Missing invoice sweep | Well skills

Missing invoice sweep

This is every step of the missing-invoice hunt in order: the workspace, the connections, the month, the supplier categories, the gap list, and your pick of who to chase. You click through it. Nothing collects anything from the conversation, and the last step hands your picks to the Well app.

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

Fetch the invoices I'm missing

  1. WorkspaceSkill used define-workspace

Workspaces

Pick the workspaces to work in.

Your workspaces

Maxime ChampouxMaxime Champoux

Well App Inc.Well App Inc.Default workspace

  1. PeriodSkill used define-period

Which month are we working on?

May is the last complete month. June has not ended yet.

2026

Jan Ready MTWTFSS

Feb Ready MTWTFSS

Mar Ready MTWTFSS

Apr Ready MTWTFSS

May Ready MTWTFSS

Jun Not ended MTWTFSS

Jul Not loaded MTWTFSS

Aug Not loaded MTWTFSS

Sep Not ended MTWTFSS

Oct Not ended MTWTFSS

Nov Not ended MTWTFSS

Dec Not ended MTWTFSS

Has invoicesMissing invoicesNothing to retrieveNot checked

No month selected

  1. Bank (only when the workspace or a selected month holds no bank transaction)Skill used connect-bank

Connect a tool

Pick a tool to connect it to Well.

Available tools

QontoQonto

MercuryMercury

QuickBooksQuickBooks

XeroXero

ChronographChronograph

DaloopaDaloopa

iBanFirstiBanFirst

Moody'sMoody's

MorningstarMorningstar

MSCIMSCI

MT NewswiresMT Newswires

PennylanePennylane

PitchBook PremiumPitchBook Premium

PlaidPlaid

S&P GlobalS&P Global

WiseWise

1 of 1

Clear all

QuickBooks

CategoryAccounting

DataAccounting

DirectionInput

Connection—

Last sync—

1 selected

Connect

  1. Counterparty categorizationSkill used categorize-counterparties

Categorize Counterparties

A few counterparties need a category before the books can close.

AWS6 transactions · €9,800.00

Category…

Notion3 transactions · €6,200.00

Category…

Vercel4 transactions · €12,400.00

Cloud hosting

Figma2 transactions · €7,600.00

Design software

Slack2 transactions · €5,200.00

Productivity software

2 counterparties still need a category: AWS, Notion.

2 counterparties left

  1. Assign ownersSkill used assign-missing-invoices

  2. Gap list, vendor pick and closeSkill used show-missing-invoices

Missing invoices — May 2026

These settled expense transactions still have no supplier invoice. Pick the vendors to chase: Well records the choice, and the next step previews what it would fetch.

- Vercel Inc. Deploy agent 4 transactions, no invoices

- Amazon Web Services Connect tools 2 transactions, no invoices

- Figma Inc. Deploy agent 3 transactions, no invoices

- Notion Labs Upload 1 transaction, no invoice

- Slack Technologies Deploy agent 3 transactions, no invoices

0 invoices to chase

0 selected

  1. Connect the services behind the picked vendorsSkill used connect-tools

  2. Preview and dispatch the fetchSkill used deploy-agents

Collect the missing documents · Deploy

May 2026 · Every vendor still missing an invoice, and where to find it.

Preview

Select every vendor with an address

- Vercel Inc.May 2026 · 4 invoices to fetchhttps://vercel.com/dashboard/invoices · blueprint€12,400.00 Waiting

- Figma Inc.May 2026 · 3 invoices to fetchhttps://www.figma.com/billing · blueprint€7,600.00 Waiting

- Slack TechnologiesMay 2026 · 3 invoices to fetchhttps://slack.com/help/articles/360000906683 · blueprint€5,200.00 Waiting

Well holds no address for these vendors, so a run has nowhere to go. They still owe an invoice.

Amazon Web ServicesMay 2026 · 2 invoices1 vendor here can also be connected€9,800.00

Notion LabsMay 2026 · 1 invoice€6,200.00

This card starts nothing. Deploy opens the page in Well for the vendors you pick.

  1. Invite the owners who cannot open their task yetSkill used invite-teammates

  2. You get

Workspace pinned to Entity 1, 3 connections live and 1 syncing, period set to May, 2 suppliers still to categorize. That leaves 5 vendors and €41,200 of spend with no invoice. Pick the ones to chase and Well hands them to the collect page.