Accounting reports
Read your profit and loss or balance sheet from QuickBooks, Xero or Pennylane.
npx skills add wellapp-ai/skills --skill accounting-reports
Ask anything or use / for commands...
How the skill answers
Every step of the run, in order, with the card each one returns. A step that hands its work to another skill says which one.
- You ask
What does my profit and loss say?
- Pin the workspaceSkill useddefine-workspace
Workspaces
Pick the workspaces to work in.
Your workspaces - Confirm the accounting connectionSkill usedconnect-tools
Connect a tool
Pick a tool to connect it to Well.
Available tools1 of 1
QuickBooks- Connection
- —
- Category
- Accounting
- Data
- Accounting
- Status
- —
- Last sync
- —
1 selected - Pick the accounting tool
- Read the settings, only when needed
- Find the report tool on the connection
- A report the tool does not share
- Resolve the period, only where the tool takes one
- Run the report
- Name the period and the currency from the result
- Write the report's key lines
- If any required step errors or returns unusable data
- You get
Your profit and loss as QuickBooks returns it, for the period QuickBooks reports: income, cost of sales, gross profit, expenses and net income, each figure as the tool returned it. Nothing is added up again or rounded.
More skills to try
Every skill answers a different question from the same connected data. Add one, ask, and see the working.
Runway
Know how many months of cash you have at your current burn, with both sides of the division shown.
Runway Stress Test
See how long your cash lasts if a customer pays late, leaves, or you hire.
Cash position
Know how much cash you hold right now, with the accounts counted and the ones left out both stated.
Cost structure
See a company's or household's spend by category, supplier and trend; not for savings: use Subscription spend.
Money leak finder
Find the double charges and price rises in your bank debits, each with the dates and amounts your bank shows.
Receivables aging
See which customers still owe you money: the unpaid and overdue invoices, how late each is, and the total.
Frequently asked questions
Which reports can it read?
From QuickBooks: the profit and loss, the balance sheet, the cash flow statement, and the aged payables and aged receivables reports. From Xero: the profit and loss and the balance sheet. From Pennylane: the profit and loss and the balance sheet, which Well computes from the Pennylane trial balance. Xero and Pennylane share no aged or cash flow report with Well. A general ledger or a trial balance is too large to read in a chat answer, so the skill does not show one on request. The one exception is a Pennylane refusal that rests on the trial balance: then it shows up to twenty rows, as Pennylane returned them.
Can I pick the period of a QuickBooks report?
Not yet. A QuickBooks report comes for the period QuickBooks picks by default, and the answer names that period plainly. A Xero or Pennylane profit and loss takes the period you name.
Does Well recompute the figures?
Not for QuickBooks or Xero: every figure is stated as the tool returned it, and Well adds nothing up, rounds nothing and fills no gap. Pennylane shares only its trial balance, so there Well computes the totals itself, by class of the French chart of accounts, and the answer says so.
Why does it sometimes refuse a Pennylane balance sheet?
A balance sheet needs the opening balances of the fiscal year. Well builds one only when it can show those balances are in the Pennylane trial balance, usually once the previous year is closed in Pennylane. Otherwise it says so and gives the profit and loss alone. A balance sheet, or a profit and loss, that ends on the last day of a closed fiscal year can also be refused: when Pennylane seems to have booked the year-end closing entries on that day, Well cannot prove the figures and gives none. It also builds no statement for a workspace whose base currency is not the euro.
What about an aged receivables report on Xero?
Xero does not share its aged reports with Well. The skill says so, then answers from Well's own aged reading of your synced invoices, which bands each unpaid invoice by how far past due it is.
What happens with a very large report?
A report too large to read in the chat comes back cut. The skill says so, states only the lines that came back whole, and points you to the full report in QuickBooks or Xero. Only a Xero profit and loss takes a period, so only there does it offer a shorter one.
Ask your first question today
Connect your tools, then ask in plain language. Every answer traces back to the record behind it. Free to start.