Import a statement
Drop a statement you already have, and get its transactions as records.
npx skills add wellapp-ai/skills --skill import-statement
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
Can you read this bank statement?
- Pin the workspaceSkill useddefine-workspace
Workspaces
Pick the workspaces to work in.
Your workspaces - Take the claim token first, if the command or message carries one
- Otherwise take the file
- Wait for the import, then read itSkill usedpoll-loop
Documents
1 selected
Matched: 18Needs review: 3Rows imported: 21Already present: 41 selectedReopen with /get-documents
- Say what landed, from records
- Name the next step
- You get
Imported. 84 transactions from 1 Mar to 31 Mar, EUR 61,940 out and EUR 74,210 in. Well read the file, so every figure traces to a record rather than to the pdf. 12 of those payments have no supplier invoice behind them yet.
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: the unpaid and overdue customer 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.
CRM task reminder
Get one morning message with the Attio tasks that are due today or overdue.
Frequently asked questions
Do I need to connect my bank first?
No. This is the one Well skill that produces transactions without a connector. Connect a bank when you want future months to arrive on their own; use this for the months already behind you, or for an account nothing can connect to.
Can it read a photo of my statement?
Yes. The extraction reads images, so a phone photo of the page works. What it will not do is have the assistant read the numbers out of the picture — the reading is Well's, so every figure traces to a record.
I dropped a file on your website. Do I have to attach it again?
No, as long as you still have the claim token from that drop and it is under an hour old. One token covers every statement you dropped together; it works once.
What happens to duplicates?
The import pipeline deduplicates, so the same statement imported twice does not double your transactions.
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.