PLANERGY vs. Shoeboxed

Planergy is a great tool for those who make purchasing decisions and need to actually purchase parts, supplies, tools, etc from vendors. I typically use it daily, and sometimes multiple times per day. I find that I sometimes have to bypass it if I need to make an immediate purchase and do not have the time to wait for P.O. approvals, but that is not the fault of this software.

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I'm not sure how Shoeboxed can be used in a large organization, but for our small business, it is perfect. I'm the only one who deals with our finances and works with our accountant and for that Shoeboxed is simply my lifesaver and worth so much more for not just all the time it saves me but all the worries and headaches too.

• Hassle free ways to submit (mobile, snail mail, etc.) with virtually no workload for us
• Digitalizing business cards to facilitate contact management
• Categorizing of receipts to make them searchable

• I had some issues with the mobile app in the past - where it crashes or gets stuck uploading. I think they fixed most of that, however, I transitioned to simply mailing my documents off to them.

We felt we got more customized support through Shoeboxed and pricing was competitive.

• It saves me, I would say, at least 2-3 hours each week
• We probably generate 'better' tax returns - more deductions and save on our accountant in the process, since they have everything perfectly prepped