Shoeboxed

Great value & easy to use

Vorteile:

Ease of uploading & categorizing receipts. Cost is low for service. Easy to use via app or login on site.

Nachteile:

I cannot think of anything to mention at this time. I think the functionality is great and very easy to use!

makes keeping track of expenses easy

Kommentare: time saver, nice to be organized.

Vorteile:

I like that i can throw all my receipts in an envelope, send them to Shoeboxed, and have them take care of the rest. Nice to not have tons of receipts taking up valuable space in my office and nice that it's organized and easy to search should I need to do that.

Nachteile:

I wish all plans had the prepaid envelopes. That would be a nice touch that would make using this service so much easier.

No more paper filing with Shoeboxed

Kommentare: I like it. It saves me a lot of time. It's the best service like this that I know of (and I'm not likely to want to switch at this point anyway).

Vorteile:

I can stuff all my invoices, receipts, statements or anything (except valuable documents) that I would otherwise have to file into an envelope and ship it off. Everything is stored online at the Shoeboxed website (and in Evernote) in case I need it. And they ship back the original receipts, all flattened out and organized, in case I ever need them.

Nachteile:

The envelopes that I get back from Shoeboxed are hard to open (the glue is really strong), and it's sometimes a bit of work to find out which envelope number I have received back so that I can note it on the envelope. This is frustrating because it should be an unnecessary task. Shoeboxed already knows the envelope number, and could have printed it on the outside, or on the inside, but they don't. So I have to search for an invoice. Also, the data is not very clean when it gets into Shoeboxed. There are scanning errors and inconsistencies. Sometimes when I search for an amount, the invoice doesn't show up. It usually works OK, but it's not 100%.

Extremely satisfied with the app; it's user interface and speed of processing. Great Functionality.

Vorteile:

I like how data is transcribed and rapidly updated in the app. I enjoy how I can one-click the addition of a scan business card directly into my address book. I like how I can export reciepts to make it faster to complete expense reports. i like the human touch of the support staff.

Nachteile:

Within the app I scan a card or reciept to process, then it also shows up (for me) in my Photos on my phone, notebook, cloud account. Once I've confirmed I have the info captured, I know have to go into my photos app and delete those pics.

Love it.

Vorteile:

The Convenience. I love that it auto-tracks my drives each day. Also love how well organized the actual software side is.

Nachteile:

The price :( It seemed fair until they upped the pricing. I was really bummed to see the price tag go up. It definitely seems high.

Removes clutter and keeps track of expenses, accessible from anywhere

Kommentare: Clutter reduction, expense management

Vorteile:

I like that this is a cloud based system. Also that it accepts electronic receipts with a simple forward from my email. overall, very good value for the cost and reduces clutter massively.

Nachteile:

Some manual processing is required to approve and resolve expenses so an eventual AI based system would be great.

Fantastic Expense Reporting/Tracking Application

Kommentare: Expense reporting and tracking

Vorteile:

It is Free and allows me to quite easily track all of my expenses in a very similar manner to Concur

Nachteile:

Some glitches in the software that does not accept forwarded PDFs so have to convert them individually to PNGs. Again, free App so cannot complain too much

Does what it needs to do

Kommentare: A free way to keep track of all of my receipts.

Vorteile:

I like how I can take pictures directly from the app on my phone. That's always very handy when I'm "scanning" in receipts

Nachteile:

I don't like how there's not a "select all" feature when you're bringing in images from your camera roll on an iPhone.

Very easy to use app

Vorteile:

It is easy to upload photos of receipts and categorize them. The app is pretty accurate most of the time.

Nachteile:

Sometimes the app doesn't read things accurately, but that's pretty rare - as the app is accurate 95% of the time.

Shoeboxed fills a much needed purpose as a small business owner and keeps me better organized.

Vorteile:

Ease and simplicity of sending in or uploaded my receipts and documents. Put them in an envelope and then they are there for me to easily find and reference.

Nachteile:

The interface is a bit clunky. There are too many buttons to push to get the data the way I want to view it sometimes. Once you get used to it, you are fine but it could be more streamlined.

