Shoeboxed vs Accelo Comparison

monday.com

HubSpot CRM

Expensify

WorkflowMax

Spreadsheet Server

Longview Tax

Compare Shoeboxed and Accelo based on features, pricing, verified reviews, integrations & more. Find out which software is best for your business today.

Easily track your receipts and manage expenses on the go with Expensify. Just take a photo of your receipt and Expensify automatically transcribes the details.

Longview Tax is a corporate tax management solution that provides businesses with tools for managing tax strategies, collecting data, provisioning, and reporting on taxes. The cloud-based platform also offers tools for tax planning and helps businesses create data-driven strategies.

Spreadsheet Server is a financial and operational reporting solution that connects with over 130 ERP / Accounting systems to feed live data into Microsoft Excel spreadsheets.

Shoeboxed is the easiest way for freelancers and small business owners to track and digitize their receipts. Since 2007, Shoeboxed has helped over one million businesses go paperless and maximize their tax deductions.

Expense Tracking

Financial Reporting

General Ledger

Multi-Currency

Optical Character Recognition

Receipt Management

Reimbursement Management

Tax Management

Transaction Management

Shoeboxed

Android

Web-based

Windows

iPad

iPhone

President

It's a fantastic way to store recipes and track expenses. The team is responsive and the app is user friendly.

Administrator/Accounts Payable

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.

Principal

Shoeboxed helps to make that process easy by just dropping everything in an envelope and a few days later it is scanned in our account which we can then save or import into accounting software.

Owner

It makes receipts much less time consuming and easy to log. The interface is great and significantly better than my prior receipt management software - BizExpenseTracker.

Resident 

Picture taking software is nice and I like that the costs automatically add up so that a total is calculated.

Artist

I think that it captures the receipt well and it is nice to know that my receipts are safe for when my taxes are due.

Love that it automatically tracks my trips and is easy to navigate the app.

Founder & Managing Partner

I like the ability to capture receipts/information via e-mails. Integrates well with Quickbooks.

Software Consultant

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.

Owner/Chiropractor

We integrated it into our office last year & it has been a great addition. Our employees find it sinple & efficient to submit receipts, etc for reimbursement & I find it very well designed.

Speech Language Pathologist 

I love this service - to upload photos of receipts or to mail in the envelope where they are scanned and organized. This makes tax time so much easier for small businesses.

Application Consultant

Some receipts uploaded have printing issues, blurry so on, that is the major draw back.

actress

Love them...Especially in the beginning months as a user  I was calling customer support almost every week for tech support.

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.

Event Organizer

I love that I no longer have to deal with the paper clutter and piles of receipts. Shoeboxed is the easiest way to track and categorize expenses.

It is hard to keep things described and separated properly. I don't think that it has a high enough functionality for me to use it all year long.

Realtor

This is such an Easy to use and convenient software.

owner

Sometimes dates or amounts are wrong, so I have to double check for accuracy.

Shoeboxed screenshot

Freelancers

Mid Size Business

Non Profit

Public Administrations

Small Business

WorkflowMax lets you manage all your job management & project management needs in a single, seamlessly integrated system. Features lead management, quotes, time sheeting, job tracking & costing, project management & reporting, invoicing, add-on integrations & more. If you run a service business & track your time, WorkflowMax is likely perfect for you!

Save valuable selling time with HubSpot CRM that takes care of all the little details from recording calls, logging emails and managing data

monday.com is a cloud-based Work OS, where teams create workflow apps in minutes to run their processes, projects, and everyday work.

Accelo transforms the way professional service businesses manage client work to improve their performance and profitability.

