WellyBox

• Affordable Pricing
• Robust Security
• Helpful Features

Affordable Pricing

Compared to many of its competitors, WellyBox offers less expensive plans.

Its Free for Life plan is just that—completely free, and always will be. This plan comes with the following perks:

• Unlimited email accounts
• 10 documents/month
• Ability to download or print documents
• 1-month history

If you are looking for more, its next plan (Basic) starts at $5.99/month and offers the following:

• Unlimited email accounts
• Up to 100 documents per month
• 6 months history
• Can sync with Dropbox and Google Drive
• Can sync with QBO, Xero, and more

Then, for larger businesses that need even more, WellyBox offers a Pro plan starting at $15.99 per month with the same syncing abilities as the Basic plan, but that also allows up to 300 documents per month and 12-months' history.

WellyBox also offers a free trial on both of its paid plans, but we can’t tell how long this trial lasts.

Robust Security

WellyBox will not share your data without your explicit consent. The default setting is to only share sensitive data with the third parties necessary to provide services to you, such as Amazon Web Services and Google Inc (to access your email and automate your expense report, for example).

Plus, according to the company’s website, your information and documents are stored in a highly-secure server facility operated by Amazon Web Services, and they are protected by a wide range of security measures, including passwords, security tokens, bank-level encryption and more.

Helpful Features

The WellyBox platform offers a few key features to make your life easier, including receipt tracking and organization, and the ability to generate expense reports automatically. In fact, according to the company’s website, WellyBox offers the #1 receipt tracking app.

With its receipt tracking system, WellyBox uses artificial intelligence software to automatically gather all your receipts from your emails, vendor portals, hard copy scans, etc. and find the information that needs to be reported. Then, the necessary information is sent in an expense report directly to your existing accounting software, eliminating the need for any manual effort on your part.

WellyBox also offers a convenient receipt organization feature where you can automate your organization by month, category, or some other criteria. You can also choose where your receipts go to be organized, whether that be a hard drive, an online system like Dropbox, or your accounting software of choice.

• Lack of Reviews
• Limited Experience

Lack of Reviews

We couldn’t find reviews or customer statements about WellyBox on our site or some other review sites. Since the company is fairly new, there just isn’t a lot of information to base our review on, and for the most part, we don’t know how clients and customers feel about WellyBox and its services.

Limited Experience

WellyBox joined the expense management industry in 2019, so it hasn’t been around for very long. Its website is not as robust as those of its top competitors, and the company does not have customer testimonials or case studies on its site to prove its successes in helping companies or individuals automate their expense reports. For these reasons, we feel that WellyBox lacks a level of experience we have found with other companies in its industry, and it is harder for us to make a judgement call on the reliability of the company.