Freemium

WellyBox

AI agent that pulls receipts and invoices from email and WhatsApp and turns them into clean expense data, used by 100,000+ businesses.

3.6 Finance & Fintech AI
3.6 Good 3.6
Automates a genuinely tedious bookkeeping task Connecting email and WhatsApp grants broad access worth reviewing carefully
Reviewed by Challenging Voice Editorial · Updated Sep 2026 How we rate
PricingFrom $19/mo
Free planYes
CompanyWellyBox
PlatformsWeb
CategoryFinance & Fintech AI
Last reviewedSep 2026
Ask AI about WellyBox ChatGPT Claude Perplexity

Overview

WellyBox automates the unglamorous side of bookkeeping: it scans a connected Gmail or other email account and WhatsApp for receipts and invoices, uses OCR to read them, and turns that paperwork into structured, exportable financial data at scale. It syncs with Google Drive, exports to Excel, connects to accounting software, and gives accountants their own access to a client’s collected documents, aimed at businesses and the bookkeepers or accountants who serve them. The site says it is used by 100,000+ businesses.

Connecting an email account and WhatsApp gives the tool read access to a meaningful slice of a business’s communications, not only receipts, so it is worth checking exactly what scope of access is granted and how long documents and email content are retained. Automated OCR extraction can still misread a receipt total, date or vendor name, particularly on a low-quality photo from WhatsApp, so extracted figures should be spot-checked before they feed tax or expense reporting.

Basic is $19 a month billed yearly, for 2 users, 2 connected email accounts, 2 WhatsApp accounts, 50 documents a month and 12 months of email history. Business is $49 a month billed yearly, or $59 a month billed monthly, for unlimited users, email accounts, WhatsApp accounts and documents on the yearly plan, or 10 of each and 500 documents a month on the monthly plan, with 48 months of email history yearly or 24 months monthly. Enterprise is $99 a month billed yearly, or $124 a month billed monthly, adding a multi-client dashboard for accounting firms. All plans include a free trial with cancellation at any time.

Key features

  • Pulls receipts and invoices automatically from email and WhatsApp
  • OCR extraction into clean, structured expense data
  • Exports to Excel and syncs with Google Drive
  • Accounting-software integration and dedicated accountant access
  • A multi-client dashboard for accounting firms on Enterprise
  • A free trial with cancellation at any time

Screenshots & demo

WellyBox screenshot 1

Pricing

WellyBox has a free plan, and paid plans start at $19/mo.

  • Pricing modelFreemium
  • Starting priceFrom $19/mo
  • Free planYes
Visit WellyBox

Pricing is provided as a guide. Check the official site for the latest plans.

Is WellyBox expensive?

WellyBox starts at $19, which is 34% below the Finance & Fintech AI median of $29 a month across the 28 priced tools we list in that category.

The cheapest paid option in Finance & Fintech AI starts at $0.12 and the most expensive at $2,083.

23% of Finance & Fintech AI tools in the directory offer a free tier, and this is one of them.

Compared against every priced listing in Finance & Fintech AI, recalculated as the catalogue changes. Method and the full market breakdown are in our AI tool pricing study.

Pros & cons

Pros

  • Automates a genuinely tedious bookkeeping task
  • Accountant access built in, not bolted on separately
  • A large stated user base of 100,000+ businesses

Cons

  • Connecting email and WhatsApp grants broad access worth reviewing carefully
  • OCR extraction still needs spot-checking against the original document
  • Document and history limits shrink notably on the monthly-billed tiers

How it compares

ToolRatingFreeFromBest known for
WellyBox (this tool)3.6Yes$19/moPulls receipts and invoices automatically from email and WhatsApp
Booke AI4.0No$20/moOCR-based extraction from invoice and receipt PDFs or images
ccMonet3.8No—AI bookkeeping: document reading, coding and categorization
Receiptor AI4.0No$29/moReceipt extraction from Gmail, Outlook, Yahoo and WhatsApp

Alternatives to WellyBox

4 tools matched to WellyBox on what they do, their category and their price.

ccMonet

3.8

AI bookkeeping and bank reconciliation with a licensed accountant reviewing every entry – built for multi-outlet F&B, retail and clinics.

Contact for Pricing Finance & Fintech AI

Frequently asked questions

What is WellyBox?
WellyBox automates the unglamorous side of bookkeeping: it scans a connected Gmail or other email account and WhatsApp for receipts and invoices, uses OCR to read them, and turns that paperwork into structured, exportable financial data at scale.
Is WellyBox free?
Yes, WellyBox offers a free plan. Paid plans unlock more features and higher usage limits, starting at $19/month.
How much does WellyBox cost?
WellyBox starts at $19 per month. See the pricing plans above for full details.
What are the best WellyBox alternatives?
The closest matches in the directory are Booke AI, ccMonet, and Receiptor AI, compared side by side above.

Reviews

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