Wellybox

What is Wellybox?

Wellybox is a cloud-based expense management software for small scale businesses. It uses Optical Character Recognition and Artificial Intelligence to capture required data from multiple financial documents. The software automates the entire process of expense tracking by discovering invoices and receipts from their exact locations, ie. client portals, synced email ids, external integrated accounting platforms, and more.

The program consolidates expense data from paper and digital documents and optimizes processing time by replacing manual labor with automation. With Wellybox expense management software, enterprises can manage multiple refunds, statutory deductions, and process payments before the deadline. The solution offers interactive Google Drive and Dropbox data sync options along with an automated invoice downloading mechanism from vendor portals. 

How does Wellybox, with its automated expense management mechanism, facilitate great businesses?

1. Hassle-free Upload: Employees to scan hard copies of multiple receipts and store them on the portal. The software takes care of the rest in an automated manner. 
2. Track: Wellybox expense management software gathers expense-related documents and invoices across multiple connected accounts, allowing enterprises to track payable data, including scanned copies from hard drives, suppliers’ portals, integrated e-mail, and external accounting platforms in an organized manner.
3. Transfer: The expense management system gathers information across multiple business channels and sends the data to professional bookkeepers or accountants related to the organization.

Wellybox expense management software pricing 

Wellybox expense management software pricing is available on request. To find out more about the software, request a callback with us. Our experts will get back to you shortly or at your requested time.

Benefits of Wellybox expense management software 

1. Automated Downloads: The expense management software downloads invoices from vendor portals on behalf of the organization, facilitating accurate and timely payment processing. 
2. Automated Integration: Wellybox expense management software offers real-time integrations with external email accounts, like Gmail, Yahoo, Outlook, cloud storage portals, and accounting systems such as Xero, Quickbooks, Netsuite, Wave, etc.
3. Expense Categorization: The software features hassle-free expense categorization options for small businesses. Owners get to make classifications between their personal and business expenses. They can also split invoices among multiple businesses managed by them and allocate vendors to the right tax category. 
4. Receipt Organisation: Enterprises can schedule their business invoice monitoring habits with Wellybox and it will work accordingly in an automated manner. It can be used to forward invoices to bookkeepers, upload them on the cloud, integrate with pre-existing accounting software and more. 
5. Security: Wellybox expense management software features a responsible data deletion policy and non-disclosure programs. It also features a dedicated email ID where users can report security issues faced by them