Wellybox
WellyBox is an AI-powered receipt management tool designed for businesses. It simplifies the process of organizing, tracking, and managing ...
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What is Wellybox?
WellyBox is an AI-powered expense management tool that automates financial admin workflows by collecting receipts and invoices from multiple sources. It uses AI agents and OCR technology to turn unstructured expense paperwork into usable data at scale, helping over 100,000 businesses process 10 million financial documents and $1 billion worth of receipts monthly.
Key features include automatic email discovery that finds receipts in Gmail or Outlook, WhatsApp receipt scanning for paper receipts on-the-go, advanced OCR that extracts amount, date, vendor and more, accountant access for sharing receipts directly, Excel export for easy data transformation, Google Drive sync for organized storage, and accounting software integrations with QuickBooks, Xero, and Freshbooks. The tool also offers beta online portal collection for Amazon and eBay receipts.
WellyBox is designed for individuals, solopreneurs, freelancers, micro teams, small to medium businesses, accounting firms, bookkeepers, office admins, and larger teams. It supports 39 languages and is used across 45 countries, saving users approximately 6 hours weekly on expense management tasks.
The platform provides tax audit readiness with complete documentation for every expense, effortless reconciliation by matching receipts to transactions instantly, and ensures users never lose deductions by capturing every receipt automatically. Users grant accountant access to share all receipts, invoices, and bills directly from the WellyBox dashboard.
Wellybox pricing
Pricing model: Freemium
WellyBox offers three pricing tiers with yearly and monthly options. Free trial available with no credit card required. Basic plan: $19/month (yearly only, annual payment) for 2 users, 2 email accounts, 2 WhatsApp accounts, 50 documents/month, 12 months email receipt history. Business plan: $49/month yearly (annual payment) or $59/month monthly for unlimited users (yearly) or 10 users (monthly), unlimited email accounts (yearly) or 10 (monthly), unlimited WhatsApp (yearly) or 10 (monthly), unlimited documents (yearly) or 500/month (monthly), 48 months email history (yearly) or 24 months (monthly). Enterprise plan: $99/month yearly (annual payment) or $124/month monthly, includes clients dashboard and unlimited clients management. All plans include Advanced OCR, accountant access, Excel export, Google Drive sync, and accounting software integration.
Wellybox pros
- Automatically collects receipts from Gmail and Outlook email accounts
- WhatsApp chatbot scans paper receipts on-the-go
- Advanced OCR extracts amount, date, vendor automatically
- Supports 39 languages for global use
- Works across 45 countries internationally
- Saves 6 hours weekly on expense management
- Accountant access lets you share receipts directly
- Exports receipts to Excel sheets easily
- Syncs documents to Google Drive automatically
- Integrates with QuickBooks, Xero, and Freshbooks
- Beta feature collects from Amazon and eBay portals
- Finds old receipts from years ago in email
- Pulls receipts from last 12-48 months depending on plan
- 100,000+ businesses trust the platform
- 600+ five-star reviews from users
- No credit card required for free trial
- Cancel anytime with no risk
- Processes $1 billion worth of receipts monthly
- Tax audit ready with complete documentation
- Effortless reconciliation matches receipts to transactions
Wellybox cons
- No free tier available - only free trial
- Basic plan requires annual payment commitment
- Monthly billing costs 25-30% more than yearly
- Enterprise plan requires booking a demo for yearly pricing
- Limited to 50 documents monthly on Basic plan
- Basic plan only supports 2 users
- Basic plan pulls only 12 months of email receipts
- Beta feature for online portals may be unstable
- No offline desktop application mentioned
- WhatsApp scanning requires phone access
Frequently asked questions about Wellybox
What is WellyBox?
WellyBox is your AI virtual assistant for receipts that helps 100,000+ businesses turn unstructured expense paperwork from any source into usable data at scale. It uses the power of GPT-3 and OCR to automate manual admin tasks, automatically collecting financial documents from emails and WhatsApp, extracting key data, and sending it to accounting software or accountants.
How does WellyBox collect receipts?
WellyBox autonomously collects financial documents through AI Discovery & Collection. It finds all receipts in Gmail or Outlook automatically by connecting your mailbox, and you can also scan paper receipts using the WhatsApp chatbot on-the-go. The service automatically scans your inbox and signs financial documents, then you can review and send them to your accounting software, cloud storage, or accountant.
What accounting software does WellyBox integrate with?
WellyBox integrates with top accounting software including QuickBooks Online, Xero, and Freshbooks. The integration connects effortlessly with tools you already use without setup headaches or workflow disruptions, accurately posting transaction data into your accounting software.
Can I share receipts with my accountant?
Yes, WellyBox provides accountant access where you can grant your accountant access to your WellyBox account. You can send all your receipts, invoices and bills to your accountant at once directly from the WellyBox dashboard, making communication with your accountant a breeze.
How old can receipts be for WellyBox to find them?
WellyBox's AI will find old receipts from your email from years ago. The Basic plan pulls email receipts from the last 12 months, the Business yearly plan pulls from 48 months (4 years), and the Business monthly plan pulls from 24 months. Got old receipts? The AI finds them regardless of how old they are.
What is the document limit on each plan?
The Basic plan includes 50 documents per month from email or mobile scanning. The Business monthly plan includes 500 documents per month. The Business yearly plan and Enterprise yearly plan include unlimited documents per month. The Enterprise monthly plan also includes unlimited documents.
Can I use WellyBox for paper receipts?
Yes, WellyBox provides a secure way to scan paper receipts with your mobile via WhatsApp integration. You simply take a photo and click send, and the WhatsApp chatbot scans receipts on-the-go. Relevant information is instantly recorded, saving hours of tedious data entry from paper receipts.
What languages does WellyBox support?
WellyBox supports 39 languages, making it accessible for users across 45 countries internationally. This broad language support helps businesses worldwide turn their unstructured expense paperwork into usable data at scale.
Is there a free trial and do I need a credit card?
Yes, WellyBox offers a free trial with no credit card required. You can start a free trial for any plan with no risk and cancel anytime. The free trial lets you test the platform before committing to a paid subscription.
What is the online portals beta feature?
The online portals beta feature collects receipts directly from popular online portals like Amazon and eBay. This is a beta feature included in all plans that automatically gathers your online purchase receipts without you needing to search through email or download them manually.