Shoeboxed software


185 reviews(4.5/5)
185 reviews(4.5/5)

Shoeboxed is a cloud-based expense management solution that captures information from physical documents and converts it to digital data. The solution is used by small businesses, freelancers, contract workers, accountants and bookkeepers.

Shoeboxed sends prepaid “Magic Envelopes” to subscribers for mailing receipts and paperwork to an operations center. The receipts are scanned by the users and then securely shredded to maintain data privacy. The data is extracted from the scans and verified by human data operators.

Data captured and digitized by Shoeboxed is searchable and categorized. Scanned business cards can be used to create an online contacts database, while receipts can be used to create expense reports. Shoeboxed partners with major accounting software programs, allowing users to import data directly.

Shoeboxed also offers native apps for iPhone, iPad and Android, which use a device’s GPS to track mileage and camera to capture receipts. 

Supported Operating System(s):
Web browser (OS agnostic)

185 Reviews of Shoeboxed

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  • Michelle from NCDSB

    Number of employees: 1,001-5,000 employees

    August 2018

    Dissatisfied with professionalism and Integrity

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    I had to give credit card info if you wanted a 30 day trial to test QuickBooks integration, then you have to cancel with them after one month. We all know how that goes. I signed up with an incorrect email (unbeknowest, forgot a letter) and never received any information, so I thought it didn't work then signed up to free trial no credit card. I never even ended up trying the program at all. After a few months I was being charged and I had never used or activated so I immediately emailed asking them to stop charging me and refund my money, July 13 . They replied that I registered a free account and did I have another email. Obviously not or I would have communicated through that one and did nothing. They do not answer their phone and want you to leave messages, they only use email, hate that. Over a month went by got charged again. I finally lost it, they have no live chat which they say they do. I sent an online message, I emailed them again and called and left a message threatening them. I received a call, claimed the charges were on another account, it was an email that didn't even work, they could not have verified this so called account without a valid email.They claimed it was all my problem, didn't care it was never activated, refunded me for one month as they charged me day before. I told them they had to back date to the email July 13 and give all money back, they said no, they charged me 3 months I never used. My credit card refunded me in the end.

    Pros

    Didn't get to try the software, signed up to try for free didn't even attempt, not something I wanted to use

    Cons

    The software itself I am not sure didn't get to use, but difficult to download what you want and the links did not work in my emails, took a while to open the receipts and save that I needed, the exporting wasn't the greatest.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Verified Reviewer

    Number of employees: 2-10 employees

    August 2018

    Brillian and basically idiot proof

    Ease-of-use
    Functionality
    Quality
    Support
    N/A
    Value for Money
    Pros

    I am tech challenged and self employed - a horrible combination. This program makes it SO easy to track receipts right down to the exact tax category. No more hours digging thru receipts (lol often in an ACTUAL shoebox) Even if this is not your primary method of receipt tracking, any one who needs to track receipts would be nuts not to keep this on their phone!

    Cons

    I wish I could magically program it not to put my manicure receipts in as tax deductible. Lol not sure that will fly.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Kristy from agile

    July 2018

    Limiting

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    This software does a really good job of scanning and managing receipts. It also does a really good job of expense tracking.

    Cons

    Neat concept but pricey and somewhat limiting. It does wonders with receipts and business cards but if you want to track and scan anything else, it won't work.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Verified Reviewer

    July 2018

    Their attention to detail AND IRS complaint? Yes Please!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    I was able to call them and ask questions, what a concept. I sent them a box of receipts that they categorized within a week. All I needed to do what go in and organize the way my accountant needed the information. This is priceless!!!

    Cons

    The free plan doesn't make ANY sense to me. Even after they explained it, it just didn't make good business sense to me. It is worth it to sign up for a plan that fits your needs and get on with living your life.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Jessica from rebuilders xchange

    May 2018

    simplicity

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    integration between paper receipts and spreadsheets. it is awesome to have a place to toss weird papers that i want documented but otherwise would pile up and be unsearchable

    Cons

    business cards once recorded do not provide a cvs spreadsheet with all forms of contact information (address, phone, and email)

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Alex from Self-Employed

    May 2018

    I use Shoeboxed to help my employer reconcile receipts. The software is easy to use.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    I like that I can block out certain categories of receipts when looking for a specific item. This makes it easier for me to find a certain receipt when it is missing.

    Cons

    I don't like how many notifications pop up at the top of the screen. They pop up whenever I change something and can be distracting.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Alyssa from Non profit Organization

    May 2018

    Easy and convenient

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    It's nice to be able to get rid of my receipts and trust that all the information is still in one place.

    Cons

    It's not always clear to me what is deductible and what isn't. It would be great if the app had tutorials for users that helped us determine how to classify our receipts.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Darcy from RE/MAX

    May 2018

    Easy to use- great to save and file then throw away those receipts!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Makes it easy to organize your tax receipts as you go. Just open the app, click a picture and choose which category. No more keeping an actual shoebox of receipts that you have to sort through!

    Cons

    If you don't pay for the premium membership then you have to manually choose the category, etc. to file the receipt under.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Jason from Osaka Sunset Pictures

    Number of employees: 1 employee

    May 2018

    The core functionality is good, but it's lacking in ways that should have been fixed long ago.

