About

WellyBox is a receipt management software tailored for small enterprises, leveraging AI and OCR technology to streamline the gathering and categorization of receipts from email services such as Gmail and Outlook. The platform provides functionalities including expense tracking, receipt scanning, and seamless integration with accounting solutions like QuickBooks, allowing users to handle their financial documentation effectively. With more than 45,000 businesses utilizing WellyBox, it seeks to alleviate the burdensome tasks linked to traditional receipt management.

key features

  • Automated receipt retrieval from Gmail or Outlook utilizing AI and OCR technologies.

  • Compatibility with accounting platforms such as QuickBooks, Xero, and FreshBooks for efficient financial data handling.

  • Receipt scanning functionality through mobile devices, along with WhatsApp integration.

  • Option to download all receipts in a zip file for convenient access and organization.

  • Capabilities for sending receipts directly to accountants from the WellyBox interface.

use cases

    • Automatically gather invoices from Gmail or Outlook for streamlined organization.

    • Capture invoices using mobile devices through WhatsApp integration.

    • Export all invoices as a zip file for rapid retrieval and reporting.

    • Forward invoices, receipts, and bills directly to accountants from the WellyBox interface.

    • Synchronize invoices to cloud storage platforms like Dropbox or Google Drive for secure backup.

Useful for

    • Streamlines receipt retrieval from Gmail or Outlook, minimizing manual labor for small enterprises.

    • Handles more than 70 million documents, guaranteeing effective and trustworthy receipt administration.

    • Connects with leading accounting applications such as QuickBooks, enabling effortless financial data migration.

    • Delivers a secure way to capture receipts through WhatsApp, improving user convenience.

    • Grants immediate access to categorized receipts, invoices, and bills, making expense management and reporting easier.

Price

    • WellyBox provides a complimentary trial for users to begin utilizing the software.

    • Details regarding pricing for individual plans are not included in the text.

    • Users have the option to schedule a demonstration to gain further insights about the software.

    • The text does not reference any subscription levels or pricing models.

    • The software is tailored for small enterprises to effectively handle receipts and expenses.

Resources