Zoho Expense Versions Comparison

Check out the chart below and see what features are included with each version:

FREESTANDARDPREMIUMENTERPRISE
**Plan Information**
Free for 3 users
Free for 3 users
$3/per user per month
$5/per user per month
$8/per user per month
Billed Monthly
Free for 3 users
$5/per user
$8/per user
$12/per user
Additional user
NA
$5/per user
$8/per user
$12/per user
Minimum user count
NA
3
3
500
**Receipts and Expenses**
Bulk upload receipts
Yes
Yes
Yes
Yes
Offline upload (mobile apps)
Yes
Yes
Yes
Yes
Multi-currency expenses
Yes
Yes
Yes
Yes
Automatic exchange rate conversion
Yes
Yes
Yes
Yes
Mileage expenses
Yes
Yes
Yes
Yes
Mileage tracking via GPS
Yes
Yes
Yes
Yes
Billable expenses
Yes
Yes
Yes
Yes
Automated Expense reminders
Yes
Yes
Yes
Yes
Receipt autoscan
20 Receipt Autoscans
20 Receipt Auto scans per user
Yes
Yes
Receipt storage limit
5GB
Yes
Yes
Yes
Receipt forwarding email address
-
Yes
Yes
Yes
Expense delegation
-
Yes
Yes
Yes
Per diem automation
-
-
Yes
Yes
**Cards**
Connect personal cards
Yes
Yes
Yes
Yes
Card statement upload
Yes
Yes
Yes
Yes
Corporate Card Management
-
Yes
Yes
Yes
Commercial card feeds (Amex Mastercard and Visa)
-
Yes
Yes
Yes
Automatic assignment of card owners
-
Yes
Yes
Yes
Auto matching
-
Yes
Yes
Yes
Auto categorization based on MCC
-
Yes
Yes
Yes
Flag persona lexpense on corporate cards
-
Yes
Yes
Yes
Cardspend dashboard for Admins
-
Yes
Yes
Yes
Corporate card reconciliation dashboard
-
Yes
Yes
Yes
Automated reminders
-
Yes
Yes
Yes
**Expense reports**
Cost allocation
Yes
Yes
Yes
Yes
Expense report PDF
Yes
Yes
Yes
Yes
Excel/CSV download
Yes
Yes
Yes
Yes
Cash advances
-
Yes
Yes
Yes
Trip allocation
-
-
Yes
Yes
Report types
-
-
Yes
Yes
Expense report automation
-
-
Yes
Yes
Report submission reminders
-
-
Yes
Yes
Auto-submission of expense reports
-
-
Yes
Yes
**Trips**
Travel requests
-
-
Yes
Yes
Itinerary management
-
-
Yes
Yes
Mark Itinerary as personal
-
-
Yes
Yes
Travel policy
-
-
Yes
Yes
Travel allowance/advance automation
-
-
Yes
Yes
Traveler profile management
-
-
Yes
Yes
Travel document management
-
-
Yes
Yes
Corporate Travel desk management
-
-
-
Yes
Travel agent allocation
-
-
-
Yes
Share offline ticket options
-
-
-
Yes
Ticket Cost approval
-
-
-
Yes
GDSPNR parsing
-
-
-
Yes
Travel manager
-
-
-
Yes
Attendance marking on HRMS
-
-
-
Yes
**Purchase request**
Requisition forms
-
-
Yes
Yes
Items
-
-
Yes
Yes
Multi-level Approvals
-
-
Yes
Yes
**Approvals**
Simple approval
Yes
Yes
Yes
Yes
Approval delegation
-
Yes
Yes
Yes
