By WellApp-ai
Access Well financial data via conversational AI — query invoices, companies, contacts, transactions, and the accounting ledger, build balance sheets and P&L statements, reconcile bank transactions, and match payments to invoices using hosted OAuth MCP with no local setup.
Build a balance sheet (bilan) from a Well workspace. Use when the user asks for a balance sheet, bilan, assets/liabilities/equity, or financial position at a point in time.
Build a profit & loss statement (compte de résultat / income statement) from a Well workspace. Use when the user asks for a P&L, income statement, compte de résultat, revenue vs expenses, or net result over a period.
How to query a Well workspace correctly — discover the schema first, then query the right root. Use whenever the user asks about their invoices, companies, contacts, bank transactions, accounts, or accounting ledger in Well, or before writing any well_query_records call.
Match bank transactions to invoices and surface unpaid / unmatched items in a Well workspace. Use when the user asks what's paid vs unpaid, to reconcile the bank, to find missing payments, or to match transactions to invoices.
External network access
Connects to servers outside your machine
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