What's new

Books that keep themselves

Every transaction from a connected account now posts straight into a double-entry ledger. Each journal entry carries a matching debit and credit, so your books stay balanced as money moves without any manual bookkeeping.

Updates that write themselves

Ask for an investor update in the conversation and Well assembles the whole thing. It pulls your revenue, expenses and growth into a narrative, draws the charts to match, and hands you a report ready to send.

Link your bank in seconds

A single connect flow now links your bank through Plaid. Search for your institution, authenticate once, and your accounts and transactions start syncing in seconds.

Totals at a glance

A statistics row now sits at the bottom of every records view. Sum, average and count roll up across the rows in front of you, so you can read the totals for any view without exporting to a spreadsheet.

Know which accounts are yours

Connected accounts now carry a clear owner. Well tells your own bank accounts apart from the counterparties you pay and get paid by, so your balances and cash flow only count the money that is actually yours.

Capture what you see

The browser extension now reads the invoice open on your screen and pulls the fields out in place. No download, no upload, no switching tabs. Open a document, and the supplier, dates, and totals land in Well ready to review.

Every tool in one place

Finding the right integration used to mean digging through menus. The new connector directory puts every tool and bank on a single searchable page. Filter by category, search by name, and connect what you need in a couple of clicks.

See your business connect

Your records now render as a living 3D graph, the way Obsidian shows linked notes. Spin it, zoom into a cluster, and watch how a company links to its invoices, accounts, and people. The closer a record sits, the more central it is to what you are looking at.

One group, every workspace

Nest your workspaces under a parent group to mirror how your organization is set up. Manage access in one place and read across every workspace in the group, so the full picture is always a click away.

Find your tools faster

The connector picker now groups every tool by category, from banking and accounting to CRM and communication. Scan the section you need instead of scrolling one long list, and connect your stack in a few clicks.

Draft an invoice in one sentence

Tell Well who to bill and what for, and it drafts the invoice for you. Line items, quantities and totals are filled in, ready for you to review and send. No forms, no copy and paste.

See how everything connects

Your records no longer sit in separate lists. The context graph draws the links between companies, people, invoices and transactions, so you can follow a relationship from one record to the next and see the whole picture at a glance.

Columns that enforce themselves

Open the rules tab on any column to define validation logic, default values, and conditional formatting. Type @ to reference other fields in your rules with autocomplete. AI generates and tests rule expressions so you describe what you want in plain English instead of writing formulas.

Better across the board

• Cross-table queries in chat: ask questions across your entire data schema
• Workspace memory: chat now remembers context between sessions
• Entity merge and dedup: fewer duplicate records across your workspace
• Chat message persistence: messages survive navigation between record types
• Chat keyboard shortcuts: mode toggle, attach files, help overlay
• Reasoning summary streaming: see AI thinking steps while it processes
• Location field: add locations to people and company records
• Real-time connector status: see live connector health on your dashboard
• Table context menus: right-click column headers and cells for sort, hide, copy, and edit actions
• Daily FX rate sync: exchange rates from ECB update automatically for multi-currency amounts
• 404 page in-app: not-found pages keep navigation intact so you stay in context

From flat lists to structured workflows

Plan mode transforms tasks from flat to-do lists into structured workflows. Create a parent task, add subtasks, and watch the tree auto-complete as work progresses. Progressive disclosure shows only what matters at each level.

One button for every entity

The unified intelligence pipeline adds a magic button to every record. Click it to trigger AI enrichment: auto-fill missing data, chain reconciliation across related records, and merge duplicates with transitive cluster consolidation. Works on companies, people, invoices, and every custom entity.

Same data, five shapes

Type /layout in chat to transform your data into the view that fits your task. Kanban groups records by status. Calendar plots them by date. Gallery shows visual tiles. List compresses to rapid scanning.

Describe a column in plain English

Type a sentence like "total unpaid invoices over 90 days" and the system queries related records, filters by status, and sums the amounts, all from that single description. Custom columns work for currency amounts, expense categories, fraud scores, or any computed value you need.

Eight resources, eight pages

Every core data type now has a dedicated navigation entry with its own table view and empty state. Browse companies, people, invoices, documents, transactions, bank accounts, providers, and categories from the sidebar, each with contextual columns, sorting, and filtering tuned to that resource type.

Your books, in context

Accounting entities, such as chart of accounts, journal entries, and ledger records, are now first-class data views with full table support. Filter, sort, and explore your accounting data the same way you work with invoices and transactions, with typed columns and relationship links across the financial graph.

From simple list to command center

Tasks now have their own page with a filterable table, inline status and priority editing, and assignee management. Start with activation templates that guide you through setup. Each task carries a token reward and sidebar actions for completion. Subtasks nest under parents with progress roll-up, and status transitions follow a progressive disclosure model that surfaces the right action at the right time.

Pick up where you left off

Every AI conversation is now saved and searchable. Open the history panel to browse past threads, paginate through older sessions, or delete conversations you no longer need. Your chat context persists across sessions so you never lose a useful answer.