Access Controls/Permissions

Accounting Integration

ACH Payment Processing

Activity Dashboard

Activity Tracking

Activity/News Feed

Agile Methodologies

Alerts/Notifications

Approval Process Control

Approval Workflow

Assignment Management

Attendance Tracking

Batch Processing

Billable Items Tracking

Billing & Invoicing

Billing Portal

Budget Management

Budgeting/Forecasting

Business Process Automation

Buyer Management

Calendar Management

Calendar Sync

Calendar/Reminder System

Call Logging

Campaign Analytics

Campaign Management

Capacity Management

Change Management

Change Order Management

Client Management

Client Portal

Client Tracking

Collaboration Tools

Commenting/Notes

Commission Management

Communication Management

Compliance Tracking

Configuration Management

Contact Database

Contact Management

Contingency Billing

Contract/License Management

Cost-to-Completion Tracking

Credit Card Processing

Customer Database

Customer Segmentation

Customizable Branding

Customizable Dashboard

Customizable Fields

Customizable Invoices

Customizable Reports

Customizable Templates

Dashboard

Data Import/Export

Data Visualization

Deadline Management

Document Management

Document Storage

Drag & Drop

Drip Campaigns

Dunning Management

Electronic Payments

Email Management

Email Marketing

Email Templates

Email Tracking

Email-to-Task Conversion

Employee Activity Monitoring

Estimating

Event Triggered Actions

Expense Claims

File Management

File Sharing

File Transfer

Financial Analysis

Financial Management

For AEC Industry

For Real Estate

For Sales Teams/Organizations

For Small Businesses

Forecasting

Gantt/Timeline View

Graphical Workflow Editor

Help Desk Management

Hourly Billing

Inbox Management

Incident Management

Interaction Tracking

Internal Chat Integration

Invoice Creation

Invoice History

Invoice Management

Invoice Processing

Issue Management

Issue Tracking

IT Asset Tracking

Accelo

We have lost data on their platform, had hundreds of bugs, and there is limited or no support for users. It is little surprise that they have such a high 'churn.

Support Desk Analyst

The platform itself is super easy to setup, easy to use, and seamless to navigate. I haven't even unlocked this applications full potential yet, I can't wait.

Digital Manager

I use this everyday and I love when our company transferred over to this software. We are so much more organized and work better as a team within this program.

General Manager

I wanted a great PSA, one that I could stand up quickly and get to work without hours and hours of churn. This fit the bill great.

President/CEO

Accelo customer service is excellent. They are very responsive, quick to fix any issues that arise, and are always working on improvements and new features.

The offering is convoluted and they offer no training. Staff are rude when you ask for support.

Human Resources Generalist

The various features and the low monthly cost make for an excellent value. Accelo is the easiest and most effective data analytics & service platform available.

But the most impressive is there is a client portal feature for our clients to collaborate on projects, accept quotes and view invoices.

Love the task management and budget flow, it really is the most comprehensive platform I've used and I've tried quite a few before investing in Accelo.

communication specialist

Completely customizable and very organized on a whole. Tracking  transactions with previous customers is super easy.

I hate that one has to pay for customer support.

Operations Director

Before we used Accelo, time spent on work was gathered via a rather ugly Outlook task list workaround, which was neither practical nor scaleable.

Software Engineer Apprentice

I like how easy and convenient Accelo is to use. Lots of features and easy to understand layout.

Senior Key Account Executive

Very well integrates with email, voip and salesforce to allow for good handle on information flow across system and give a consolidated view.

Lead Web Developer

Easy to use and set up clients, their assets, and work needing to be done for them both on a one time and regular basis.

Senior Graphic Designer

We are still learning something new and helpful within the software every day and their customer support is VERY on top of questions and concerns.

The benefits to our team and bottom-line were immediate. When this crisis is over, we will recover quicker and grow our business with more confidence using the software.

President & CEO

Accelo provides a CRM, sales funnel, statements of work (quoting), active work (projects and ongoing), time tracking and invoicing -- all in one fully integrated platform.

Accelo screenshot: Client Management: Maximize client engagement, satisfaction, and visibility with an all-in-one platform built to manage leads, quotes, and client interactions seamlessly. 

Accelo screenshot: Project Management: Streamline project lifecycles and enhance collaboration with purpose-built tracking of projects, time, expenses, tasks, and materials.

Accelo screenshot: Resource Management: Enhance the efficiency and delivery of projects using skills-based scheduling, utilization insights, and resource planning solutions.

Accelo screenshot: Financial Management: Remove financial friction from your operations with integrated invoicing, billing, retainer management, and payment processing.

Shoeboxed vs Accelo Comparison

Shoeboxed

Accelo

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives