Shoeboxed


Logotipo de Shoeboxed

 

215 reseñas (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. 

 

Shoeboxed - Receipts
 
  • Shoeboxed - Receipts
    Receipts
  • Shoeboxed - Export receipts
    Export receipts
  • Shoeboxed - Mileage tracking
    Mileage tracking
Sistemas operativos compatibles:
Navegador web (independiente de SO)

215 reseñas sobre Shoeboxed

 

Adam C. Especialidad: Organización de eventos Número de empleados:  13-50 empleados Número de empleados:  13-50 empleados

1/5/2018

1/5/2018

Fuente de la reseña: Capterra

Great foundation for receipt and document management, but needs additional development.

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Puntos a favor

The ease of importing receipts is excellent. Being able to stuff receipts and documents into an envelope weekly or bi-weekly and just watch them magically show up in a file management system is great. The email inbox sync, drag and drop from desktop, and manual email submission are all excellent, easy to use submission formats as well. I think what this app needs to take file submission to the next level is a desktop app that would allow the user to view and manage files, but also has a print driver that would allow the user to print forms and reports directly into Shoeboxed from other programs. We save a lot of reports from Quickbooks and other software and instead of printing to PDF, creating a file on the desktop, and dragging it into the uploader, it would save hours per month to be able to print directly to a Shoeboxed desktop app.

Puntos en contra

I only have two real complaints about the product--one is about the function of the product itself and one is about access to customer service.

There needs to be more control over file management. Right now all receipts get uploaded to a giant pool of receipts which can be sorted by date, name, drilled down by category/tag, but I really want to be able to put those receipts into folders, particularly by year or even month. In the buys season we can have a few hundred receipts per month, many from the same handful of vendors. If I need to go back and look for a receipt in a giant mess of 3 years worth of receipts from a particular vendor, I'm not going to have a very good day. Giving me more control over organization of my files would address that issue. Control over deleting default receipt categories is also a must have that is currently unavailable.

My other qualm is that they have links to a live chat all over their help page, however live chat is almost never available. I usually have a simple question that would have a simple answer, but when live chat is unavailable (always) I have to email and wait 1-2 days for a response. My feeling is that if you are going to target the US market, your support staff should have a shift running during US business hours. I will say that phone support is great and very attentive, but I don't always want to make a phone call for a simple question about where I can find a function or how to do something simple.

Nick P. Especialidad: Edición Número de empleados:  13-50 empleados Número de empleados:  13-50 empleados

3/2/2017

3/2/2017

Fuente de la reseña: GetApp

Amazing customer service by CRM

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I'm a freelance illustrator (self-employed/small business) and way behind on taxes (have been delaying b/c of my lack of organization). I have years and years of receipts saved up in shoeboxes/chest of drawers that I have to pile through. I spent a few hours researching the best app to use to do this. After downloading a lot of software, I finally settled on SHOEBOXED. I'm going to slowly pile through my receipt (snapping photos of them) and find my write offs. The images are organized by the company and are searchable (in case you ever get audited). You can even just mail them your receipts (that doesn't work for me as well b/c I have to find my write offs). But going forward I'll probably use that service as well. None of these reasons are why I'm actually leaving this review (see Pros below).

Puntos a favor

Having just downloaded the app on my phone I still had some questions about the functionality of the app and its service (are the receipts searchable...how so? ...how are they organized?). I decided to call...low and behold someone answered. I can't tell you how helpful CRM was on the phone. He spoke clearly and answered my random (and very specific) questions concisely. He helped me find which package was best for me and my situation (thousands of receipts piled up for years) ...without hard selling me on anything. I hadn't even signed up for the service officially yet and he sent a quick follow-up email. It was a very calming experience in the stressful situation that is my tax headache. If any higher ups are reading this... I'd recommend giving CRM a big fat raise, but don't promote him to your department ...unless you want to be working for him soon. I'm seriously impressed that I could download a very functional/helpful phone app and a few minutes later be able to call and talk to an actual service representative with no hold, no dial tone button pressing, who was completely knowledgeable about the product he was supporting. My entire field is full of self-employed workers and I'll be recommending this product to every single one because of the experience I had with the app and the customer service.

