Last updated: October 9, 2026

Booksmate vs WellyBox

Month-end and VAT invoices, ready for your accountant.

Booksmate collects them from Amazon Business, Stripe, Google Ads, and email. WellyBox only covers email.

Invoices that never arrive in email still get collected, from those sites and 500+ others. Files go to Xero, QuickBooks, Google Drive, DATEV, or sevDesk.

  • Amazon Business, Stripe, Google Ads
  • Email included
  • Ready for your accountant
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Short answer

Choose Booksmate if month-end and VAT need invoices from Amazon Business, Stripe, Google Ads, and email, ready for your accountant.

Choose WellyBox if you mainly need receipts from email and tax preparation. It stops there.


Best For

Booksmate is for owners who want month-end invoices collected for them. WellyBox is for email receipts and tax preparation.

Booksmate WellyBox
Month-end invoices, collected for you Receipts from email
Amazon Business, Stripe, Google Ads, and email Tax season preparation
Invoices that never arrive in email Freelancers with many receipts
Xero, QuickBooks, Google Drive, DATEV, sevDesk CSV / Excel / PDF export

DATEV and accounting exports

Booksmate has DATEV export in two ways: a monthly ZIP your tax adviser imports, or new invoices sent to your DATEV Upload Mail address automatically. Booksmate also exports to sevDesk, Xero, QuickBooks, and Google Drive. WellyBox does not offer DATEV or sevDesk.

See how it works: DATEV export guide, sevDesk export guide.


Main Difference

Booksmate covers the month-end work WellyBox cannot. It downloads invoices from 500+ supplier websites and from email, on your computer. It exports to Xero, QuickBooks, Google Drive, DATEV, or sevDesk. WellyBox is strong at email receipts and tax preparation, and it stops there.

WellyBox is strong at receipts from email and tax preparation. It reads Gmail, Outlook, and other email. Invoices that never arrive in email are missed.


Why Choose Booksmate?

Invoices that miss your inbox

Amazon Business, Stripe, Google Ads, and 500+ other sites. Booksmate downloads those invoices. WellyBox only reads email.

Month-end in one place

Invoices from supplier websites and from email are collected on your computer. WellyBox stops at email receipts.

Files for your accountant

Export to Xero, QuickBooks, Google Drive, DATEV, or sevDesk. For DATEV, give your tax adviser a monthly ZIP or use DATEV Upload Mail. In sevDesk, each invoice becomes a voucher with the PDF attached. WellyBox is stronger if CSV, Excel, or PDF is the file you need.

Security note

Login codes stay on your computer. Booksmate does not store your passwords on our servers.

A missing site

Click Add Missing Website in the desktop app. We build that download. WellyBox cannot get invoices from supplier websites.


Where WellyBox May Be Better

WellyBox may be a better fit if:

  • You mainly need receipts from email.
  • You want help getting ready for taxes.
  • You mainly want CSV, Excel, or PDF files.

Where WellyBox Falls Short

Where WellyBox stops:

  • Email and tax preparation only. Invoices that never arrive in email are missed.
  • Best when receipts already arrive in Gmail or Microsoft email.

Pricing Comparison

Booksmate is $19 a month, with unlimited supplier websites and email.

Booksmate WellyBox
Starting price $19.00/mo $19.00/mo
Free trial 14 days 7 days
Credit card required Yes No
Documents per year 600/year 600/year
Portal connections Unlimited -
Email connections Unlimited 1
Best value for Small businesses Email receipts and tax preparation

Booksmate fits better when month-end needs invoices from supplier websites and email, then files for your accountant. WellyBox fits better when you mainly need receipts from email and tax preparation.


Which One Should You Choose?

Choose Booksmate if:

  • Month-end needs invoices from Amazon Business, Stripe, Google Ads, and email.
  • Invoices that never arrive in email still need to be downloaded.
  • You want invoices sent to Xero, QuickBooks, Google Drive, DATEV, or sevDesk.
  • You want month-end and VAT invoices in one place.

