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Free
|
Standard
|
Premium
|
Custom
|
|
---|---|---|---|---|
Plan Information | ||||
Billed annually | Free for 3 users | $ 4 /user/month | $ 7 /user/month |
Custom Pricing |
Billed monthly | Free for 3 users | $ 5 /user | $ 9 /user | |
Minimum user count | NA | 3 | 3 | 100 |
Receipts and Expenses | ||||
Bulk upload receipts | ✓ | ✓ | ✓ | ✓ |
Offline upload (Mobile apps) | ✓ | ✓ | ✓ | ✓ |
Multi-currency expenses | ✓ | ✓ | ✓ | ✓ |
Automatic exchange rate conversion | ✓ | ✓ | ✓ | ✓ |
Mileage expenses | ✓ | ✓ | ✓ | ✓ |
Mileage tracking via GPS | ✓ | ✓ | ✓ | ✓ |
Billable expenses | ✓ | ✓ | ✓ | ✓ |
Automated expense reminders | ✓ | ✓ | ✓ | ✓ |
Receipt Autoscan | 20 Receipt Autoscans | 20 Receipt Autoscans per user | Receipt Autoscan with line item capture | Receipt Autoscan with line item capture |
Receipt storage limit | 5 GB | ✓ | ✓ | ✓ |
Receipt forwarding email address | ✓ | ✓ | ✓ | ✓ |
Expense delegation | ✗ | ✓ | ✓ | ✓ |
Per diem automation | ✗ | ✗ | ✓ | ✓ |
Cards | ||||
Connect personal cards | ✓ | ✓ | ✓ | ✓ |
Card statement upload | ✓ | ✓ | ✓ | ✓ |
Corporate card management | ✗ | ✓ | ✓ | ✓ |
Real-time card transactions | ✗ | ✓ | ✓ | ✓ |
Commercial card feeds | ✗ | ✓ | ✓ | ✓ |
Automatic assignment of card owners | ✗ | ✓ | ✓ | ✓ |
Auto matching | ✗ | ✓ | ✓ | ✓ |
Auto categorization based on MCCs | ✗ | ✓ | ✓ | ✓ |
Flag personal expense on corporate cards | ✗ | ✓ | ✓ | ✓ |
Card spend dashboard for admins | ✗ | ✓ | ✓ | ✓ |
Corporate card reconciliation dashboard | ✗ | ✓ | ✓ | ✓ |
Automated reminders | ✗ | ✗ | ✓ | ✓ |
Card automation | ✗ | ✗ | ✓ | ✓ |
Expense Reports | ||||
Expense report PDF | ✓ | ✓ | ✓ | ✓ |
Excel/CSV download | ✓ | ✓ | ✓ | ✓ |
Cash advances | ✗ | ✗ | ✓ | ✓ |
Report types | ✗ | ✗ | ✓ | ✓ |
Expense report automation | ✗ | ✗ | ✓ | ✓ |
Report submission reminders | ✗ | ✗ | ✓ | ✓ |
Auto-submission of expense reports | ✗ | ✗ | ✓ | ✓ |
Travel | ||||
Travel requests | ✗ | ✗ | ✓ | ✓ |
Itinerary management | ✗ | ✗ | ✓ | ✓ |
Mark itinerary as personal | ✗ | ✗ | ✓ | ✓ |
Travel policy | ✗ | ✗ | ✓ | ✓ |
Travel allowance/advance automation | ✗ | ✗ | ✓ | ✓ |
Traveler profile management | ✗ | ✗ | ✓ | ✓ |
Travel document management | ✗ | ✗ | ✓ | ✓ |
Corporate travel desk management | ✗ | ✗ | ✗ | ✓ |
Travel agent assignment | ✗ | ✗ | ✗ | ✓ |
Ticket cost approval | ✗ | ✗ | ✗ | ✓ |
GDS PNR parsing | ✗ | ✗ | ✗ | ✓ |
Attendance marking on HRMS | ✗ | ✗ | ✗ | ✓ |
Trip automation | ✗ | ✗ | ✓ | ✓ |
Purchase Request | ||||
Requisition forms | ✗ | ✗ | ✓ | ✓ |
Items | ✗ | ✗ | ✓ | ✓ |
Multi-level approvals | ✗ | ✗ | ✓ | ✓ |
Approvals | ||||
Hierarchical approval | ✓ | ✓ | ✓ | ✓ |
