Well

Well is an essential, AI-native platform designed for SMBs, founders, and finance teams struggling with scattered and unstructured financial information. It solves the costly problem of manual data aggregation by instantly capturing, structuring, and transforming financial data from any source into clean, dependable records. By providing a smart, intuitive interface for automation and analysis, Well empowers operators and decision-makers to achieve deeper insights and make faster, data-driven decisions.

Key Features

Well’s modular design unifies your financial ecosystem, turning scattered documents and ledgers into a single, actionable source of truth.

🔌 Comprehensive Data Capture from 700+ Sources

Well eliminates manual entry by automatically gathering financial data from every corner of your business. You can instantly install connectors for over 700 data sources—including payments, bookkeeping, and ERP tools—and unify previously scattered records. Furthermore, Well supports multiple input methods, such as a Chrome extension for one-click invoice export, automatic retrieval of invoices from emails, and the ability to snap and text a photo of a paper receipt for immediate data extraction.

🧠 AI-Native Business Intelligence and Conversational Queries

Move beyond static dashboards and complex SQL queries. Well provides real-time business intelligence accessible through natural language. You can simply ask about spending trends, vendor costs, or budget variances, and the platform delivers instant answers complete with actionable charts, insights, and comprehensive breakdowns in just 5 seconds. This capability makes complicated financial queries accessible to every team member.

🗄️ Automated Document Extraction and Structuring

Well’s robust AI pipelines convert messy, unstructured financial documents—including invoices, receipts, payslips, and statements (compatible with 20+ formats)—into clean, structured records. Achieving a verified 98.9% extraction accuracy, the system eliminates manual typing and returns data instantly in usable formats like JSON, CSV, or XML, ensuring your data is dependable and audit-ready.

✅ Data Enrichment and Error Reduction

The platform employs AI agents to proactively fill data gaps, catch errors, and flag discrepancies. This Enrichment feature automatically identifies issues like duplicate invoices, mismatched amounts, and unusual spending patterns, reducing data errors by up to 99%. You gain immediate data confidence, knowing your reports are built on consistent, verified information.

🏦 Financial Data Vault: Your Business Memory

Functioning as a secure, centralized second brain for your company, the Financial Data Vault stores all types of business memory, including highly unstructured data. It transforms this information into a clean, well-ordered data model. This unified structure is then ready for instant insights or seamless piping into external tools such as accounting software and spend management platforms.

Use Cases

Well is designed to transform daily financial operations across your organization, delivering speed and confidence where it matters most.

1. Accelerating the Financial Close

Finance teams can drastically reduce the time spent on manual reconciliation and matching. Well automatically matches invoices to payments and ledgers, flagging discrepancies in real-time. This automated process allows you to close books in minutes, not months, ensuring that your financial records are consistently accurate and current.

2. Instant Cash Flow and Runway Analysis for Founders

Founders and small business owners no longer need to wait for weekly reports to understand core metrics. By using conversational queries, you can ask Well about your current cash flow, runway, and burn rate and receive instant, accurate answers with supporting charts. This empowers you to make critical operational decisions based on live data, not assumptions.

3. Generating Investor-Ready Reports in Minutes

When preparing for board meetings or investor updates, Well allows you to generate clean, professional, and investor-ready reports rapidly. Utilize pre-built templates from the Marketplace, built by a community of CFOs, or use natural language "vibe generation" to customize and export tailored views and insights, ensuring every decision-maker trusts the underlying data.

Conclusion

Well transforms financial management from a fragmented, manual burden into a unified, intelligent, and real-time asset. By providing industry-leading data capture accuracy and AI-native analysis, Well ensures that every decision you make is powered by reliable, current, and deeply insightful data.

Explore how Well can streamline your financial operations and deliver instant, actionable intelligence.