Missing invoice sweep
Walk the whole month-end sweep in one prompt.
npx skills add wellapp-ai/skills --skill fetch-missing-invoices
Ask anything or use / for commands...
Drop your statement
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
Fetch the invoices I'm missing
- The workspaceSkill useddefine-workspace
Workspaces
Pick the workspaces to work in.
Your workspaces - The own companySkill usedconfirm-my-company
- The accounting settingsSkill usedconfirm-accounting-settings
- The statement the user broughtSkill usedimport-statement
Documents
1 selected
Matched: 18Needs review: 3Rows imported: 21Already present: 41 selectedReopen with /get-documents
- The bank feedSkill usedconnect-bank
- The accounting toolSkill usedconnect-accounting
- The monthsSkill useddefine-period
Which month are we working on?
May is the last complete month. June has not ended yet.
Has invoicesMissing invoicesNothing to retrieveNot checkedNo month selectedAsk for the month picker to open this again.
- The counterparty categoriesSkill usedcategorize-counterparties
Categorize Counterparties
A few counterparties need a category before the books can close.
AWS6 transactions · €9,800.00
Notion3 transactions · €6,200.00
Vercel4 transactions · €12,400.00
Figma2 transactions · €7,600.00
Slack2 transactions · €5,200.002 counterparties still need a category: AWS, Notion.
2 counterparties left - The ownersSkill usedassign-missing-invoices
- The gap list and the vendor pickSkill usedshow-missing-invoices
Missing invoices — May 2026
These settled expense transactions still have no supplier invoice. Pick the vendors to chase: Well records the choice, and the next step previews what it would fetch.
- Vercel Inc.Deploy agent4 transactions, no invoices
- Amazon Web ServicesConnect tools2 transactions, no invoices
- Figma Inc.Deploy agent3 transactions, no invoices
- Notion LabsUpload1 transaction, no invoice
- Slack TechnologiesDeploy agent3 transactions, no invoices
0 invoices to chase
0 selected - The connectors behind the pickSkill usedconnect-tools
Connect a tool
Pick a tool to connect it to Well.
Available tools1 of 1
QuickBooks- Connection
- —
- Category
- Accounting
- Data
- Accounting
- Status
- —
- Last sync
- —
1 selected - The fetchSkill useddeploy-agents
Collect the missing documents · Deploy
May 2026 · Every vendor still missing an invoice, and where to find it.
PreviewSelect every vendor with an address- Vercel Inc.May 2026 · 4 invoices to fetchhttps://vercel.com/dashboard/invoices · blueprint€12,400.00Waiting
- Figma Inc.May 2026 · 3 invoices to fetchhttps://www.figma.com/billing · blueprint€7,600.00Waiting
- Slack TechnologiesMay 2026 · 3 invoices to fetchhttps://slack.com/help/articles/360000906683 · blueprint€5,200.00Waiting
Deploy queues the vendors you pick, then opens the page in Well for them. This card starts no run.
3 selected - The tools invoices arrive throughSkill usedconnect-tools
- The invitationsSkill usedinvite-teammates
- The storage toolSkill usedconnect-tools
- The gap with the connected tools
- The closeSkill usedclose-on-next-steps
- You get
Workspace pinned to Entity 1, 3 connections live and 1 syncing, period set to May, 2 suppliers still to categorize. That leaves 5 vendors and €41,200 of spend with no invoice. Pick the ones to chase and Well hands them to the collect page.
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 anything run on its own?
No. Every step is a click you make, and the collecting happens in the Well app after you start it there. The conversation never collects anything.
Can I run just one step?
Yes. Each step is its own skill, so you can ask for the gap list or the categories on their own. This one walks them in order.
I have a bank statement but no bank connected. Can I still run it?
Yes. Drop the statement on Well's website or attach it here, and the sweep imports it in place of the bank feed, then carries on to the months and the gap list. It covers the dates the statement covers.
What if a step is already done?
It carries straight through. A workspace you already pinned or a month you already set is not asked for twice.
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.