    Ease-of-use
    Functionality
    Quality
    Support
    Pros

    The ability to track my expenses, as well as categorizing them. Being able to attach photos of the receipts to cut down on paperwork and storage.

    Cons

    It's lack of development over the years and inability to learn from the data you enter. It still defaults to USD when 99% of my receipts are in Canadian dollars.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Verified Reviewer

    May 2018

    The app is easy and intuitive, I feel like anyone can understand and use it!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Ease of use for tracking my miles.

    Pros

    The interface is not cluttered and is clean which makes navigation a breeze. App does exactly what I need it do. I am a pet sitter and I use the app to track my mileage when visiting my clients.

    Cons

    When saving a trip under the mileage tracker it can be slow at times to log the trip so I'm sitting there waiting to verify the trip was properly saved. Once in a great while it might not save the trip at all so it would be amazing if I could enter a trip manually.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Brad from Brad Hallett, Mortgage Specialist

    May 2018

    Excellent Receipt Tracker

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Exceptional value. Shoeboxed does a good job with receipt tracking. Excellent search and report functionality.

    Cons

    Paid processing is not reliable for clients outside of the US. Receipts in foreign currencies are often identified in USD which can create some reporting issues.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • James from Shaw Plastic Surgery

    May 2018

    Very easy to use, keeps my finances organized

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Shoeboxed is very easy to use, I like that I can keep track of all my receipts and search for them easily if I ever need to look at one again.

    Cons

    Sometimes it glitches and doesn't save the category section, also has a hard time loading the images.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Julie from Federal Government

    May 2018

    So easy to use!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Love that I can easily store all my receipts. Easy to manage my business, home, and tax documents.

    Cons

    I wish it was easier to manually enter all receipt information from the phone app instead of having to logon to the computer.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Raymond from Three Oaks Wellness

    May 2018

    I enjoy using shoeboxed app for the last 2 years. It has made keeping receipts easy and organized.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    I like the ability to look at the receipts I have submitted in the various time frames. Monthy/yearly. I also like the ability to categorize the expenses and print reports for each category. This has made keeping track of expenses easier and the ability to have all the necessary information for my accountant at tax time easier to review and ensure expenses are not missed.

    Cons

    I don't like not having the ability to review the receipts as category and generate reports from the mobile app.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Verified Reviewer

    May 2018

    A valuable asset for record keeping and expense tracking

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Very simple and intuitive to use. Very handy reports and the Magic Envelope is such a cool useful feature for me.

    Cons

    The cost could come down a bit. The software and customer service are amazing so no complaints there.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Gretchen from Prim Communications

    Number of employees: 2-10 employees

    May 2018

    Easy to grasp. Mostly reliable.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    easy and convenient mileage tracking.

    Pros

    I only use the mileage tracking. The option to export the results into Excel spreadsheets makes expense reports very convenient.

    Cons

    Sometimes the mileage tracking doesn't work. I'll go somewhere 10 miles away, and the system will only pull up the last .1 miles.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Verified Reviewer

    Number of employees: 1,001-5,000 employees

    May 2018

    Fast and easy!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    It takes care of my receipts for my home business.
    It is fast and easy to use.
    Free is good too!!

    Cons

    None I haven't seen any cons to the system. It is fast, easy and keeps great record of my mess of receipts!

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • LaShonda from The Infusion, Inc.

    May 2018

    I dont use often

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    It is easy to use . I like most being able to easily save by category to go back later to change it if i need tooo

    Cons

    I do not care for the Learning curve. I would use it more if i knew what to do but i do not so i do not use it often.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Jacquleen from August Mack Environmental, Inc.

    Number of employees: 51-200 employees

    May 2018

    Shoeboxed has helped cut down cost, time, and errors associated with tracking employees' purchases!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Time and cost effectiveness!

    Pros

    I love that Shoeboxed is so simple, it took me less than 5 minutes to understand the entire process and all the features. Uploading is so easy, and I know that my information will be digitized correctly because every receipt is human verified--so I don't have to spend time double-checking. Shoeboxed also makes finding a specific receipt easy by allowing the user to search by date, vendor, category, payment method--and more! Since using this software, my company has seen a significant decrease in the amount of lost receipts, unapproved employee purchases, and time wasted by administrators compiling monthly credit card reports.

    Cons

    There are a few functionality/user friendliness issues, albeit very minor. First, we've noticed that the iPhone app is better quality than the Android one. There are more features available (like creating and choosing custom receipt categories), the design looks more modern, and editing is easier. Second, when on the desktop website, selecting multiple receipts over a long stretch of time can be a hassle because it will not allow you to combine selections on different pages. For example, I cannot make a report that contains newer receipts and more than 100 receipts ago, because that would require me to move to page 2, and my previous selections would be lost. Lastly, I feel like my price of a month is a little steep for only having one user and less than 50 receipts a month.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Angela from Designing

    May 2018

    ok.. needs some tweaks

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    able to generate an excel sheet from the app. take photos to catalog my receipts with ease. I like the options you can chose to categorize the receipts.

    Cons

    not able to delete items easily.. takes receipts from Gmail which are not actually receipts. should be able to mark as "expensed" when the receipt is paid. how about foreign currency?

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
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