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Shoeboxed Review

Shoeboxed
Our score: 8.4 User satisfaction: N/A

What is Shoeboxed?

Shoeboxed is a receipt organization solution with a receipt digitization service. With the latter, organizations can send an envelope full of receipts and other documents to Shoeboxed. Personnel then verifies the scanned data to doubly ensure that everything has been captured and is correct.

Further, Shoeboxed has integration capabilities that assist in streamlining the transfer of numbers from one application to another. Through these connections, you can rest assured that information being relayed between your software are accurate. On top of that, you can save time and reduce the occurrences of human errors.

Moreover, Shoeboxed has a dedicated customer support team. Whenever a user encounters technical problems or has a query regarding a feature, a member of the support group promptly assists them and even gives them a live tutorial.

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Overview of Shoeboxed Benefits

Paperless Organization

Receipts can fade overtime and even if they did not, they have a tendency to be lost or misfiled. Whichever way leads to confusion and to bottlenecks in the accounting workflow. That is where Shoeboxed comes in, an application that you can utilize in digitizing receipts the moment they are provided. The solution assists accountants and bookkeepers to keep receipts organized for better expense control and budget management.

Searchable Receipt Repository

The people behind Shoeboxed understand that verifications need to be done on past expenses at times. That is why the application is equipped with an archive search tool that allows users to find a document that has been filed in the past. With this, they can rest assured that no errors have been made in the documentation.

Mobile Expense Tracker

To make certain that every expense is tracked, organizations can enable their members to scan capture receipts wherever, whenever. This can be achieved with Shoeboxed, as the application has dedicated apps for Android, iPhone, and iPad. Aside from that, the mobile app can be utilized for mileage tracking for accurate employee expense reimbursements.

Automatic Receipt Archiving

At times, companies receive digital receipts through their email accounts. These can get lost in a busy inbox, which is why Shoeboxed automatically imports such data. Thus, you no longer have to lose a receipt.

Online Contacts Database

Shoeboxed is more than a receipt organizer—it also serves as a business card manager. With this application, businesses can create a digital list of their contacts and upload them to their emails or CRM programs. As such, they can eschew business card piles that can clutter desks.

Digitized Tax Preparation

The IRS and the CRA accept receipts scanned by and stored in Shoeboxed. Because of this, you can simplify the process of filing tax returns and even maximize every tax deduction.

Easy Reporting

With Shoeboxed, accountants and bookkeepers can instantly send expense reports to their managers and executives regardless of their location. This lets them keep their superiors updated regarding company finances for them to make intelligent decisions.

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Overview of Shoeboxed Features

  • Receipt Scanning
  • Optical Character Recognition
  • Human Data Verification
  • Scanned Receipts Storage
  • Receipt Search
  • Mobile Receipts Tracking
  • Mileage Tracking
  • Data Digitization Service
  • Gmail Receipts Archiving
  • Business Cards & Contacts Management
  • Tax Filing
  • Expense Reports

What Problems Will Shoeboxed Solve?

Digital Receipt & Document Organization

In companies, there can be a person whose sole or the main task is to manually enter receipt or document data in an Excel sheet for expense tracking. However, this is a time-consuming process and it is possible for errors to be made and for files to become corrupted. Fortunately, Shoeboxed enables organizations to reduce the time spent on receipt data entry and organization as the solution does the heavy lifting in this regard. Thus, employees can focus on and spend their time on critical projects.

Assisted Reports Generation

Companies can connect their preferred accounting software such as Xero and QuickBooks with Shoeboxed. This way, they can automatically transfer data for the swift generation of accurate reports and other financial documents.

Receipt Tracking

During tax season, businesses need to be able to easily trace receipts acquired in a specific period. Shoeboxed makes this easy, as it has a well-organized and searchable digital database. Once you scan or send in your receipts, every line is extracted using OCR technology, organized, and stored for future use.

