WellyBox review

WellyBox collects receipts, invoices, bills, and other financial documents, then uses AI and OCR to extract and classify their data. It can look for receipts and invoices in Gmail or Outlook, and users can scan receipts through WhatsApp. The goal is to reduce manual document gathering and data entry: WellyBox sends transaction details to accounting software or sends documents to an accountant.

Accountants can access shared receipts, invoices, and bills through WellyBox’s dashboard. That makes it a document-collection and handoff tool, rather than accounting software itself. The published product information does not name specific accounting integrations, so we would check that WellyBox supports the software already in use before switching. Its fit depends on where documents arrive, how much the team processes, and whether its collection limits match that workload.

WellyBox covers several steps that often get split across email searches, receipt folders, and manual data entry. It can discover documents in Gmail or Outlook, accept receipt scans through WhatsApp, extract key information with OCR, and pass transaction details to accounting software or an accountant. That gives users more than a place to store files: the product is designed to move documents toward bookkeeping.

Accountant sharing is another practical part of the offer. Documents can be sent from the dashboard, which gives a business and its accountant a shared handoff point without relying only on forwarded email attachments. The pricing page also lays out capacity by plan, making it easier to compare the cost with document volume:

• Basic is $19 per month, billed annually, and includes 2 users, 2 email accounts, 2 WhatsApp accounts, 50 documents per month, and 12 months of email receipt history.
• Business starts at $59 per month on monthly billing or $49 per month billed annually. The annual plan lists unlimited users, email accounts, and documents.
• Enterprise adds a clients dashboard and unlimited clients to Business.

For a small operation with compatible workflows, those features could consolidate collection and sharing. We would confirm supported accounting software and document handling needs before moving a process over.

The caps matter, especially on the cheaper plan. Basic allows 50 documents per month and just 12 months of email receipt history, with limits of 2 users, 2 email accounts, and 2 WhatsApp accounts. A business that exceeds any of those allowances may need to move up rather than simply add capacity; the pricing page lists no add-ons.

Business is $59 per month when billed monthly, with 10 users and 10 email accounts, 500 documents per month, and 24 months of email history. Its $49 monthly equivalent requires an annual payment; the annual plan lists unlimited users, email accounts, and documents, plus 48 months of email history. Basic is annual-only, so there is no listed monthly option for trying the lowest tier. Enterprise costs $124 per month or $99 per month billed annually and adds a clients dashboard and unlimited clients.

The pricing page lists no free plan, and a free-trial offer is not published on the vendor's site. We also do not have named accounting integrations or additional OCR details to verify here. Check compatibility and your monthly document count before committing to annual billing.

WellyBox starts at $19 per month, but Basic is annual-only: the pricing details list $19 per month, billed as one annual payment. It covers 2 users, 2 email accounts, 2 WhatsApp accounts, 50 documents per month and 12 months of email receipt history.

Business costs $59 per month, or $49 per month on an annual payment. The monthly plan includes 10 users, 10 email accounts, 500 documents per month and 24 months of email history. The annual plan lists unlimited users, email accounts and documents, plus 48 months of email history. That’s a steep jump from Basic, but it removes the stated document cap on annual billing.

Enterprise is $124 monthly or $99 per month annually. It includes Business features, a clients dashboard and unlimited clients. The pricing details list no add-ons and no free plan or trial. Check the billing term and document allowance before switching: Basic has no monthly option, and Business’s limits differ sharply by billing cadence.

WellyBox collects documents from email and WhatsApp, extracts and classifies data, then sends transaction details to accounting software or an accountant. The published product details don’t say whether you can import an existing receipt archive, migrate account settings, or export your documents and extracted data. Those are questions to settle before moving a working process—and before cancelling another tool.

Ask WellyBox what export formats are available, whether original files and extracted fields are included, and whether you can retrieve them after cancellation. The available pricing details also don’t specify cancellation terms or data-retention periods. That leaves lock-in questions unanswered, not proof that your data is trapped.

No Reddit posts or comments were published for this review, so we can’t attribute reasons for leaving to Reddit users. In practical terms, the stated limits may be a reason to reconsider: Basic caps documents at 50 per month, while Business monthly caps them at 500. Confirm your expected volume and the annual commitment before switching; if you leave, get the export and retention terms in writing first.