What is Smart Shoebox?
Managing financial documents is a chore. That's why we are thrilled to introduce Smart Shoebox, an innovative Receipt Management solution that simplifies your financial record-keeping. Gone are the days of sifting through piles of paper to match receipts with bank transactions. Let's dive into what makes Smart Shoebox a game-changer.
Bulk Uploads and Auto-Matching
We understand that bank transactions can take a day or two to appear in your books. Meanwhile, you've got receipts accumulating. Smart Shoebox allows you to upload these receipts in bulk, right after your purchase. What happens next is where the magic lies. As soon as the corresponding bank transactions become available, Smart Shoebox automatically matches them with the corresponding receipts. This feature not only saves time but also adds a layer of efficiency to your financial management.
AI Bookkeeper Integration
When new bank transactions are available, AI Bookkeeper does its best to perform the correct accounting entry, even without a receipt. This is helpful in case a receipt is lost. However, when Smart Shoebox matches a receipt and bank transaction, it will trigger AI Bookkeeper to re-analyze the transaction with the receipt and update your books more accurately. It essentially eliminates the need to have a human bookkeeper perform this tedious task.
Mobile-Friendly for On-the-Go Access
To make things even more convenient, Smart Shoebox is optimized for your smartphone. When logged into your ReInvestWealth profile, you can easily download the web-app on both iPhone and Android devices. This setup provides quick access for capturing receipts. Simply open the app, tap "Upload Receipt" to snap a picture of your receipt and let Smart Shoebox handle the rest.
Conclusion
Smart Shoebox is more than just a digital storage solution; it's a smart way to keep your finances organized. Its intuitive features, like smart receipt uploads, auto-matching, and AI Bookkeeper integration, coupled with its mobile-friendly design, make financial management feel almost magical. Give Smart Shoebox a try and experience the ease it brings to your financial life.