Follow our journey as we build the business context layer.
In February we announced 86+ connectors. The catalog on wellapp.ai/integrations now lists more than 240 tools you can connect today.
When a tool is missing, ask Well to request it, or add your own MCP server to a workspace. The server needs a public HTTPS address, and only a workspace owner or admin can add one.
Type / in Well chat to run a skill. A skill is a tested recipe for one finance job, such as your runway, a VAT check or a month-end step. The same skills load in Claude through the Well connector.
86 skills sit on wellapp.ai/skills in 7 groups, such as Cash, Spending and Month-end. Each one has an Install in Well and an Install in Claude button. Developers can add the set with npx skills add wellapp-ai/skills.
Ask Well for runway, burn, a cash forecast, MRR, subscription spend or your most valuable customers, in Well chat or in Claude. Each answer arrives as a card built from your records.
Runway and burn average your last 3 full months by default, and a runway past 36 months reads as more than 36. Burn leaves out transfers between your own accounts.
The cash forecast is a worst-case projection. It subtracts your recent burn and counts only customers who already pay you every month, at the smallest amount each has paid.
MRR averages the recurring invoices over your last complete months, net of tax and credit notes. You choose which billing contexts count as recurring.
Subscription spend reads 24 months of bank and card payments and finds the suppliers you pay on a regular schedule, from monthly to yearly. It flags possible double charges and suppliers whose payments seem to have stopped.
Customer lifetime value shows up to 12 customers, from your issued invoices net of VAT and credit notes. It multiplies average order value by monthly purchase frequency and lifespan, and caps lifespan at 60 months.
The Chrome extension we shipped in October 2025 collects invoices and receipts from billing portals. Its side panel now opens on the full Well chat. The chat knows the page you are on, by its title and its address without query strings, and the Google Drive file you have open.
You can dictate instead of typing. The panel cannot show Chrome's microphone prompt itself, so it opens the extension settings, where you allow the microphone. A collection can start from the chat too, once you confirm it.
Ask Well which tools it has found for your workspace. It lists up to 100, newest first, and says where each one stands, from suggested to connected or in need of a reconnect.
The list connects nothing on its own. Each tool waits until you choose to connect it.
Banks keep their own picker, which lists the banks of your company's country first.
Since August, one connect link can name up to 10 tools. Now Well walks you through them. It starts the first sign-in on its own, then moves to the next tool as soon as each one comes back.
A strip shows which tool is connecting and how many are left, with a button to skip it. The last screen names any tool you skipped. Gmail still needs one click from you. The walk waits for it, then moves on.
A tool name the link gets wrong is reported back, never dropped in silence.
The 3D context graph we shipped on 25 May lived on its own page. Ask Well to show how your records connect and it now draws the same 3D graph in chat, or in Claude through the Well connector.
You can focus it on contacts, money or accounting. You can set a window from 30 days to all time and cap how many companies it shows.
Pick a few records and Well writes a short summary card of how they relate. Every record and figure the card cites comes from your data, and a summary that cites anything Well cannot find is dropped.
Ask Well where your VAT stands for a month or a quarter. VAT Radar covers French workspaces. It reads your posted ledger and splits the VAT by month and by rate, over up to 12 consecutive months.
It also lists the invoices that make the figure unreliable. Examples are a billed line with no VAT rate, or a purchase that names no supplier.
VAT Radar files nothing. A credit shows as a VAT credit, never as a refund due, and what to do with it stays with your accountant. See it run on sample data at wellapp.ai/skills/vat-radar.
Connect Well to the Claude desktop app and 18 of its tools answer with a card instead of a block of JSON. Your records, your connectors and your workspaces each get one. So do the invoices, companies and people you create or change.
One widget bundle runs in a sandboxed frame and picks the card for each tool. Any app that speaks the MCP Apps format can show them, and Claude needs no marketplace review.
Ask Well for a figure grouped by a field such as category or supplier, and the answer draws a bar chart right under it. The totals come from a sum the server runs over your records, so the model never copies a number by hand.
A chart shows up to 200 groups. Past that, the chart says the result is partial instead of quietly cutting the tail.
Good morning.
3 to clear before month-end close
Every transaction from a connected account now posts straight into a double-entry ledger. Each journal entry carries a matching debit and credit, so your books stay balanced as money moves without any manual bookkeeping.
Good morning.
May update ready
Here is your May investor update with the charts.
Ask for an investor update in the conversation and Well assembles the whole thing. It pulls your revenue, expenses and growth into a narrative, draws the charts to match, and hands you a report ready to send.
