When your financial data meets business intelligence

Well gathers your financial data automatically, transforms it into clean, dependable records, and gives you tools to analyze, reconcile, and orchestrate with confidence.

Bring every financial

data into one platform

Bring every financial

data into one platform

The modern financial stack for growing teams

Bring your data in and let the system do the rest. Automate financial admin and turn hours of manual work into minutes.

Capture
Intelligence
Enrich
Report
Capture
Intelligence
Enrich
Report
Capture
Intelligence
Enrich
Report

Turn chaos into clarity

Well connects payments, bookkeeping, and ERP tools, keeping your data moving seamlessly across platforms.

Turn chaos into clarity

Well connects payments, bookkeeping, and ERP tools, keeping your data moving seamlessly across platforms.

Turn chaos into clarity

Well connects payments, bookkeeping, and ERP tools, keeping your data moving seamlessly across platforms.

Problem

Your financial data lives everywhere. Well unifies it.

From emails and CRMs to invoices and spreadsheets, your data is scattered across dozens of tools. Well connects every source into one reliable, searchable system.

Your financial data vault

Well works as a second brain, storing the business memory of your company. We are able to handle all types of data, even the most unstructured one and turn it into a clean and well ordered data model you can leverage for your insight or pipes into your most used tools: bk, accounting, spend management.

Intelligence

Real-time business intelligence at your fingertips. Ask about spending trends, vendor costs, budget variances and get answers instantly with charts, insights and breakdowns.

Extract

Converts messy documents into structured records. Compatible with 20+ formats: invoices, receipts, payslips, statements... No manual typing ever again."

Slack

Invoice data

Invoice number

#16493

Item list

slack-sub

Email address

bill@slack.com

Recipient details

Slack LLC

Total sum

$147.00

5 more resources

Enrich

Fills data gaps, catches errors your team would spend hours finding: duplicate invoices, mismatched amounts, unusual spending patterns. Reduces errors by 99%.

Company

Company

Company

VAT number

VAT number

VAT number

Date

Date

Date

Loom

Loom

Loom

Enrich

Enrich

Enrich

Sep 24

Sep 24

Sep 24

Notion

Notion

Notion

FR9876543

FR9876543

FR9876543

Enrich

Enrich

Enrich

Slack

Slack

Slack

NL0012345

NL0012345

NL0012345

Jun 02

Jun 02

Jun 02

Mailc

Mailc

Mailc

Enrich

Enrich

Enrich

Enrich

Enrich

Enrich

Chat

Chat

Chat

GB999991

GB999991

GB999991

Nov 14

Nov 14

Nov 14

Workflow

Design repeatable workflows that move financial data where it belongs. Automate categorization and reporting. Setup takes 15 minutes and saves 5–10 hours weekly.

Trigger

Trigger

Trigger

Triggered

Triggered

Triggered

New email

New email

New email

Source

Source

Source

Fetch document when attached to email

Fetch document when attached to email

Fetch document when attached to email

Task

Task

Task

Completed

Completed

Completed

Data

Data

Data

Pipeline

Pipeline

Pipeline

Extract invoice data and store in vault

Extract invoice data and store in vault

Extract invoice data and store in vault

Event

Event

Event

Completed

Completed

Completed

Webhook

Webhook

Webhook

Router

Router

Router

Invoice downloadable in XML FacturX format

Invoice downloadable in XML FacturX format

Invoice downloadable in XML FacturX format

"Business intelligence should speak your language, your data. We’re building a modular, memory-driven interface that turns scattered finance into instant, actionable insight."

"Business intelligence should speak your language, your data. We’re building a modular, memory-driven interface that turns scattered finance into instant, actionable insight."

"Business intelligence should speak your language, your data. We’re building a modular, memory-driven interface that turns scattered finance into instant, actionable insight."

AI-native business intelligence

With Well you can use natural language to generate dashboards, reports, insights, and beautiful charts in seconds. No SQL required. We leverage a graphing library that makes insights as customizable as ever. Leveraging your own data stored in your financial vault.

Capture

Prompt-base and Real-time business intelligence at your fingertips.

Qonto

Financial data

Bank statements

Invoices & receipts

Members

Date

Companies

20 more resources

Presets

Leverage our marketplace of templates, built by our community of CFOs and get set in a click.

Select Preset

Financial summary builder

Invoice parsing

Financial summary builder

Bank reconciliation

Payroll validation

Purchase order matching

Receipt normalization

Use cases

Well works for every team

Different teams, same challenge: making sense of financial data. Well adapts to your role, giving instant clarity where it matters most.

For founders

Quick answers to cash flow, runway, and burn rate.

For finance teams

Fast, accurate reports without manual queries.

For operators

Custom insights to guide daily decisions.

Put your finance & bookkeeping on autopilot

Join hundreds of founders and small business owners.

Put your finance & bookkeeping on autopilot

Join hundreds of founders and small business owners.

Put your finance & bookkeeping on autopilot

Join hundreds of founders and small business owners.