CPA Practice Advisor - 16

REVIEW: EXPENSE MANAGEMENT SYSTEMS
Rydoo Expense Management	
Rydoo was formed by combining
STRENGTHS:
* Three plans available
three former startup applications
* Offers onboarding support
(Xpenditure, iAlbatros and Sodexo),
* Submits expenses as they
into a single, easy-to-use applicaare entered
tion that merges business expense
POTENTIAL LIMITATIONS:
and travel expense management.
* Numerous features only
available in most expensive Rydoo is available in three plans,
plan
making it suitable for small to
* Reporting options are limited enterprise level businesses that
wish to track and manage expenses easily.
Rydoo currently offers a mobile app for both iOS
and Android devices. The mobile app offers complete

www.rydoo.com
functionality with users able to update their settings
in order to utilize the correct currency, mileage details
such as miles or kilometers, and a default country.
Rydoo is designed to integrate with a variety of ERP
systems, and offers good receipt management capability including the option to snap a photo of a receipt
with a smart phone and submit the image directly to
the application. The receipt scanner uses OCR technology to extract all data from the receipt, eliminating
the need to key in expense data.
Rydoo currently offers three plans: Team, which is
$7.00 per user per month and includes OCR Scanning,

SutiExpense	

www.sutisoft.com

SutiExpense from SutiSoft offers online travel and
expense management. Designed
STRENGTHS:
to track both corporate travel and
* Offers three plans
* Good integration
all related expenses, SutiExpense
* Ability to add custom
offers three plans that are wellexpense categories
suited for small to enterprise
POTENTIAL LIMITATIONS:
level businesses that need to track
* Requires a minimum
expenses easily.
number of users
* Focuses more on travel than
In addition to its online
general expenses
application, SutiExpense offers a
mobile app for both iOS and Android smartphones and

tablets, with the apps offering the same functionality
as the online application.
All SutiExpense plans offer automated workflow,
receipt capture, cost allocation, an export feature,
custom expense categories, and OCR capability, with
the top two plans offering additional features such
as pre-trip requests, travel booking, and the ability
to link a corporate credit card with the application.
The Professional plan runs $8.00 per user, per
month, with a minimum pricing of $100 required
and offers basic expense functions, while both the

Tallie Expense Report Software	
Tallie is online expense report software that is
designed for small to mid-sized
STRENGTHS:
businesses that need to manage
* Three plans available
* Free trial offered
business expenses. Tallie offers
* Intuitive navigation
three plans: Basic Accounting,
POTENTIAL LIMITATIONS:
Cash Control, and Cloud ERP, with
* No travel app included
an option to add additional users
* Not suitable for very large
available in each plan. A mobile
businesses
app for both iOS and Android
devices is also available.
Tallie's mobile apps offer powerful features such as
photo receipt capture, GPS-enabled mileage tracking,

www.tallie.com
and expense report tracking using GPS Start-Stop capability. Users also have the option to enter starting and
stopping points, with Tallie calculating the mileage.
Tallie's interface is designed for simplicity,
allowing users to drag and drop receipts and other
documents directly into the application. There are
also options to drag expenses between reports, and
drag and match receipts to credit card transactions.
Tallie's plan and pricing structure has changed
since our 2019 review, with three plans now offered:
Basic Accounting, which is designed for 5 system users
and runs $50 per month; Cash Control, which is for up

Zoho Expense	

www.zoho.com

Zoho Expense is part of Zoho One,
STRENGTHS:
* Excellent integration with
a suite of applications that are
other Zoho Suite applications designed for small to mid-sized
* Very affordably priced for
even the smallest businesses businesses. Zoho Expense offers
three plans levels: a Free Plan,
* Numerous tools and
resources available for new
which is a great fit for freelancers
users
and sole proprietors; the Premium
POTENTIAL LIMITATIONS:
Plan which works for small busi* Smallest plan is for 10+
nesses with at least 10 users;
users
* Does not offer time tracking and the Enterprise Plan, which is
designed for more than 500 users.
capability

16

FEBRUARY 2020 ■

Zoho Expense is an online application, with all
Zoho apps designed to integrate seamlessly, allowing
firms to build a complete set of business and accounting solutions. A mobile app for iOS, Android, and
Windows smartphones and devices is also available
to download if desired.
Zoho Expense's Free Plan offers limited features
such as receipt storage, multicurrency capability,
customer and project tracking, and cost allocation;
the Premium Plan includes mileage expense tracking,
per diem expenses, auto-scan capability, and travel

www.CPAPracticeAdvisor.com

2020 OVERALL RATING

4.75

Read the full review for
this product online at:

www.CPAPracticeAdvisor.com/
21124288

Mileage Tracking, and Approval Flow; Growth, which
is $9.00 per user per month, and offers Team features
that include a Controlling Module, Expense Policy
Rules, and Per Diems; and Enterprise, which includes
all features from the other versions along with Direct
Bank Transactions Fee, ERP Integrations, and API
Access, with pricing available on request.