Approval delegation | ✗ | ✓ | ✓ | ✓ |
Overdue reminders | ✗ | ✓ | ✓ | ✓ |
Designation based approval | ✗ | ✓ | ✓ | ✓ |
Project based approval | ✗ | ✓ | ✓ | ✓ |
Exceptional approvals | ✗ | ✓ | ✓ | ✓ |
Custom approval workflows | ✗ | ✓ | ✓ | ✓ |
Automatic approvals/rejection | ✗ | ✓ | ✓ | ✓ |
Approval hierarchy sync from HRMS | ✗ | ✗ | ✗ | ✓ |
Allocations | ||||
Customer | ✓ | ✓ | ✓ | ✓ |
Project | ✓ | ✓ | ✓ | ✓ |
Accounting codes | ✗ | ✓ | ✓ | ✓ |
Tags | ✗ | ✓ | ✓ | ✓ |
Attendees | ✗ | ✓ | ✓ | ✓ |
Cost centers | ✗ | ✓ | ✓ | ✓ |
Locations | ✗ | ✓ | ✓ | ✓ |
Budgets | ||||
Budget management | ✗ | ✗ | ✓ | ✓ |
Budget vs actuals report | ✗ | ✗ | ✓ | ✓ |
Budget insights during approval | ✗ | ✗ | ✓ | ✓ |
Set budget threshold | ✗ | ✗ | ✓ | ✓ |
Threshold exceeded alerts | ✗ | ✗ | ✓ | ✓ |
Block approval based on threshold limits Early Access | ✗ | ✗ | ✓ | ✓ |
Control | ||||
Number of policies | 1 | 10 | 25 | ✓ |
Expense rules | Basic | Advanced | Custom | Custom |
Duplicate detection | ✗ | ✓ | ✓ | ✓ |
Custom rules | ✗ | ✗ | 5 per policy | ✓ |
Blocking rules | ✗ | ✗ | ✓ | ✓ |
Audit trail | Basic | Advanced | Advanced | Advanced |
Fraud detection | ✗ | ✗ | ✓ | ✓ |
Payment/Settlement | ||||
Manual reimbursement | ✓ | ✓ | ✓ | ✓ |
Direct deposits | ✗ | ✓ | ✓ | ✓ |
Bank file export | ✗ | ✓ | ✓ | ✓ |
Syncing settlement file to ERP/payroll software | ✗ | ✗ | ✓ | ✓ |
Automated settlement notifications | ✗ | ✗ | ✓ | ✓ |
Bulk payments | ✗ | ✗ | ✓ | ✓ |
Business/Finance Operations | ||||
Multi-entity/country expense management | ✗ | ✗ | ✗ | ✓ |
Multi-branch management Early Access | ✗ | ✗ | ✗ | ✓ |
Branch admin user role Coming Soon | ✗ | ✗ | ✗ | ✓ |
Audit and Compliance | ||||
GDPR | ✓ | ✓ | ✓ | ✓ |
SOC 2 Type 2 | ✓ | ✓ | ✓ | ✓ |
ISO 27001 | ✓ | ✓ | ✓ | ✓ |
ISO 9001 | ✓ | ✓ | ✓ | ✓ |
Data and receipt backup | ✓ | ✓ | ✓ | ✓ |
Scheduled backup | ✓ | ✓ | ✓ | ✓ |
Manage PII data | ✓ | ✓ | ✓ | ✓ |
Sunshine Act | ✓ | ✓ | ✓ | ✓ |
Mileage rates | ✓ | ✓ | ✓ | ✓ |
Custom exchange rates | ✗ | ✗ | ✓ | ✓ |
Per diem rates | ✗ | ✗ | ✓ | ✓ |
Automation | ||||
Workflow rules: | 0 | 10 | 25 | ✓ |
– Alerts (Email / In-app notifications) | ✗ | ✓ | ✓ | ✓ |
– Webhooks | ✗ | ✗ | ✓ | ✓ |
– Field updates | ✗ | ✗ | ✓ | ✓ |
– Custom functions | ✗ | ✗ | 25 | 100 |
Customization | ||||
Basic form customization | ✓ | ✓ | ✓ | ✓ |
Custom user roles | ✗ | ✓ | ✓ | ✓ |
Custom views | ✗ | ✓ | ✓ | ✓ |
Web tabs | ✗ | ✗ | ✓ | ✓ |
Custom fields | ✗ | ✗ | ✓ | ✓ |
Lookup fields | ✗ | ✗ | ✓ | ✓ |
Page layouts | ✗ | ✗ | ✓ | ✓ |
Custom modules | ✗ | ✗ | 5 | 25 |
Custom buttons | ✗ | ✗ | ✓ | ✓ |
Custom links | ✗ | ✗ | ✓ | ✓ |
Custom schedulers | ✗ | ✗ | 10 | 100 |
