Your finance data, wherever you work
Chrome extension, MCP protocol, Slack, WhatsApp, mobile, embeds. Your financial intelligence follows you across every tool you already use. No more switching tabs.
Switching to yet another tab, again
Your business data lives in one app. Your work happens in twenty others. Every time you need a number, you switch tabs, lose context, and forget what you were doing.
“Context switching costs 23 minutes per interruption. Checking your finance tool shouldn't be one.”
Three ways to meet your data where you work
Chrome extension
Enrich any page you visit.
- Hover over a company name on LinkedIn, a CRM, or any webpage and instantly see revenue, payment history, and risk score.
- No copy-pasting. No tab switching. The data appears right where you already are.
MCP protocol
Your AI agents query your data.
- Well speaks MCP, the open standard for AI tool use. Any AI agent can query your business data, run reports, and trigger workflows.
- Connect Claude, GPT, or your own agents to Well and let them work with real numbers.
Multi-channel
Slack, WhatsApp, Telegram, Discord.
- Ask for a cash flow summary in Slack. Approve an invoice on WhatsApp. Get payment alerts in Telegram.
- Same data, same permissions, same audit trail. Regardless of which channel you use.
See it in action
Same data, different surfaces. Pick the one that fits how you work right now.
linkedin.com/company/acme-corp
Revenue: €2.4M · 12 invoices · Avg 18d payment
Last payment: Mar 15 · Outstanding: €4,800
Browse LinkedIn, open a client's profile, and instantly see their payment history, outstanding invoices, and risk score. No need to leave the page.
Always true:
Same data. Same permissions. Same audit trail.
Every page becomes a financial lookup
Hover over any company name on LinkedIn, your CRM, or an email and instantly see their full financial profile. No tab switching required.
Without Well
linkedin.com/company/acme-corp
No financial context. You open another tab to check.
With Well extension
linkedin.com/company/acme-corp
Business data overlaid instantly. Stay in flow.
Your AI agents query real numbers
Well speaks MCP, the open standard for AI tool use. Connect Claude, GPT, or your own agents and let them work with actual business data instead of hallucinated figures.
For AI agents
Natural language queries
# Claude via MCP
"What's our outstanding AR this quarter,
grouped by client?"
# Well responds with real data
Acme Corp €4,800
Bolt Ltd €12,300
Nova Inc €1,950
Total: €19,050 across 3 clients
For developers
SDK and CLI
# Install
npx
@wellapp/mcp-server init# Query via SDK
const invoices = await
well.invoices.list({
status: "overdue",
client: "acme-corp"
})
Every channel, same intelligence
Ask a question in Slack, approve a payment on WhatsApp, review a report over email. The data is always the same: live, permissioned, and audited.
Slack
Slash commands and alerts
- /well cash-flow this-month
- Get payment alerts in #finance
- Share reports with your team
Approvals and lookups
- Approve invoices with one tap
- Check a client balance on the go
- Verified identity for every action
Telegram
Alerts and quick queries
- Real-time payment notifications
- Quick balance checks
- Overdue invoice reminders
Discord
Team finance channel
- Bot commands in your server
- Revenue updates for the team
- Expense alerts in real time
Scheduled reports
- Weekly cash flow digest
- Monthly AR aging report
- Custom alert thresholds
Mobile
Full access, pocket-sized
- Dashboard in your pocket
- Push notification for payments
- Approve from anywhere
One query, every surface
The same data flows across all your tools. Start a query in Slack, enrich via Chrome, analyse in the web app, and approve on WhatsApp. It's all connected.
Ask for outstanding invoices
Slash command returns a live summary in #finance
Enrich a client on LinkedIn
See payment history and risk score on their profile
Deep analysis and report
Full dashboard with charts, trends, and drill-downs
Approve the payment
One-tap approval with verified identity
4 surfaces · 1 data source · 0 context switches
Your data doesn't move. You do. Well follows.
Alerts find you, wherever you are
Payments, overdue invoices, cash flow warnings. Every event reaches you on the surface you prefer. Same audit trail, same permissions, zero noise.
Payment received from Acme Corp
2 min ago€12,300 matched to INV-2024-0847. Auto-reconciled.
Invoice overdue: Bolt Ltd
15 min agoINV-2024-0912 · €8,500 · 7 days past due. Collection sequence started.
Cash flow alert
1 hr agoProjected balance drops below €10,000 on Apr 15. Review upcoming payables.
Invoice approved by you
3 hr agoINV-2024-0923 · €3,200 to Nova Inc. Payment scheduled for Apr 10.
Why Well for multi-surface?
Other tools live in one place. Well lives wherever you do.
| Capability | Well | Finance apps | Chat add-ons | BI dashboards |
|---|---|---|---|---|
| Chrome extension overlay | Supported | Not supported | Not supported | Not supported |
| MCP protocol for AI agents | Supported | Not supported | Not supported | Not supported |
| Slack / Discord commands | Supported | Not supported | Supported | Supported |
| WhatsApp approvals | Supported | Not supported | Not supported | Not supported |
| Same data across all surfaces | Supported | Not supported | Not supported | Not supported |
| Unified audit trail | Supported | Supported | Not supported | Not supported |
| Mobile access | Supported | Supported | Not supported | Supported |
| Embeddable widgets | Supported | Not supported | Not supported | Supported |
Before
- Switch to the finance app to check a number.
- Copy-paste it into a spreadsheet. Lose the cell reference.
- By the time you're back in Slack, you forgot what you were doing.
With Well
- Data appears where you already work. No tab switch needed.
- Hover a name in Chrome, ask in Slack, approve on WhatsApp.
- You stay in flow. The numbers come to you.
“The best business tool is the one you never have to open.”
8
Surfaces supported
0
Tab switches needed
1
Source of truth
“I used to open Well ten times a day. Now I get everything through Chrome and Slack without breaking flow.”
Founder, E-commerce
Frequently asked questions
Well is available as a Chrome extension, via MCP protocol for AI agents, on Slack, WhatsApp, Telegram, Discord, mobile, and as embeddable widgets. The same data and permissions apply across all surfaces.
MCP (Model Context Protocol) is an open standard that lets AI agents interact with external tools. Well speaks MCP natively, so any compatible AI agent (Claude, GPT, or custom) can query your business data, run reports, and trigger workflows with real numbers.
Yes. The Chrome extension overlays Well data on any webpage you visit. Hover over a company name on LinkedIn, your CRM, email, or any site to instantly see payment history, risk scores, and outstanding invoices.
Yes. Invoice approvals, payment confirmations, and other actions can be completed directly from WhatsApp with verified identity. The approval is logged in the same audit trail as actions taken from any other surface.
Absolutely. Every surface connects to the same workspace data with the same permissions. A number you see in Chrome is the same number your AI agent queries via MCP and the same number displayed in Slack.
The web app is great for deep analysis, complex reports, and configuration. But for day-to-day tasks like checking a balance, approving an invoice, or looking up a client, you can do everything from the surface that suits you best.
Yes. Every surface uses the same authentication and authorization layer. All actions are logged with full audit trails including channel origin, actor identity, and timestamps. Data is encrypted in transit and at rest regardless of the surface.
Meet your data where you work
No new habits. No new tabs. Your financial intelligence, embedded in the tools you already use.