Awards & Quality Certificates

This certificate is granted to products that offer especially good user experience. We evaluate how easy it is to start using the product and how well-designed its interface and features are to facilitate the work process.
An award given to products that have recently entered the market but are already becoming very popular

Shoeboxed Position In Our Categories

Bearing in mind companies have special business-related requirements, it is sensible they steer clear of preferring an all-encompassing, “perfect” software system. However, it would be difficult to find such an app even among branded software solutions. The practicable step to do is to shortlist the different essential aspects that demand inspection such as critical features, plans, skill aptitude of staff members, organizational size, etc. The second step is, you must do the product research comprehensively. Go over some of these Shoeboxed evaluations and check out the other software products in your shortlist in detail. Such all-encompassing research ensures you stay away from mismatched software solutions and subscribe to the system that offers all the benefits your business requires to achieve growth.

Position of Shoeboxed in our main categories:

TOP 200

Shoeboxed is one of the top 200 Accounting Software products

Since each company has unique business requirements, it is advisable for them to refrain from searching for a one-size-fits-all faultless software solution. Needless to say, it would be useless to try to find such a platform even among widely used software platforms. The smart thing to do would be to list the various vital aspects that require consideration such as required features, finances, skill levels of staff members, company size etc. Then, you should do your groundwork thoroughly. Read some Shoeboxed Expense Management Software reviews and investigate each of the other systems in your shortlist in detail. Such exhaustive groundwork can make certain you discard ill-fitting applications and zero in on the solution that provides all the features you require for business success.

How Much Does Shoeboxed Cost?

Shoeboxed Pricing Plans:

Free Trial

Lite

$15.00/month

Classic

$39.00/month

Business

$69.00/month

DIY

Free

Executive

$125.00/month

For Teams

$9.95/user/month

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What are Shoeboxed pricing details?

Shoeboxed Pricing Plans:

Free Trial

Lite

$15.00/month

Classic

$39.00/month

Business

$69.00/month

DIY

Free

Executive

$125.00/month

For Teams

$9.95/user/month

Shoeboxed offers three scalable enterprise pricing options for freelance professionals, small businesses, and medium-sized companies.  Give the details a look, and select the best plan for your business.

Lite – $15.00/month

  • 50 Documents per Month
  • No Prepaid Envelopes
  • Digital & Paper Receipts
  • 3-5 Days Mail Turnaround
  • 1 User

Classic – $39.00/month

  • 150 Documents per Month
  • Prepaid Envelopes (US only)
  • 2-3 Days Mail Turnaround
  • 2 Users
  • Documents Returned
  • QuickBooks Online Integration

Business – $69.00/month

  • 500 Documents per Month
  • No Prepaid Envelopes
  • Digital & Paper Receipts
  • 1-2 Days Mail Turnaround
  • 3 Users
  • Documents Returned
  • QuickBooks Online Integration

Aside from the packages mentioned above, Shoeboxed also caters to businesses with minimal receipt organization needs as well as to teams and enterprises that require more capabilities.

DIY – Free

  • 5 Documents per Month
  • Digital Receipts
  • 1 User

Executive – $125.00/month

  • 1,000 Documents per Month
  • No Prepaid Envelopes
  • Digital & Paper Receipts
  • 1-Day Mail Turnaround
  • 10+ Users
  • Documents Returned
  • QuickBooks Online Integration

For Teams – $9.95/user/month

  • Tracking
  • Approval
  • Reimbursements for Employees

User Satisfaction

Positive Social Media Mentions 0
Negative Social Media Mentions 0

We are aware that when you choose to get a Expense Management Software it’s crucial not only to learn how professionals rank it in their reviews, but also to check if the real clients and enterprises that purchased this software are genuinely happy with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that aggregates customer reviews, comments and Shoeboxed reviews across a wide range of social media sites. The data is then featured in a simple to understand form showing how many clients had positive and negative experience with Shoeboxed. With that information at your disposal you should be ready to make an informed buying choice that you won’t regret.

Video

Technical details

Devices Supported

  • Windows
  • Android
  • iPhone/iPad
  • Mac
  • Web-based

Deployment

  • Cloud Hosted

Language Support

  • English

Pricing Model

  • Free
  • Monthly payment

Customer Types

  • Small Business
  • Medium Business
  • Freelancers

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

What integrations are available for Shoeboxed?