Choose WellyBox if:

  • You mainly get receipts from email.
  • You want help preparing for taxes.
  • You want CSV, Excel, or PDF export.

Switching from WellyBox to Booksmate

Keep WellyBox until Booksmate is downloading your invoices. Booksmate adds the supplier websites WellyBox does not cover. WellyBox has no supplier-website invoices to move.

What moves easily

  • Email from Gmail, Outlook, or other email
  • Invoices from Amazon Business, Stripe, Google Ads, and 500+ other sites
  • Files for Xero, QuickBooks, Google Drive, DATEV, or sevDesk

What to plan for

  • Save any WellyBox files you still need before you cancel
  • Connect Amazon Business, Stripe, Google Ads, and your other sites in Booksmate. WellyBox had no supplier-website invoices to move.
1

Start the 14-day trial

2

Connect email, Amazon Business, Stripe, Google Ads, and your other sites

3

Cancel WellyBox when the invoices are coming in

Booksmate app interface
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No risk. Cancel anytime.


Frequently Asked Questions

Is Booksmate a good WellyBox alternative?
Yes, if month-end needs invoices from supplier websites and from email. WellyBox is strong at email receipts and tax preparation. It stops there.
Does WellyBox download invoices from supplier websites?
No. WellyBox reads receipts from email and helps with tax preparation. Invoices that never arrive in email are missed.
Does Booksmate support DATEV?
Yes. Booksmate builds a monthly DATEV ZIP your tax adviser imports, or sends new invoices to your DATEV Upload Mail address automatically. DATEV export guide
Does Booksmate support sevDesk?
Yes. Each invoice becomes a voucher in sevDesk with the PDF attached. Vendor, date, amount, currency, and VAT come across too. sevDesk export guide
Does Booksmate export CSV?
Booksmate exports to Xero, QuickBooks, Google Drive, DATEV, and sevDesk. WellyBox is stronger if CSV, Excel, or PDF is the file you need.
Does Booksmate work with Xero?
Yes. Booksmate can export invoice data and documents to Xero.
Does Booksmate work with QuickBooks?
Yes. Booksmate can export invoice data and documents to QuickBooks.
Does Booksmate download invoices from email?
Yes. Booksmate reads Gmail, Outlook, and other email.
Does Booksmate download invoices from supplier websites?
Yes. That includes Amazon Business, Stripe, Google Ads, and 500+ other sites. Invoices that never arrive in email still get downloaded.
Does Booksmate offer a free trial?
Yes. Booksmate offers a 14-day free trial.

Feature Comparison: Booksmate vs WellyBox

What each tool collects, and which files your accountant can use.

Feature Booksmate WellyBox
Document Collection
Email inbox scanning Yes Yes
IMAP support Yes Yes
Vendor portal fetching Yes No
Bank, insurance, telecom portal fetching Yes No
Retroactive inbox scan Yes Yes
WhatsApp / Telegram submission Yes Yes
Drag-and-drop / bulk upload Yes Yes
AI Extraction
AI data extraction Yes Yes
Line item extraction Yes No
Multi-currency support Yes No
Automatic invoice classification Yes Yes
Accounting Integrations
Xero integration Yes Yes
QuickBooks integration Yes Yes
DATEV integration YesDATEV export No
lexoffice / sevDesk integration PartialsevDesk yes, lexoffice no Not listed
Google Drive sync Yes Yes
CSV export No Yes
Automation & Organization
Document archiving Yes No
Automatic tagging Yes Yes
Duplicate detection Yes No
Team & Collaboration
Team members Yes Yes
Multi-company support Yes No
Accountant access Yes Yes
Audit trail Yes No

Stop wasting your time fetching invoices.

Connect once. Booksmate collects invoices from websites and emails, then sends them to your accounting tools.

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