Wellybox

AI agent that finds, reads and files your receipts for you

Beginner
Screenshot of Wellybox, AI agent that finds, reads and files your receipts for you

What is Wellybox?

WellyBox is an AI agent that collects receipts and invoices from email and other sources, extracts the key data with OCR, and pushes it into accounting tools or to your accountant, aimed at freelancers, small businesses and bookkeeping practices.

WellyBox is an AI agent built for the unglamorous side of running a business: the receipts and invoices that pile up across inboxes, downloads and messaging threads. Rather than asking you to scan paper slips one by one, it connects to your email accounts and other document sources, hunts down financial paperwork automatically, and pulls it into a single organised library. The company reports more than 100,000 businesses using the product, with roughly 10 million financial documents analysed monthly and 39 supported languages. The pipeline runs in three stages. First, discovery and collection: the agent sweeps connected sources such as Gmail, Outlook, iCloud and Google Drive, and keeps watching for new documents as they arrive. Second, OCR analysis: each receipt or invoice is read, classified and mined for the fields that matter, including vendor, amount and date. Third, automated entry: the extracted data is posted into accounting software or handed to your accountant, replacing manual keying. That makes it a fit for freelancers, small business owners and bookkeeping teams who lose hours each month to receipt chasing, and the vendor cites around six hours saved weekly. In day to day use, the appeal is that the work happens in the background. Users describe connecting an inbox and watching old invoices surface that they had forgotten existed, then exporting a clean spreadsheet at month end. Accountants also appear as a distinct audience: the site notes 2,000 accountants managing client books through the platform, which points to practices that want a shared, tidy document repository per client instead of chasing emailed PDFs. Where it sits among alternatives is worth noting. Dedicated receipt scanners usually start with a photo of a paper slip; WellyBox starts with the digital trail, which suits service businesses and software-heavy teams but matters less if your spending is mostly cash and paper. Full accounting suites go further on ledger work and reporting, so this reads as a collection and data entry layer that feeds those systems rather than a replacement for them.

How do you use Wellybox?

  1. 1Create your account
    Sign up for the free trial, which the site says requires no credit card, and set up your workspace.
    Wellybox — Create your account
  2. 2Connect your email and document sources
    Link the inboxes and storage accounts where receipts and invoices land, such as Gmail, Outlook, iCloud or Google Drive. The agent begins collecting existing documents right away.
  3. 3Review the collected documents
    Check the library the agent has assembled and confirm that receipts and invoices were classified correctly.
  4. 4Let OCR fill in the data fields
    The agent reads each document and extracts vendor, amount and date automatically; spot check a few entries for accuracy.
  5. 5Send data to your accounting stack
    Push the extracted transactions into your accounting software or export them for your accountant at the end of the month.
  6. 6Get help when needed
    Use the help centre for setup questions and contact the team if a source or export is not behaving as expected.
    Wellybox — Get help when needed

Pros and cons

Pros

  • Automatically sweeps connected inboxes and sources, so receipts are captured without manual scanningAI
  • OCR extracts vendor, amount and date fields and classifies each documentAI
  • Exports and posts data to accounting tools, cutting month end keying workAI
  • Supports 39 languages, which helps businesses dealing with foreign suppliersAI
  • Established user base of over 100,000 businesses, with human support singled out in reviewsAI

Cons

  • Digital-first approach means paper and cash receipts still need manual uploadAI
  • No published API details, so custom automation depends on the listed connectorsAI
  • Pricing tiers and volume limits are not spelled out on the homepageAI
  • Best value only if your expenses actually arrive by email or cloud storageAI
  • Accounting depth is limited next to full ledger and reporting suitesAI

How much does Wellybox cost?

Free trial

A free trial is offered and the signup page states that no credit card is required.

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Support

Help centre and contact page available; reviewers repeatedly highlight responsive human support and onboarding assistance.

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Integrations

Connects with Gmail, Outlook, iCloud, Google Drive, Excel, Intuit, Xero and FreshBooks, pulling documents in and pushing transaction data out.

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Features

AI agent that discovers financial documents across email and other sources, reads them with OCR, classifies each receipt or invoice, and extracts key transaction data. Collected documents are organised in one place and can be exported to Excel or posted into accounting software, with 39 languages supported.

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Frequently asked questions about Wellybox

  • Does Wellybox offer a free trial?
    A free trial is offered and the signup page states that no credit card is required.
  • How do you use Wellybox?
    The walkthrough on this page covers 6 steps: 1. Create your account 2. Connect your email and document sources 3. Review the collected documents 4. Let OCR fill in the data fields 5. Send data to your accounting stack 6. Get help when needed.
  • What platforms does Wellybox support?
    Wellybox is available on Web App.
  • What does Wellybox integrate with?
    Connects with Gmail, Outlook, iCloud, Google Drive, Excel, Intuit, Xero and FreshBooks, pulling documents in and pushing transaction data out.
  • What are the limitations of Wellybox?
    Digital-first approach means paper and cash receipts still need manual upload. No published API details, so custom automation depends on the listed connectors. Pricing tiers and volume limits are not spelled out on the homepage.

Status

StatusActive
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Added10/22/2026

Platforms

Web App

Pricing

Free TrialSubscription