TrustRadius Insights for Shoeboxed are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.
Pros
Intuitive and Easy to Use: Users have found Shoeboxed to be a simple and intuitive receipt management software, with many reviewers appreciating the ease of use and quick understanding of the entire process and features.
Effortless Receipt Import: The ability to easily import receipts by taking a snapshot or forwarding emails has been highly praised by users, allowing them to have all their receipts in one place on the Shoeboxed dashboard. This feature has been mentioned positively by several reviewers.
Effective Search Functionality: Users have positively mentioned the search functionality of Shoeboxed, finding it easy to locate specific receipts by searching by date, vendor, category, or payment method. Many reviewers have found this feature useful when reviewing expenses or sharing information with their accountant.
We use Shoeboxed to digitize our customer and vendor relations. As a market platform, contact management is a crucial element for our business success
Pros
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
Cons
The only thing I can think of is when e.g. a contact at a vendor changes, I'd like the old one to be marked as outdated or even better be prompted if I want to replace the contact.
Likelihood to Recommend
For larger enterprises there may be enough room to provide an in-house solution but we as a start-up need to focus on our core tasks and to have help with admin tasks is incredibly valuable for us.
Shoeboxed takes care of all our financial “back office” - it is basically my virtual bookkeeper: I can send all of our bills and receipts and forms to them (with my mobile phone or simply in an envelope), they will scan them and post them to an online account. From there I can search and find receipts and export them to QuickBooks.
Pros
Scans all my documents for me
Multiple ways to send receipts in - from my phone, email, via mail, etc
Can invite multiple users
Integrations into Quickbooks, Evernote, etc.
Cons
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.
Likelihood to Recommend
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.