Shoeboxed

Finovate Alumni News

By David Penn Posted on
Categories: Betterment, Braintree, GMC Software Technology, Kasasa, LearnVest, Personal Capital, Qapital, Shoeboxed, Vera, Wealthfront

Around the web

  • Fortune.com recognizes Shoeboxed among its five startup companies to watch in Durham, North Carolina.
  • Business Builders interviews Harper Reed, head of commerce at Braintree.
  • Kurtosys features Personal Capital, Wealthfront, LearnVest, and Betterment in a look at the future of roboadvisers.
  • Kasasa (formerly BancVue) launches Retail Portfolio Optimization solution with enhanced, data-driven account analysis.
  • New York Times column on apps that help you save highlights Qapital.

This post will be updated throughout the day as news and developments emerge. You can also follow all the alumni news headlines on the Finovate Twitter account.

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Telling Personal Stories via Bank Transaction History

Telling Personal Stories via Bank Transaction History
By Jim Bruene Posted on
Categories: Expensify, Personal Financial Management, Ready Receipts, Shoeboxed, Simple, Xpenditure

 

paper receipt pile

One of the initial aims of personal financial management (PFM) was making sense out of your spending. For a variety of reasons, most consumers view that as just too much work for too little in return. But, since the launch of Mint nine years ago, much progress has been made on that value equation. Thanks to mobile technologies and various APIs, tracking is easier as well as more data rich, resulting in output that is much more useful.

For example, Simple’s Safe to Spend predicts when you will run out of cash with virtually no user input. It’s a great benefit for numbers-oriented customers who already pay close attention to their balances. But what about the other 90% of the world? Can PFM services deliver value for those that will never appreciate an animated graphic of their 10-year moving average of Starbucks purchases?

I believe the answer is yes.

PFM services need to broaden their role and help customers track their “financial stories.” Think about it. Unless you are an obsessive Facebook/Instagram/Foursquare poster, where else can you look back and find out where you ate last year in San Diego, what souvenirs you brought back for the kids, and which car rental company you want to avoid next time?

All that info, and much more, is locked away in your credit/debit card transaction history. Just being able to search your transactions helps tremendously (thanks, Mint). But what if you had ready access to all the information on your receipt? Then you could see not only where you ate, but also which entree you loved (since you would have made a note on the receipt at the time).

Currently, integration with camera phones, such as that offered by Expensify, do this for highly motivated users, such as those with a large financial incentive to track their reimbursable expenses. But what about everyone else?

That’s where startups—such as Finovate alums Ready Receipts, Shoeboxed, Xpenditure, as well as dozens of PFM providers and mobile payment specialists—come into play. They are devoted to getting the transaction detail on receipts aggregated into a single, easily accessible source.

piper_home

We recently met another startup that seems to have good traction solving this problem (and happens to count Expensify as an investor), Washington D.C.-based Piper. Most of our conversation was off the record, but I love what they are doing, working with the POS players to reach critical mass in a difficult two-sided market—one in which retailers don’t want to spend money on enhanced receipts unless there are users, and users won’t bother unless they see a sizable number of receipts available.

Piper has also narrowed in on a business model that charges fees to the portion of the ecosystem that stands to gain the most from better receipt management; namely, the merchants, card issuers, and transaction acquirers who benefit massively from the 30% reduction in chargebacks that the system has proven in early tests.

I look forward to the time when Piper and the others have changed the PFM story.

——

Note: Y Combinator’s latest batch (W16), debuting this month, contains another receipt provider worth watching, FlexReceipts

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Finovate Alumni News

By David Penn Posted on
Categories: ACI Worldwide, Arroweye Solutions, Big Data Scoring, CREALOGIX, Envestnet, Expensify, FreeAgent, Jack Henry, Mint, Nexmo, QuickBooks, Shoeboxed, Xero, Yodlee

On Finovate.com

  • “SuiteBox Wins Mobile Category of KPMG Fintech Innovation Challenge” (See SuiteBox at FinovateEurope 2016 in London next month.)

