Wellybox
Connect Gmail or Office 365, extract inbox receipts, then export selected docs to QuickBooks, Xero, Excel, or Drive.
Best for
Freelancers, small shops, and bookkeepers who want inbox and WhatsApp receipts gathered, then a selected export to Excel, QuickBooks, or Xero.
Not ideal if
Anyone who needs WellyBox to be the ledger, a team reimbursement and card program, a mail-in paper service, or a documented match-first QuickBooks Online Bill or Expense API.
Standout
Inbox lookback plus WhatsApp paper snaps, then you pick the docs and export to Xero Bills, QuickBooks, Excel, Drive, or the accountant.
About Wellybox
WellyBox is a capture tool, not the ledger. You connect Gmail, Office 365, or IMAP. It scans the inbox for receipts, invoices, and bills, then extracts vendor, date, and amount. Snap paper through WhatsApp, or upload a file in the web app. You review the pile, then export selected docs to QuickBooks, Xero, FreshBooks, Excel, Google Drive, or Dropbox, or email them to your accountant. You still match the bank feed and lock the period in those books.
It does not replace QuickBooks Online or Xero. Kick is the opposite: Kick is the ledger. ExpenseBot is the cheaper Gmail-to-Sheets peer with a reviewed push. Receiptor is the inbox peer with a documented match-first QuickBooks Online or Xero post. Dext is the bookkeeper-grade capture tool that publishes into those files. Expensify is snap-and-reimburse for a team. ReceiptsAI stops at CSV or Excel. Shoeboxed is mail-in paper. WellyBox's job is inbox history plus WhatsApp paper, then a selected export.
People who stick have receipts already sitting in email and a backlog they never forwarded. They run a lookback on the connected inbox, then keep a subscription watching new mail. Accountants use the Enterprise client dashboard to switch between client piles. They stay because they do not have to hunt the inbox by hand at month-end.
What people who used it say
What they tend to like
Gmail history scan is the job people are shopping
r/Accounting shoppers name WellyBox next to Tailride, ExpenseBot, and Receiptor AI when they want old receipts pulled from Gmail.
Inbox-to-spreadsheet is the win they describe
An AppSumo buyer with years of Gmail and Hotmail said the scan beat hand-PDF work, even if income vs expense still needed a human pass.
WhatsApp OCR works when the photo is square-on
AppSumo: the WhatsApp bot extracts okay if the receipt is not skewed. They still wanted a dedicated camera app.
What they hesitate about
Duplicates and missed receipts
AppSumo users report Amazon order-plus-dispatch doubles, PayPal plus vendor doubles, shipping notes grabbed as receipts, and some payment emails skipped (password PDFs).
Inbox access is the trust hurdle
On r/Bookkeeping, a reader asked if WellyBox was worth it for old receipts. The top reply: no app is getting access to my email; tag receipts as they arrive.
No store app, and lookback can stall
AppSumo: the site talks about an app, but staff said it is a web app. One inbox indexed only nine months after a resync. Another buyer said the four-year pack did not actually reach 2019.
How it hits your books
- Replaces your ledger
- No
- QuickBooks Online
- Partial
- Xero
- Yes
- Multi-entity
- Partial
- Inventory
- No
- Payroll
- No
Review the extracted pile, drop duplicates, then export selected docs. Xero help: they land as Bills under Purchases. QuickBooks path is a connect-and-export, and may be email-into-QBO rather than a Bill or Expense API. You still rec the bank feed and lock the period in those files.
Grant accountant access, email a pack, or export Excel, CSV, PDF, Drive, or Dropbox. The live file is still QuickBooks or Xero. WellyBox does not e-file the return or 1099s.
Images
Features
Watch Gmail, Office 365, or IMAP
Connect an inbox under Inboxes. Help: Gmail, Office 365, and IMAP. Signup connects the first inbox automatically. WellyBox collects receipts, invoices, and bills. Privacy: read-only OAuth to the whole mailbox since it was created; they say they only keep documents they treat as financial. Official help does not list a native iOS or Android app.
