Board pack
A board update usually gets rebuilt by hand every quarter, and every figure in it arrives with no record of how it was measured. This skill measures cash, burn, runway and recurring revenue over one window, under policies you confirm once, and states beside each page the window it covers and what it left out.
npx skills add wellapp-ai/skills --skill board-packAsk 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
Can you pull the board numbers for last quarter?
- Pin the workspaceSkill useddefine-workspace
Workspaces
Pick the workspaces to work in.
Your workspaces - Confirm the accounting settings every page readsSkill usedconfirm-accounting-settings
- Confirm the connectionsSkill usedconnect-tools
Connect a tool
Pick a tool to connect it to Well.
Available tools1 of 1
QuickBooks- Category
- Accounting
- Data
- Accounting
- Direction
- Input
- Status
- —
- Last sync
- —
1 selected - Resolve your own companySkill usedconfirm-my-company
- Settle the window, and ask nobodySkill usedsettle-window
- A named month moves no page
- Confirm every sync has finished, and recentlySkill usedverify-sync-freshness
- Confirm the window holds transactionsSkill usedverify-window-has-activity
- Confirm a balance has actually landed
- Attach every account to a company you ownSkill usedlink-accounts-to-companies
- Confirm what counts as cashSkill usedconfirm-cash-scope
- Categorize the windowSkill usedcategorize-window-transactions
- Elect the sign conventionSkill usedelect-sign-convention
- Confirm the exemptionsSkill usedconfirm-burn-exemptions
- Confirm which contexts are recurringSkill usedconfirm-recurring-contexts
- The pack's header
- Page one, cashSkill usedcompute-cash-total
- Page two, burnSkill usednormalize-currency
- Page three, runway
- Page four, recurring revenueSkill usednormalize-currency
- Page five, what is owed on each side
- Close on the five next stepsSkill usedclose-on-next-steps
- You get
Runway
Burn Mar to May 2026 · cash as of 2026, Jun 12
On track11months
The board numbers in one pass: cash, burn, runway, recurring revenue and receivables, each with the scope it was read over and the window it covers stated beside it.
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.
Bills due
See what you owe and when, ordered by due date with a running total.
Rank clients by LTV
Find out who your best customers really are, ranked by what they've actually paid.
Frequently asked questions
Does it produce a file I can send to my board?
No. It produces the figures and what each one rests on, in the conversation and on the cards. Nothing here assembles an archive, a PDF or a downloadable bundle, and the skill does not pretend otherwise.
Does it include a profit and loss statement?
No. A profit and loss statement is an aggregate over ledger entry lines, and no such aggregate exists to read. Reaching a total by paging through rows is refused, because a total assembled from a sample is a wrong number rather than an approximate one.
Can it compare the numbers against our budget?
No. Well holds no budget, so there is nothing to compare against. What it does compare is each rate figure against the window immediately before it, measured under the same policy, so the change is a real one.
Does it report headcount or payroll commitments?
No. Payslips and employment contracts are not among the records Well reads, so any headcount figure here would be invented. Payroll that moved through a bank account is counted as spend like any other outflow.
Does it close or lock the period?
No. It reads and reports, and writes nothing back. Closing a month is its own flow, `close-books`, and approving it is a click you make in Well.
What happens when the money is in several currencies?
Each amount is converted at its own rate, and the rate and the rate date are stated with the figure. When a rate is missing, the amount stays in its own currency and the total says what it left out, because a blended total nobody can re-derive is worse than two numbers they can.
Does Well work these numbers out for me?
No. The cards draw the figures this skill computed and record that the caller computed them. The arithmetic runs in the open here, over reads that convert nothing and decide nothing, which is what lets you check it.
Why does it ask me three questions before any number appears?
Because three of the numbers rest on a policy only you can settle: what counts as cash, what is not spend, and what billing is recurring. Each is asked once and every page after it uses the same answer, so the pages agree with each other.
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.