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From well
Builds profit & loss statements from Well workspace posted accounting ledger. Use for P&L, income statement, or net result queries.
npx claudepluginhub wellapp-ai/well --plugin wellHow this skill is triggered — by the user, by Claude, or both
Slash command
/well:compte-de-resultatThe summary Claude sees in its skill listing — used to decide when to auto-load this skill
A correct income statement comes from the **posted accounting ledger**, not from raw invoices. Well's sync/posting pipelines post invoices and bank transactions into `journal_entries` against `ledger_accounts`; that posted data already handles classification, accruals, and settlement that a raw-invoice sum misses.
Builds a balance sheet (bilan) from Well workspace posted ledger. Use for financial position queries like assets, liabilities, equity as of a date.
Generates profit and loss statements for any date range using Wilson tools like transaction_search and spending_summary to aggregate revenue, COGS, operating expenses, and calculate gross/net margins. Includes manual CSV/Excel workflow.
Generates QuickBooks Online financial reports including Profit & Loss, Balance Sheet, Accounts Receivable Aging, Accounts Payable Aging, General Ledger. Covers report parameters, date ranges, column customization, and MSP analysis like client profitability.
Share bugs, ideas, or general feedback.
A correct income statement comes from the posted accounting ledger, not from raw invoices. Well's sync/posting pipelines post invoices and bank transactions into journal_entries against ledger_accounts; that posted data already handles classification, accruals, and settlement that a raw-invoice sum misses.
well:querying-well-data):
well_get_schema("ledger_accounts") — the chart of accounts. Look for the account code/number and name/type fields; income-statement accounts are the revenue and expense classes (in a French plan comptable, classe 7 = produits, classe 6 = charges).well_get_schema("journal_entries") and well_get_schema("journal_entry_lines") if present — the posted movements with debit/credit amounts and the date you'll filter the period on.whereClause on the posting/entry date (e.g. _gte start, _lte end).well_get_schema/the data — read the chart of accounts first.If journal_entries / ledger_accounts return no rows for the workspace, the books may not be posted yet. Say so explicitly, and only then offer an invoice-based approximation — clearly labelled as an estimate, not the compte de résultat — built from invoices (issued = revenue proxy, received = expense proxy) over the period.
Group the output as: Produits (revenue) lines → total; Charges (expense) lines → total; Résultat net. Note the currency and the period. Offer a month-by-month or category breakdown as a follow-up.