Payment and invoice lookup

Ask about one specific payment or invoice and the skill finds the match from your synced reconciliation data, including how confident that match is. Or ask it to sweep for gaps and it lists every transaction or invoice with no counterpart on file, so nothing slips through.

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npx skills add wellapp-ai/skills --skill payment-invoice-lookup
WWellapp
What happened with this payment?

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.

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  1. You ask

    What happened with this payment?

  2. Pin the workspaceSkill useddefine-workspace

    Workspaces

    Pick the workspaces to work in.

    Your workspaces
  3. Confirm the connections this answer needsSkill usedconnect-tools

    Connect a tool

    Pick a tool to connect it to Well.

    Available tools
    1 of 1
    QuickBooks avatar
    QuickBooks
    Category
    Accounting
    Data
    Accounting
    Direction
    Input
    Status
    —
    Last sync
    —
    1 selected
  4. Verify the data itself has landed
  5. Determine which workflow the user wants
  6. Normalize currencySkill usednormalize-currency
  7. If any required step errors or returns unusable data
  8. You get

    Transactions

    From payment means
    Transaction date
    Amount
    S
    StripePayout
    		€14,400.00
    W
    WiseTransfer
    		€3,200.00
    A
    AdyenPayout
    		€980.00
    3 results

    The €14,400 Stripe payout on 12 Jun matched invoice INV-2188 at high confidence, on amount and reference. Two other payments this month have no counterpart on file yet.

More skills to try

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

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Runway

Know exactly how many months and days of cash you have left.

Cash position

Know exactly how much cash you have, and which accounts it came from.

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

What does match confidence mean?

How strongly the payment and invoice agree on amount, date, reference, and counterparty. A weak match is surfaced as weak rather than presented as settled.

Can it reconcile automatically?

It finds and scores the match. Confirming a reconciliation stays an explicit action so nothing is silently posted.

What shows up as unreconciled?

Any transaction with no linked invoice, and any invoice with no linked payment, both directions of the gap.

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