Around the web

  • Financial reporter profiles Big Data Scoring, founded in Scandanavia and headquartered in the United Kingdom.
  • Envestnet | Yodlee to bring account aggregation and PFM tools to Australian Superannuation Fund, QSuper.
  • Creative Boom lists Xero, FreeAgent, Expensify, QuickBooks, Mint, and Shoeboxed in its roundup of must-have apps for freelancers.
  • ACI Worldwide launches UP Retail Payments, combining technologies to produce an end-to-end enterprise payments solution.
  • Bank Innovation features Dave Foss, new CEO for Jack Henry & Associates.
  • CREALOGIX forges digital banking partnership with Hewlett Packard Enterprise (HPE). Join CREALOGIX in London for FinovateEurope next month.
  • PaymentEye interviews Arroweye Solutions CEO Render Dahiya on how EMV migration will impact issuers.

This post will be updated throughout the day as news and developments emerge. You can also follow alumni news headlines on the Finovate Twitter account.

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Finovate’s 2015 Best of Show Winners Give Something to Tweet About

Finovate’s 2015 Best of Show Winners Give Something to Tweet About
By Julie Muhn (@julieschicktanz) Posted on
Categories: Alpha Payments Cloud, Avoka, Blockstack.io, CoinJar, Dyme, Dynamics, ebankIT, eToro, Finanteq, Hedgeable, HelloWallet, Jumio, mBank & i3D, Meniga, Money Amigo, Moven, NAMU Systems, SaleMove, Shoeboxed, Soundpays, Stratos

BestofShowIMG

2015 was quite a year for the 800+ Finovate alumni. From acquisitions to IPOs, and everything in between, there was plenty to tweet about. Here are the highlights from the 2015 Best of Show winners:

FinovateEurope 2015

Avoka demoed a three-minute loan application that delivers a fast onboarding experience.

CoinJar showed a technology that enables consumers to buy, sell, and use digital and traditional forms of currency any way they choose, from dollars to bitcoins.

ebankIT demoed its omnichannel and social banking solution that maximizes interaction between FIs and clients.

eToro showed its innovations in social trading and investing for generation Y.

Jumio demoed credentials-management technology Netverify that turns mobile devices into ID document-scanning terminals.

mBank & i3D demoed their interactive, digital retail-branch concept.

Meniga showed off Market Match, its transaction-data analytics and enrichment engine.

FinovateSpring 2015

Alpha Payments Cloud demoed AlphaHub, its omnichannel access platform that helps banks, merchants, MSPs, and ISOs gain access to any solution provider in the world.

Avoka (see above)

Money Amigo showed technology that brings financial services to the underbanked and underserved, delivering traditional banking products in an innovative way.

Moven launched Moven Financial Health Platform that provides real-time contextualized notifications and interactions that create “gamified money moments.”

NAMU Systems demoed “Joyful Banking” which uses new and intelligent behavior modeling to focus on customer behavior and digital experiences to create a new standard in mobile banking.

Shoeboxed.com showcased its Receipt Capture for Banks, a solution that boosts functionality of online and mobile banking apps while providing fraud protection.

Stratos demonstrated its dynamic Stratos Bluetooth-connected card and digital card issuance platform that analyzes card-usage trends and interactively engages card members.


FinovateFall 2015

Blockstack.io launched technology that enables financial services and other enterprises to set up and build applications on a private, hosted blockchain.

Dyme showcased its innovative method for helping people start a savings habit and fund their lifestyle using text messaging.

Dynamics demoed fully programmable interfaces (stripe, EMV, NFC) for use in next-generation payment cards.

Finanteq launched its SuperWallet that helps banks take full advantage of their potential by integrating m-commerce and remote services with mobile banking.

Hedgeable: demoed its private banking platform for millennials.

HelloWallet showed its Retirement Explorer solution, an approachable and actionable online planning tool that helps employees model and work toward specific retirement outcomes.

SaleMove demoed its Engagement Platform and Omnicall technologies that enable online consumers to engage live with businesses as if they were face-to-face.

Soundpays showed its app that recognizes ultrasonic and sonic waveforms even in extremely noisy environments.

Want to see more award-winning demos of the newest fintech ideas? Pick up your ticket FinovateEurope 2016 and we’ll see you in London.

