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Compare Shoeboxed vs TruEquity

What is better Shoeboxed or TruEquity? It’s a good idea to use our scoring system to give you a general idea which Accounting Software product is more suitable for your company. For overall product quality, Shoeboxed attained 8.4 points, while TruEquity gained 6.8 points. At the same time, for user satisfaction, Shoeboxed scored 96%, while TruEquity scored N/A%.

Details about their characteristics, tools, supported platforms, customer service, plus more are provided below to provide you with a more versatile analysis. Keep in mind to purchase only the features your business requires so as not to waste money for tools that are unnecessary.

We are aware that not all businesses have the time to test dozens of different solutions, so we prepared a list of suggestions that you may find useful. Our top choices for the Expenses Management Software category are: FreshBooks, Zoho Books, Xero.

NOAWARDS
YET

SmartScore™

OUR SCORE 8.4

User Satisfaction

CUSTOMER EXPERIENCE 96%

Pricing

Starting from $9.95

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • Receipt Scanning
  • Optical Character Recognition
  • Human Data Verification
  • Scanned Receipts Storage
  • Receipt Search
  • Mobile Receipts Tracking
  • Mileage Tracking
  • Data Digitization Service
  • Gmail Receipts Archiving
  • Business Cards & Contacts Management
  • Tax Filing
  • Expense Reports

Pricing Info

Shoeboxed offers three scalable enterprise pricing options for freelance professionals, small businesses, and medium-sized companies.  Give the details a look, and select the best plan for your business.

Lite – $15.00/month

  • 50 Documents per Month
  • No Prepaid Envelopes
  • Digital & Paper Receipts
  • 3-5 Days Mail Turnaround
  • 1 User

Classic – $39.00/month

  • 150 Documents per Month
  • Prepaid Envelopes (US only)
  • 2-3 Days Mail Turnaround
  • 2 Users
  • Documents Returned
  • QuickBooks Online Integration

Business – $69.00/month

  • 500 Documents per Month
  • No Prepaid Envelopes
  • Digital & Paper Receipts
  • 1-2 Days Mail Turnaround
  • 3 Users
  • Documents Returned
  • QuickBooks Online Integration

Aside from the packages mentioned above, Shoeboxed also caters to businesses with minimal receipt organization needs as well as to teams and enterprises that require more capabilities.

DIY – Free

  • 5 Documents per Month
  • Digital Receipts
  • 1 User

Executive – $125.00/month

  • 1,000 Documents per Month
  • No Prepaid Envelopes
  • Digital & Paper Receipts
  • 1-Day Mail Turnaround
  • 10+ Users
  • Documents Returned
  • QuickBooks Online Integration

For Teams – $9.95/user/month

  • Tracking
  • Approval
  • Reimbursements for Employees

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

Legal Shield, Creative Fish Studio, Image Comics

Integrations

Shoeboxed helps solo professionals and small to medium organizations in managing their receipts by letting them integrate with the following third-party solutions:

  • QuickBooks Online
  • Evernote
  • Xero
  • Gmail
  • GoDaddy Outright
  • WorkingPoint
  • Bench
  • GetMyInvoices
  • Skyclerk
  • Wave Accounting
  • RightSignature
  • OnePriceTaxes
  • Teaspiller
  • ScanSnap
  • HP
  • ABBYY

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

phone

live support

training

tickets

General Info

A receipt organization solution with a receipt digitization service.

Company Email

help@team.shoeboxed.com

Contact No.

Company's Address

Shoeboxed Inc.
3414 North Duke Street , Suite 100
Durham, NC 27704
USA

NOAWARDS
YET

SmartScore™

OUR SCORE 6.8

User Satisfaction

CUSTOMER EXPERIENCE N/A

Pricing

Starting from $49

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

  • Proceeds Waterfall Analysis
  • Collaboration
  • Cloud-Based Equity Portal
  • Electronic Document Management
  • Financial Round Modeling
  • Equity Management

Pricing Info

TruEquity offers a free plan and three enterprise pricing plans.

Founder – Free

  • Includes 10 shareholders
  • Shares and options management
  • Support via forums

Standard – $49/month ($1.20/newly added shareholder)

  • Includes 10 shareholders
  • Shares and options management
  • What-if scenario modeling
  • Support via forums and email
  • Option expense reporting – $999/year

Premium – $199/month ($2/newly added shareholder)

  • Includes 50 shareholders
  • Shares and options management
  • What-if scenario modeling
  • Electronic document management
  • Proceeds waterfall analysis
  • Support via forums, email, and phone
  • Option expense reporting – $1,499/year

Enterprise – by quote

  • All Premium plan features
  • Customization

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

Kaltura, Zerto, Carmel Ventures

Integrations

TruEquity supports e-signature through its integration with:

  • DocuSign

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

phone

live support

training

tickets

General Info

TruEquity is a complete and end-to-end cap table software that accelerates and improves analysis and collaboration in private equity administration.

Company Email

info@truequity.com

Contact No.

Company's Address

TruEquity, LLC
2672 Bayshore Parkway Suite 1055,
Mountain View, CA 94043
USA

Popular Alternatives

Product Name
Score

FreshBooks

Partner

This product is our partner, which means they paid for being featured as one of the suggestions. Our team takes great care to ensure all sugested products are reliable, top-quality solutions.

