Connect your accounting
One step, one tool. The card shows Well's accounting catalog, says whether yours is connected, still on its first sync, or in error, and hands you Well's one-click link for the rest. The close is never blocked on it, so the step stays skippable.
npx skills add wellapp-ai/skills --skill connect-accountingAsk anything or use / for commands...
Required data in Well
The skill checks this first. If something is missing it tells you what to connect instead of returning an empty answer.
More skills to try
Every skill answers a different question from the same connected data. Add one, ask, and see the working.
Runway
Know exactly how many months and days of cash you have left.
Cash position
Know exactly how much cash you have, right now.
Cost structure
See where your company's money actually goes, no spreadsheets required.
Receivables aging
See who owes you money, and how long they've been sitting on it.
Bills due
See exactly what's coming due, in what order, and how much cash it adds up to.
Rank clients by LTV
Find out who your best customers really are, ranked by what they've actually paid.
Frequently asked questions
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.
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.