WellyBox alternative

Know which charges still have no receipt

ClearSpend AI finds the invoices and receipts already in Gmail and Google Drive, matches each one to its charge, and chases whoever still owes you proof.

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Transactions Invoices/receipts Transactions Transactions Amount Invoice Status Figma May 16, 2026 $749.99 ? Missing Following up Received Matching Invoice Starbucks May 24, 2026 $14.75 Invoice AWS Jun 6, 2026 $2400.00 ? Missing Following up Received Matching Invoice Two way sync between accounting systems

The difference

Month-end stalls on charges with no proof

WellyBox collects receipts from your inbox and attaches them to transactions. If you also need every charge without proof chased until it arrives, ClearSpend AI starts there.

ClearSpend AI all transactions view
  • See every charge that still needs proof

    Import from Xero, Plaid, or a card statement. Each charge shows whether proof is matched, requested, or still missing.

  • Find proof where it already lives

    Matches invoices and receipts from Gmail and Google Drive to each charge. Paper receipts can go via WhatsApp or upload.

  • Review only the exceptions

    Uncertain or incomplete matches stay in review. Completed records can be sent back to Xero.

Auto follow-up

Missing receipts get chased for you

A few charges without proof hold up month-end. ClearSpend AI follows up until they’re covered.

  1. Charges without proof go to Needs Review as Requested.

  2. About an hour later, ClearSpend AI emails the person assigned.

  3. Reminders continue every 24 hours until proof is linked, then stop.

ClearSpend AI marks an AWS charge as Invoice Requested, then emails the person to upload the missing invoices

Comparison

ClearSpend AI and WellyBox, side by side

Both products connect receipts and invoices to transactions. They start from opposite ends.

Topic
Where it startsYour list of charges — each shows matched, requested, or still missing.Your inbox. WellyBox finds receipts and invoices in email and organizes them in one dashboard.
Getting documents inFinds invoices and receipts already in Gmail and Google Drive. Paper receipts via WhatsApp or upload.Gmail, Outlook, Office 365, iCloud, a forwarding address, and WhatsApp. Portals like Amazon are in beta.
Missing invoices and receiptsEmails the person assigned, then reminds them until matching proof is linked.Forward a missed email to WellyBox, or send a paper receipt photo on WhatsApp.
What you reviewOnly uncertain or incomplete matches. Matched charges are done.Collected documents with vendor, date, amount, tax, and category, ready to export.
Accounting softwareXero and QuickBooks — import transactions and send completed records back.QuickBooks, Xero, and FreshBooks, plus Excel, CSV, PDF, Drive, and Dropbox exports.

WellyBox details are from wellybox.com and the WellyBox Help Center, checked October 2026.

Best fit

Which one fits your team

ClearSpend AI fits if

  • Month-end starts from your card and bank charges.
  • You want one list of every charge that still has no proof.
  • Most of your close is chasing people for missing proof.
  • You keep your books in Xero or QuickBooks.
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WellyBox may suit you better if

  • Your receipts arrive in Outlook, Office 365 or iCloud mail.
  • You mainly want receipts collected and sent to your accountant.
  • You use QuickBooks or FreshBooks, or export to Excel or Dropbox.

Pricing

ClearSpend AI costs less to get started

Entry plans side by side. Higher tiers are on each product’s pricing page.

Starter

Up to 200 transactions / month for one business.

$15/month

Billed monthly

  • Missing-document tracking
  • 2 team members
  • 7-day free trial, no card

Also available

Growth$30
Scale$99

Basic

2 users and 50 documents / month.

$19/month

Billed annually

  • 2 email accounts
  • Accountant access
  • Free trial available

Also available

Business$49
Enterprise$99

Want the full ClearSpend breakdown?

Every plan, allowance, and firm option on one page.

See full pricing

Security

What ClearSpend AI can access

Know what you are connecting before you start the trial.

  • Gmail is used for billing messages and attachments. ClearSpend AI cannot send, edit or delete your email.
  • Google Drive access is read-only.
  • Bank and card connections run through Plaid. ClearSpend AI never sees your banking password or full card numbers, and cannot make payments.
  • Your data is not used to train AI models.
  • Data is encrypted with AES-256 at rest and TLS 1.2+ in transit. You can disconnect any integration.

FAQ

Questions before you switch from WellyBox

See which charges are missing proof

Connect your transactions and documents in the trial. Plans start at $15 a month after that.