Shoeboxed Software


 

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. 

 

Shoeboxed - Receipts
 
  • Shoeboxed - Receipts
    Receipts
  • Shoeboxed - Export receipts
    Export receipts
  • Shoeboxed - Mileage tracking
    Mileage tracking
Supported Operating System(s):
Web browser (OS agnostic)

185 Reviews of Shoeboxed

 

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Software Advice Reviews (3)
More Reviews (182)

Showing 1-3 of 3

Jennifer from Insurance
Specialty: Banking & Mortgage
Number of employees: 11-50 employees Employees number: 11-50 employees

May 2018

May 2018

So Helpful

Ease-of-use

Functionality

Product Quality

Customer Support
N/A
Pros

I like that I can just scan my receipts while I am out running errands and don't have to keep them since I am always losing them.

Cons

I don't like that it only named a few receipts and that I had to purchase the upgraded plan in order to get the software to recognize the names on anything over the minimum.

Review Source
 
 

David from Hunter Vision
Specialty: Real Estate
Number of employees: 11-50 employees Employees number: 11-50 employees

April 2018

April 2018

Shoeboxed is an organizers dream!

Ease-of-use

Functionality

Product Quality

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N/A
Pros

Loving this app! I deal with tons on receipts, invoices, vendors, payments, etc! This has been great to keep track of it all, and stay organized!!

Cons

Overall simple to use, but can be tricky at first! The platform runs smooth. Don't have many cons or anything negative to say. Just plain, simple and a great app!

Review Source
 
 

Rachel from Bootstrap Brands
Specialty: Other
Number of employees: 2-10 employees Employees number: 2-10 employees

April 2018

April 2018

So happy I found this product

Ease-of-use

Functionality

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Value for Money

Pros

I found Shoeboxed a few years ago, and had never thought about a "receipt organization service", but what they do is truly "magic": I just send them my receipts, bills and all sorts of documents and they, within just like a day, scan everything and upload it to my mobile app and online account - I always have my receipts at my fingertips now, and all of that without any work required on my part. I love this service so much!

Cons

I don't have any complaints really. Maybe.. their support hours? Their support is amazing, first of all, but I had times where I couldn't reach them via phone when I wanted to run a report etc.

Review Source
 
 
 
Showing 1-20 of 182

Michelle from NCDSB
Number of employees: 1,001-5,000 employees Employees number: 1,001-5,000 employees

August 2018

August 2018

Dissatisfied with professionalism and Integrity

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Functionality

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Value for Money

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Support

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.

Review Source: Capterra
 


August 2018

August 2018

Brillian and basically idiot proof

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Value for Money

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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.

Review Source: Capterra
 

Kristy from agile

July 2018

July 2018

Limiting

Ease-of-use

Functionality

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Customer Support

Value for Money

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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.

Review Source: Capterra
 


July 2018

July 2018

Their attention to detail AND IRS complaint? Yes Please!

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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.

Review Source: Capterra
 

Jessica from rebuilders xchange

May 2018

May 2018

simplicity

Ease-of-use

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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)

Review Source: Capterra
 

Alex from Self-Employed

May 2018

May 2018

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

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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.

Review Source: Capterra
 

Alyssa from Non profit Organization

May 2018

May 2018

Easy and convenient

Ease-of-use

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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.

Review Source: Capterra
 

Darcy from RE/MAX

May 2018

May 2018

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

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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.

Review Source: Capterra
 

Jason from Osaka Sunset Pictures
Number of employees: 1 employee Employees number: 1 employee

May 2018

May 2018

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

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Functionality

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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.

Review Source: Capterra
 


May 2018

May 2018

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

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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.

Review Source: Capterra
 

Brad from Brad Hallett, Mortgage Specialist

May 2018

May 2018

Excellent Receipt Tracker

Ease-of-use

Functionality

Product Quality

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Value for Money

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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.

Review Source: Capterra
 

James from Shaw Plastic Surgery

May 2018

May 2018

Very easy to use, keeps my finances organized

Ease-of-use

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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.

Review Source: Capterra
 

Julie from Federal Government

May 2018

May 2018

So easy to use!

Ease-of-use

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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.

Review Source: Capterra
 

Raymond from Three Oaks Wellness

May 2018

May 2018

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

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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.

Review Source: Capterra
 


May 2018

May 2018

A valuable asset for record keeping and expense tracking

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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.

Review Source: Capterra
 

Gretchen from Prim Communications
Number of employees: 2-10 employees Employees number: 2-10 employees

May 2018

May 2018

Easy to grasp. Mostly reliable.

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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.

Review Source: Capterra
 


May 2018

May 2018

Fast and easy!

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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!

Review Source: Capterra
 

LaShonda from The Infusion, Inc.

May 2018

May 2018

I dont use often

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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.

Review Source: Capterra
 

Jacquleen from August Mack Environmental, Inc.
Number of employees: 51-200 employees Employees number: 51-200 employees

May 2018

May 2018

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

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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.

Review Source: Capterra
 

Angela from Designing

May 2018

May 2018

ok.. needs some tweaks

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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?

Review Source: Capterra