Overdue reminders
-
Yes
Yes
Yes
Hierarchical approval
-
Yes
Yes
Yes
Grade based approval
-
-
Yes
Yes
Designation based approval
-
-
Yes
Yes
Project based approval
-
-
Yes
Yes
Exceptional approvals
-
-
Yes
Yes
Adhoc approvers
-
-
Yes
Yes
Parallel approval routing
-
-
Yes
Yes
Custom approval workflows
-
-
Yes
Yes
Automatic approvals per rejection
-
-
Yes
Yes
Approval Overdue workflow
-
-
Yes
Yes
Approval hierarchy sync from HRMS
-
-
-
Yes
**Allocations**
Customer
-
Yes
Yes
Yes
Project
-
Yes
Yes
Yes
Accounting codes
-
Yes
Yes
Yes
Tags
-
Yes
Yes
Yes
Attendees
-
Yes
Yes
Yes
Cost Centers
-
Yes
Yes
Yes
Locations
-
Yes
Yes
Yes
Custom codes
-
-
Yes
Yes
**Budgets**
Budget Management
-
-
Yes
Yes
Budget vs Actuals report
-
-
Yes
Yes
Budget insights during approval
-
-
Yes
Yes
Set Budget threshold
-
-
Yes
Yes
Threshold Exceeded alerts
-
-
Yes
Yes
Block approval based on threshold limits
-
-
Yes
Yes
**Control**
Number of policies
1
3
25
Yes
Expense rules
Basic
Advanced
Custom
Custom
Duplicate detection
-
Yes
Yes
Yes
Hard copy receipt collection
-
Yes
Yes
Yes
Custom rules
-
-
5 per policy
Yes
Blocking rules
-
-
Yes
Yes
Fraud detection
-
-
Yes
Yes
Verifier role
-
-
Yes
Yes
**Payment/Settlement**
Manual reimbursement
Yes
Yes
Yes
Yes
Direct deposits (US Canada and India)
-
Yes
Yes
Yes
Bank file export
-
-
Yes
Yes
Syncing settlement file to any ERP/payroll software
-
-
Yes
Yes
Automated settlement notifications
-
-
Yes
Yes
Bulk Payments
-
-
Yes
Yes
**Business/Finance Operations**
Custom report export
-
Yes
Yes
Yes
Multi-location management
-
-
-
Yes
Multi-branch management
-
-
-
Yes
Multi-GSTIN support(India only)
-
-
-
Yes
Multiple Base currency
-
-
-
Yes
Branch Admin user role
-
-
-
Yes
Custom configurations
-
-
-
Yes
**Audit and Compliance**
GDPR
Yes
Yes
Yes
Yes
SOC2Type2
Yes
Yes
Yes
Yes
ISO27001
Yes
Yes
Yes
Yes
ISO9001
Yes
Yes
Yes
Yes
Data and receipt backup
Yes
Yes
Yes
Yes
Scheduled backup
Yes
Yes
Yes
Yes
Manage PII data
Yes
Yes
Yes
Yes
Sunshine Act (US only)
Yes
Yes
Yes
Yes
Mileage rates
Yes
Yes
Yes
Yes
Basic audit trail report
-
Yes
Yes
Yes
Auditor role
-
-
Yes
Yes
Custom Exchange Rates
-
-
Yes
Yes
Per diem rates
-
-
Yes
Yes
Advanced audit trail report
-
-
-
Yes
**Automation**
Approvals
Simple approval
Advanced approval
Advanced approval
Advanced approval
Work flow rules:
0
3
25
Yes
Alerts (Email/ In-app notifications)
-
Yes
Yes
Yes
Webhooks
-
-
Yes
Yes
Fieldupdates
-
-
Yes
Yes
Customfunctions
-
-
25
100
Expense report automation
-
-
Yes
Yes
SMS Notification (India only)
-
-
Yes
Yes
