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.
The modern financial stack for SMBs
Bring your data in, let the system do the rest. Automate financial admin and shrink hours of manual work into minutes.
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.
41.14%
19.42%
10.31%
8.01%
6.41%
Email/Communications
Shared Cloud Storage
Project Management
CRM/Client Management
Analytics/Reporting
Collaboration Tools
Accounting/Billing
File versioning systems
Time Tracking Software
Client Portals
Source:
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.
how much is
our AWS spend
how much is
our SaaS bill total
how much is
our burn rate this month
how much is
left in operating cash
how much is
unpaid in invoices
How much is u|
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%.
Workflow
Build powerful pipelines. Orchestrate your building blocks and routing once: typical setup: 15 minutes. Hours saved weekly: 5 to 10.
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.