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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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87% 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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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 Simplifi is a finance management app created by Quicken that helps individuals reach their money goals. Users can see, plan, and navigate their finances anywhere and can also customize their finance categories and tags. The app provides useful insights about everyday changes that can help users achieve their financial goal in the future. Individuals can get a consolidated snapshot of their credit cards, investments, recurring bills and subscriptions, and upcoming bills and transactions to understand how it affects their balance. They can also be in control of their spendings and manage their bills using simple graphs and personalized categories. Simplifi analyses the user’s income and bills, and creates a customized spending plan which ensures a consistently positive account balance. It also helps them to set up savings goals for different milestones, track the progress, and understand how to reach those goals. All these features make it possible for individuals to set and achieve homeownership goals, family savings goals, vacation goals, and many others. 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
  • Offers Custom plan.
  • Free Trial Available
  • Starts at $10.00. Offers Free-forever plan.
  • Free Trial Not Available
  • Starts at $3.99.
  • Free Trial Available
  • Starts at $5.00. 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
    75%
  • Momentum
    62%
  • Popularity
    77%

87% 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
    70%
  • Momentum
    62%
  • Popularity
    80%

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
    83%
  • Momentum
    64%
  • Popularity
    79%

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 1,488 user ratings
4.4/5 28 user ratings
Not Available
4.7/5 1,090 user ratings
Rating Distribution
  • Excellent

    76.2%
  • Very Good

    14.4%
  • Average

    0.9%
  • Poor

    1.1%
  • Terrible

    7.4%
  • Excellent

    60.7%
  • Very Good

    25%
  • Average

    7.1%
  • Poor

    3.6%
  • Terrible

    3.6%
Not Available
  • 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
    Not Available

    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
Not Available

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.

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AI-Generated from the text of User Reviews

Pricing

Pricing Options
  • Free Trial Available
  • Offers Custom plan.
  • Free Trial Available
  • Starts at $10.00. Offers Free-forever plan.
  • Free Trial Not Available
  • Starts at $3.99.
  • Free Trial Available
  • Starts at $5.00. 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

Simplifi $3.99 $5.99 per month

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 Accounts screenshot
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Vendor information

Company Details Located in: London, England Founded in: 2010 Located in: St. Petersburg, Florida Founded in: 2014 Located in: Menlo Park, California 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.quicken.com/simplifi/

8443165544

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

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