**Customization**
Basic form customization
Yes
Yes
Yes
Yes
Customuser roles
-
Yes
Yes
Yes
Custom Views
-
Yes
Yes
Yes
Web tabs
-
Yes
Yes
Yes
Additional fields
-
-
Yes
Yes
Lookup fields
-
-
Yes
Yes
Page Layouts
-
-
Yes
Yes
Custom Modules
-
-
5
25
Custom buttons
-
-
Yes
Yes
Custom links
-
-
Yes
Yes
Custom schedulers
-
-
10
100
Related Lists
-
-
Yes
Yes
**Data Administration**
Data and receipt backup
Yes
Yes
Yes
Yes
Scheduled back up
Yes
Yes
Yes
Yes
Default user roles:
Yes
Yes
Yes
Yes
Submitter
Yes
Yes
Yes
Yes
Approver
Yes
Yes
Yes
Yes
Admin
Yes
Yes
Yes
Yes
Accountant
-
Yes
Yes
Yes
Travel Desk
-
-
Yes
Yes
Custom report export
-
Yes
Yes
Yes
Bank file export
-
-
Yes
Yes
Custom user roles
-
Yes
Yes
Yes
**Collaboration**
Comments
Yes
Yes
Yes
Yes
Common chat bar
Yes
Yes
Yes
Yes
Initiate contextual chat conversation
-
Yes
Yes
Yes
In-app notifications
-
-
Yes
Yes
**Integrations**
Accounting and ERP
Zoho Books
Yes
Yes
Yes
Yes
QuickBooks Online
Yes
Yes
Yes
Yes
Xero
Yes
Yes
Yes
Yes
Sage Accounting (UK only)*
Yes
Yes
Yes
Yes
QuickBooks Desktop (US and Canada only)
-
Yes
Yes
Yes
Oracle
-
-
-
Yes
SAP
-
-
-
Yes
Netsuite
-
-
-
Yes
Microsoft Dynamics
-
-
-
Yes
Online reimbursement
Forte (US and Canada)
-
Yes
Yes
Yes
ICICI Bank(India)
-
Yes
Yes
Yes
Travel
Sabre Get There
-
-
Yes
Yes
Itilite
-
-
Yes
Yes
Ride Hailing Apps
Uber
Yes
Yes
Yes
Yes
Lyft
Yes
Yes
Yes
Yes
OLA
Yes
Yes
Yes
Yes
Zoho Suite
Zoho CRM
Yes
Yes
Yes
Yes
Zoho People
Yes
Yes
Yes
Yes
Zoho Projects
Yes
Yes
Yes
Yes
Zoho Invoice
Yes
Yes
Yes
Yes
Zoho Cliq
Yes
Yes
Yes
Yes
Zoho Analytics
Yes
Yes
Yes
Yes
Other Integrations
GSuite
Yes
Yes
Yes
Yes
Office 365
Yes
Yes
Yes
Yes
Slack
Yes
Yes
Yes
Yes
Amazon Business
Yes
Yes
Yes
Yes
Direct feeds
Visa
-
Yes
Yes
Yes
Mastercard
-
Yes
Yes
Yes
AMEX
-
Yes
Yes
Yes
Cloud storage
ZohoDocs
Yes
Yes
Yes
Yes
Dropbox
Yes
Yes
Yes
Yes
box
Yes
Yes
Yes
Yes
GoogleDrive
Yes
Yes
Yes
Yes
OneDrive
Yes
Yes
Yes
Yes
Evernote
Yes
Yes
Yes
Yes
**Mobile apps**
iOS
Yes
Yes
Yes
Yes
Android
Yes
Yes
Yes
Yes
iPad
Yes
Yes
Yes
Yes
Mac
Yes
Yes
Yes
Yes
Apple watch
Yes
Yes
Yes
Yes
**Security**
SSLencryption
Yes
Yes
Yes
Yes
Multi-factor authentication
Yes
Yes
Yes
Yes
Role-based access permission
-
-
Yes
Yes
Single Sign-On (SAML)
-
-
-
Yes
IP Restriction
-
-
-
Yes
**Support**
Support hours
8 hoursx5days
Based on the support plan
Based on the support plan
Based on the support plan
Email
Yes
Yes
Yes
Yes
Call
-
Yes
Yes
Yes
Live Chat
-
-
-
Yes
Basic
Yes
Yes
Yes
Yes
Classic
-
Yes
Yes
Yes
Premium
-
Paid
Paid
Paid
Dedicated account manager
-
-
-
Yes