Shoeboxed helps solo professionals and small to medium organizations in managing their receipts by letting them integrate with the following third-party solutions:

  • QuickBooks Online
  • Evernote
  • Xero
  • Gmail
  • GoDaddy Outright
  • WorkingPoint
  • Bench
  • GetMyInvoices
  • Skyclerk
  • Wave Accounting
  • RightSignature
  • OnePriceTaxes
  • Teaspiller
  • ScanSnap
  • HP
  • ABBYY

Shoeboxed User Reviews

Shoeboxed average rating:

Average score
4.2/5 (15 user reviews)
4/5

Overall impression

5/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Write your own review of this product

ADD A REVIEW

The most favorable review

Reyna

PROS: I like the idea that someone helps me scan and file my receipt s accordingly. They categorize it well, so it would be easier to find them inside the platform.

CONS: They could add another category for Schedule C tax so I could easily declare my profits or losses from this year onwards.

Reviewed 4 years ago

Read full review >

The least favorable review

Anonymous Reviewer

PROS: They scan your receipts and can review them through their interface

CONS: I have a few: I can't export each receipt separately easily. The customer service is NON EXISTENT, I send messages and no one responds. The interface is clunky and slow and has not been updated in years (we have been a customer for 6 years) The scanning has gone downhill, the quality of the OCR is HORRIBLE. My scans with Quickbooks are better (and part of the subscription).

Reviewed 4 years ago

Read full review >

More reviews from 15 actual users:

Sort by:

Latest
  • Latest
  • Most useful
  • Most positive
  • Most negative

It used to be a great solution, and now… It is tired and barely functional.

Read full review >
Anonymous Reviewer
2/5

Overall impression

1/5

Customer Support

4/5

Value for Money

2/5

Ease of Use

Published on: 18.11.2021 Company Size: 11-50 Employees Industry: Retail

PROS: They scan your receipts and can review them through their interface

CONS: I have a few: I can't export each receipt separately easily. The customer service is NON EXISTENT, I send messages and no one responds. The interface is clunky and slow and has not been updated in years (we have been a customer for 6 years) The scanning has gone downhill, the quality of the OCR is HORRIBLE. My scans with Quickbooks are better (and part of the subscription).

What do you think about this review?

Great Poor

I’m a new customer of Shoeboxed but already very satisfied.

Read full review >
Reyna
5/5

Overall impression

5/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 27.10.2021 Company Size: More than 100 Employees Industry: Financial Services

PROS: I like the idea that someone helps me scan and file my receipt s accordingly. They categorize it well, so it would be easier to find them inside the platform.

CONS: They could add another category for Schedule C tax so I could easily declare my profits or losses from this year onwards.

What do you think about this review?

Great Poor
Show More User Reviews (15)

It serves a lot of purpose for my business, but sometimes the system bugs make the app work slow.

Read full review >
Maximus
3/5

Overall impression

2/5

Customer Support

2/5

Value for Money

2/5

Ease of Use

Published on: 19.09.2021 Company Size: 11-50 Employees Industry: Venture Capital & Private Equity

PROS: It helps me make most of my work a lot easier. I don’t have to worry about missing receipts and take so much time to compile stuff. Shoeboxed can now do all of these things for me.

CONS: Shoeboxed comes with great features, but I am not comfortable using it because the user interface bothers me a lot. Also, there a lot of instances that the system is working too slow. I sometimes have to retake or upload the photos since the system would freeze out of nowhere. Also, the payment status should be accurate because the figures don’t reconcile on my bank account.

What do you think about this review?

Great Poor

There is no need to feel pressured when filing for tax returns because all receipts are readily available.

Read full review >
Julius
4/5

Overall impression

3/5

Customer Support

3/5

Value for Money

3/5

Ease of Use

Published on: 26.08.2021 Company Size: 11-50 Employees Industry: Hospital and Health Care

PROS: Our accountant no longer feels pressured when working on our business taxes. She can access all year to date receipts by logging into our Shoeboxed corporate account.

CONS: I find it inconvenient to mail the receipts for scanning, so I ask someone to do it.

What do you think about this review?

Great Poor

It helps me process my reimbursement requests faster than before.

Read full review >
Santino
4/5

Overall impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 15.07.2021 Company Size: 11-50 Employees Industry: Marketing and Advertising

PROS: I can have all my travel, and official business expenses reimbursed even if I am not at the office. All I need to do is take a picture of my receipts using my phone and send it to Shoeboxed, who takes charge of sorting and verifying the receipts' details.