Every record, one click away

Click any row to open a unified side panel with tabs for overview, relationships, and files. Fields are discovered automatically from your data, with no manual configuration needed. Navigate between related companies, people, and invoices without leaving the panel, and view attached documents inline with full preview.

Plug in your tools

Well now connects to 86+ apps your team already uses: HubSpot, Stripe, Notion, QuickBooks, Slack, Linear, and dozens more across CRM, finance, productivity, and dev tools. Your workflows can read and write data from any of them, no custom code needed.

One button enrich, reconcile, extract, categorize

Select rows in any table and press Enrich. Well automatically fills missing data, links related records across tables, and classifies entries using your custom rules.

More documents, better accuracy

The OCR engine now handles more document types and picks up fields it used to miss, like line items on invoices or dates on contracts.

Web search, ASK mode, and task lists

Chat can now search the web and switch into ASK agent mode when you need it. When chat builds a plan, it turns the steps into a task list you can track and complete.

Edit without leaving the table

Double-click any cell in a table to edit it in place. Dates, emails, numbers, and select fields are all editable without opening a detail view.

One account, many workspaces

You can now create and manage multiple workspaces within a single Well account. Each workspace has its own data, connections, and workflows, making it easy to separate companies, clients, or environments without switching accounts.

Introducing open banking

We're launching 11,000+ bank connectors. Connect your bank accounts and transactions sync in real-time. Instead of downloading statements or copying numbers into spreadsheets, your data flows directly into Well. Use your AI tools to do the rest.

Introducing the Well MCP

We're launching Well MCP, a Model Context Protocol server that lets AI tools safely read and write live business data from Well. Instead of exporting spreadsheets or wiring brittle integrations, you can now connect Claude, Cursor, ChatGPT, and automation tools directly to your financial graph.

Invite others into your workspace

Workspaces now support member invitations with role assignment and status tracking. The new Members section gives you a clear overview of everyone who has access, making it easier to manage permissions over time without relying on external tooling.

Introducing filtering

Filtering lets you focus on the exact subset of records that matter. You can now filter documents at the router level and narrow down records directly in tables, using simple, plain language. Whether you're routing data through workflows or exploring it in the app, filtering helps keep everything clean, relevant, and easy to manage.

Introducing workflows to source and route business data

Managing business data often means juggling tools, inboxes, and storage systems that don't naturally talk to each other. Workflows brings all of that into one place. It lets you install multiple source connectors to pull invoices, receipts, and business data directly from the tools you're already using, whether that's Gmail, Outlook, WhatsApp, or others.

You can pair those sources with any number of destination routers, sending documents and data exactly where they need to go in your accounting or finance software. Add as many connectors and routers as your operations require, and shape a flow that mirrors how your business actually works.

Introducing Google Drive integration for routing documents

For teams managing large volumes of vendor invoices, organizing files into the right location can easily become a bottleneck. Our new Google Drive integration removes that friction by automatically placing incoming documents into a designated Drive folder as soon as they are processed. Once enabled, the connector securely links your Google Drive account and routes each invoice to the correct storage destination without any manual sorting.

Meet the Well Chrome extension

For teams drowning in downloads, Well auto-collects invoices and receipts from billing portals and routes them straight to your account. Install, choose providers, click collect, done. Background jobs handle the rest. Coverage is expanding rapidly toward 10,000+ suppliers including Amazon, Notion, Claude, and more.

Introducing WhatsApp integration for document capture

Well now provides a WhatsApp connector that enables direct document forwarding through WhatsApp messaging, automatically processing incoming invoices and receipts sent to your configured number. The integration uses phone number verification with one-time authentication codes to establish secure message routing. Once activated, the system monitors your designated WhatsApp number for document attachments and automatically processes them through the Well pipeline.

Introducing Gmail integration for document processing

Well now provides a Gmail connector that automatically monitors your inbox for incoming invoices and receipts, processing both email content and attachments in real-time. The connector supports configurable scanning modes to process email bodies with attachments or attachments only, depending on your document workflow requirements. Once configured, the system continuously monitors for qualifying documents and routes them directly to your Well dashboard for processing.

Introducing Well embed infrastructure for financial document processing

Well Embed provides a connector infrastructure that automates document retrieval across multiple channels and data sources. The platform supports native drivers for Gmail, Google Drive, and Slack, mobile-forward channels through WhatsApp and iMessage integration, and an AI-powered Chrome extension that converts web portals into API endpoints for over 10,000 providers.

The infrastructure maintains privacy-first architecture with no password storage requirements and full GDPR and CCPA compliance. Output formatting supports both original document delivery and structured data extraction via API, compatible with existing financial workflow schemas.

Introducing open-source document data extraction

Well now provides a modular extraction package that combines AI models with OCR backends to automatically parse any document format into structured data schemas. The package outputs unified JSON compatible with Factur-X, Mindee, and B2B Router standards, including supplier details, invoice metadata, line items, tax information, and payment terms.

Each extracted field includes confidence scores for reliability assessment and downstream processing decisions. The package supports multiple AI providers including OpenAI, Claude, and Mistral for optimal extraction performance.