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Finovate Alumni News

By David Penn Posted on
Categories: CUneXus, FIS, Fiserv, Intelligent Environments, Nostrum Group, PayPal, Shoeboxed, Signifyd, Topicus, Tradeshift, Trading Ticket

On Finovate.com

  • “CUneXus Raises $1 Million, Signs Partnership with Edmunds.com”

Around the web

  • Tradeshift brings its procure-to-pay solution to Zurich Insurance Group.
  • Suffolk Country National Bank to deploy Fiserv technology to improve customer experience.
  • FIS joins the CardLinx Alliance.
  • Signifyd adds Bill McKiernan, founder of CyberSource, to its board.
  • Shoeboxed earns a spot on NerdWallet’s list of must-have apps for entrepreneurs.
  • Trade IT named runner-up in Wealth Management category of the Fin Track Awards for its Trading Ticket solution.
  • Nostrum Group CEO Richard Carter featured on the cover of the Yorkshire Business Insider.
  • Topicus Finance mentioned in Banken.nl column on the rise of crowdfunding in the Netherlands.
  • Simon Cadbury of Intelligent Environments writes about digital-only banks for TechWeek Europe.
  • “European Breakout List for 2016” features several Finovate alums.

This post will be updated throughout the day as news and developments emerge. You can also follow alumni news headlines on the Finovate Twitter account.

 

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Finovate Alumni News

By David Penn Posted on
Categories: CUneXus, Digital Insight, Dream Payments, Fiserv, Kony, Misys, PayPal, PaySwag, Persistent Systems, Roostify, Shoeboxed, Thomson Reuters, Trulioo, Vouch

On Finovate.com

  • “Roostify Garners $500,000 in Funding from Wells Fargo Accelerator”
  • “Dream Payments Launches its EMV mPOS System in Canada”

Around the web

  • Digital Insight and CUneXus team up to bring digital lending technology to Digital Insight’s financial institution clients.
  • Thomson Reuters unveils its new desktop platform, grouping all FX transaction venues into one single point of access.
  • NBT Bank to deploy Sales Enablement from Fiserv, a mobile messaging solution for wealth managers.
  • PaySwag and PayPal are among the companies highlighted in Inc.’s look back at Money20/20.
  • Entrepreneur.com features Vouch, a social network for credit.
  • StartupSmart profiles document-capture specialist, Shoeboxed.
  • Persistent Systems designs and implements online communities for cloud-managed wi-fi solution provider, AirTight Networks.
  • Trulioo Selected as Runner-up for Startup Canada Award for Innovation.
  • Orasi Software signs partnership agreement with Kony Solutions.

This post will be updated throughout the day as news and developments emerge. You can also follow alumni news headlines on the Finovate Twitter account.

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Finovate Debuts: Shoeboxed’s Features Help Banks Dig Into Level 3 Data

Finovate Debuts: Shoeboxed’s Features Help Banks Dig Into Level 3 Data
By Julie Muhn (@julieschicktanz) Posted on
Categories: Finovate Debuts, Shoeboxed

ShoeBoxedhomepage

Remember the magic you felt when you first saw your credit card transactions automatically categorized on Mint? Did your heart drop when you realized it only tracked merchants, not products? A granular view of purchases at the product level is known as level 3 data, and it’s valuable for both banks and consumers.

Shoeboxed has been providing level 3 data since launching in 2007. Its platform stores customers’ paper receipts, automatically aggregates their email receipts, and offers multiple services to help users track their finances and make better purchasing decisions.

At FinovateSpring 2015, Shoeboxed launched a packaged offering for banks to provide their customers. By better understanding the exact products consumers are purchasing, banks can serve their customers in a more tailored way.

Company facts:

  • Based in Durham, North Carolina
  • Founded in 2007
  • User base of one million

User experience
Bank clients deliver Shoeboxed seamlessly within their mobile app. At first, Shoeboxed displays the list of the customer’s transactions as they normally would see them (see screenshot below).

For a richer view of their transactions, customers take two steps:

1) Link email account to automatically sync email receipts such as airline tickets or Amazon purchases.

After syncing to email, Shoeboxed aggregates email receipts, matches them with the credit card transaction, and provides details about each purchase. To see more information about a transaction, the app supplies a copy of the original receipt, an itemized list of purchases, and the category of the transaction, all within the banking app.

ShoeboxedAccountEmaillink

2) Upload photos of paper receipts

For paper receipts, users take pictures from within the mobile banking app. In the background, Shoeboxed automatically matches the SKU of items on the receipts to the corresponding transactions.

Fraud alerts

In potential fraud cases, where the amount listed on the receipt differs from the amount of the final transaction, Shoeboxed highlights the purchase in yellow to alert the user.

ShoeBoxedTransactions

In this case, the posted transaction amount for Beyu Caffe exceeds the amount on the receipt by $5. Here, an employee may have changed the tip after the customer signed the receipt.