CONS: The payment status in the platform does not match the figures in my payroll account. It says that the payment has pushed through, but the reimbursed amount is not showing yet.

What do you think about this review?

Great Poor

Highly recommend for all types of entrepreneurs.

Read full review >
Giovanny
5/5

Overall impression

5/5

Customer Support

4/5

Value for Money

5/5

Ease of Use

Published on: 16.05.2021 Company Size: 11-50 Employees Industry: Higher Education

PROS: It's very convenient to send receipts via mail and have someone upload it in your account database. Using Shoeboxed changed my life by helping me organize my work documents.

CONS: I think that the product is perfectly designed to collect data. No complaints and issues so far, so I'm all good with Shoeboxed.

What do you think about this review?

Great Poor

Shoeboxed is a practical and affordable tool to help keep track of finances.

Read full review >
Gene
4/5

Overall impression

4/5

Customer Support

3/5

Value for Money

3/5

Ease of Use

Published on: 15.03.2021 Company Size: More than 100 Employees Industry: Higher Education

PROS: Our University collects a lot of receipts, and we have to keep each of them. So it would be easier to reconcile our records and keep track of how much we're spending. Instead of keeping paper copies, it's more convenient to convert receipts into digital copies to keep it within a central platform. It's easier to find them whenever we need to backtrack or double-check some records.

CONS: I'm having challenges in taking photos of my receipts using my phone. I can't locate the images, so I prefer sending a magic envelope and having someone scan and upload the receipts straight to the platform.

What do you think about this review?

Great Poor

Recording all of our expenses has never been this easy and accurate. Thanks to Shoeboxed.

Read full review >
Alexandria
4/5

Overall impression

4/5

Customer Support

4/5

Value for Money

3/5

Ease of Use

Published on: 19.02.2021 Company Size: 11-50 Employees Industry: N/A

PROS: Life in the office is now more comfortable with the help of Shoeboxed. All of our receipts and essential documents are scanned and kept in different folders so all employees can access it.

CONS: It takes time to upload the receipts since you have to send them individually. Unfortunately, the system does not allow it to be sent by batches, which takes a little bit of time to accomplish.

What do you think about this review?

Great Poor

Using Shoeboxed has brought me joy and fewer headaches.

Read full review >
Lyric
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

4/5

Ease of Use

Published on: 18.02.2021 Company Size: 11-50 Employees Industry: Consumer Services

PROS: I don’t need to keep all my receipts, bills, and statements in different file folders anymore. I am not good at organizing ever since, and keeping track of all these papers causes me to feel stressed out. There are even instances where I lose and throw them out accidentally. Shoeboxed saved my life because all I need to do it send pictures of my receipts using my cellphone, and they’ll sort, organize and save it in the platform.

CONS: I used to encounter system issues when I was using my iPhone to take and send photos. But things seem to be okay now, so I’ve got nothing to complain about.

What do you think about this review?

Great Poor

It makes it easy to account for our expenses.

Read full review >
Sister
4/5

Overall impression

4/5

Customer Support

3/5

Value for Money

3/5

Ease of Use

Published on: 09.02.2021 Company Size: 11-50 Employees Industry: Retail

PROS: We use this to expedite the refund of employee expenses. It's also easy to transfer cash to local accounts without having to go through banks.

CONS: The previous version of the application is not that user-friendly than what we are currently using. Having a more organized UI makes a big difference in terms of user experience.

What do you think about this review?

Great Poor

It keeps track of all of our receipts in a well-organized manner.

Read full review >
Ebba
4/5

Overall impression

4/5

Customer Support

3/5

Value for Money

3/5

Ease of Use

Published on: 10.06.2020 Company Size: 11-50 Employees Industry: Venture Capital and Private Equity

PROS: Keeping a digital copy of our receipts via Shoeboxed is the most effective way to monitor our finances. Our records have never been this organized before, and I'm happy that I chose to subscribe to this platform.

CONS: There are some instances that it takes time to view the documents from the database. The good thing is I can report this issue to their support team that does a fantastic job all the time.

