Finance
Zoho Spend solutions set up the way you work.
One spend platform covering travel, employee expenses, corporate cards, procurement, payables and payroll, configured around your approval policies.
- Trips
- Receipts
- Corporate Cards
- Purchase Requests
- Vendor Bills
- Payroll
Zoho SpendFinance- Reimbursements
- Budget Control
- Spend Analytics
About Spend
What Zoho Spenddoes.
The core of what Zoho Spend offers, based on Zoho's official product documentation. It pulls travel, expenses, purchasing, bills and payroll into a single view, so finance can see every outgoing payment without merging separate reports.
- UnifiedSpend view
- TighterPolicy control
- QuickerReimbursements
01Business travel
Employees book flights, hotels, cabs and trains inside policy, with trip requests routed for approval before anyone travels.
- Online booking tool
- Trip approvals
- Travel policies
- Advances
02Employee expenses
Receipts are scanned and itemized automatically, then grouped into reports with per diem and mileage handled by rule.
- Autoscan
- Per diem
- Mileage tracking
- Expense reports
03Corporate cards
Card transactions arrive through direct or real-time feeds and are matched to submitted expenses before finance reviews them.
- Direct feeds
- Real-time card feeds
- Virtual cards
- Card reconciliation
04Procurement
Requisitions become RFQs and purchase orders, and deliveries are logged as receipts so buying stays traceable end to end.
- Purchase requests
- Amazon Business Punchout
- Request for quotes
- Purchase orders
- Purchase receives
05AP automation
Bills are captured from any format, matched against orders and receipts, then paid singly or in batches.
- Bill scanning
- 2-way and 3-way matching
- Batch payments
- ACH payments
06Vendor portal
Suppliers onboard themselves, bid on RFQs, view purchase orders and track invoice payments without emailing your team.
- Vendor onboarding
- Bidding
- Vendor invoices
- Statements
07Payroll
Pay runs, tax calculations and direct deposits sit beside other spend, so salary cost lands in the same reports.
- Pay runs
- Direct deposit
- Payroll taxes
- Benefits
08Controls & automation
Budgets, approval chains and workflow rules keep spending in check, while analytics show where money is going.
- Budgets
- Multi-level approvals
- Workflow rules
- Custom modules
- Analytics
How Xevort helps
Making Spend work your way.
What our team can set up, customize and connect in Zoho Spend.
Setup
Organization profile, departments, locations, currencies and the Spend modules you need switched on and configured.
Customize
Custom fields, page layouts, PDF templates and reporting tags so spend data is captured the way finance reports it.
Automate
Workflow rules, field updates, webhooks and Deluge custom functions that move requests and bills along without chasing.
Integrate
Spend connected to Zoho Books and Zoho Analytics, plus API links to the ERP or legacy systems you keep.
Travel policy
Trip preferences, approval routes, category limits, per diem and mileage rates mapped to your written travel policy.
Card feeds
Corporate cards connected, assigned to employees and set up for auto-matching against submitted expenses.
Procure-to-pay
Purchase request, RFQ, PO, receipt and bill matching rules arranged into one approval path for buyers and AP.
Vendor portal
Supplier onboarding, approvals and portal preferences configured so vendors can bid, invoice and check payments.
Integrations
Connect Zoho Spendwith the tools you use.
We can connect Spend with other Zoho apps and the services you already use, so records move between them without anyone re-typing them.
- Native Zoho connectionsZoho apps that share data with each other out of the box.
- Delivered by XevortIntegrations our team has built on client projects.
- Officially supportedConnectors Zoho provides, set up and mapped to your process.
Books
Analytics
American Express- AAirPlus
Visa
Mastercard- ABAmazon Business
- Custom API
Why choose Zoho Spend
Spend control that startsbefore money leaves.
Zoho Spend replaces separate travel, expense, purchasing and payables tools with one system, so policies apply before costs are incurred rather than after.
- All spend togetherTravel, expenses, purchasing, bills and payroll share one platform.
- Self-service for staffEmployees book trips, file expenses and raise requests themselves.
- Approvals your waySimple, multi-level, hierarchical or custom approval routes.
- Budget vs actualsBudgets by category, department or user, with analytics per module.
- Autoscan captureReceipts and bills read automatically, down to line items.
- Full audit historyEvery edit, approval and payment on a bill is logged for review.
FAQ
Zoho Spendquestions, answered.
Straight answers on setup, migration, integrations and timelines before you start.
Still have questions?
Tell us about your Zoho Spend setup and our team will get back to you.
Zoho Expense focuses on employee expenses and travel. Zoho Spend brings travel and expense together with corporate cards, procurement, AP automation and payroll in one platform, which suits finance teams that want all outgoing spend under one set of policies.
Zoho publishes Spend help for several editions, including the US, UK, Canada, India, UAE, Saudi Arabia, Germany, Mexico, Kenya and South Africa. Features such as payroll and ACH payments vary by edition, so we confirm what your edition includes before scoping.
Yes. We translate your travel and purchasing policy into category limits, per diem and mileage rules, budgets and approval chains, then test them with sample requests before your team goes live.
Yes. Zoho documents a Zoho Books integration for Spend. We configure the account mapping and test that approved transactions post correctly. For other ERPs we use the Spend API and webhooks.
Yes. We clean and import vendors, items, employees and open payables, reconcile totals against your old system and train approvers and AP staff on the new process.
This depends on the systems involved, API availability, data complexity, testing requirements and business rules. These are typical Xevort project estimates, not fixed delivery commitments.
Free Zoho consultation
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Tell us how your business works, what you want to improve, and where Zoho fits today. We'll recommend the right approach, with no obligation.
- Reply within 1 business day
- New or existing Zoho setups
- Fixed-scope proposals