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 Receiptor AI?

Receiptor AI streamlines the management of receipts, invoices, and bills directly from emails. Its notable features include: - High-accuracy document extraction: Efficiently scans both the email content and attachments to identify relevant receipts and invoices. - Intelligent Data Categorization: Leverages AI technology to classify documents according to context, including type, vendor, and date. - Seamless Accounting System Integration: Automatically transfers data to popular platforms like QuickBooks and Xero for easy bookkeeping. - Intuitive User Dashboard: Offers a comprehensive overview of processed documents and generates insightful financial reports. - Strong Compliance and Security Measures: Ensures data privacy and adheres to auditing regulations for peace of mind. - Multi-User Access: Enables role-based access and maintains activity logs to foster effective team collaboration. This innovative tool not only enhances tax preparation and expense tracking but also provides greater clarity and control over financial management. By utilizing Receiptor AI, users can significantly reduce the time and effort spent on financial documentation.

Media

Media

No images available

Integrations Supported

Microsoft Excel

Integrations Supported

Expensify
QuickBooks Online
Xero

API Availability

API Availability

Has API

Pricing Information

$23.99 per year
Free Version

Pricing Information

$19/user/month
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
24 Hour 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

Merlino, Inc.

Date Founded

2023

Company Location

United States

Company Website

receiptor.ai

Categories and Features

Expense Report

Not specified

Receipt Scanner

Not specified

Categories and Features

Bookkeeping

Accounts Payable
Bank Reconciliation
Expense Tracking
Spend Management

Receipt Scanner

Not specified

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