ShoeboxedFraud1

Other Shoeboxed benefits include:

1) Price drop alerts
2) Product recall alerts
3) Product return reminders

For banks
Shoeboxed believes that receipt-capture will soon become a standard, must-have banking feature, similar to mobile remote deposit. The company is currently targeting the top 20 U.S. banks, helping them customize the product to their specific needs through an SDK that can be integrated in as fast as two to three months. It also offers a guided, turnkey solution.

Shoeboxed’s white-labeled solution enables banks to offer their customers a granular view of what they’re purchasing. Banks can leverage this level 3 data to enhance their advertising, rewards, and create more tailored offerings to end-customers.

Shoeboxed also offers the service directly to consumers and small businesses. Check out the company’s launch video of its Receipt Capture for Banks at FinovateSpring 2015.

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Finovate Alumni News

By Julie Muhn (@julieschicktanz) Posted on
Categories: BehavioSec, Cartera Commerce, FinanceIt, FundAmerica, Jingit, Kony Solutions, Loop, Malauzai Software, NICE Systems, Personal Capital, Prairie Cloudware, Prosper, Shoeboxed, Social Money, TradeHero, Tradeshift, Tradier, Trustly

On Finovate.com

  • Social Money Teams Up with Sallie Mae to Provide Goal-based Savings Accounts
  • Finovate Debuts: Shoeboxed’s Features Help Banks Dig Into Level 3 Data
  • Personal Capital Launches Retirement Planner to Give You a Reality Check

Around the web

  • Trustly creates double-digit increase in conversion rate after launching with Logitravel, now constitutes 40%+ of all transactions.
  • PYMNTS interviews Vishal Patel, senior marketing leader at Tradeshift on how the company makes the supply chain run smoothly.
  • Personal Capital launches retirement-planning tool.
  • Finance Magnates features Tradier in today’s Fintech Spotlight.
  • NICE Actimize, a division of NICE Systems, launches its Customer Due Diligence suite.
  • Mobile Syrup features FinanceIt, “the money lender for the smartphone age.”
  • InvestorIntel for Investors highlights Lending Club, Prosper, and FundAmerica in its look at startups in the crowdfunding industry.
  • Upstart Business Journal talks about how Malauzai Software is enabling “wearable banking.”
  • Let’s Talk Payments interviews Jingit CEO Kate Bolster.
  • BuzFeed lists TradeHero among its “13 apps that’ll teach you something new every day.”
  • Business Insider examines how LoopPay could help Samsung take the “early lead” in mobile payments.
  • PaymentsSource quotes Prairie Cloudware CRO Doug Parr in a column on Apple Pay adoption (sub req).
  • Payments Source features BehavioSec’s biometric security solution (paywall).
  • Emitac Enterprise Solutions partners with Kony to speed the delivery of enterprise mobile apps.
  • Cartera Commerce launches Splender, a new eCommerce and cash-back shopping website.

This post will be updated throughout the day as news and developments emerge. You can also follow all the alumni news headlines on the Finovate Twitter account.

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FinovateSpring 2015 Best of Show Winners Announced

FinovateSpring 2015 Best of Show Winners Announced
By David Penn Posted on
Categories: Alpha Payments Cloud, Avoka, FinovateSpring 2015, Money Amigo, Moven, NAMU Systems, Shoeboxed, Stratos

FS2015_Best_of-Show_Trophies

Going into this year’s tally of FinovateSpring 2015 ballots, it was anybody’s guess which companies had won the hearts and minds of our attendees and would take home one of our coveted Best of Show awards.

But after two days of great demonstrations of the latest in fintech innovation from companies near and far, the votes are in, and we want to be among the first to congratulate those startups and industry veterans whose technologies wowed our record-setting crowd at the City National Civic in San Jose, Calif., this week.

Congratulations to the Best of Show winners for FinovateSpring 2015, listed in alphabetical order:

AlphaPaymentsCloudLogoAlpha Payments Cloud, for AlphaHub, its omnichannel access platform that helps banks, merchants, MSPs, and ISOs gain access to any solution-provider in the world.

 

Avoka_logo_VectAvoka, for Avoka Transact for Financial Services, which combines social, cloud services, and crowdsourcing into the world’s fastest credit card application.

 

 

FS2015_MoneyAmigo_logoMoney Amigo, for its technology that brings financial services to the underbanked and underserved, delivering traditional banking products in an innovative way.

