Zoho Finance Plus Reviews

Zoho Expense is super easy to use on the go, especially with autoscan. Reimbursements for staff are easy to process and match with a couple of clicks, individual budgets are easy to setup and show users - ensuring everyone is on the same page. We have Expense integrated with Zoho Books, which is instantly synced and super easy to set up. Zoho is quick to respond and help out when we have any issues or feature requests. Review collected by and hosted on G2.com.

Some little details are missing or clunky when setting up automations and rules for different users. Review collected by and hosted on G2.com.

I like that Zoho Inventory tracks my inventory and integrates with Zoho Books. Zoho Inventory also makes managing packing and shipping easy, while also providing updates to customers via email as the status changes. Review collected by and hosted on G2.com.

I don't like that there isn't feature-parity between Books and Inventory. There are many features that are free in Inventory but not Books, and features that I pay for in Books but can't use in Inventory, forcing me to pay for both services just to have the same features in both apps. For as tightly coupled as the various Zoho apps are, calling them "completely separate products" is a farce. Customer support is moderately helpful.

I also don't like that Zoho Inventory doesn't track shipment status for manual shipments. Review collected by and hosted on G2.com.

Zoho Books has an easy to use interface, across web and mobile apps. Transactions are easy to create, edit and send to customers, suppliers and other users. Portals are super helpful for our customers and suppliers to view their transactions with us, as well as add or update their details and add credit cards and/or direct debits. Review collected by and hosted on G2.com.

Bank feeds are through Yodlee for Australian users - this can take up to a week to fetch new transactions, or, have to be manually refreshed with accounts protected by 2FA. This is an issue I have raised with our bank and Zoho, but seems to be taking longer than expected to resolve. This issue isn't the wort to have, just inconvenient at times. Review collected by and hosted on G2.com.

IT is very easy to use has cross platform options available.

It is easy to implement and quick as well. We use it regularly for our day to day business expeses tracking. It has some great features especially the Mileage expense tracking. It integrates very easily and the customer support is also quick. The helped to very quickly enable the mileage feature for us which was available only to a select users. Review collected by and hosted on G2.com.

I dont see a downside so far. we have been using it for a week now. Review collected by and hosted on G2.com.

Even the free account has a proffessional, polished looking invoice at the end. A client actually complimented me on it! In future, I'd like to get the paid account and customize the invoice to match my brand.

I like that I can create a client account (they even get a portal) so that I can easily select them, get their information autofilled into the invoice, and keep track of their payments.

I also appreciate that I can mark an invoice paid if they choose a different payment method, and also that I can offer payment through zoho. Review collected by and hosted on G2.com.

I wish there was an "hours" setting that I could replace "units" with. I'm not selling goods, but hours of services. It feels a little bit off and I hope clients don't notice it. Review collected by and hosted on G2.com.

What I like best about ZOHO is how straightforward it is to set up the account. They provide several resources so I could be self sufficent, but anytime I needed a ZOHO specialists, it was easy to get a hold of someone and hop on a call to go over whatever questions I have. Being able to "automate" my inventory based on sales going out the door has reduced the need for daily physical inventory counts. We now just do a verification count at the end of the month, and so far our counts have been spot. While the platform is specifically designed for inventory management, it does a pretty good job of storing all of my customer information and tracking sales, which allows me to use it as a full ERP system. Lastly, it integrates with several well known platforms, including Quickbooks which has allowed me to reduce the burden on my bookkeepers. Review collected by and hosted on G2.com.

The only downside I found with Zoho is the limited amount of warehouses you get with the lower tier subscriptions. This is probably a problem that is somewhat unique to me, but being able to track inventory from multiple warehouses with the extra fee would be nice, but the fee is managable so I wont complain much. Review collected by and hosted on G2.com.

Being able to submit expenses that seamlessly flow through an approval chain makes the whole process super easy. Any warnings/inconsistencies are flagged. Having that kind of information readily available at a glance makes the overall approval process feel effortless. The integration to our backend systems is effective and was easy to integrate. The help documentation is incredibly useful too, which empowers users and encourages them to continue to use the system frequently. Review collected by and hosted on G2.com.

Some of the admin tools feel a little clunky to use and tough to navigate. With enough time and support from Zoho, you can generally succeed eventually. Review collected by and hosted on G2.com.

It is easy to access, easy to understand and tonuooad receipts etc. Review collected by and hosted on G2.com.

Credit card integration for expense reconsolidation is not available to free customers. I am willing to pay for ansubscription but the minimum number of users is 3. This is confusing and not ideal for small business, many who don't have 3 people that need to access the expense report software Review collected by and hosted on G2.com.

I'm new to Zoho Expense, but so far it has been really helpful. When possible, I email the receipt for my purchases. I have set up a rule that when I get an email tagged with "receipt", the email is forwarded to Zoho Expense. I even forgot about checking on the receipt for a recent purchase, but I selected "Email the Receipt" and a few minutes later, I got a message from Zoho saying that my expense had been processed! THAT's helpful!

I'm still exploring some of the features, but I'm going to use soon is its programmability. It has been pretty easy to use and at the start, they will help with a demo and getting started. I'm pretty happy with it! Review collected by and hosted on G2.com.

Sometimes the interface can be a little confusing. There is an icon on the dashboard that indicates the status of any expenses, but you can't click on it to view them.

Another slightly confusing thing is what is called "Unreported Expenses." That doesn't mean "expenses that haven't been turned in," it means "expenses that aren't on a report." So at the top of the Expenses page is "Unreported Expenses" and "All Expenses." You can click edit (to categorize an expense), but that's not available under "All Expenses." Review collected by and hosted on G2.com.

I love the kindness and professionalism of the customer support team; they are always so nice and willing to help. The auto-scan feature for receipts is fantastic and makes organizing expenses so much easier. It’s a great feature that saves a lot of time and effort. Review collected by and hosted on G2.com.

I’ve been trying to find a solution for weeks now regarding uploading my transactions to Zoho using the suggested template. During a call with customer support that lasted almost two hours, and another one for 30 minutes, we couldn’t manage to upload the template successfully. The representative then went offline briefly to upload the transactions with a team member, and it worked, but I was told I’d receive a solution afterward—which hasn’t happened so far.

Additionally, I’m really missing the option to export receipts (.pdf) with customizable filenames, such as the transaction date or vendor name. It would be a valuable feature for organizing and managing expenses more effectively. Review collected by and hosted on G2.com.