Payment and invoice lookup | Well skills
Payment and invoice lookup
Ask about one specific payment or invoice and the skill finds the match from your synced reconciliation data, including how confident that match is. Or ask it to sweep for gaps and it lists every transaction or invoice with no counterpart on file, so nothing slips through.
npx skills add wellapp-ai/skills --skill payment-invoice-lookup
What happened with this payment?
The €14,400 Stripe payout on 12 Jun matched invoice INV-2188 at high confidence.
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 happened with this payment?
- Pin the workspace Skill used define-workspace
Workspaces
Pick the workspaces to work in.
Your workspaces
- Confirm the connections this answer needs Skill 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
- Verify the data itself has landed
- Determine which workflow the user wants
- Normalize currency Skill used normalize-currency
- If any required step errors or returns unusable data
Transactions
| From payment means | Transaction date | Amount |
|---|---|---|
| S Stripe·Payout |
2026, Jun 12 | €14,400.00 |
| W Wise·Transfer |
2026, Jun 8 | €3,200.00 |
| A Adyen·Payout |
2026, Jun 3 | €980.00 |
The €14,400 Stripe payout on 12 Jun matched invoice INV-2188 at high confidence, on amount and reference. Two other payments this month have no counterpart on file yet.
Frequently asked questions
What does match confidence mean?
How strongly the payment and invoice agree on amount, date, reference, and counterparty. A weak match is surfaced as weak rather than presented as settled.
Can it reconcile automatically?
It finds and scores the match. Confirming a reconciliation stays an explicit action so nothing is silently posted.
What shows up as unreconciled?
Any transaction with no linked invoice, and any invoice with no linked payment, both directions of the gap.
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.