Accounting reports
Read your profit and loss or balance sheet straight from QuickBooks or Xero.
npx skills add wellapp-ai/skills --skill accounting-reports
Ask anything or use / for commands...
How the skill answers
Every step of the run, in order, with the card each one returns. A step that hands its work to another skill says which one.
- You ask
What does my profit and loss say?
- Pin the workspaceSkill useddefine-workspace
Workspaces
Pick the workspaces to work in.
Your workspaces - Confirm the accounting connectionSkill usedconnect-tools
Connect a tool
Pick a tool to connect it to Well.
Available tools1 of 1
QuickBooks- Connection
- —
- Category
- Accounting
- Data
- Accounting
- Status
- —
- Last sync
- —
1 selected - Pick the accounting tool
- Read the settings, only when needed
- Find the report tool on the connection
- A report the tool does not share
- Resolve the period, only where the tool takes one
- Run the report
- Name the period and the currency from the result
- Write the report's key lines
- If any required step errors or returns unusable data
- You get
Your profit and loss as QuickBooks returns it, for the period QuickBooks reports: income, cost of sales, gross profit, expenses and net income, each figure as the tool returned it. Nothing is added up again or rounded.
More skills to try
Every skill answers a different question from the same connected data. Add one, ask, and see the working.
Runway
Know how many months of cash you have at your current burn, with both sides of the division shown.
Cash position
Know how much cash you hold right now, with the accounts counted and the ones left out both stated.
Cost structure
See where your company's money actually goes, no spreadsheets required.
Receivables aging
See who owes you money, and how long they have been sitting on it.
Chase late invoices
Get a prioritized list of who to chase for payment, with their contact info and a message already drafted.
Bills due
See what you owe and when, ordered by due date with a running total.
Frequently asked questions
Which reports can it read?
From QuickBooks: the profit and loss, the balance sheet, the cash flow statement, and the aged payables and aged receivables reports. From Xero: the profit and loss and the balance sheet. Xero shares no aged, trial balance or cash flow report with Well. A general ledger or a trial balance is too large to read in a chat answer, so the skill does not read one.
Can I pick the period of a QuickBooks report?
Not yet. A QuickBooks report comes for the period QuickBooks picks by default, and the answer names that period plainly. A Xero profit and loss takes the period you name.
Does Well recompute the figures?
No. Every figure is stated as your accounting tool returned it. Well adds nothing up, rounds nothing and fills no gap.
What about an aged receivables report on Xero?
Xero does not share its aged reports with Well. The skill says so, then answers from Well's own aged reading of your synced invoices, which bands each unpaid invoice by how far past due it is.
What happens with a very large report?
A report too large to read in the chat comes back cut. The skill says so, states only the lines that came back whole, and points you to the full report in QuickBooks or Xero. Only a Xero profit and loss takes a period, so only there does it offer a shorter one.
Ask your first question today
Connect your tools, then ask in plain language. Every answer traces back to the record behind it. Free to start.