Shoeboxed user review

Kommentare: Shoeboxed has a streamlined solution for managing reciepts and expenses, and has efficient organizations. It also reduces manual labor but it has a high pricing compared to other competitors

Vorteile:

It has very efficent searching and retrieveal capabilities, good expense reporting, and efficient reciept organization

Nachteile:

It may seem overpriced compared to similar products, while also having limited mobile features and being hard to understand and learn by new users

I am Europe based and I was a subscriber for a year. I used it for my small e-commerce business.

Kommentare: Simple management of invoices, receipts, all in one place and accessible from everywhere.

Vorteile:

I like the idea of having all my invoices, payments, receipts, etc, stored in one safe place, accessible from everywhere. Shoeboxed does a good service and their app for Android works well. So on the go, you scan the receipt and that's it. No running around with papers in your pockets after a meeting with suppliers in a restaurant.

Nachteile:

The magic envelope service at that time was not available in Europe. This is why I switched to the free version. Also as a European, I found it a hassle that there is no option available to change the settings to European formats such as for dates (in Europe you write dd/mm/yyyy, whereas in the US it is the other way around) and commas / dots to distinguish between thousands and fractions, etc. I also found that sometimes the Amazon webservices are slow and thus the loading of your files takes time. But recently this has improved. The preview pane is also too small and does not adapt to the screen size. Their UX could be uncluttered and simplified.

great software and service for staying organized and saving time

Kommentare: Overall, I find Shoeboxed to be incredibly useful and it allows me to get a handle on my receipts. There is room to make the software/service even better, and I hope the company decides to further invest in the features and capabilities. But even as is, it is a good service.

Vorteile:

Shoeboxed makes it very quick and easy to scan and organize receipts. Using my receipt scanner, I can scan a receipt and have it uploaded to the cloud in seconds, and then Shoeboxed takes it from there using OCR/human inspection to extract fields. Receipts are archived and accessible on the Internet, and can be searched and exported.

Nachteile:

I've been using Shoeboxed for many years, and the software has not changed much in that time. The interface is out of date and kind of clunky. It responds slowly and it is quite limited in it's query capabilities. The company has not added any new features, even though there are many obvious and very useful ones that I wish could be added. The company has also raised prices quite a bit, so it is not nearly as good of a value as it used to be. I'd accept this more gracefully if they were also adding useful features along the way, but that has not happened.

I love the convenience of having my emailed receipts automatically sent to Shoeboxed.

Kommentare: Time saver, easy categorizathonen of emails, easy retrieval of receipts later when needed.

Vorteile:

Shoeboxed provides me with an easy way to automatically categorize, save and retrieve important emailed receipts. This saves me a great deal of time.

Nachteile:

I have not really found many cons, although sometimes Shoeboxed will misread & mislabel an email as a receipt when its really not, but this is only a very minor inconvenience.

Generally works very well to populate images of my mileage and expenses to a spreadsheet

Vorteile:

Easy to post expenses by taking snapshot of receipt, categorize and save it with image available to download or just print an image of all receipts. It's a snap. Same goes for logging actual mileage -- although sometimes the software chooses the "shortest" route.

Nachteile:

1) Should be able to convert and save all images as a PDF. Could store on my phone...but photos take up WAY TOO MUCH SPACE! 2) If youre not careful those images could end up being shared by social media... 3) Sometimes shortest timewise routes are not ones assumed by software which are miles longer 4) Online functionality of software to pull up reports can be a little slow and clunky 5) Would like to know how to set up a second user with the same firm -- as I don't want to pay an additional fee.

Shoeboxed is life changing

Kommentare: Shoeboxed saved me from drowning in paper receipts and has made preparing my taxes sooo much easier and much more efficient and my record keeping is now more accurate.

Vorteile:

shoeboxed is a simple and effective way to organize receipts. Setting up custom categories is a breeze.

Nachteile:

sometimes dates or amounts are wrong, so I have to double check for accuracy. B/c I have a lot of rcpts, this can be time consuming, if I don't keep on top of it, but it's a small price to pay for how organized my rcpts now are. Reporting business expenses on my taxes is so much simpler and much more accurate now.

