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WellyBox
Receipt and invoice collection that pulls documents from Gmail, Outlook and WhatsApp, extracts the data and syncs it to accounting software.
| What the AI does | AI agents for expense documents: AI discovery and collection from email, OCR analysis that classifies and extracts key data, automated posting into accounting software |
|---|---|
| Who it serves | Bookkeeping practices, Solo practitioners, Small CPA firms |
| Starting price | Basic $19/mo; Business $49/mo; Enterprise (accounting firms, unlimited clients) $99/mo — all billed annually |
| Pricing model | Per month flat (annual billing) |
| Free trial | Yes |
| Best fit | Solo practitioner, Small firm |
| Category | Document Collection, OCR & Data Entry |
| Also fits | AI Bookkeeping & Transaction Categorization |
| Works with | Gmail, Outlook, WhatsApp, Google Drive, Excel export, accounting software integrations |
| SOC 2 | Not stated on the vendor's site |
| Checked | 2026-10-29, against the vendor's own page |
Who it's for
WellyBox is listed as a fit for solo practitioners and small firms, and the vendor names bookkeeping practices, solo practitioners and small CPA firms on its own site. The job it gets hired for: collecting client documents, reading them and getting the numbers into the ledger or the return without retyping. It also fits the AI Bookkeeping & Transaction Categorization category.
What it costs
WellyBox starts at Basic $19/mo; Business $49/mo; Enterprise (accounting firms, unlimited clients) $99/mo — all billed annually, per month flat (annual billing). There is a free trial.
Good to know
WellyBox sends AI agents after the paperwork: they find receipts and invoices in Gmail and Outlook automatically (up to four years back), take WhatsApp photos from clients, run OCR to classify and extract the data, and post it to the accounting software or hand it to the accountant — 2,000 accountants manage clients on it, per the site. The Enterprise plan is built for accounting firms and bookkeepers at $99/mo on annual billing with a clients dashboard and unlimited clients; Basic is $19/mo and Business $49/mo, both annual, with a free trial and no card, and documents can also go to Google Drive or Excel.
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