Connect your accounting

Get your accounting tool connected, and confirm the feed is live.

npx skills add wellapp-ai/skills --skill connect-accounting

Wellapp

Is my accounting connected?

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
Is my accounting connected?
Confirm the MCP server is configured
Confirm the workspace
Read the accounting state — one scoped call, accounting only
Connect a tool
Pick a tool to connect it to Well.
Available tools
1 of 1
QuickBooks
Connection
—
Category
Accounting
Data
Accounting
Status
—
Last sync
—
1 selected
State the accounting side once, then wait on the card in that same turn
Resolve the next message after the card
Hand off
You get
Pennylane is connected and still on its first sync, so no ledger data has landed yet. QuickBooks, Xero and Sage are in the catalog if you use one of those instead. A close is richer with accounting and never blocked on it, so you can skip this step.

Every skill answers a different question from the same connected data. Add one, ask, and see the working.

Know how many months of cash you have at your current burn, with both sides of the division shown.

Know how much cash you hold right now, with the accounts counted and the ones left out both stated.

See where your company's money actually goes, no spreadsheets required.

See who owes you money: the unpaid and overdue customer invoices, how late each is, and the total.

Get a prioritized list of who to chase for payment, with their contact info and a message already drafted.

Get one morning message with the Attio tasks that are due today or overdue.

Which accounting tools does it cover?

Well's own accounting catalog, Pennylane, QuickBooks, Xero and Sage among them. Search by name for a tool the default view does not show.

Can I pick more than one?

No. The accounting card is pick-one, because a workspace keeps one ledger.

Does the close stop without it?

No. Accounting makes a close richer, never mandatory, so you can skip this step and carry on.

Connect your tools, then ask in plain language. Every answer traces back to the record behind it. Free to start.