Puntos en contra

The only way to sign in to leave this review was through LinkedIn...a site I haven't used in 8 years (and was attached to old email accounts/password) and frankly...annoyed me with all their updates/emails. BUT, the customer service experience was so good...I'll eat the next 8 years of annoying Linkin update emails...hopefully they don't get hacked again (didn't that happen like 5 years ago).

Consejos útiles

The best app I found for organizing receipt. Download the free version. They let you do 5 free recites...you'll know if you'll like it from there. I'm going to use this to keep my receipts in order and probably use quick books for actually filing (they automatically track your right off miles and sync into turbo tax). I highly recommend the actual numbers you put into those services be cultivated/organized with SHOEBOXED.

Nyla S. Especialidad: Marketing y publicidad Número de empleados:  Trabajador autónomo Número de empleados:  Trabajador autónomo

15/1/2019

15/1/2019

Fuente de la reseña: Capterra

Super easy to use. One little annoyance.

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Overall, I was looking for a way to stop keeping receipts in a literal shoebox in my filing cabinet. This fit the bill. Ultimately, I used the mail-in service only once, and the app occasionally. My primary usage was for digital receipts. Because of my minor annoyance with forwarding emails, I do think the app is mostly useful for those with paper receipts, so I would probably only highly recommend it for that purpose.

Puntos a favor

The ease of use is probably the highest pro of this software. Simply forward emails to your dedicated shoeboxed email address, and that's it. For me, it became a habit. Pay for something online, and the next time I check my email I simply forward the payment receipt to Shoeboxed. I like having everything in one place (Shoeboxed dashboard), easy to view and search. When you need to, you can export spreadsheets broken down by category when you need to review your expenses or pass it on to the accountant at tax time. I don't have a lot of paper receipts, but when necessary, just snap a photo in the app, categorize it, and done.

Puntos en contra

When using the email option, every single receipt is (I believe) reviewed and categorized by a real human being. This means I have to trust that they are categorizing things properly. Unfortunately, I encountered a pretty frequent problem of my receipts being mislabeled. When I logged into my dashboard to review recent submissions, I would commonly encounter receipts labeled as being from MY company instead of the company that I had paid. I deduced this was likely happening due to my email signature being automatically appended at the top of all forwards, so I simply started erasing my signature before forwarding. Annoying to have to do so, but it fixed the problem. But to me that seems to indicate that they are either rushing through or not paying attention (I'm clearly forwarding from my company email -- why would I be paying myself?).

Bobbie B. Especialidad: Entretenimiento Número de empleados:  2-10 empleados Número de empleados:  2-10 empleados

31/10/2019

31/10/2019

Fuente de la reseña: Capterra

Love it, has saved my sanity

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Makes filing my taxes so much easier. Because someone else is scanning in my reicepts and I can set rules to auto assign the reciept to a catagory I have to only spend about 5-10 minutes a day on reciepts where I used to spend a solid week at the end of the year dealing with reciepts and I would dread it every year. Now come tax time I am usually caught up with all the reciepts and it goes so much faster. Shoeboxed has very accurate data entry and I rarely have to make corrections. I just enter my own "notes" on each reciept, double check it for accuracy and file it - so convenient. I couldn't reccomend it enough.

Puntos a favor

Shoeboxed makes my life so much simpler. As a self employed person scanning in my own reciepts was the one thing I dreaded every year. I tried other software and it all had major issues. When I found Shoeboxed it has literally saved my sanity every year come tax time.

Puntos en contra

There are few features I wish it had like archiving previous years receipts so that I didn't have to chance the search parameters every time I was working within a current tax year, or having roll over pages becasue sometimes I miss sending reciepts in one month and I paid for that month but didn't use it, but overall, I only have good things to say.

Jacquleen C. Especialidad: Servicios medioambientales Número de empleados:  51-200 empleados Número de empleados:  51-200 empleados

7/5/2018

7/5/2018

Fuente de la reseña: Capterra

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

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Time and cost effectiveness!

Puntos a favor

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.

Puntos en contra

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.