting. This provides consistent reporting across regions and reduces forex calculation headaches for finance.
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