What do you think about this review?

Great Poor

You can now collate all your receipts into one software, plus it’s so easy to use.

Read full review >
Geovanny
5/5

Overall impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 30.05.2020 Company Size: 11-50 Employees Industry: Individual & Family Services

PROS: I spend most of my time working outside of the office meeting clients and doing fieldwork. Shoeboxed made it more convenient to collect and send in my receipts for the fast processing of my reimbursement.

CONS: I always have to remind myself to change the settings before taking photos of the receipts. This is for the images to be sorted out effectively and go straight to their respective file folder.

What do you think about this review?

Great Poor

It is one of the fastest and easiest ways to organize documents in the office.

Read full review >
Cameron
5/5

Overall impression

5/5

Customer Support

4/5

Value for Money

5/5

Ease of Use

Published on: 20.05.2020 Company Size: 11-50 Employees Industry: Retail

PROS: We often misplace receipts and documents because we don't have time to organize them one by one. Using Shoeboxed gives us the convenience to mail all of our documents into one location and arrange it for us. We need to search for copies in our central database whenever there's a need for these things. Very easy and hassle-free indeed.

CONS: They cannot organize the documents on the same day. It would help if you were extra patient because it took days to finish uploading everything into the platform.

What do you think about this review?

Great Poor

Delivers as promised – highly recommended

Read full review >
Markus Zähringer
5/5

Overall impression

5/5

Customer Support

5/5

Value for Money

5/5

Ease of Use

Published on: 16.05.2018 Company Size: 1-10 Employees Industry: Marketing and Advertising

PROS: End to end solution - virtually no workload on the user end

CONS: There is an inherit delay for paper to be delivered via snail mail but there are instant upload alternatives

What do you think about this review?

Great Poor

GREAT SMALL BUSINESS PRODUCT

Read full review >
Rachel (Weeks) Walter
5/5

Overall impression

5/5

Customer Support

4/5

Value for Money

5/5

Ease of Use

Published on: 12.04.2018 Company Size: 1-10 Employees Industry: Consumer Goods

PROS: Shoeboxed keeps me organized - simple as that. I just send all of our company's invoices, bills to Shoeboxed and they keep a nice and neat record of those online. My accountant can use it and I just rest knowing that that part of the business will always be covered!

CONS: I don't have anything that comes to mind; really love it.

What do you think about this review?

Great Poor
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Shoeboxed Comparisons

Shoeboxed user reviews

It used to be a great solution, and now… It is tired and barely functional.

Read full review >
Anonymous Reviewer
2/5

Overall impression

1/5

Customer Support

4/5

Value for Money

2/5

Ease of Use

Published on: 18.11.2021 Company Size: 11-50 Employees Industry: Retail

I’m a new customer of Shoeboxed but already very satisfied.

Read full review >
Reyna
5/5

Overall impression

5/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 27.10.2021 Company Size: More than 100 Employees Industry: Financial Services

It serves a lot of purpose for my business, but sometimes the system bugs make the app work slow.

Read full review >
Maximus
3/5

Overall impression

2/5

Customer Support

2/5

Value for Money

2/5

Ease of Use

Published on: 19.09.2021 Company Size: 11-50 Employees Industry: Venture Capital & Private Equity

There is no need to feel pressured when filing for tax returns because all receipts are readily available.

Read full review >
Julius
4/5

Overall impression

3/5

Customer Support

3/5

Value for Money

3/5

Ease of Use

Published on: 26.08.2021 Company Size: 11-50 Employees Industry: Hospital and Health Care

It helps me process my reimbursement requests faster than before.

Read full review >
Santino
4/5

Overall impression

4/5

Customer Support

4/5

Value for Money

4/5

Ease of Use

Published on: 15.07.2021 Company Size: 11-50 Employees Industry: Marketing and Advertising
Louie Andre

By Louie Andre

B2B & SaaS market analyst and senior writer for FinancesOnline. He is most interested in project management solutions, believing all businesses are a work in progress. From pitch deck to exit strategy, he is no stranger to project business hiccups and essentials. He has been involved in a few internet startups including a digital route planner for a triple A affiliate. His advice to vendors and users alike? "Think of benefits, not features."

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