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WellyBox Review

WellyBox
Our score: 8.0 User satisfaction: 95%

What is WellyBox?

WellyBox is a receipt and expense management software that allows you to track your receipts and invoices, create reports, and organize your financial information. This platform also enables you to send your expense information to your cloud storage, accounting software, and accountant to ensure your financial records’ upkeep.

To improve your productivity, WellyBox connects with your mailboxes and supplier portals, ensuring the collection of all your invoices and receipts. You can also use this platform to scan paper documents for upload.

Once uploaded, WellyBox enables you to organize your expenses by setting classification rules. These classifications are then used for the expense and tax reports to understand your financial status better. This also helps in reducing errors that can lead to further expenses.

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Overview of WellyBox Benefits

Receipt and Invoice Tracking

WellyBox automates receipt and invoice tracking, which can increase your productivity. You can scan and upload paper receipts to keep all expense information on the platform. This platform also sifts through your mailboxes for the automatic collection of receipts and invoices. Additionally, vendor portals can also be connected to this platform to download the documents and monthly data you need for your reports.

Expense Reports

WellyBox enables you to create expense reports without having to manually input the necessary data. This platform utilizes AI and optical character recognition technologies, which enables it to identify and extract relevant information. For small business owners, this platform enables you to identify and classify your expenses according to whether they are personal expenses or business expenses. You can also assign tax categories per vendor so that you can get the most out of your expense reports.

Integrations

To further improve your efficiency, WellyBox integrates with software that you may already be using to complete your financial processes. You can connect your mailboxes, such as Gmail, Outlook, and Yahoo! Mail. You can also connect the accounting software that you use, such as QuickBooks, Xero, and Netsuite. For recordkeeping purposes, you can also connect Dropbox and Google Drive, which enables you to access your reports and receipts anytime and anywhere.

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Overview of WellyBox Features

  • Receipt Scanning
  • Email Integration
  • Invoice Download
  • Expense Report
  • Expenses Classification
  • QuickBooks Expense Reporting
  • Receipt Organization
  • Dropbox Upload
  • QuickBooks Sync

What Problems Will WellyBox Solve?

  • Lost paper receipts – Just take a photo and send it to WellyBox. It turns your paper receipt into digital.
  • Companies are having a hard time finding all their receipts for expense report – With WellyBox, you always see all your expenses in a unique dashboard.
  • Companies want to maximize tax deductions – With WellyBox you will see 100% of your expense for getting the most of your tax return.
  • Tedious data entry – Wellybox makes expense tracking automatic, simple, and hands-free.
  • Sending receipts to your accountant can be a challenge – WellyBox does it automatically.

Awards & Quality Certificates

This certificate is granted to products that offer especially good user experience. We evaluate how easy it is to start using the product and how well-designed its interface and features are to facilitate the work process.
An award given to products that have recently entered the market but are already becoming very popular

WellyBox Position In Our Categories

Since companies have distinct business requirements, it is only rational they steer clear of preferring a one-size-fits-all, “perfect” business program. Having said that, it would be futile to try to discover such a software solution even among sought-after software solutions. The efficient thing to do should be to take note of the different essential aspects which require inspection like essential features, price plans, skill aptitude of staff, business size, etc. Then, you must follow through your research comprehensively. Browse over some WellyBox evaluations and look over each of the applications in your list in detail. Such detailed research guarantee you keep away from ill-fitting applications and choose the one that provides all the features your company requires.

Position of WellyBox in our main categories:

TOP 500

WellyBox is one of the top 500 Accounting Software products

If you are considering WellyBox it might also be sensible to investigate other subcategories of Accounting Software collected in our database of SaaS software reviews.

It's crucial to note that virtually no software in the Accounting Software category is an ideal solution able to fulfill all the needs of various business types, sizes and industries. It may be a good idea to read a few WellyBox Accounting Software reviews first as some services might perform well only in a really small group of applications or be designed with a really specific type of industry in mind. Others can operate with an idea of being easy and intuitive and as a result lack complicated functionalities welcomed by more experienced users. You can also find services that support a broad group of customers and give you a powerful feature base, however that in most cases comes at a more significant price of such a service. Make sure you're aware of your requirements so that you buy a software that has specifically the elements you look for.

How Much Does WellyBox Cost?

WellyBox Pricing Plans:

Free Trial

Free

$0

Basic

$5.99/month

Pro

$15.99/month

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What are WellyBox pricing details?

WellyBox Pricing Plans:

Free Trial

Free

$0

Basic

$5.99/month

Pro

$15.99/month

WellyBox offers three enterprise pricing packages.

Free – Free

  • Unlimited email accounts
  • 10 documents per month
  • Download or print documents
  • 1-month history

Basic – $5.99/month

  • All of Free plan features
  • Up to 100 documents per month
  • 6 months history
  • Sync with Dropbox and Google Drive
  • Sync with QBO, Xero, and more

Pro – $15.99/month

  • All of Basic plan features
  • Up to 300 documents per month
  • 12 months history

User Satisfaction

Positive Social Media Mentions 19
Negative Social Media Mentions 1

We know that when you choose to purchase a Accounting Software it’s important not only to find out how experts rank it in their reviews, but also to discover if the actual users and businesses that use these solutions are genuinely happy with the service. Because of that need we’ve designer our behavior-based Customer Satisfaction Algorithm™ that collects customer reviews, comments and WellyBox reviews across a wide array of social media sites. The information is then presented in an easy to understand format indicating how many customers had positive and negative experience with WellyBox. With that information at hand you should be equipped to make an informed business choice that you won’t regret.

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Technical details

Devices Supported

  • Web-based

Deployment

  • Cloud Hosted

Language Support

  • English
  • Chinese
  • German
  • Hindi
  • Japanese
  • Spanish
  • French
  • Russian
  • Dutch
  • Portugese
  • Polish
  • Turkish
  • Swedish

Pricing Model

  • Free
  • Monthly payment

Customer Types

  • Small Business
  • Freelancers

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

What integrations are available for WellyBox?

WellyBox offers the following integrations:

  • Google Suite
  • Yahoo! Mail
  • Outlook
  • Apple Mail
  • QuickBooks
  • Xero
  • Netsuite
  • Dropbox
  • Sage
  • Freshbooks
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Nestor Gilbert

By Nestor Gilbert

Nestor Gilbert is a senior B2B and SaaS analyst and a core contributor at FinancesOnline for over 5 years. With his experience in software development and extensive knowledge of SaaS management, he writes mostly about emerging B2B technologies and their impact on the current business landscape. However, he also provides in-depth reviews on a wide range of software solutions to help businesses find suitable options for them. Through his work, he aims to help companies develop a more tech-forward approach to their operations and overcome their SaaS-related challenges.

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