Good morning.
Linking your bank
Secured by Plaid
A single connect flow now links your bank through Plaid. Search for your institution, authenticate once, and your accounts and transactions start syncing in seconds.
Good morning.
4 invoices this month
A statistics row now sits at the bottom of every records view. Sum, average and count roll up across the rows in front of you, so you can read the totals for any view without exporting to a spreadsheet.
Good morning.
5 accounts connected
Connected accounts now carry a clear owner. Well tells your own bank accounts apart from the counterparties you pay and get paid by, so your balances and cash flow only count the money that is actually yours.
Good morning.
Extracting fields
The browser extension now reads the invoice open on your screen and pulls the fields out in place. No download, no upload, no switching tabs. Open a document, and the supplier, dates, and totals land in Well ready to review.
Good morning.
120+ available
Finding the right integration used to mean digging through menus. The new connector directory puts every tool and bank on a single searchable page. Filter by category, search by name, and connect what you need in a couple of clicks.
Good morning.
7 connected records
Your records now render as a living 3D graph, the way Obsidian shows linked notes. Spin it, zoom into a cluster, and watch how a company links to its invoices, accounts, and people. The closer a record sits, the more central it is to what you are looking at.
Good morning.
3 workspaces in this group
Nest your workspaces under a parent group to mirror how your organization is set up. Manage access in one place and read across every workspace in the group, so the full picture is always a click away.
Good morning.
12 tools connected
The connector picker now groups every tool by category, from banking and accounting to CRM and communication. Scan the section you need instead of scrolling one long list, and connect your stack in a few clicks.
Good morning.
1 draft awaiting review
Invoice Acme for 12 hours of design at 120 per hour
Here is a draft. Review the line items and totals before sending.
Tell Well who to bill and what for, and it drafts the invoice for you. Line items, quantities and totals are filled in, ready for you to review and send. No forms, no copy and paste.
Good morning.
Explore connected records
Your records no longer sit in separate lists. The context graph draws the links between companies, people, invoices and transactions, so you can follow a relationship from one record to the next and see the whole picture at a glance.
Good morning.
Column rules to review on Invoices
Open the rules tab on any column to define validation logic, default values, and conditional formatting. Type @ to reference other fields in your rules with autocomplete. AI generates and tests rule expressions so you describe what you want in plain English instead of writing formulas.
Good morning.
6 improvements shipped in March
Good morning.
Plan mode broke this into steps
Plan mode transforms tasks from flat to-do lists into structured workflows. Create a parent task, add subtasks, and watch the tree auto-complete as work progresses. Progressive disclosure shows only what matters at each level.
Good morning.
3 records waiting on enrichment
The unified intelligence pipeline adds a magic button to every record. Click it to trigger AI enrichment: auto-fill missing data, chain reconciliation across related records, and merge duplicates with transitive cluster consolidation. Works on companies, people, invoices, and every custom entity.
Good morning.
6 invoices to move this week
Type /layout in chat to transform your data into the view that fits your task. Kanban groups records by status. Calendar plots them by date. Gallery shows visual tiles. List compresses to rapid scanning.
Good morning.
Add an AI column to enrich records
Type a sentence like "total unpaid invoices over 90 days" and the system queries related records, filters by status, and sums the amounts, all from that single description. Custom columns work for currency amounts, expense categories, fraud scores, or any computed value you need.
Good morning.
Every resource on its own page
Every core data type now has a dedicated navigation entry with its own table view and empty state. Browse companies, people, invoices, documents, transactions, bank accounts, providers, and categories from the sidebar, each with contextual columns, sorting, and filtering tuned to that resource type.
Good morning.
2 to clear before month-end close
Accounting entities, such as chart of accounts, journal entries, and ledger records, are now first-class data views with full table support. Filter, sort, and explore your accounting data the same way you work with invoices and transactions, with typed columns and relationship links across the financial graph.
Good morning.
6 tasks, earn rewards as you go
Tasks now have their own page with a filterable table, inline status and priority editing, and assignee management. Start with activation templates that guide you through setup. Each task carries a token reward and sidebar actions for completion. Subtasks nest under parents with progress roll-up, and status transitions follow a progressive disclosure model that surfaces the right action at the right time.
Good morning.
Pick up where you left off
Every AI conversation is now saved and searchable. Open the history panel to browse past threads, paginate through older sessions, or delete conversations you no longer need. Your chat context persists across sessions so you never lose a useful answer.
Good morning.
