Close the books | Well skills

Close the books

The skill starts the close for the month you name, reads what is holding it open, and clears the blockers one at a time with you. It shows the state before every step and asks first for anything that reaches out. It never locks the period itself: that approval is yours to click in Well.

This skill writes data rather than only reporting on it. It shows you what it will do, and changes nothing until you confirm.

npx skills add wellapp-ai/skills --skill close-books

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.

  1. You ask

Close the books for last month

  1. Pin the workspaceSkill used define-workspace

Workspaces

Pick the workspaces to work in.

Your workspaces

Maxime Champoux

Well App Inc.
Default workspace

  1. Resolve the own companySkill used confirm-my-company

  2. Read connection coverage once, then connect the bank only if it is missingSkill used connect-tools

Connect a tool

Pick a tool to connect it to Well.

Available tools

Qonto Mercury QuickBooks Xero Chronograph Daloopa iBanFirst Moody's Morningstar MSCI MT Newswires Pennylane PitchBook Premium Plaid S&P Global Wise

  1. Connect the accounting side only if it is missingSkill used connect-accounting

  2. Set the fiscal year startSkill used accounting-settings

  3. Collect the month and start the close — run define-period in mode: collect, then well_start_closeSkill used define-period

  4. Read the state

  5. Confirm the scope

  6. Clear the blockers, one at a timeSkill used fetch-missing-invoices

  7. Prepare the package

  8. Mint the approval offer

  9. Hand off the lock to the user

  10. Confirm the lock

  11. You get

May is started and not locked. Three things are still blocking: 14 transactions uncategorized, 5 suppliers with no invoice, and 2 payments unmatched. Clear those and the close package is ready. The final lock stays your click inside Well.