2020 OVERALL RATING

4.75

Read the full review for
this product online at:

www.CPAPracticeAdvisor.com/
21124258

Premium and Enterprise editions offer additional
features including travel integration, corporate
card link, and eSignature approval. Pricing for the
Premium and Enterprise plans is available directly
from SutiExpense. A free demo is available for those
interested in the product.

5

2020 OVERALL RATING
Read the full review for
this product online at:

www.CPAPracticeAdvisor.com/
21124290

to 9 users, and runs $95 per month, and Cloud ERP, for
up to 18 users, and runs $200 per month. Additional
users can also be added to any plan for an additional
fee if desired. All plans include complete expense and
administrator functions, approvals and compliance
features, and support. Those interested can try Tallie
out for 14 days with no credit card required.

2020 OVERALL RATING

4.5

Read the full review for
this product online at:

www.CPAPracticeAdvisor.com/
21124292

management features such as travel requests and
pre-travel approval.
The Premium Plan is is priced at $3.00 per month
plus $2.50 per user per month. If you want to try it
out, Zoho currently offers a free 14-day trial for the
Premium plan.


http://www.rydoo.com http://www.CPAPracticeAdvisor.com/21124288 http://www.sutisoft.com http://www.CPAPracticeAdvisor.com/21124258 http://www.tallie.com http://www.CPAPracticeAdvisor.com/21124290 http://www.zoho.com http://www.CPAPracticeAdvisor.com/21124292 http://www.CPAPracticeAdvisor.com

CPA Practice Advisor

Table of Contents for the Digital Edition of CPA Practice Advisor

From the Editor: It's Really the 21st Century Now
From the Trenches: Do You Have a Clear Technology Vision?
Three Secrets to Ensure Successful (And Profitable) Meetings
Technology In Practice: CES 2020 Highlights: New Workstations for Accountants
2020 Product Reviews: CRM Systems for Accounting Firms
The Staffing & HR Advisor: 5 Tips to Prevent Staff Burnout During Tax Season
The ProAdvisor Spotlight: Take the Pain Out of Payroll with New Features in QuickBooks Online Payroll
2020 Product Reviews: Expense Management Systems
The Leadership Advisor: A Different Kind of Value: Defining Your Professional Purpose
Apps We Love: Meeting & Calendar Apps
The Millennial Advisor: "Alexa, Call My Accountant": Staying Relevant in an AI World
Three Visionary Trends to Consider in 2020
A Year in the Life of a Payroll Accountant: What is a Payroll Lookback Period for Forms 941 and 944?
AICPA News: A Round-up of Recent Association News and Events
Bridging the Gap: Six Steps for Adopting a Growth Mindset
CPA Practice Advisor - 1
CPA Practice Advisor - 2
CPA Practice Advisor - From the Editor: It's Really the 21st Century Now
CPA Practice Advisor - From the Trenches: Do You Have a Clear Technology Vision?
CPA Practice Advisor - 5
CPA Practice Advisor - Three Secrets to Ensure Successful (And Profitable) Meetings
CPA Practice Advisor - 7
CPA Practice Advisor - Technology In Practice: CES 2020 Highlights: New Workstations for Accountants
CPA Practice Advisor - 9
CPA Practice Advisor - 2020 Product Reviews: CRM Systems for Accounting Firms
CPA Practice Advisor - 11
CPA Practice Advisor - The Staffing & HR Advisor: 5 Tips to Prevent Staff Burnout During Tax Season
CPA Practice Advisor - The ProAdvisor Spotlight: Take the Pain Out of Payroll with New Features in QuickBooks Online Payroll
CPA Practice Advisor - 2020 Product Reviews: Expense Management Systems
CPA Practice Advisor - 15
CPA Practice Advisor - 16
CPA Practice Advisor - The Leadership Advisor: A Different Kind of Value: Defining Your Professional Purpose
CPA Practice Advisor - Apps We Love: Meeting & Calendar Apps
CPA Practice Advisor - 19
CPA Practice Advisor - The Millennial Advisor: "Alexa, Call My Accountant": Staying Relevant in an AI World
CPA Practice Advisor - Three Visionary Trends to Consider in 2020
CPA Practice Advisor - A Year in the Life of a Payroll Accountant: What is a Payroll Lookback Period for Forms 941 and 944?
CPA Practice Advisor - 23
CPA Practice Advisor - AICPA News: A Round-up of Recent Association News and Events
CPA Practice Advisor - Bridging the Gap: Six Steps for Adopting a Growth Mindset
CPA Practice Advisor - 26
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