Yours first, each business earns its own
Your workspace exists before anything connects, and it starts as yours. No business is confirmed until you confirm one. Confirm a business, and it gets its own workspace. Its invoices route there on the next sync.
Running three things means explaining yourself three times
None of it is hard. All of it is on you, every week.
You are the only overlap between them. Nothing else knows about all three.
Every tool assumes one company, so you end up with several of every tool.
Your accountant asks which business this belongs to, and you go and look.
Your own affairs arrive in the same inbox as the business ones.
What each workspace holds and can do
Two states, four differences. Nothing in setup asks you to choose between them.
Your workspace
A company workspace
Holds the people and companies you track, and the notes you write, which is early access
Holds the same, plus a ledger it can close
Drawn as you
Drawn as the company
Its memory is yours, kept per workspace
Its memory is the team's
Cannot post a journal entry or close a period
Can post a journal entry and close a period
“Nothing is reserved to the personal side. A company workspace can do everything a personal one can, and more. The split is a boundary, not a feature trade.”
Switch between the businesses you run
Its own records
Every record carries exactly one workspace, and a read is filtered on it before it reaches you. The filter is set by the server and cannot be set by a caller.
Its own connections
One connector, pointed at the business it belongs to. Ask for it in a session.
Its own memory
What you teach one business is not carried into another.
One memory is yours, one is the company's
The personal scope is the membership scope. That is not a policy, it is the shape of the table.
Yours
Attached to your membership, kept per workspace, and editable on every plan.
The company's
Attached to the workspace, shared with everyone in it, edited by an owner or an admin.
Notes that find their own subjects
A space of your own, where the notes you write sit next to the companies and people they name. You write it once. Well finds the companies and the people it is about, and it is there when you ask later.
Early access. Writing and reading notes needs the records surface turned on for your account.
A title and a body. It is created as yours to edit, timestamped now. Notes is the only kind of record with a form you fill in by hand.
ShippedPeople by their email address, companies by their domain, plus a model pass over the body. You type no brackets and pick nothing from a list.
ShippedEvery note is fingerprinted and indexed, so a session can find it, and so can an outside tool you connect.
ShippedA note you write appears in the workspace graph, next to the companies and the people it names. A note that arrives from a tool you connected is a read-only mirror, because its content belongs to its source.
Move a record to the right workspace
Moving a record across is something you do. An invoice is the one kind that routes on its own.
A document landed in the wrong business.
Eight kinds of record move between workspaces: companies, people, documents, invoices, transactions, payment means, connectors and account balances. One at a time, or up to a hundred at once. You must hold a membership on the workspace you are moving it to, or on that workspace's direct parent.
Early accessA parent workspace can hand a child one specific document to read while keeping it. The record does not change owner.
ShippedA child cannot hand a record up to a parent. The direction is stored as an explicit column, so the reverse is a change made on purpose, never a silent one.
RoadmapEarly access. The move runs over the transfer endpoint. The picker and the API keys page are both early access in the app.
What the split will not do
What Well refuses
Why that matters
It will not make you the company.
A company carrying positive evidence that it is a bare natural person is never silently anchored as the workspace's own company. Anchoring one would attribute the whole workspace's books to an individual. A registered sole proprietorship still counts as a business.
It will not tell your personal spending from your business spending.
The boundary is the workspace, not the transaction. It is not modelled and it is not planned.
It will not move anything but invoices on its own.
After you confirm a business, a connector sync routes matched invoices into that business's workspace and records every decision, routed or stayed. Every other kind of record moves only when you move it.
It will not hide a note from someone who can reach the workspace.
A note belongs to a workspace, not to a person. Everyone in a workspace sees what is in that workspace: anyone you invite into it, and anyone in a workspace group you put it in. Your workspace is yours because you are the only member in it and it is in no group.
A Tuesday across three workspaces
Harry
Founder · One company, one side business, and his own
Across his three workspaces
A question about last month, answered inside the company's workspace. Its records, its memory, its month.
Same login, different workspace. None of the company's records are in view, and nothing he taught the company came across.
An invoice landed in the wrong business. He moves it to the one it belongs to, early access.
One bank account feeds two of the three. He points the connector at both, from a session.
A note he writes for himself, early access. It finds the person it is about, and it is there the next time he asks.
Against the tools you already tried
Four tools that hold a founder's context. Granola stands for the notetakers: Limitless, Reflect, Saner.AI and Amie answer every row the same way. This table compares what each one holds, not how it feels to use.
| What it holds | Well | Instinct | OpenClaw | Granola | Tana |
|---|---|---|---|---|---|
| Starts as yours, before any business is confirmed | Supported | Standing access from the start | One operator, then one shared gateway | Yours, promised in prose | One merged graph |
| Material moves into a business you confirm | Supported | No boundary to move across | Shared whole, or not at all | No company ledger to move into | |
| A workspace per business, under one login | Supported | No workspace object | One merged graph | ||
| Typed business records, not pages | Supported | No finance surface | No ledger, no records layer | No financial object | |
| A connector pointed at the business it belongs to | Supported | Connects everything to one assistant | No banking or accounting connector | ||
| Memory kept per business | Supported | One store, undifferentiated | One memory for everyone in it | One store behind the promise | |
| A memory only you edit | Supported | ||||
| Move a record between businesses | Early access |
What it does not do yet
Three things the split does not do. None of them carries a date.
One read across every workspace you belong to
Today you read one workspace at a time. That read would return everything you hold a membership on, company workspaces included. It is not a read of the workspace that is yours.
Linking one note to another yourself
Links between notes exist and show, but only for notes synced in from a tool that already had them. You cannot make one by hand.
A visible marker for which kind of workspace you are in
Nothing in the product labels a workspace one way or the other. You tell them apart by what is attached to them.
Skills that set this up
Each one is a document Well follows. Ask for it by name in a session.
Pick the workspace
Pin the one company account every following answer reads from.
Confirm your company
Set the identity that tells your invoices from everyone else's.
Check your connections
See what is connected, what is syncing, and what is missing.
Invite teammates
Get your teammates into the workspace, without leaving the conversation.
Questions people ask first
What is the difference between the workspace that is yours and a company workspace?
The one with no business attached is yours. It holds the people and companies you track, and the notes you write, which is early access. A company workspace holds the same, plus a ledger it can close.
Which one am I in?
Nothing in setup asks you to choose. You get a workspace attached to you, and a company workspace appears when Well finds the business and you confirm it.
My plan says one personal workspace. What happens when I start a second company?
Every plan includes one workspace of your own. Company workspaces are what the plans differ on.
See the plansCan someone on my team see what is in the workspace that is mine?
Everyone in a workspace sees what is in that workspace. That is anyone you invite into it, and anyone in a workspace group you put it in.
Can I move something I filed in the wrong place?
Yes. Eight kinds of record move between workspaces by your action, and the move is early access. An invoice can also route on its own, after a connector sync.
Can one of my businesses see another?
Only if you put them in a group, or a parent hands a child one specific record to read.
Does Well tell my personal spending from my business spending?
No, and it is not planned. The boundary is the workspace, not the transaction.
What happens to a note I sync in from another tool?
It arrives read-only, because its content belongs to its source. A note you write here stays yours to edit.
Start with the workspace that is yours
Every plan includes one. A business gets its own the moment you confirm it.