WellyBox

What it does

WellyBox is a financial-admin tool for small businesses, freelancers, bookkeepers and accounting practices. It collects receipts and invoices from connected email accounts, including Gmail and Outlook, and accepts receipt scans through WhatsApp. Its AI and OCR analyze documents, classify them and extract fields such as amount, date and vendor.

Users can organize the resulting records, export receipts to Excel, sync documents to Google Drive, post transaction data to accounting software, or send documents to an accountant from the dashboard. The service is accessed through its web dashboard; a mobile phone can be used to scan receipts through WhatsApp. Connecting email and other accounts is part of setup, and available account counts, document limits and historical email retrieval depend on the selected plan. The site lists accounting software integration but does not name all supported accounting products.

What it can do

• Collect receipts and invoices from connected email accounts
• Scan paper receipts through WhatsApp
• Classify documents and extract financial fields with AI and OCR
• Organize collected financial documents
• Convert receipts to Excel data
• Send documents to accountants or accounting software

Works with

• Gmail
• Outlook
• WhatsApp
• Google Drive
• Excel
• QuickBooks
• Xero
• FreshBooks

Before you choose

• Plan limits differ: Basic includes 50 documents per month and two users; Business limits and included accounts vary between monthly and annual billing.
• Using email discovery, WhatsApp scanning and connected accounting destinations requires connecting those accounts; the available source does not detail the required permissions.
• Online-portal receipt collection is labeled beta, and the pricing page does not name every supported accounting-software integration.

Listed under

• Finance
• Accountants
• Bookkeeping
• Expense tracking
• Invoice management
• Invoices
• Receipt organizer

Get started

The site offers a free-trial signup and says no credit card is required.

1. Create an account through the free-trial signup.
2. Connect an email account to collect receipts and invoices.
3. Optionally connect WhatsApp for receipt scanning and configure the available exports, integrations or accountant access.

Basic is annual-only at a displayed $19/month equivalent, with 2 users, 2 email and WhatsApp accounts, 12-month email history and 50 documents/month. Business is $59 monthly with 10 users/accounts, 24-month history and 500 documents/month, or $49/month equivalent paid annually with unlimited users/accounts/documents and 48-month history. Enterprise is $124 monthly or $99/month equivalent paid annually and adds client management. Annual invoice totals are not independently published here. Trial duration and dollar currency remain unconfirmed.

Source: wellybox.com/pricing, checked 2 Nov 2026. Prices can change; check before you buy.

Sources for this overview

Product pages, documentation, and pricing checked 2 Nov 2026. Each source supports part of the overview; availability and prices can change.

• WellyBox | Automate Your Financial Admin Workflow With AI Agents ↗www.wellybox.com
• WellyBox Pricing Plans | Upgrade to a Premium Plan ↗www.wellybox.com
• WellyBox | Automate Your Financial Admin Workflow With AI Agents ↗www.wellybox.com

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wellybox.com: product, pricing and policy pages

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Last checked 2 Nov 2026. Every field keeps its source and date; unknown means we couldn’t confirm it.