Long time customer

Kommentare: We were using another company for tracking receipts. It was quite cumbersome but there wasn't many other options at the time. Then came along Shoeboxed that made everything simpler, providing the options to submit receipts from all different devices.

Vorteile:

The various ways available for filing receipts.

Nachteile:

The mobile app is slow in responding. The server is also slow during peak times, especially around tax season.

Very quick and efficient

Vorteile:

You can edit and create your own categories to match your bookkeeping. This will easily sync with your Quickbooks program or other accounting software. Prevents the need for having to keep a "zillion" paper receipts and then needing to process them at the end of the year. Instead, you download a report and have an image of the receipt if needed for an audit

Nachteile:

You have to make sure that your picture images are clear or your data may not be accurate. Is easily edited, but I would eliminate the receipt until you have a chance to spot check the information.

Using to track receipts-easy to use, reliable and handy!

Kommentare: Far better accounting and tracking

Vorteile:

Ease of use. Always handy through mobile devices, desktop and scanner to submit directly to site or via email.

Nachteile:

Inability to categorize when submitting. It would be helpful to be able to select a predesignated category when submitting receipt rather than after the fact.

Overall, very good. I have been using for 2 years

Vorteile:

Very simple to use. Just take a photo or email the receipt. Never forget or lose a receipt with it.

Nachteile:

They sometimes don't pay enough attention to the amount or name of vendor and get it wrong-just listing the tip instead of the whole amount for example-having me need to then go through all to find the error.

Very Helpful for a Small Business!

Kommentare: Accounting. I have difficulty keeping track of my documents and receipts and you've covered me for several years.

Vorteile:

I don't have to think about it since it's connected to my Google email account. Almost all of my receipts go through email. Copies of the receipts online are nice to have when needed. The reports have been useful for my accountant at tax time, it saves me a lot of time. The iOS app is very easy to use too for my offline receipts.

Nachteile:

I'd like to get notifications if Shoeboxed thinks an email should have a receipt and doesn't or where problems occur. The Google Mail plugin sometimes misses receipts and the only way I can tell is if the "Shoeboxed" label hasn't been applied to it. I'd rather take care of these ongoing instead of at the end of the month trying to track down old emails. If I were able to get notifications, I could automate the process of forwarding certain emails back to Shoeboxed. I'm on the 'Free' tier (Since 2014) and have gotten a lot out of the service for free. I haven't used the mileage tracker on the iOS app though. To get me to subscribe to the 'Lite' tier, I don't need anything else but what I mentioned above - an error notification to act as a failover.

Easy to use, user friendly website and great customer service

Vorteile:

I enjoy how easy it is to send the receipts off and have them returned. I like how easy it is to search for the receipts you have sent in. Customer service is always very helpful and I appreciate that you have a live chat option I like the new feature of being able to update the types of payments

Nachteile:

I struggle with the restrictions of the receipts that can be sent it. When I email a pdf across and I look for that receipt in the system, the receipt will just be blank and shows nothing. I also sometimes forward email receipts and get an email back saying it's invalid but the receipt has been processed. I would like for the system to work with more databases other than Quickbooks. We would love for it to work with Autotask for instance and it would save a huge step and much time for us.

Innovation in accounting

Vorteile:

I like how shoeboxed provided a number of options to using their product: Paper Envelopes Browser Plugin Search-ability in their portal

Nachteile:

From my knowledge, the OCR piece isn't the best, I would be if their search and tag piece worked better.

Brillian and basically idiot proof

Vorteile:

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!

Nachteile:

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

Shoeboxed helped save so much time to get us organized and receipts up to date

Kommentare: Keeps everything logged in in one place and I have all the receipts where I can find them when I need

Vorteile:

Very User friendly. Love that you can do it yourself and get the receipts logged in immediately. Is a great software for keeping organized all in one place

Nachteile:

Unable to change or delete the card #s when clicking which card. So many unused numbers on there. Cannot add a new one unless they do it