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Automate bookkeeping for business expenses by integrating Zoho Expense and Zoho Books
Simplify your employee expense management from receipts to balance sheets with Zoho Expense and Zoho Books integration.
Key benefits
Automate expenses from receipts to balance sheets.
Auto-sync expense accounts, categories, merchants, and customers.
Manage and account for petty cash expenses efficiently.
Get end-to-end visibility on employee spends.
Go one step forward with our pre-integrated solution
Auto-sync accounts, vendors, and more
Zoho Books auto syncs all expense categories, vendors, customers, and projects with Zoho Expense. When an expense account is created in Zoho Books, it automatically becomes an expense category in Zoho Expense
Eliminate receipt reconciliations for finance teams
Employees can instantly record expenses as they incur and send them to the finance teams. Upon approval, the expense reports are automatically synced to Zoho Books, eliminating the need to record and reconcile the transactions manually.
Manage petty cash expenses across branches
Create and assign petty cash account admins for each branch or department; the account admins can record and submit all expenses directly on Zoho Expense. Once approved, the expenses are automatically synced to Zoho Books.
Track ROI for every dollar spent for your clients
Employees can submit their billable expenses on Zoho Expense and have them tagged to respective clients to get the exact ROI earned from the customer. Approved billable expenses can be converted into an invoice from Zoho Books to bill clients.
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Zoho Expense integration?
What else does Zoho Expense have to offer?
say about us
For our accounting team, the integration between Zoho CRM, Zoho Books and Zoho Expense helps keep track of the entire sales and expense cycle in a single system and removes the redundancy of entering key information multiple times manually. Everything can be associated and allocated without getting lost in separate systems.
what made us go with Zoho Expense is the fact that it comes integrated with Zoho Books. Our finance team doesn't have to re-enter the expenses in Zoho Books. All approved expense reports automatically appear in Zoho Books without a single click
Puma has recently expanded the usage of Zoho Expense to multiple new regions around the globe, and throughout, the Zoho team has been extremely supportive to the unique requirements of each region and helped to make the onboarding experience painless.
Zoho Expense is a constantly evolving software that can be customized to the needs of the customer, and suitable to businesses of all sizes. Especially for the APAC market which is diversified in terms of language and different currencies.
