Chart of accounts
Your workspace posts every journal entry to a numbered account, and this skill reads that list back to you. Each row carries the number, the account name, the type it posts as and the class it sits in, ordered from the lowest number up, so you can check an account exists before you point anything at it.
npx skills add wellapp-ai/skills --skill chart-of-accountsAsk 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
Which accounts does my workspace post to?
- Pin the workspaceSkill useddefine-workspace
Workspaces
Pick the workspaces to work in.
Your workspaces - Read the root's shape
- Size the chart before you draw it
- Apply the user's filter, if they gave one
- Put the chart on screen
- Say what the numbers mean, and what they do not
- On a failed read, do not reconstruct the chart from memory
- You get
Transactions
3 resultsThe accounts the workspace posts to, number by number, with the label each one carries and the family it belongs to. What the ledger uses, not a template.
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 show which Well account collected VAT posts to?
No. That binding between a Well role and an account is read by the export, the seeder and the sweeper only. Nothing on the read side emits it, so the list names accounts and not roles.
Does it show each account's statutory code?
No. The translation from a Well account to a country's legal account runs when a ledger is exported. It is wired to no chart level read, so an answer that showed a statutory code here would be inventing one.
Can it tell me which accounts have no statutory mapping?
No. That list is built while an export walks the posted entry lines of one fiscal period, so it only ever covers accounts something posted to. At setup, with nothing posted, it is empty, which would read as "every account is mapped" when nothing was checked.
Is the class on each row a PCG class?
No. The class is the first digit of the Well account number. Well 1112 is a bank account and reads as class 1, while its French statutory home is class 5. Read the class as Well's own grouping.
Can I add, rename or deactivate an account here?
No. The accounting graph is a read-only projection owned by the posting pipeline. This skill reads it and writes nothing.
Can I download the chart as a file?
No. The answer is a table on screen and the list in the reply. No file is produced and nothing is sent anywhere.
Can the same account number show up twice?
No. The read covers live rows only, and a live number is unique in the workspace, so a removed account cannot come back as a duplicate row.
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.