Shoeboxed

Shoeboxed

Painless receipt scanning & expense tracking

4.4/5 (214 reviews)

Shoeboxed Overview

Shoeboxed helps sole proprietors and small businesses scan and categorize their business expense receipts. This is not only helpful for maximizing tax deductions come tax time, but also in the case that their business is audited.

What makes Shoeboxed different is the plethora of ways Shoeboxed allows their customers to submit receipts for processing. Customers can submit receipts via Shoeboxed's free mobile apps, forward email receipts to their custom Shoeboxed email address, or mail their receipts to Shoeboxed using Magic Envelopes.

Shoeboxed will then scan the receipts and pull off the relevant information like vendor name, total amount, payment method and date. It will also categorize the receipts into one of the IRS's standard 15 expense categories. Shoeboxed also uses human-verification to ensure the accuracy of extracted data.

Pricing

Starting from
US$29.00/month
Pricing options
Free Trial
Subscription
Value for money

Devices

Business size

S
M
L

Markets

Australia, Canada, United States

Supported Languages

English

Shoeboxed Reviews

Overall rating
4.4/5
87% positive reviews
117
Excellent
69
Very good
21
Average
4
Poor
3
Terrible
Adam C.

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

Used Daily for 1-5 months
Reviewed on 1/05/2018
Review Source: Capterra

Pros

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.

Cons

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Nick P.

Amazing customer service by CRM

Used Daily for 1-5 months
Reviewed on 3/02/2017
Review Source: GetApp

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).

Pros

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.

Cons

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).

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Nyla S.

Super easy to use. One little annoyance.

Used Weekly for 2+ years
Reviewed on 15/01/2019
Review Source: Capterra

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.

Pros

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.

Cons

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?).

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

9.0/10
Bobbie B.

Love it, has saved my sanity

Used Weekly for 2+ years
Reviewed on 31/10/2019
Review Source: Capterra

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.

Pros

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.

Cons

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

9.0/10
Jacquleen C.

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

Used Daily for 6-12 months
Reviewed on 7/05/2018
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

7.0/10

Shoeboxed Pricing

Starting from
US$29.00/month
Pricing options
Free Trial
Subscription
Value for money

Shoeboxed Features

  • API

  • Accounting Integration
  • Accounting Management
  • Activity Dashboard
  • Auditing
  • Automatic Notifications
  • Billing & Invoicing
  • Compliance Management
  • Customisable Reporting
  • Data Import/Export
  • Electronic Payments
  • Expense Tracking
  • Financial Analysis
  • Invoice Management
  • Invoice Processing
  • Multi-Currency
  • Real Time Data
  • Reporting & Statistics
  • Third Party Integration
  • Workflow Management

Additional information for Shoeboxed

Key features of Shoeboxed

  • Converts your business cards into contacts
  • Easy tax prep
  • Expense reporting without paper receipts
  • Import contact into Google Contacts, AddressBook, Outlook
  • Mark receipts as "needs reimbursement" or "tax deductible"
  • Preserve and organize financial documents
  • Receipt scans are accepted by the IRS
  • Reports to Excel, PDF, QuickBooks, Outright, Freshbooks
  • Search receipts by vendor
  • Send docs via Mail, E-mail & Mobile
  • Track your mileage and add it to your expense report
  • Unlimited document storage

Benefits

View and sort your receipts in a secure and searchable online account.

Create custom expense categories to suit your organizational style.

Never worry about scanning receipts again with Shoeboxed's mail-in scanning service.

Have questions? You can always pick up the phone and talk to a friendly Shoeboxed support member.

Easily change your monthly document limit and never worry about getting locked into any sort of contract.

Shoeboxed FAQs

Below are some frequently asked questions for Shoeboxed.

Q. What type of pricing plans does Shoeboxed offer?

Shoeboxed offers the following pricing plans:

Starting from: US$29.00/month

Pricing model: Subscription

Free Trial: Available

Q. What are the main features of Shoeboxed?

Shoeboxed offers the following features:

  • Converts your business cards into contacts
  • Easy tax prep
  • Expense reporting without paper receipts
  • Import contact into Google Contacts, AddressBook, Outlook
  • Mark receipts as "needs reimbursement" or "tax deductible"
  • Preserve and organize financial documents
  • Receipt scans are accepted by the IRS
  • Reports to Excel, PDF, QuickBooks, Outright, Freshbooks
  • Search receipts by vendor
  • Send docs via Mail, E-mail & Mobile
  • Track your mileage and add it to your expense report
  • Unlimited document storage

Q. Who are the typical users of Shoeboxed?

Shoeboxed has the following typical customers:

Freelancers, Non Profit, Small Business

Q. What languages does Shoeboxed support?

Shoeboxed supports the following languages:

English

Q. What type of pricing plans does Shoeboxed offer?

Shoeboxed has the following pricing plans:

Subscription

Q. Does Shoeboxed support mobile devices?

Shoeboxed supports the following devices:

Android, iPhone, iPad

Q. What other apps does Shoeboxed integrate with?

Shoeboxed integrates with the following applications:

Bench Bookkeeping, Bitium, Constant Contact, Evernote, MYOB Essentials, QuickBooks, QuickBooks Online, Saasu, Wave, Xero

Q. What level of support does Shoeboxed offer?

Shoeboxed offers the following support options:

FAQs, Online Support, Phone Support, Video Tutorials