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.

WWellapp
What happened with this payment?

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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.

Add it to your assistant

Skills work in any assistant that speaks MCP: Claude, Codex, Cursor, and others. One command from skills.sh adds every skill, including Payment and invoice lookup. You sign in the first time a skill needs your data.

npx skills add wellapp-ai/skills

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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