Zetadocs Expenses logo

Zetadocs Expenses

by Equisys · Since 1987
No reviews yet
ActiveAvailable globallyCloud
Quick facts
VendorEquisys
Year launched1987
StatusActive
LocationEquisys Ltd 124 City Road London EC1V 2NX United Kingdom
Countries servedGlobal
Languages11
Integrations1+
Free tier
Free trial
Contact salesYES

About Zetadocs Expenses

Zetadocs Expenses is an expense management software/platform from Equisys designed for mobile expense management. It combines smart invoice capture, automatic order matching, and simple invoice approval so users can manage expenses efficiently. The software is available anytime, facilitating fast payment and better card management on Dynamics 365 Business Central. Additionally, it offers smart expense capture and helps control expense spend, ensuring accuracy and accountability in financial tracking. Key capabilities: smart invoice capture automatic order matching simple invoice approval smart expense capture control expense spend Best for: finance professionals and businesses that need effective expense management solutions.

Zetadocs Expenses is a powerful, cloud-based expense management solution developed by Equisys, designed to streamline the process of capturing, approving, and reporting travel and entertainment expenses. Seamlessly integrated with Microsoft Dynamics 365 Business Central and NAV, the software helps organizations simplify expense handling, ensure policy compliance, and gain real-time visibility into spending patterns. Zetadocs Expenses eliminates the need for manual data entry through its automatic data extraction from receipts and transactions, enabling users to submit accurate expenses quickly. It offers advanced features like receipt OCR, automated policy enforcement, bank feed reconciliation, and customizable data synchronization. The platform supports mobile expense capture, allowing employees to record expenses on the go while ensuring that approvals and reimbursements occur efficiently. With built-in automation and smart compliance checks, finance teams can save significant time, reduce administrative burdens, and prevent overspending. Zetadocs Expenses provides valuable insights into company expenditure through dynamic reporting feeds, empowering decision-makers with actionable financial data. Recognized with a 4.

Pros & Cons

What users like
  • +Intuitive mobile app enabling efficient on-the-go expense management for employees.
  • +Automates policy enforcement and compliance checks, reducing errors and manual oversight.
  • +Reduces manual data entry via receipt OCR and automated bank feeds.
  • +Offers strong reporting and insights, improving overall financial control and visibility.
What users flag
  • Full customization features are available only within higher pricing subscription tiers.
  • Requires Business Central or NAV integration for complete end-to-end functionality.
  • Limited offline capability without internet access can disrupt remote work efficiency.

Features

Key features

Mobile Expense Capture
Allows users to capture, submit, and approve expenses from mobile devices using photo receipts for faster and more accurate submissions.
Receipt OCR
Automatically extracts key data from receipts, minimizing manual entry errors and saving processing time.
Automated Policy Enforcement
Ensures that all expenses comply with company policy through automatic validation and exception flagging.
Bank Feed Reconciliation
Automatically matches transactions with card statements to simplify financial tracking and reduce manual work.
Real-Time Reporting Feed
Provides up-to-date expense data for accurate insights and better financial control.
Business Mileage Tracking
Uses Google Maps integration to calculate and record travel distances for business-related journeys.
Seamless Integration with Business Central
Connects directly with Microsoft Dynamics 365 Business Central for smooth expense export and synchronization.

Additional features

Photo Receipt Capture
Enables quick recording of expenses by capturing and submitting photo receipts through the mobile app.
Expense Submission and Approval Workflow
Automates submission and approval stages, reducing processing time and administrative overhead.
Automated Data Synchronization
Syncs data between Zetadocs and finance systems to maintain consistency and eliminate duplication.
Per Diem and Daily Allowances
Supports automatic calculation of allowances for business travel.
Multi-Company Support
Manages expenses across different subsidiaries or departments within a single platform.
Flexible Custom Fields
Allows customization of data entry fields to align with organizational needs.
Single Sign-On (SSO)
Simplifies user access and enhances security with integrated identity management.
Card Transaction Imports
Automatically imports daily card transactions from bank feeds for reconciliation.
Tax Compliance and Recovery
Supports accurate tax management and recovery through detailed expense categorization.
Custom Data Import/Export
Enables tailored import and export of expense data to and from financial systems for enhanced flexibility.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Monthly plans

Zetadocs Expenses Essentials

GBP 9.5

Zetadocs Expenses Essentials

USD 11.5

Countries & Languages

Global
Countries served
11
Interface languages
3
Billing currencies

Interface languages

EnglishFrenchGermanSpanishItalianDutchPortugueseSwedishDanishFinnishNorwegian.

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP

No reviews yet

Be the first to drop a review

Alternatives to Zetadocs Expenses

Employee Expense Organizer logo

Employee Expense Organizer

Employee Expense Organizer is a desktop software from PrimaSoft PC designed to track employee expenses.…

D

Diverso

Diverso is a data management software from Diverso Software that supports businesses in managing diverse…

Fenerum logo

Fenerum

Fenerum is a subscription management software from Fenerum that automates the subscription management and financial…

M

MetaCash

MetaCash is a multi-asset trading platform from MetaQuotes Software Corp. designed for Forex and stock…

freee Expense Reimbursement logo

freee Expense Reimbursement

Freee Expense Reimbursement is an expense management software from freee that supports the processing and…

Volopa logo

Volopa

Volopa is a financial management platform from Volopa Financial Services designed to take control of…

Often compared with Zetadocs Expenses

Compare any two tools →
Employee Expense Organizer logo
Employee Expense Organizer
Expense Report
0.0
D
Diverso
Expense Report
0.0
Fenerum logo
Fenerum
Expense Report
0.0
M
MetaCash
Expense Report
0.0