Close the books
Drive the month-end close from open to sent to your accounting tool.
npx skills add wellapp-ai/skills --skill close-books
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
Close the books for last month
- Land the run in a company workspace — run `define-workspace` with `require: "company"`
- Confirm the accounting settings the close derives fromSkill usedconfirm-accounting-settings
- Read connection coverage once, then connect the bank only if it is missing
- Connect the accounting side only if it is missing
- Confirm every sync has finished, and recentlySkill usedverify-sync-freshness
- Collect the month and start the close — run `define-period` in `mode: collect`, then `well_start_close`
- Read the state
- Confirm the scope
- Clear the blockers, one at a timeSkill usedrepost-journals
- Categorise the month's transactions when the ladder names `uncategorized_transactions`Skill usedcategorize-window-transactions
- Prepare the package
- Mint the approval offer
- Hand off the lock to the user
- Confirm the lock
- Send the closed period to the accounting tool — run `export-to-accounting-tool` in `mode: card`
- You get
May is started and not locked. Three things are still blocking: 14 transactions uncategorized, 5 suppliers with no invoice, and 2 payments unmatched. Clear those and the close package is ready. The final lock stays your click inside Well.
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.
Runway Stress Test
See how long your cash lasts if a customer pays late, leaves, or you hire.
Cash position
Know how much cash you hold right now, with the accounts counted and the ones left out both stated.
Cost structure
See a company's or household's spend by category, supplier and trend; not for savings: use Subscription spend.
Receivables aging
See which customers still owe you money: the unpaid and overdue invoices, how late each is, and the total.
Chase late invoices
Get a prioritized list of who to chase for payment, with their contact info and a message already drafted.
Frequently asked questions
Does it lock the period?
No, by design. It takes the close all the way to the approval, and the final lock is a first-party click inside Well.
What does it ask before doing?
Retrying a reconciliation and queuing a supplier invoice fetch both need an explicit yes, because they reach beyond your books.
What if a blocker cannot be cleared?
It says so and leaves the period open. A close that hides an unresolved gap is worse than one that stays honest about it.
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.