Why is Zoho Expense essential for managed finance operations that handle client reimbursements?

Why is Zoho Expense essential for managed finance operations that handle client reimbursements?


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Zoho Expense transforms reimbursement management into a digital, policy-driven, and fully auditable process. It helps service providers:

  • Digitize Receipt Capture: Employees can upload receipts via mobile; OCR auto-fills data.

  • Set Client Policies: Configure per diem rates, travel class restrictions, and limits per category.

  • Manage Approvals: Route claims to team leads or finance based on amount/type.

  • Prevent Fraud: Flag duplicate receipts or out-of-policy claims automatically.

  • Sync with Zoho Books/Payroll: Approved reimbursements flow into accounting/payroll instantly.