 

MovenMoven, for its Moven Financial Health Platform, providing real-time contextualized notifications and interactions that create “gamified money moments.”

 

FS15_NAMU_logoNAMU Systems, for its “Joyful Banking” which uses new and intelligent behavior-modeling to focus on customer behavior and digital experiences to create a new standard in mobile banking.

 

 

Shoeboxed logo copyShoeboxed, for its Receipt Capture for Banks solution, which boosts the functionality of online and mobile banking apps while providing fraud protection.

 

STRATOS_ID_10.07.14Stratos, for its dynamic Stratos Bluetooth Connected Card and Digital Card Issuance Platform that analyzes card-usage trends and interactively engages card members.

We hope you enjoyed the show! As always, thanks to everyone who attended and participated in FinovateSpring 2015. We’ll see you next year!

Notes on methodology:
1. Only audience members NOT associated with demoing companies were eligible to vote. Finovate employees did not vote.
2. Attendees were encouraged to note their favorites during each day. At the end of the last demo, they chose their three favorites.
3. The exact written instructions given to attendees: “Please rate (the companies) on the basis of demo quality and potential impact of the innovation demoed.”
4. The seven companies appearing on the highest percentage of submitted ballots were named “Best of Show.”
5. Go here for a list of previous Best of Show winners.

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Shoeboxed Receipt Capture Moves Beyond Paper Receipts

Shoeboxed Receipt Capture Moves Beyond Paper Receipts
By Julie Muhn (@julieschicktanz) Posted on
Categories: FinovateSpring 2015, Shoeboxed

ShoeboxedLogo

This post is part of our live coverage of FinovateSpring 2015.

Shoeboxed showed its expansion into email receipts:

Receipt capture is becoming a standard banking feature: Taking pictures of receipts with a mobile phone that are then matched to the corresponding credit card transaction was just the beginning. We are expanding into pulling email receipts into online and mobile banking apps for people automatically, extracting the actual items people bought from e-receipts, and helping fraud protection.

Presenters: Tobi Walter, COO and co-founder, and Alex Anderson, business development manager

IMG_9224

IMG_9227

Product distribution strategy: Through financial institutions

HQ: Durham, North Carolina
Founded: May 2007
Website: shoeboxed.com
Twitter: @Shoeboxed

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FinovateSpring 2015 Sneak Peek: Part 5

FinovateSpring 2015 Sneak Peek: Part 5
By Julie Muhn (@julieschicktanz) Posted on
Categories: DarcMatter, Digital Insight, Emailage, FinovateSpring 2015, FinovateSpring 2015 Sneak Peek, Hedgeable, Moven, RAGE, Shoeboxed

FinovateSpring2014StageZenPayroll

FinovateSpring’s 72 fintech innovators have 3 weeks left to perfect their live demos before debuting their new technology on stage 12/13 May in San Jose, Calif. That means there’s still some time left for you to pick up a ticket and take a closer look at the types of technology you’ll see demonstrated live at San Jose’s City National Civic.

Today, we’re featuring seven companies:

Check out the previous installments of our Sneak Peek series below. And stayed tuned for Part 6 on Thursday:

DarcMatterLogoDarcMatter is an online platform solving inefficiencies in the alternative-investments market through enhanced capital connectivity, data-driven investing, and advanced syndication.

Features:

  • Institutional-level access to prescreened and compliant alternative investments
  • Issuers are empowered to raise capital on their own
  • Over $100 billion of investor capital

Why it’s great
DarcMatter provides an infrastructure for the alternatives market and enhances the capital process from start to finish.

DarcMatterPresenter1Presenters

Sang Lee, CEO & Founder
Formerly an investment banker in the energy field at WestLB and BNP Paribas, Lee has accrued a wealth of expertise in financial regulation, business, and financial structuring.
LinkedIn

 

DarcMatterPresenter2Stan Solodkyy, CTO
Solodkyy has experience from integration of financial institutions with the SWIFT network to providing software consultancy to world-leading brands.
LinkedIn

 

DigitalInsightLogoDigital Insight will illustrate the use of beacons within its mobile banking app, creating a more personal, relevant, and contextual experience based on a user’s location.

Features:

  • Personalizes a user’s experience in banking branches
  • Provides financial institutions relevant, timely information to engage with users more effectively

Why it’s great
Digital Insight is designing more personal, relevant, and contextual experiences based on knowing a user’s location.

