Shoeboxed Features

Shoeboxed

Painless receipt scanning & expense tracking

4.37/5 (218 reviews)

Shoeboxed Feature Summary

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

Competitor Feature Comparison

ACH Payment Processing
API
Account Reconciliation
Accounting Integration
Ad hoc Reporting
Approval Process Control
Auditing
Auto-Matching
Automated Expense Input
Compliance Management
Configurable Workflow
Credit Card Integration
Custom Fields
Customizable Reporting
Data Import
Data Import/Export
Duplicate Detection
ERP Integration
Expense Claims
Expense Tracking
Fraud Detection
Geolocation
Multi-Currency
Receipt Management
Reimbursement Management
Role Management
Time & Expense Tracking
Learn moreCompare App
ACH Payment Processing
API
Account Reconciliation
Accounting Integration
Ad hoc Reporting
Approval Process Control
Auditing
Auto-Matching
Automated Expense Input
Compliance Management
Configurable Workflow
Credit Card Integration
Custom Fields
Customizable Reporting
Data Import
Data Import/Export
Duplicate Detection
ERP Integration
Expense Claims
Expense Tracking
Fraud Detection
Geolocation
Multi-Currency
Receipt Management
Reimbursement Management
Role Management
Time & Expense Tracking
Visit WebsiteCompare App
ACH Payment Processing
API
Account Reconciliation
Accounting Integration
Ad hoc Reporting
Approval Process Control
Auditing
Auto-Matching
Automated Expense Input
Compliance Management
Configurable Workflow
Credit Card Integration
Custom Fields
Customizable Reporting
Data Import
Data Import/Export
Duplicate Detection
ERP Integration
Expense Claims
Expense Tracking
Fraud Detection
Geolocation
Multi-Currency
Receipt Management
Reimbursement Management
Role Management
Time & Expense Tracking
Visit WebsiteCompare App

Mobile apps

iOS App


1,412 reviews

Requires iOS 9.0 or later. Compatible with iPhone, iPad, and iPod touch.

Android App


283 reviews

Shoeboxed Feature Reviews

25 reviewers had the following to say about Shoeboxed's features:

Jeff Mosko

Excellent interface, ease of use

2018-05-01

Pros

- nice interface - camera integration - ease of data entry - speed of data interpretation - under friendly

Cons

Expense reports could be easier to generate Occasionally Shoeboxed can't understand email attachments

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Source: Capterra
Helpful?   Yes   No
Read more
Narasimhan (Nari) Soundarrajan

Removes clutter and keeps track of expenses, accessible from anywhere

2018-05-04

Clutter reduction, expense management

Pros

Also that it accepts electronic receipts with a simple forward from my email. overall, very good value for the cost and reduces clutter massively.

Cons

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

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Building Materials company, 201-500 employees)

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

2018-05-04

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

Pros

I like the idea of having all my invoices, payments, receipts, etc, stored in one safe place, accessible from everywhere.

Cons

The magic envelope service at that time was not available in Europe.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Carly Paugh

Great for organizing but processing can be a little slow/glitchy

2018-05-01

Pros

Having everything in one place on my phone is great, and being able to email my expense report directly from the app is a nice feature.

Cons

The processing grabs the wrong information from the photo of the receipt- for instance, if it's a screen shot of an invoice on my phone, it will list the merchant as "Verizon" and I have to spend extra time going back and fixing those.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
BHeffe

Excellent switch for QuickBooks!

2013-10-17

Switched to Shoeboxed and using Expense Cloud.

Pros

Great categorization! can import chart of accounts, make rules for vendors, and effortless export to QuickBooks!

Cons

Would like to be able to edit category names once imported from Chart of Accounts.

Source: GetApp
3 of 3 people found this review helpful
Helpful?   Yes   No
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Anonymous
(Law Practice company, 11-50 employees)

This is a great service that has simplified my life enormously.

2018-05-01

Pros

The documents are processed very quickly and you can either manually enter them or just take a photo.

Cons

It sometimes get the currency wrong when it is entering a document.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Source: Capterra
Helpful?   Yes   No
Read more
Pat Blute

Best company. Best product. Game changer.

2018-05-04

Pros

I LOVE mailing in and getting digital scanned copies of my receipts. I had 2 years worth of backlog on my physical receipts and having it digitally organized before the ink faded was huge.

Cons

I wish making expense reports was slightly easier for different accounts -- personal, professional, business, etc.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Gretchen TeBockhorst

Easy to grasp. Mostly reliable.

2018-05-07

easy and convenient mileage tracking.

Pros

The option to export the results into Excel spreadsheets makes expense reports very convenient.

Cons

Sometimes the mileage tracking doesn't work.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Erik Fulkerson

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

2018-05-07

Pros

I like how I can export reciepts to make it faster to complete expense reports. i like the human touch of the support staff.

