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86% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

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94% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

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Pleo

Expense Management Software

4.8 1,469 user ratings

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88% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

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Zoho Expense

Expense Management Software

4.7 1,090 user ratings

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Overview

Description Receipt Bank is a paperless expense management platform that connects accountants, bookkeepers, and businesses all around the world. It has the highest accuracy of any cloud app when scanning critical details from papers. Your clients can send you documents in a variety of ways, including through app, email, post, and more, with Receipt Bank. They send reminders to your clients' phones regularly to assist them to stay on top of their spending. All photos and collected data are saved in the cloud in a secure and compliant manner. Client data can be exported to CSV, PDF, or published to their cloud platform, along with an image. Its practice efficiency features allow you to have a better understanding of your firm's overall performance while also saving time. You can boost productivity by devoting time formerly spent on customer paperwork to other areas of the company. Furthermore, you will be able to engage with your client frequently about their business via in-app live discussion on specific things supplied and costs. Read more Cloudbooks is an easy-to-use online invoicing software with time tracking that helps you send invoices for your projects and customer expenses, receive payments and track the overall health of your business quickly and efficiently. Helps Track all your invoices. Quickly see the ones that are paid and the ones that are still open. Ensure faster payments from customers by allowing them to make online payment to your invoices. Read more Pleo us an advanced expense management solution that offers smart business cards that automate expenditure reports and make business spending easier. It lets you provide each employee with a corporate ID card and set spending restrictions for each user individually. With Pleo, you can create Pleo cards with restrictions for your employees with a single click and you can immediately disable or enable them. The platform automates cost management so you and your team can focus your time and resources on the things that matter most. It keeps track of all of your team's spending in real time. Furthermore, it enables the admins to view all recurring software expenses in one location, allowing your staff to pay only for the tools they use. Pleo allows the users to be free of expenditure reports, stacks of receipts, and swapping business cards. It can be used to pay for the tools and services that your company needs and you can check out what everyone is signing up for too with Pleo. Pleo can be integrated with your accounting software. Read more Zoho Expense is an online expense reporting software that digitizes expense report creation, approvals and reimbursement. It let your employees record expenses just by uploading the receipts. Zoho Expense scans it and pulls out necessary information automatically. It also allows you to sort expenses by category, attach notes with them and add extra entry field to input additional details. You can create per diem rates for your employees travelling abroad, set the separate allowances for each type of expense. This ensures that the expenses are kept under a certain ceiling and doesn’t result in extravagance. It comes pre-equipped with an auto-merging tool that prevents duplication in records. Thereafter, it supports all major currencies and converts exchange rates accordingly. You will also get cloud storage to store the bills online and retrieve them whenever you need. It even allows you to forward receipts right from your inbox to Zoho Expense and it will scan them without any need of interference. The software review expenses and enable you to easily approve and reject expenses for quick reimbursement. Read more
Pricing Options
  • Free Trial Available
  • Receipt Bank Offers Custom plan.
  • Free Trial Available
  • Starts at $10.0. Offers Free-forever plan.
  • Free Trial Not Available
  • Pleo Offers Free-forever and Custom plan.
  • Free Trial Available
  • Starts at $5.0. Offers Free-forever plan.
SW Score & Breakdown

86% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    91%
  • Reviews
    76%
  • Momentum
    60%
  • Popularity
    77%

94% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    93%
  • Reviews
    88%
  • Momentum
    73%
  • Popularity
    93%

88% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    100%
  • Reviews
    84%
  • Momentum
    64%
  • Popularity
    79%

