Shoeboxed

Receipts don’t need to pile up. The moment you get one, choose your path: snap a photo in the mobile app, forward the email receipt to your unique inbox, or drop paper stacks into the prepaid Magic Envelope for bulk digitizing. Shoeboxed captures vendor, date, amount, tax, and currency, then stores everything in a secure, searchable library. Smart extraction is backed by human verification, so you end up with clean, reliable data—tagged by category, project, or client—ready to find in seconds and ready for audits anytime.

For teams, set up a simple submission-to-approval flow. Invite employees, define spending rules (limits, per diems, required fields), and build an approval chain for managers and finance. Card and bank connections bring in transactions automatically, and Shoeboxed matches them to receipts to cut down on manual checks. Policy violations are flagged before approval, approvers get notified, and approved items roll into reimbursement queues. Add spend controls to prevent out-of-policy charges, then export approved payouts to payroll or accounting to close the loop.

Month-end gets faster with built-in reconciliation tools. Run a missing-receipt report, see what’s unmatched, and resolve exceptions in one pass. Track mileage with automatic start/stop and produce IRS-compliant logs grouped by client or project. Generate tax-ready expense reports by date range, category, user, or job, then export to CSV/PDF or sync to the systems you already use—QuickBooks, Wave, Evernote, and more (including options like RightSignature and GoDaddy). Map categories to your chart of accounts so every export lands in the correct ledger, with original documents attached and a full audit trail preserved.

Whether you’re a freelancer, a contractor with field crews, or a bookkeeper serving multiple clients, you can be operational in under an hour: create your account, tailor categories and projects, connect cards/bank feeds, invite approvers, set mileage rates, and order Magic Envelopes for backlog cleanup. Practical tips: photograph receipts on a flat surface with good light, include the tip line, and batch old paperwork via the envelope for the fastest turnaround. Schedule weekly reminders, automate reports to stakeholders, and use multi-currency support when traveling—Shoeboxed applies native exchange rates so your summaries stay accurate across borders.