Data Administration | ||||
Scheduled backup | ✓ | ✓ | ✓ | ✓ |
Default user roles: | ✓ | ✓ | ✓ | ✓ |
– Submitter | ✓ | ✓ | ✓ | ✓ |
– Approver | ✓ | ✓ | ✓ | ✓ |
– Admin | ✓ | ✓ | ✓ | ✓ |
Custom report export | ✗ | ✓ | ✓ | ✓ |
Collaboration | ||||
Comments | ✓ | ✓ | ✓ | ✓ |
Common chat bar | ✓ | ✓ | ✓ | ✓ |
Initiate contextual chat conversation | ✗ | ✗ | ✓ | ✓ |
In-app notifications | ✗ | ✗ | ✓ | ✓ |
Integrations | ||||
– Accounting and ERP | ||||
Zoho Books | ✓ | ✓ | ✓ | ✓ |
QuickBooks Online | ✓ | ✓ | ✓ | ✓ |
Xero | ✓ | ✓ | ✓ | ✓ |
QuickBooks Desktop | ✗ | ✓ | ✓ | ✓ |
Oracle | ✗ | ✗ | ✗ | ✓ |
SAP | ✗ | ✗ | ✗ | ✓ |
Netsuite | ✗ | ✗ | ✗ | ✓ |
Microsoft Dynamics | ✗ | ✗ | ✗ | ✓ |
– Online Reimbursement | ||||
CSG Forte | ✗ | ✓ | ✓ | ✓ |
– Travel | ||||
Sabre GetThere | ✗ | ✗ | ✓ | ✓ |
Routespring | ✓ | ✓ | ✓ | ✓ |
Lune (Plugin) | ✗ | ✗ | ✓ | ✓ |
– Ride Hailing apps | ||||
Uber | ✓ | ✓ | ✓ | ✓ |
Lyft | ✓ | ✓ | ✓ | ✓ |
OLA | ✓ | ✓ | ✓ | ✓ |
Bolt | ✓ | ✓ | ✓ | ✓ |
– VAT Reclaim | ||||
Taxback International | ✓ | ✓ | ✓ | ✓ |
WAY2VAT | ✓ | ✓ | ✓ | ✓ |
– Zoho Suite | ||||
Zoho CRM | ✓ | ✓ | ✓ | ✓ |
Zoho People | ✓ | ✓ | ✓ | ✓ |
Zoho Projects | ✓ | ✓ | ✓ | ✓ |
Zoho Invoice | ✓ | ✓ | ✓ | ✓ |
Zoho Cliq | ✓ | ✓ | ✓ | ✓ |
Zoho Analytics | ✓ | ✓ | ✓ | ✓ |
Zoho Payroll | ✓ | ✓ | ✓ | ✓ |
– Other Integrations | ||||
G Suite | ✓ | ✓ | ✓ | ✓ |
Office 365 | ✓ | ✓ | ✓ | ✓ |
Slack | ✓ | ✓ | ✓ | ✓ |
Amazon Business | ✓ | ✓ | ✓ | ✓ |
– Direct Feeds | ||||
Visa | ✗ | ✓ | ✓ | ✓ |
Mastercard | ✗ | ✓ | ✓ | ✓ |
American Express | ✗ | ✓ | ✓ | ✓ |
AirPlus | ✗ | ✓ | ✓ | ✓ |
HSBC | ✗ | ✓ | ✓ | ✓ |
– Cloud storage | ||||
Zoho Docs | ✓ | ✓ | ✓ | ✓ |
Dropbox | ✓ | ✓ | ✓ | ✓ |
Box | ✓ | ✓ | ✓ | ✓ |
Google Drive | ✓ | ✓ | ✓ | ✓ |
OneDrive | ✓ | ✓ | ✓ | ✓ |
Evernote | ✓ | ✓ | ✓ | ✓ |
Mobile apps | ||||
iPhone | ✓ | ✓ | ✓ | ✓ |
Android Phone | ✓ | ✓ | ✓ | ✓ |
iPad | ✓ | ✓ | ✓ | ✓ |
Mac | ✓ | ✓ | ✓ | ✓ |
Apple watch | ✓ | ✓ | ✓ | ✓ |
Security | ||||
SSL encryption | ✓ | ✓ | ✓ | ✓ |
Multi-factor authentication | ✓ | ✓ | ✓ | ✓ |
Role based access permission | ✗ | ✗ | ✓ | ✓ |
Single sign-on (SSO) with AD, Okta, and Jumpcloud | ✗ | ✗ | ✓ | ✓ |
IP restriction | ✗ | ✗ | ✗ | ✓ |
Custom authentication | ✗ | ✓ | ✓ | ✓ |
Web session management | ✗ | ✓ | ✓ | ✓ |
Native authenticator app | ✗ | ✓ | ✓ | ✓ |
SCIM provisioning | ✗ | ✓ | ✓ | ✓ |
Support View Paid Plans | ||||
Support hours | 8 hours x 5 days | 8 hours x 5 days | Based on the support plan | Based on the support plan |
✓ | ✓ | ✓ | ✓ | |
Call | ✗ | ✓ | ✓ | ✓ |
Live chat | ✗ | ✗ | ✗ | ✓ |
Basic | ✓ | ✓ | ✓ | ✓ |
Classic | ✗ | ✓ | ✓ | ✓ |
Premium | ✗ | ✗ | Paid | Paid |
Dedicated account manager | ✗ | ✗ | ✗ | ✓ |