DILabsPresenters

Marshall Yuan, Senior Product Manager, DI Labs
Yuan is senior product manager at DI Labs where he leads experimentation in new solutions to help financial institutions engage and delight their end users.
LinkedIn

DIPresenter2Ronald Leung, Engineering Lead, DI Labs
Leung is the engineering lead at DI Labs where he has been working with financial institutions to build innovative solutions and user experiences.
LinkedIn

 

 

EmailageLogoEmailage uses email as a key data-element for detecting fraud trends across industries and regions. Emailage’s machine-learning algorithms detect fraud in real time.

Features:

  • Analyze any email address on any web site
  • 90% confirmed fraud has not been previously detected
  • Real-time fraud score based on current trends

Why it’s great
No sensitive, transactional data is ever shared or stored by Emailage. It requires only an email address to provide an extremely precise risk assessment.

EmailagePresenterPresenter

Amador Testa, Chief Product Officer
Testa is Emailage’s CPO and has 15 years experience in financial fraud prevention. Prior to Emailage, Amador was a leader for AMEX and Citigroup.
LinkedIn

 

HedgeableLogoHedgeable is a robo-adviser on steroids.

Features:

  • Advanced portfolio customization and sophistication
  • Downside risk protection
  • Access to alternatives

Why it’s great
First generation robo-advisers are cookie-cutter, like Altavista; Hedgeable is innovating like Google.

HedgeablePresenter1Presenters

Matthew Kane, Co-founder & Chief Ninja
Kane is co-founder and CTO of Hedgeable where he leads all product, design, UI/UX, development, and strategy initiatives.
LinkedIn

HedgeablePresenter2Michael Kane, Co-founder & Head Sensei
Kane is co-founder and CEO of Hedgeable where he leads all investment-management and business-development duties. Previously at Bridgewater Associates.
LinkedIn

 

 

MovenLogo2015Moven is a disruptive digital experience and debit card designed to provide real-time feedback so users can build better money habits and save more.

Features:

  • Frictionless account onboarding with incremental prospecting
  • A real-time financial wellness experience driving customer engagement
  • A global, agile, and scalable platform for international banks

Why it’s great
Moven has created real-time, contextualized notifications to gamify savings and create a behaviorally driven experience that goes beyond traditional goal-based paradigms.

MovenPresenter1Presenters

Brett King, CEO, Founder
King is an Amazon best-selling author, well-known industry commentator, host of the BREAKING BANK$ radio show and founder of revolutionary mobile-based banking service Moven.
LinkedIn

MovenPresenter2Alex Sion, President, Co-founder
Sion is President of Moven and an adviser on digital strategy and disruption to global financial leaders such as HSBC, Citi, and Barclays.
LinkedIn

 

 

RageFrameworksLogo

RAGE Frameworks’ LiveCredit is a flexible, scalable origination and servicing solution that enables the design and launch of any financing product, end-to-end, from origination to underwriting to booking and service.

Features:

  • Dynamic Product Configurator enables new products without custom coding
  • Scalable origination and servicing
  • Enables flexible financing, accounting and compliance

Why it’s great
Its framework-based approach empowers unprecedented flexibility and market-leading, time-to-market deployment.

RagePresenter1Presenters

Nick Adams, Vice President, Risk Solutions
Adams runs business development for LiveCredit and is a 10+ year veteran of startups and multinational companies. He holds a bachelor’s degree from Brandeis University and an MBA in finance from Northeastern.
LinkedIn

RagePresenter2Aashish Mehta, SVP, Business Banking Solutions
Mehta is responsible for all LiveCredit business operations. He sits on the management team and has been with RAGE for nearly 10 years.
LinkedIn

 

 

ShoeboxedLogoShoeboxed is launching the next banking standard. The pioneers in email and mobile receipt-capture now open the door to receipt data for financial institutions.

Features:

  • Automated receipt-capture for consumers and small businesses
  • Item-level extraction of purchase details
  • Turnkey implementation for financial institutions

Why it’s great
Receipt-capture is becoming a standard banking feature, giving access to previously unattainable data.

ShoeboxedPresenter1Presenters

Tobi Walter, COO, Co-founder
An investment banker-turned-entrepreneur, COO Walter oversees the business and corporate development efforts of Shoeboxed.
LinkedIn

ShoeboxedPresenter2Alex Anderson, Business Development Manager
Anderson oversees the planning and implementation of strategic banking and accounting partnerships.
LinkedIn

 

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