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Matches bank transactions to invoices and surfaces unpaid or unmatched items in a Well workspace. Query paid vs unpaid status, reconcile bank entries, or find missing payments.
npx claudepluginhub wellapp-ai/well --plugin wellHow this skill is triggered — by the user, by Claude, or both
Slash command
/well:reconciliationThe summary Claude sees in its skill listing — used to decide when to auto-load this skill
Goal: connect money movement (`transactions`) to commercial documents (`invoices`) and report what is matched, unpaid, or unexplained.
Categorizes uncategorized bank transactions, matches payments to invoices, verifies bookkeeping entries for freelance or SME accounts via Norman Finance APIs. Use for reconciling accounts or expense categorization.
Generates accounts receivable aging reports by sorting unpaid invoices into buckets (0-30, 31-60, 61-90, 90+ days), flags overdue clients, and recommends actions. Uses transaction_search or spreadsheets.
Manages QuickBooks Online payments: records customer payments, applies to invoices, handles overpayments, refunds, credit memos, unapplied payments, and reconciles deposits.
Share bugs, ideas, or general feedback.
Goal: connect money movement (transactions) to commercial documents (invoices) and report what is matched, unpaid, or unexplained.
Well's pipelines maintain the link between a bank transaction and the invoice(s) it settles. Check the schema before computing matches by hand:
well_get_schema("invoice_transactions") — the join between invoices and transactions, if exposed. Querying this root is the fastest path to "which invoices are settled by which transactions".well_get_schema("invoices") — look for a payment-status / amount-paid / outstanding field and the grand_total.well_get_schema("transactions") — amount, value/booking date, counterparty, and remittance fields.invoices filtered on the payment-status / outstanding field the schema exposes (don't infer "unpaid" by subtracting sums if a status field exists). Sort by due date or amount.invoice_transactions (or the link the schema shows) to list invoice ↔ transaction pairs.transactions with no linked invoice — candidates for manual review (could be fees, transfers, or a missing invoice).exchange_rates).Three buckets — Matched, Unpaid invoices, Unexplained transactions — each with counts and totals, plus the currency. Offer to drill into any bucket with well_get_entity.