Cons

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Christopher Schornak

I use Shoeboxed for the mileage tracking feature, and it's the bomb, excellent.

2018-05-01

Pros

Makes it so easy to run mileage reports at end of year and export. It can be exported to CSV into excel

Cons

It would be nice if it would constantly track the roads I drive on, not just the most direct route.

Rating breakdown

Value for money
Ease of use
Features

Time used: 2+ years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Brian Leonard

Fantastic Expense Reporting/Tracking Application

2018-05-02

Expense reporting and tracking

Pros

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

Cons

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

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Saul Meyer

Essential for my document and receipt organization..

2018-05-07

Tax reporting and expense report generation is now painless.

Pros

The software is intuitive and helps expense report generation and tax reporting.

Cons

Perhaps the batch editing features could be easier and with less lag.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Andres Vega

Very Helpful for a Small Business!

2018-05-07

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

Pros

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.

Cons

I'd like to get notifications if Shoeboxed thinks an email should have a receipt and doesn't or where problems occur.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Monthly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Brad Hallett

Excellent Receipt Tracker

2018-05-08

Pros

Excellent search and report functionality.

Cons

Receipts in foreign currencies are often identified in USD which can create some reporting issues.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Corbin Patten

Easy Organization

2019-10-31

Pros

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.

Cons

We use wave accounting so it would be nice to have an integration for that

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Monthly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Don Frith

Very quick and efficient

2018-05-01

Pros

Instead, you download a report and have an image of the receipt if needed for an audit

Cons

You have to make sure that your picture images are clear or your data may not be accurate.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Roy Wrightsman

It's ok, not great, not awful

2018-05-04

categorizing receipts for expense tracking

Pros

Generate reports of receipt categories.

Cons

Have to manually fill out receipts. Prior program did a lot of that itself. Several bugs on pulling in from emails. App fails here and there.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

6/10
Source: Capterra
Helpful?   Yes   No
Read more
Jaclyn Burket

Makes expense tracking so easy

2018-05-02

Pros

I can print my expense reports so no more double entry for work reimbursements.

Cons

Fast processing time and it is easy to correct any misspellings or errors.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Dan Gotlieb

So far so good

2018-05-01

Less time spent on receipts, which i generally detest spending time on

Pros

The interface is great and significantly better than my prior receipt management software - BizExpenseTracker

Cons

It does not capture all my email receipts b/c of formatting, even though the subject sometimes says "receipt" in it

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

7/10
Source: Capterra
Helpful?   Yes   No
Read more
Kenyatta Forbes

Hassle Free

2018-05-01

Pros

It really helps during tax time as you can export a spread sheet

Cons

It's a life safer. I wish the categories of the receipts were a little more intuitive There are times when you have to go in manually and correct it.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Source: Capterra
Helpful?   Yes   No
Read more
Amy Hamilton

I track multiple credit cards as well as documents to attach to our quickbooks software.

2018-05-01

Pros

That it is generally easy to use and I can easily search for most receipts with either an amount or the vendor.

Cons

Also, that the automatic capture of data doesn't always seem to work, especially when reading the credit card number.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
David Deloach

Shoeboxed is an organizers dream!

2018-04-16

Pros

I deal with tons on receipts, invoices, vendors, payments, etc!

Cons

Overall simple to use, but can be tricky at first! The platform runs smooth. Don't have many cons or anything negative to say. Just plain, simple and a great app!

Rating breakdown

Ease of use
Features

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

7/10
Source: Software Advice
Helpful?   Yes   No
Read more
Raymond Dewar

I enjoy using shoeboxed app for the last 2 years. It has made keeping receipts easy and organized.

2018-05-08

Pros

This has made keeping track of expenses easier and the ability to have all the necessary information for my accountant at tax time easier to review and ensure expenses are not missed.

Cons

I don't like not having the ability to review the receipts as category and generate reports from the mobile app.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Source: Capterra
Helpful?   Yes   No
Read more
Chet Walker

easy to use - one of the apps i use the most

2018-05-04

Exactly what it was created for - to organize my business receipts. This app has changed how i operate on field projects. Could not live without it!!

Pros

The flexibility to mail in receipts, scan with iPhone or email in as attachment combined with the auto classification is what puts you guys ahead of the rest. Expense reports are great but could use some additional features - i discuss some below in the Cons section.

Cons

would be great to be able to have more filter options for creating expense reports.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
David Bechtel

Overall experience is great but I've run into a few clitches when trying to download monthly reports

2018-05-04

Pros

Ability to categorize and create new categories when one is not automatically assigned, ability to send in receipts whenever you like.

Cons

Monthly report clitches , when trying to download monthly reports, receipts are left out, the program freezes or freezes the computer, and reports are then left incomplete

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Monthly

Source: Capterra
Helpful?   Yes   No
Read more