Skills that answer from your real books
A playbook your assistant follows to answer one question from your real books. It pulls the numbers, shows the working, and says when something is missing.
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Showing 48 of 93 skills
Cash
Runway
Know how many months of cash you have at your current burn, with both sides of the division shown.
Cash position
Know how much cash you hold right now, with the accounts counted and the ones left out both stated.
Cash flow bridge
See how the month moved from opening cash to closing cash, with whatever does not reconcile named as its own step.
Secure Payroll
Know if payroll is safe, and which vendor bills to push if it is not.
FX exposure
See how much of your cash and receivables sit outside your reporting currency.
Burn rate
Know what you spend in an average month over a window you can see, with the months that carried no spend counted.
Runway Stress Test
See how long your cash lasts if a customer pays late, leaves, or you hire.
Compose a board
The measures you name, arranged on one board that stores the question rather than the answer.
Open a saved board
A board you saved, drawn with today's figures rather than the day it was built.
Money back
Find money owed back to you: refunds, credit notes, VAT credits, double debits, then unpaid customer invoices.
Cash forecast
See the settled month-end cash series and where the line goes from the last complete month.
Spending
Money leak finder
Find the double charges and price rises in your bank debits, each with the dates and amounts your bank shows.
Missing receipts
Find the bills with no paperwork attached, before an auditor does.
Bills due
See what you owe and when, ordered by due date with a running total.
Payment and invoice lookup
Find what payment settled an invoice, or catch every payment that never got one.
Supplier spend register
See what each supplier invoiced you over a year, ranked, with unplaced invoices counted.
Subscription spend
See what each scheduled supplier costs a month and a year, how it moved, and where your workspaces can save.
Payables aging
See what you owe your suppliers, and how long each bill has been past due.
Subscription actions
Act on a subscription you name or pick by number from a list: cancel, renegotiate or contest a double debit.
Cost structure
See a company's or household's spend by category, supplier and trend; not for savings: use Subscription spend.
Insurance switch
Lay your insurance offers next to your current contract, and get the letter that ends it.
Call and claim
Claim a refund or a compensation with the evidence in hand, and know what to say when you call.
Optimize Supplier Prices
See what you paid a supplier, how its price moved, and get the negotiation email drafted.
Payroll cost by month
Read the payslips for a month, or for each of several months, and state gross pay, tax withheld, social contributions and net pay per employee, in the currency each payslip was issued in.
Personal spending
See what you spent on one category, such as groceries, this month and how that compares to a usual month.
Employer cost
Read a month of payslips, or each of several months, and state, per person, gross pay plus the employee deductions and the employer charges the payslip printed, then list the payroll related bills paid from the bank that no payslip carries.
Founder's own pay
Read the founder's own payslips, state gross pay, tax withheld, contributions and net pay per period beside the legal form and country on the own company record, and name the self-pay paperwork that goes with them.
Payroll due dates
See what payroll and social obligations are coming, with the amount wherever a payslip carries one and whether the money already left the bank.
Calculate Hours
Send a photo of paper time cards and get hours per person and pay at the rate Well holds, not a payslip.
Check a payslip
Read one person's payslip for a month, list the lines it printed beside the same contract's earlier payslips, and name every line whose amount changed, appeared or disappeared.
Reconcile hours to payslip
Read one pay period's payslip lines for an hourly or part-time employee, state the hours, rate and amount on each line, name the overtime lines, and set the total against the hours the contract carries.
Check expense taxability
For one French payroll month, list the payslip lines that are neither salary, tax nor contribution, with the label and amount the payslip printed, set the receipt gaps Well already found beside them, and state the country rule each item has to be judged against.
Check contractor status
For each supplier that looks like a freelancer, read the purchase invoices, the payment rail and any contract Well holds, and state the facts a requalification question turns on, next to the papers your country expects you to keep.
Contractor year end statements
Read the purchase invoices for one calendar year, list the contractors and suppliers you paid with the total for each, name the ones with no tax identifier on file, and say which year-end statement each jurisdiction expects and when.
Prepare exit pack
Read the final payslip for a leaver, state what it printed and what the contract says, and name the exit documents due and who sends each one.
Getting paid
CRM task reminder
Get one morning message with the Attio tasks that are due today or overdue.
Chase late invoices
Get a prioritized list of who to chase for payment, with their contact info and a message already drafted.
Rank clients by LTV
Rank your most valuable customers by lifetime value, over a year you name or their whole life.
Customer Dependency
See how much of your revenue rides on a few customers, and what a late or lost one does to your cash.
Company profile
Everything you know about one company, in one view.
Receivables aging
See which customers still owe you money: the unpaid and overdue invoices, how late each is, and the total.
Revenue by customer
See how much each customer billed in a period, ranked by revenue, with the part you could not place named.
SaaS billing
See who cancelled, which payments failed and what was refunded, read live from Stripe, Paddle or Lago.
Recurring revenue
See the monthly run-rate of live subscriptions, or an invoice average when no typed subscriptions are present.
Invoices
Draft invoice
Turn a sentence into a draft invoice in Well, in your customer's design, with its PDF.
Invoice design
Pick how an invoice prints, from the designs and records you already have.
Reuse my invoice design
Drop one of your invoices and keep its look for every next invoice.
Invoice Compliance
Know which invoices are missing a legal line before your customer or the tax office does.
Missing supplier invoicesAssign missing invoicesMissing invoice sweepInvoice fetching agentsCustomer invoicing identityToday's prioritiesClose the booksRepost the journalsAccounting reviewPick the periodCategorize your suppliersPrefill Form 1120Board packPrefill Form 1099-NECUnposted and blockedVAT radarCheck bank and booksAccounting reportsReconcile the payroll monthPayroll year end packMail sendersMailboxReach out for meMemoryPick the workspaceInvite teammatesAction levelsCheck your connectionsBuild your context graphConnect your bankConnect your accountingChart of accountsConfirm your companyAccounting settingsBring a connector acrossExport to accounting toolConvert currenciesSigning backWhat's nextTax id chaseImport a statementProvider exportsFirst employer setupDeclare a new hireCheck the working time record
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