Case Study: LoopFlow automates tax filing and saves hours with Shoeboxed

How LoopFlow.co Uses Shoeboxed to Automate Tax Filing & Monitor Liabilities

LoopFlow.co, a robotic process automation company based in Cincinnati, Ohio, needed a better way to manage receipts and expenses. Before using Shoeboxed, the team kept paper receipts in folders and entered data manually into spreadsheets, which made it difficult to stay organized, increased the risk of lost or smudged receipts, and created the potential for data entry errors and time-consuming audits.

LoopFlow.co implemented Shoeboxed to automate receipt capture, organize expenses by project and category, and streamline tax preparation. By using Shoeboxed alongside its RPA workflows, the company created continuously updated tax forms and better visibility into project costs and liabilities. The team said Shoeboxed saved at least 4 hours per week in receipt management and expense tracking, while also helping them make better business decisions throughout the year.

LoopFlow

Logan Asbury

Operations Manager