3 records to enrich today
Click any row to open a unified side panel with tabs for overview, relationships, and files. Fields are discovered automatically from your data, with no manual configuration needed. Navigate between related companies, people, and invoices without leaving the panel, and view attached documents inline with full preview.
Well now connects to 86+ apps your team already uses: HubSpot, Stripe, Notion, QuickBooks, Slack, Linear, and dozens more across CRM, finance, productivity, and dev tools. Your workflows can read and write data from any of them, no custom code needed.
Select rows in any table and press Enrich. Well automatically fills missing data, links related records across tables, and classifies entries using your custom rules.
The OCR engine now handles more document types and picks up fields it used to miss, like line items on invoices or dates on contracts.
Chat can now search the web and switch into ASK agent mode when you need it. When chat builds a plan, it turns the steps into a task list you can track and complete.
Double-click any cell in a table to edit it in place. Dates, emails, numbers, and select fields are all editable without opening a detail view.
You can now create and manage multiple workspaces within a single Well account. Each workspace has its own data, connections, and workflows, making it easy to separate companies, clients, or environments without switching accounts.
We're launching 11,000+ bank connectors. Connect your bank accounts and transactions sync in real-time. Instead of downloading statements or copying numbers into spreadsheets, your data flows directly into Well. Use your AI tools to do the rest.
We're launching Well MCP, a Model Context Protocol server that lets AI tools safely read and write live business data from Well. Instead of exporting spreadsheets or wiring brittle integrations, you can now connect Claude, Cursor, ChatGPT, and automation tools directly to your financial graph.
Workspaces now support member invitations with role assignment and status tracking. The new Members section gives you a clear overview of everyone who has access, making it easier to manage permissions over time without relying on external tooling.
Filtering lets you focus on the exact subset of records that matter. You can now filter documents at the router level and narrow down records directly in tables, using simple, plain language. Whether you're routing data through workflows or exploring it in the app, filtering helps keep everything clean, relevant, and easy to manage.
Managing business data often means juggling tools, inboxes, and storage systems that don't naturally talk to each other. Workflows brings all of that into one place. It lets you install multiple source connectors to pull invoices, receipts, and business data directly from the tools you're already using, whether that's Gmail, Outlook, WhatsApp, or others.
You can pair those sources with any number of destination routers, sending documents and data exactly where they need to go in your accounting or finance software. Add as many connectors and routers as your operations require, and shape a flow that mirrors how your business actually works.
For teams managing large volumes of vendor invoices, organizing files into the right location can easily become a bottleneck. Our new Google Drive integration removes that friction by automatically placing incoming documents into a designated Drive folder as soon as they are processed. Once enabled, the connector securely links your Google Drive account and routes each invoice to the correct storage destination without any manual sorting.
For teams drowning in downloads, Well auto-collects invoices and receipts from billing portals and routes them straight to your account. Install, choose providers, click collect, done. Background jobs handle the rest. Coverage is expanding rapidly toward 10,000+ suppliers including Amazon, Notion, Claude, and more.
Well now provides a WhatsApp connector that enables direct document forwarding through WhatsApp messaging, automatically processing incoming invoices and receipts sent to your configured number. The integration uses phone number verification with one-time authentication codes to establish secure message routing. Once activated, the system monitors your designated WhatsApp number for document attachments and automatically processes them through the Well pipeline.
Well now provides a Gmail connector that automatically monitors your inbox for incoming invoices and receipts, processing both email content and attachments in real-time. The connector supports configurable scanning modes to process email bodies with attachments or attachments only, depending on your document workflow requirements. Once configured, the system continuously monitors for qualifying documents and routes them directly to your Well dashboard for processing.
Well Embed provides a connector infrastructure that automates document retrieval across multiple channels and data sources. The platform supports native drivers for Gmail, Google Drive, and Slack, mobile-forward channels through WhatsApp and iMessage integration, and an AI-powered Chrome extension that converts web portals into API endpoints for over 10,000 providers.
The infrastructure maintains privacy-first architecture with no password storage requirements and full GDPR and CCPA compliance. Output formatting supports both original document delivery and structured data extraction via API, compatible with existing financial workflow schemas.
Well now provides a modular extraction package that combines AI models with OCR backends to automatically parse any document format into structured data schemas. The package outputs unified JSON compatible with Factur-X, Mindee, and B2B Router standards, including supplier details, invoice metadata, line items, tax information, and payment terms.
Each extracted field includes confidence scores for reliability assessment and downstream processing decisions. The package supports multiple AI providers including OpenAI, Claude, and Mistral for optimal extraction performance.