Lookback on old inbox mail (plan-gated)
Basic includes the last 12 months of email receipts. Business monthly includes 24 months. Business yearly and Enterprise yearly include 48 months (4 years). Help still lists an Old Receipts AI add-on for extra years, sold separately. A monthly subscription does not automatically mean the full four-year scan.
WhatsApp paper snaps
Connect a number under Mobile Scanners and send a photo to the WellyBox WhatsApp bot. Help fallback number: +1 765 544 3322. OCR can lag before the doc shows on the dashboard. Basic: 2 WhatsApp accounts. Business monthly: 10. Business yearly: unlimited. Pages opened this pass do not list a public App Store or Play listing.
Export selected docs to Xero as Bills
OAuth from the Xero App Store or from Accounting Software Integrations. Pick an organisation, then select docs on All Receipts and Export to Xero. Help: successful exports land under Purchases > Bills. Status can be Failed, Completed, or Partial. Help also says the Xero connector depends on geographic location.
Send selected docs to QuickBooks
Official help lists QuickBooks as an authorized accounting destination. Marketing: connect under Sync, then export. A separate help article says QuickBooks Online may need expenses sent from your own mailbox (Email Accounts > Allow sending). That is not the same as a documented Bill-or-Expense API. QuickBooks Desktop is not documented as a native connector. You still rec the QBO bank feed.
Excel, Drive, Dropbox, or accountant email
Export also covers email to a bookkeeper, Google Drive, Dropbox, and download as PDF, CSV, or Excel (ZIP from Export History). FreshBooks is listed next to QuickBooks and Xero on the accounting-integration help page. Enterprise adds a clients dashboard and unlimited client accounts. Amazon and eBay portal fetch is labeled beta on Basic.
Pricing
Basic is $228 a year and caps you at 50 documents a month, two inboxes, and a 12-month lookback. A 5-person shop with a few hundred receipts a month needs Business: $49 a month billed annually ($588 a year) or $59 month-to-month. Monthly Business is not unlimited (10 users, 10 inboxes, 500 docs, 24-month lookback). Yearly Business is the unlimited card. Enterprise is $99 a month annually ($1,188) or $124 monthly for the client dashboard. Help still lists Old Receipts AI as an extra fee if you want more history than the plan lookback. Terms: 7-day trial with no purchase required; annual refunds inside 30 days only if there was no material use (connecting email counts). Monthly payments are non-refundable.
Basic
Freelancers and micro teams. Annual only. Two users, two inboxes, 50 documents a month.
- 2 users, 2 email accounts, 2 WhatsApp scanners
- 50 documents per month
- Pull email receipts from the last 12 months
- OCR (amount, date, vendor)
- Accountant access
- Excel, Google Drive, and accounting-software export
- Online portals (Amazon, eBay) labeled beta
- 7-day trial (terms: no purchase required)
Business
Small teams or a few micro-businesses that will blow the 50-document Basic cap.
- Annual: unlimited users, email accounts, WhatsApp scanners, and documents; 48-month lookback
- Monthly: 10 users, 10 email accounts, 10 WhatsApp scanners, 500 documents, 24-month lookback
- Everything in Basic
Enterprise
Bookkeepers and firms that need a client dashboard and unlimited client accounts.
- Everything in Business
- Clients dashboard to switch between client accounts
- Manage unlimited clients from one WellyBox login
Integrations
Platforms
Audience
Pick something else instead of Wellybox
ExpenseBot
Pick ExpenseBot instead if you live in Gmail, want the staging file in your own Google Sheet, and a $10 seat is enough.
Receiptor
Pick Receiptor instead if you want a documented match-first QuickBooks Online Bill or Expense, or a Xero Bill or Spend Money, with the PDF attached.
Dext
Pick Dext instead if a bookkeeper needs supplier fetch, coded documents, and a firm-grade publish into QuickBooks Online or Xero.
Expensify
Pick Expensify instead if employees pay out of pocket and you need reimbursements, approvals, and cards.