SimplyWise Reviews & Ratings

SimplyWise

3.0 out of 5 stars

Ratings and Reviews 2 Ratings

Total 3 out of 5 stars
ease 5 out of 5 stars
features 3.5 out of 5 stars
design 3.5 out of 5 stars
support 3 out of 5 stars

Ratings and Reviews 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

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What is SimplyWise?

Consolidate your receipts, bills, and invoices in a centralized location for easy access. With the ability to quickly locate and archive your receipts, the receipt scanner simplifies the task of managing paper clutter. This functionality will enable you to maintain better control over your financial situation. By digitizing your receipts, you ensure they are readily available whenever necessary. We can even capture every item listed on those receipts for comprehensive tracking. Moreover, you can access your documents securely from any mobile device using your credentials, ensuring their protection in case your phone suffers damage. You have the option to send documents in various formats, including PDFs, JPEGs, or as an Excel spreadsheet containing your receipt data. Converting receipts and bills into an Excel (or Numbers) spreadsheet enhances the process of organizing and reconciling expenses. This transformation significantly streamlines tasks such as expense reporting, tax preparation, and filing, making them more manageable than ever before. Utilizing spreadsheets allows you to categorize every expenditure and calculate totals for the entire year, providing a clearer overview of your financial health. In this way, you can stay organized and informed about your spending habits.

What is QuickBooks Self-Employed?

QuickBooks provides motivated entrepreneurs and small businesses with vital resources to succeed in their endeavors. It features automated mileage tracking and simplifies the organization and monitoring of expenses. Users can oversee their finances using their smartphones, enabling them to import expenses directly from their bank accounts. With a simple swipe, it effectively distinguishes between business and personal costs. All expenses are consolidated in a single location, which significantly aids in the tax preparation process. Users have the ability to capture receipts via photographs or forward them from their email, making the entry of transaction details seamless. The system not only matches and classifies expenses automatically, but also keeps receipts stored and organized, ready for tax filing. It offers insight into quarterly tax obligations, keeping users aware of their responsibilities ahead of deadlines. To avoid late fees, it provides automated reminders for upcoming quarterly tax payments. Furthermore, income and expenses can be conveniently categorized for swift tax submissions, and users can enhance their functionality by opting for the TurboTax bundle, which allows for effortless financial data transfer. By connecting with TurboTax Self-Employed, the need for manual data entry is further reduced, increasing the efficiency of financial management. These comprehensive features collectively empower users to concentrate on expanding their businesses while alleviating the stress associated with tax obligations, leading to a more streamlined financial experience overall.

Media

Media

Integrations Supported

Microsoft Excel

Integrations Supported

TurboTax Business

API Availability

API Availability

Pricing Information

$23.99 per year
Free Version

Pricing Information

$4.50 per month

Supported Platforms

SaaS
Android
iPhone
iPad

Supported Platforms

SaaS
Android
iPhone
iPad

Customer Service / Support

Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Not specified

Training Options

Documentation Hub

Company Facts

Organization Name

SimplyWise

Company Website

try.simplywise.com

Company Facts

Organization Name

Intuit

Date Founded

1983

Company Location

United States

Company Website

quickbooks.intuit.com/self-employed/

Categories and Features

Expense Report

Not specified

Receipt Scanner

Not specified

Categories and Features

Accounting

Not specified

Expense Report

Not specified

Mileage Tracking

Not specified

Receipt Scanner

Not specified

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