Company profile
Everything you know about one company, in one view.
npx skills add wellapp-ai/skills --skill company-profile
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
Give me a 360 view of this company
- Pin the workspaceSkill useddefine-workspace
Workspaces
Pick the workspaces to work in.
Your workspaces - Confirm the connections this answer needsSkill 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 - Verify the data itself has landed
- Resolve which company the user means
- Compose the profile
Stripe
Company
ActiveCurrencyEURCountryUSGrand Total412,000.00 - Frame the relationshipSkill usedconfirm-my-company
- Normalize currencySkill usednormalize-currency
- If any required step errors or returns unusable data
- You get
Stripe is a customer and a vendor. €412K paid to you across 14 invoices, €84.2K still open. Primary contact is Elena Rossi, Head of Partnerships, last spoken to 12 Jun.
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
What if a company is both customer and vendor?
The view shows both directions separately, so you can see what they owe you and what you owe them without the two netting into one confusing number.
What if contact details are missing?
The skill says which details are not on file rather than leaving a blank that reads as if there is nothing to find.
Does it need my own company set?
Not strictly. Without it you still get the invoice totals in both directions, it just cannot label the company as customer or vendor for you.
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.