As a construction site manager, I take on a lot of administrative tasks for my team—it’s a responsibility that comes with the “manager” title. 😉
Each day, I keep track of our sales receipts, from worksite purchases to petty cash, and compile the relevant info (location, price, items) to forward along to our accounting department. I spend tons of time keeping track of all that paper, and because I enter info manually, it can take hours to complete and errors aren’t uncommon. 😵
Recently, a co-worker caught me trying (and failing) to organize receipts and asked why I wasn’t using SimplyWise, an app that can scan, organize, and generate spreadsheet spending reports for all paper and digital receipts. I was definitely skeptical that an app could make my job easier, but I gave it a shot anyway.
Here's what I discovered:
Using The App Is as Simple as Taking a Picture
Getting started with SimplyWise was super easy: I downloaded the app, added my info (name, phone number, and a secure password), signed up for a 7-day free trial, and started scanning receipts right away.
I keep track of a combination of paper and email receipts for my team. The app’s AI had zero trouble extracting and digitizing all the needed info from the paper receipts, and I was able to automatically import email receipts by connecting the app directly to my Gmail account.
Once I was finished scanning that initial batch of receipts, I sent everything along to Accounting in a little less than a third of the time it usually takes me—error free. This was a serious game-changer, and because I always do receipts at the end of the day, I was able to head out of work early that day. 🎉
It Took My Organization To The Next Level
After my receipts were scanned, I was able to organize them into custom folders arranged by purchase, like gas, tools, or even food for project team meetings. This is really helpful not only for price comparison, but for looking ahead to tax time.
Work receipts are plentiful and easy to lose, tear, or accidentally throw away at a job site, so I love that all our receipts are safely stored and categorized by SimplyWise.
The App Builds Reports For Me
I can’t tell you how many times I’ve made budgeting errors when planning for the next fiscal year. Not having all the information on hand, my numbers are frequently off, and it’s hard to run numbers by Accounting during their busiest season.
With SimplyWise, all of our team purchases are available to me at the drop of a hat, and I’m able to budget for our projects and team meetings easily. In a few taps, I can export all of our receipts out of the app and into a spreadsheet report, where every category is totaled up by month and for the year.
The Time Savings Pays for Itself
I was initially hesitant to download a paid app, but trust me: the 7-day free trial will convince you to keep using SimplyWise. The Personal Plan, priced at $29.99 per year, gives you the ability to have unlimited scans and storage—a must for any worksite.
If you’re managing a team like me, you’ll want to consider the Business Plan ($89.99 per year). This will give you a more comprehensive organization package (those labeled spending categories I mentioned above 👆) and the ability to use SimplyWise across multiple devices, plus to generate those spreadsheets with your receipt data, for tax time.
I personally think these plans are affordable investments given the time savings alone.
It’s Simply The Best Decision For Peace of Mind
For me, SimplyWise transformed the chaos of hours of rummaging through crumpled receipts and digging through my spam-filled email. Now, all my receipts are digitally stored in one place, and they’re accessible across multiple devices (yeah, we went with the Business Plan).
SimplyWise proved me wrong in the best way possible, and I hope it surprises you, too!
