Zoho Expense is designed to automate and control employee spending while offering a smooth reimbursement experience. MSPs managing finance operations for clients can implement strict spending controls and provide full visibility into expense claims.
Core functionalities include:
Mobile Expense Capture: Employees photograph receipts which are auto scanned using OCR for instant entry.
Policy Enforcement: Client-specific spending limits, per diem rules, and allowed categories can be enforced.
Approval Chains: Create multi-level approval workflows based on amount or expense type.
Credit Card Reconciliation: Match expenses with corporate card feeds for faster processing.
Expense Analytics: Reports on top spenders, policy violations, and travel vs. non-travel claims.
Integration with Zoho Books: Approved reimbursements sync directly for final settlement or payroll processing.
This significantly reduces delays, errors, and non-compliant expense claims.