Features

Total Features
7 Features
11 Features
11 Features
14 Features
Common Features for All
    Bank Feed Sync Can sync with bank notification and fetch expenses to make entries in the record book.
    Card Spending Tracker Automatically tracks the expense done using a linked debit or credit card.
    Expense Approval Managers can review and approve expense reports. Expenses not in compliance are automatically flagged or rejected.
    Mileage Tracking Facilitates tracking mileage automatically and stop recording when a location is reached & it can produce IRS compliant reports
    Multi-level Approval A sequential and thorough review process to approve expenses.
    Multiple Reporting Currency Reports entries from different origin currencies in the native exchange rate.
    Receipt Management Store and manage receipts of the expenses incurred by the employees.
    Receipt Scanner OCR (Optical Character Recognition) tool to scan and upload a paper receipt to make entries on the go.
    Reconciliation Summary A statement prepared to report total outstanding payments and receipts.
    Reimbursement Management Helps in managing employee expenses claims and regularize the approval process.
    Spend Control To reduce spending and prevent unauthorized use by setting transactional control.
    Tax Claim Helps with tax reclaim on expenses and maximizes the tax benefit of the organization.
    Third-party Integration Offers synchronization with third-party applications
    Time & Expense Tracking Time and Expense is the process of recording and tracking hours worked and expenses as they relate to projects
  • + 4 More - Show Less
    • Bank Feed Sync Can sync with bank notification and fetch expenses to make entries in the record book.
      Card Spending Tracker Automatically tracks the expense done using a linked debit or credit card.
      Expense Approval Managers can review and approve expense reports. Expenses not in compliance are automatically flagged or rejected.
      Mileage Tracking Facilitates tracking mileage automatically and stop recording when a location is reached & it can produce IRS compliant reports
      Multi-level Approval A sequential and thorough review process to approve expenses.
      Multiple Reporting Currency Reports entries from different origin currencies in the native exchange rate.
      Receipt Management Store and manage receipts of the expenses incurred by the employees.
      Receipt Scanner OCR (Optical Character Recognition) tool to scan and upload a paper receipt to make entries on the go.
      Reconciliation Summary A statement prepared to report total outstanding payments and receipts.
      Reimbursement Management Helps in managing employee expenses claims and regularize the approval process.
      Spend Control To reduce spending and prevent unauthorized use by setting transactional control.
      Tax Claim Helps with tax reclaim on expenses and maximizes the tax benefit of the organization.
      Third-party Integration Offers synchronization with third-party applications
      Time & Expense Tracking Time and Expense is the process of recording and tracking hours worked and expenses as they relate to projects
  • + 8 More - Show Less
    • Bank Feed Sync Can sync with bank notification and fetch expenses to make entries in the record book.
      Card Spending Tracker Automatically tracks the expense done using a linked debit or credit card.
      Expense Approval Managers can review and approve expense reports. Expenses not in compliance are automatically flagged or rejected.
      Mileage Tracking Facilitates tracking mileage automatically and stop recording when a location is reached & it can produce IRS compliant reports
      Multi-level Approval A sequential and thorough review process to approve expenses.
      Multiple Reporting Currency Reports entries from different origin currencies in the native exchange rate.
      Receipt Management Store and manage receipts of the expenses incurred by the employees.
      Receipt Scanner OCR (Optical Character Recognition) tool to scan and upload a paper receipt to make entries on the go.
      Reconciliation Summary A statement prepared to report total outstanding payments and receipts.
      Reimbursement Management Helps in managing employee expenses claims and regularize the approval process.
      Spend Control To reduce spending and prevent unauthorized use by setting transactional control.
      Tax Claim Helps with tax reclaim on expenses and maximizes the tax benefit of the organization.
      Third-party Integration Offers synchronization with third-party applications
      Time & Expense Tracking Time and Expense is the process of recording and tracking hours worked and expenses as they relate to projects
  • + 8 More - Show Less
    • Bank Feed Sync Can sync with bank notification and fetch expenses to make entries in the record book.
      Card Spending Tracker Automatically tracks the expense done using a linked debit or credit card.
      Expense Approval Managers can review and approve expense reports. Expenses not in compliance are automatically flagged or rejected.
      Mileage Tracking Facilitates tracking mileage automatically and stop recording when a location is reached & it can produce IRS compliant reports
      Multi-level Approval A sequential and thorough review process to approve expenses.
      Multiple Reporting Currency Reports entries from different origin currencies in the native exchange rate.
      Receipt Management Store and manage receipts of the expenses incurred by the employees.
      Receipt Scanner OCR (Optical Character Recognition) tool to scan and upload a paper receipt to make entries on the go.
      Reconciliation Summary A statement prepared to report total outstanding payments and receipts.
      Reimbursement Management Helps in managing employee expenses claims and regularize the approval process.
      Spend Control To reduce spending and prevent unauthorized use by setting transactional control.
      Tax Claim Helps with tax reclaim on expenses and maximizes the tax benefit of the organization.
      Third-party Integration Offers synchronization with third-party applications
      Time & Expense Tracking Time and Expense is the process of recording and tracking hours worked and expenses as they relate to projects
  • + 11 More - Show Less
  • Technical Details

    Organization Types Supported
    • Freelancers
    • Large Enterprises
    • Medium Business
    • Small Business
    • Freelancers
    • Large Enterprises
    • Medium Business
    • Small Business
    • Freelancers
    • Large Enterprises
    • Medium Business
    • Small Business
    • Freelancers
    • Large Enterprises
    • Medium Business
    • Small Business
    Platforms Supported
    • SaaS/Web/Cloud
    • Mobile - Android
    • Mobile - iOS
    • SaaS/Web/Cloud
    • Mobile - Android
    • Mobile - iOS
    • SaaS/Web/Cloud
    • Mobile - Android
    • Mobile - iOS
    • SaaS/Web/Cloud
    • Mobile - Android
    • Mobile - iOS
    Modes of Support
    • 24/7 (Live rep)
    • Business Hours
    • Online
    • 24/7 (Live rep)
    • Business Hours
    • Online
    • 24/7 (Live rep)
    • Business Hours
    • Online
    • 24/7 (Live rep)
    • Business Hours
    • Online
    API Support
    • Available
    • NA
    • NA
    • Available