SmartScore™

OUR SCORE 9.8

User Satisfaction

CUSTOMER EXPERIENCE 99%

Pricing

Starting from $15

Pricing Model

Free

Monthly payment

One-time payment

Annual Subscription

Quote-based

List of Features

Online Invoicing

  • Customizing your invoice
  • Tracking Invoice Views
  • Puting Business on Auto-Pilot
  • Getting paid with deposits
  • Getting paid with credit cards
  • Customizing due dates
  • Quick discounts
  • Estimates
  • Online Payments
  • Late Payment Fees
  • Recurring Invoices & Auto Payment
  • Multi Currency & Multi Language
  • Client Portal
  • Late Payment Reminders
  • Sales Taxes
  • Client Credit
  • Track Offline Payments
  • Send Emails or Snail Mail
  • Automated Tax Circulations
  • Invoice Previews
  • Knowing when the customer has seen the invoice

Expense Tracking

  • Automatic expense import
  • Snaps
  • Tracking spending per project
  • Remember vendors
  • Tax friendly categories
  • Easy-to-read categorization
  • Attach receipts (PDF or Image)
  • Expense Report Filters
  • File import
  • Recurring Expenses
  • Assign & Rebill Expenses

Time Tracking

  • Timer
  • Team timesheets
  • Clear breakdown of the day
  • Tracking against clients and projects
  • Detailed Time entry notes
  • Automated bills for tracked hours per project
  • Project Managers
  • Track Unbilled Time
  • Different Rates for each Project
  • Generate Invoices

Projects

  • Sharing images and files
  • Collaborating with clients, contractors, and employees
  • Project due dates
  • Centralized conversations
  • Current Project overviews

Payments

  • MasterCard, Visa, and American Express
  • Quick bank deposits
  • Automatically recorded payments
  • Fees recorded as expenses
  • Single-click setup
  • Safe & secure
  • Simple payment experience

Accounting Reports & Taxes

  • Accounts Aging
  • Profit & Loss
  • Balance Sheet
  • Expense Reports
  • Item Sales
  • Sales Tax
  • Export to CSV or Excel
  • Invoice Details Reports
  • Accounts Aging Reports
  • Filters for report customization
  • Summary of outstanding revenue
  • Clear spending breakdowns

Pricing Info

FreshBooks offers a flexible SMB and enterprise pricing scheme where plans are tailored to suit the needs of every business or small accounting team. What is more, the company offers a 30-day free trial where you can examine the features prior to choosing the most suitable plan. The difference between plans depends on the number of active clients you intend to bill, while functionalities remain the same allowing you to:

  • Customize and send unlimited invoices
  • Invoice status tracking and updates
  • Automatic late payment reminders and fees
  • Easily accept online credit card payments
  • Easily add and categorize expenses
  • Track your time by project and clients
  • Clear and simple reports and dashboards
  • Work on any device – computer, tablet or mobile
  • Data that’s 100% secured and automatically backed up

These are the pricing details for each available plan:

Lite – $15/month

  • Bill up to 5 active clients

Plus – $25/month

  • Bill up to 50 active clients

Premium – $50/month

  • Bill up to 500 active clients

Note that the company also offers discounts for annual payment.

Languages Supported

English

Chinese

German

Hindi

Japanese

Spanish

French

Russian

Italian

Dutch

Portugese

Polish

Turkish

Swedish

Prominent Clients

Chocosol, Giant Robot Engine, InfluAds, Mimic Interactive

Integrations

FreshBooks integrates with the following business systems and applications:

  • Google Apps for Work
  • Gusto
  • OneSaas
  • Shopify
  • Stripe
  • Capsule
  • Acuity Scheduling
  • Partial.ly
  • hurdlr
  • You don’t need a CRM!
  • Yalla
  • 123 Form Builder
  • Revamp CRM
  • EazyBI
  • FUNDBOX
  • Zapier
  • HubSpot
  • Braintree
  • Solve
  • Zendesk
  • LiveChat
  • Automatic
  • MileIQ
  • ReceiptBank
  • Xpenditure
  • Wufoo
  • MailChimp
  • Authorize.net
  • PayPal
  • PAYMENTEVOLUTION
  • Basecamp
  • Citrix Podio
  • Bidsketch
  • Proposify
  • Blacktimer
  • Chrometa
  • ChronoMate
  • Hours
  • toggl
  • Avalara TrustFile
  • RightSignature

Available Devices

Windows

Linux

Android

iPhone/iPad

Mac

Web-based

Windows Mobile

Company Size

Small Business

Large Enterprises

Medium Business

Freelancers

Available Support

email

phone

live support

training

tickets

General Info

FreshBooks is the winner of our 2018 Best Accounting Software Award. It is a great cloud accounting app for small business that makes billing easy and effective.

Company Email

info@freshbooks.com

Contact No.

Company's Address

35 Golden Avenue, Suite 105
Toronto, ON M6R 2J5
Canada

Both Shoeboxed and TruEquity were tested by a panel of reliable SaaS experts who prepared a full examination of all important aspects of every product. Their total score was prepared with unique SmartScore system which calculates a separate partial score to every component such as: main functionalities, client support, mobile device support, security, client satisfaction and market presence. We are aware that useful features are not the only aspect important to a business so we do our best to pay attention to all facets of a product prior to coming up with its final rating.

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