Name: WellyBox
Author: WellyBox

Help Desk

Web and Video Conferencing

Customer Support

AI Chatbot

Development

Attendance Tracking

Career Center

Education

Association Management

Business Intelligence (BI)

Case Management

Collaboration

File Sharing

File Sync

Objectives and Key Results (OKR)

Office Suites

Unified Communications as a Service (UCaaS)

Enterprise

Accounting

FinTech

Online Trading

SaaS Spend Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Performance Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Asset Tokenization

Business Internet Service Providers (ISPs)

Cloud Storage

Container Management

Debugging

Disaster Recovery as a Service (DRaaS)

Dynamic Application Security Testing (DAST)

Fraud Detection

In-Memory Databases

Incident Response

Integrated Development Environment (IDE)

Integration Platform as a Service (iPaaS)

Intranet

Managed Private Cloud

Managed Security Service

Modular Storage Area Network (SAN)

Network Function Virtualization (NFV)

Network Performance Monitoring

Runtime Application Self-Protection

SSL Certificate

Secure Web Gateway

Threat Hunting

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Email Marketing

Marketing Automation

Personalization Engines

Product Management

Sales and Marketing Automation

Social Media Management

Survey & Forms Building

Technology Review

Web Analytics

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Sales Forecasting

Sales Pipeline

Sales

Microsegmentation

Security Information and Event Management (SIEM)

Security

Automotive

Building Information Modeling (BIM)

Catering

Law Practice Management

Legal Research

Tour Operator

Vertical-Specific

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The WellyBox is a receipt management and organization solution aimed at small businesses, self-employed professionals, freelancers, and entrepreneurs. According to the vendor, WellyBox offers a range of features to streamline expense tracking and management. 

## Key Features

**Expense Tracker Software**: WellyBox automatically tracks receipts and invoices from email and mobile, potentially saving time and effort. The software scans email for receipts and provides the option to export expenses to popular tools like Excel, Google Sheets, and Word.

**Expense Report Software**: WellyBox simplifies expense reporting by creating monthly, quarterly, and yearly expense reports. The software claims to eliminate the need for manual typing with automated data extraction from receipts. It also integrates with accounting software like QuickBooks and Concur, allowing for easy export of expense reports.

**Receipt Scanner App**: According to the vendor, WellyBox's receipt scanner app securely scans paper receipts via WhatsApp integration. The app automatically extracts receipt information such as date, amount, and currency, and stores the receipts in the cloud for easy access and organization. Integration with accounting software like QuickBooks is also mentioned.

**Receipt Organizer Software**: WellyBox's receipt organizer software gathers and organizes receipts and invoices in a single dashboard. The software provides an overview of expenses for budgeting and financial management purposes. Users can categorize receipts for accurate expense tracking and sync them to cloud storage solutions like Dropbox and Google Drive. The software also facilitates sharing of receipts with accountants and bookkeepers.

**Expense Management Software**: According to the vendor, WellyBox's expense management software automates expense tracking and management for businesses. The software syncs with email to automatically discover and track digital receipts, providing real-time expense tracking and reporting. Integration with popular accounting software like QuickBooks and Xero is highlighted, along with cloud storage for receipt storage.

**Receipt App**: WellyBox's receipt app scans, tracks, and organizes receipts and invoices. The app claims to provide instant access to expense information from mobile devices, storing receipts digitally for easy retrieval and organization. The app also facilitates sharing of receipts with accountants and bookkeepers, and allows for expense tracking and budgeting on the go.

**Receipt Keeper**: WellyBox's receipt keeper automatically tracks and stores receipts from email and mobile, organizing them in a single dashboard. The receipts can be synced to cloud storage solutions like Dropbox and Google Drive, and easily shared with accountants and bookkeepers. The receipt keeper aims to provide a secure and centralized repository for all receipts.

**Receipt Tracker App**: WellyBox's receipt tracker app automatically tracks and organizes receipts from email and mobile. The app claims to provide real-time tracking of expenses for better financial management, along with secure cloud storage for easy access and retrieval of receipts. Integration with accounting software for streamlined expense tracking is mentioned, as well as the ability to share receipts with accountants and bookkeepers.

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WellyBox

Budgeting and Forecasting

Budgeting, Planning, and Forecasting

These activities are designed to assist with both data-driven operational, short-term planning and strategic long term planning

Long-term financial planning

Financial budgeting

Annual budget for revenue and operating expenses, headcount/compensation, capital expenses, projects, etc.

Forecasting

Combining actuals and budgets, rolling forecasts, driver-based models.

Scenario modeling

Financial or operational modeling of alternate future states and planning for each.

Management reporting

Budget vs. actual or forecast, P&L’s, performance over time, between products etc.

Budgeting Tools

Allot financial resources to guide your organization's spending

Automated Budgeting

Automated reporting and cash flow tracking reacts to real-time changes to more efficiently plan budgets.

Financial Planning Collaboration

Collaboration tools coordinate finance team members’ budgeting-related task completion through file sharing and chat features.

Budget Customization

Customizable templates and forms for performance visualization

Departmental Budgeting

Division of budget across multiple departments according to an individual team's spending and resources.

Import & Export Tools

Importing of financial data to accurately budget resources and exporting of reports to share across your organization.

Analytics and Reporting

Dashboards and scorecards for KPI monitoring and benchmarking

Personalized dashboards

Create custom dashboards and reports without the help of IT or administrators.

Color-coded scorecards

Track and analyze performances with interactive, color-coded balanced scorecards.

KPIs

Select from a library of more than 6,000 key performance indicators, and incorporate KPIs into your planning process.

Cost and profitability analysis

Cost and profitability analysis provides data for business decision making.

Benchmarking with external data

CPI, daily exchange rates, industry KPIs. with scheduled data refreshes.

Revenue Forecasting

Key Performance Indicator setting

Ability to set key performance indicators for measuring progress towards goals.

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Budgeting and Forecasting Software

WellyBox

Overview

What is WellyBox?

Key Features