    Reviews & Ratings

    User Rating
    4.5/5 622 user ratings
    4.4/5 28 user ratings
    4.8/5 1,469 user ratings
    4.7/5 1,090 user ratings
    Rating Distribution
    • Excellent

      72.2%
    • Very Good

      19.3%
    • Average

      1.6%
    • Poor

      0.6%
    • Terrible

      6.3%
    • Excellent

      60.7%
    • Very Good

      25%
    • Average

      7.1%
    • Poor

      3.6%
    • Terrible

      3.6%
    • Excellent

      88.4%
    • Very Good

      9.2%
    • Average

      0.3%
    • Poor

      0.4%
    • Terrible

      1.7%
    • Excellent

      72.8%
    • Very Good

      22.9%
    • Average

      3.8%
    • Poor

      0.3%
    • Terrible

      0.3%
    User Sentiments

      Accurate Data Extraction, Time-Saving Efficiency, Seamless Integrations with Accounting Software, User-Friendly Mobile App

      Occasional Data Extraction Errors, Limited Invoice Fetch Functionality, Lack of Sales Invoice Processing, Confusing Client Account Management

      Not Available

      Excellent Customer Service, Easy to Use Interface, Extensive Integrations, Time-Saving Efficiency

      Occasional App Instability, Limited Offline Functionality, Inconsistent Receipt Fetching, Limited Card Acceptance In Specific Locations

      Ease of use, Efficient Expense Reporting & Tracking, Extensive Integrations, Accurate Receipt Scanning

      Mobile App Stability Issues, Credit Card Integration Issues, Limited Single User Options, Inconsistent Data Syncronization

    Review Summary

    Receipt Bank is generally well-received by users, earning praise for its user-friendly interface, OCR technology, and seamless integration with accounting software. Reviewers find it efficient in organizing and categorizing receipts, saving time and reducing manual data entry. Additionally, the mobile app is lauded for its convenience in capturing receipts on the go. However, some users have reported occasional technical glitches and suggest improvements in invoice processing and customer support. Overall, Receipt Bank is considered a reliable and efficient tool for managing receipts, helping businesses streamline their expense management processes.

    Not Available

    Users appreciate Pleo's user-friendly interface, ease of use, and ability to streamline expense management. They find it particularly helpful for tracking and categorizing expenses, setting spending limits, and generating reports. Additionally, Pleo's integration with various accounting and financial tools is highly valued. However, some users have mentioned occasional technical glitches and a limited range of features compared to more comprehensive expense management solutions. Overall, Pleo is well-received for its user-friendly design, efficient expense tracking, and integration capabilities.

    Zoho Expense is generally well-received by users, earning praise for its user-friendly interface, intuitive design, and comprehensive features. Many reviewers highlight its seamless integration with other Zoho products, efficient expense tracking capabilities, robust reporting features, and strong customer support. However, some users have expressed concerns regarding occasional bugs, limited customization options, and the need for improved mobile app functionality. Overall, Zoho Expense seems to be a reliable and user-friendly expense management solution, although it may benefit from further enhancements and mobile app improvements.

      Read All User Reviews Read All User Reviews Read All User Reviews Read All User Reviews

    AI-Generated from the text of User Reviews

    Pricing

    Pricing Options
    • Free Trial Available
    • Receipt Bank Offers Custom plan.
    • Free Trial Available
    • Starts at $10.0. Offers Free-forever plan.
    • Free Trial Not Available
    • Pleo Offers Free-forever and Custom plan.
    • Free Trial Available
    • Starts at $5.0. Offers Free-forever plan.
    Pricing Plans
    Monthly Plans Annual Plans

    Streamline Custom

    Optimize Custom

    Free Free

    Team $10.00 $10.00 per month

    Agency $20.00 $20.00 per month

    Free Free

    Pro Others

    Premium Custom

    Free Free

    Premium $5.00 $8.00 per user / month

    Enterprise Plan $8.00 $12.00 per user / month

     
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    Screenshots & Videos

    Screenshots Not Available Clients Expense Manager
    + 2 More
    + 3 More
    Videos Video Thumbnail
    + 2 More
    Video Thumbnail
    + 1 More
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    + 1 More
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    + 3 More

    Vendor information

    Company Details Located in: London, England Founded in: 2010 Located in: St. Petersburg, Florida Founded in: 2014 Located in: London, United Kingdom Founded in: 2015 Located in: Pleasanton, California
    Contact Details

    Not available

    https://www.receipt-bank.com/uk/accountants-and-bookkeepers/

    +1-518-907-4849

    https://www.cloudbooksapp.com/

    Not available

    https://www.pleo.io/

    8443165544

    https://www.zoho.com/in/expense/

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