Your books close themselves | Well
Tasks
Receipts arrive on their own. 4 channels live.
- Connect a new channel
- Review 4 captured receipts
- Confirm the uploader tags
- Let the extension run overnight
Capturing receipts 48 this month
Every channel, no manual upload — the system files them as they arrive
| Source | Count today |
|---|---|
| 12 | |
| Chat | 3 |
| API | 86 connectors |
| Chrome extension | 5 |
Your books close themselves.
Connect your tools. Well categorizes, reconciles, drafts the journal entries, and chases the documents you are missing. Clean entries land in Xero or Pennylane. You review and close, in minutes.
Everything flows in. Even what never arrives.
Invoices from email, lines from the bank, records from 120+ connectors. When a document is missing, the Chrome extension fetches it from the supplier portal, no API required.
| Source | Count today |
|---|---|
| 12 | |
| Bank | 203 lines |
| Connectors | 120+ connected |
| Chrome extension | 5 fetched |
Bank lines match themselves.
Well links each bank line to its invoice with a confidence score. High-confidence matches go straight through. The rest wait for your call.
Reconciling March 2026
| Bank lines | Invoices |
|---|---|
| 203 of 203 | |
| Acme Corp | Mar 14 · bank transfer -€3,200.00 99% INV-2041 · Acme Corp |
| Amazon Web Services | Mar 16 · card -€412.00 98% AWS-0394 · AWS EMEA |
| WeWork | Mar 02 · direct debit -€1,200.00 97% WW-7782 · WeWork SAS |
Journal entries with no black box.
Well drafts the journal entries for you, every one balanced.
Journal entry JE-1182
| Date | Source | Status |
|---|---|---|
| Mar 16 | Amazon Web Services | Balanced |
| Account | Debit | Credit |
|---|---|---|
| Cloud hosting | €412.00 | |
| Input VAT | €82.40 | |
| Accounts payable | €494.40 | |
| Totals | €494.40 | €494.40 |
Close the month in one click.
Close March 2026
All clear
| Item | Count left |
|---|---|
| Uncategorized transactions | 0 left |
| Unposted invoices | 0 left |
| Reconciliation review | 0 left |
Linsay's close, before and after.
Before Well
- Export every account by hand
- Pulls CSVs from the bank, the card, and Stripe. Opens last month's spreadsheet to start matching.
After Well
- Open Well to four items, not 300
- Bank lines already reconciled overnight.
- Review the flagged lines
- Check the close gate
- Approve the draft entries.
- Validation locks the period with a gapless sequence.
We feed your ledger, not replace it.
| Capability | Well | QuickBooks | Xero | Pennylane | Digits | Puzzle |
|---|---|---|---|---|---|---|
| Feeds your ledger, not replaces it | Supported | Is the ledger | Is the ledger | Is the ledger | Replaces it | Replaces it |
| AI reconcile with review band | Supported | Rules-based | Rules-based | Supported | Supported | Supported |
| Deterministic, audit-trailed posting | Supported | Manual | Manual | Not supported | Not supported | Not supported |
| Collect missing invoices | Supported | Not supported | Not supported | Not supported | Not supported | Not supported |
| Bank coverage | EU + US | US first | Global | FR only | US only | US only |
| Price | EUR 19–199/mo | $35–235/mo | $15–80/mo | EUR 40–249/mo | $0–50/mo | $0–79/mo |
Audit-ready, and provable.
Every entry is logged and traceable, so you can show an auditor exactly how each number got there.
GDPR Compliant
SOC 2 Type I
Every figure traces to source
Skills that close your books
The close runs on these. Add one, ask what is still open, and resolve it from the answer.
| Skill | Link |
|---|---|
| Close the books | Link |
| Pick the period | Link |
| Missing supplier invoices | Link |
| Missing invoice sweep | Link |
| Missing receipts | Link |
| Categorize your suppliers | Link |
| Payment and invoice lookup | Link |
| Accounting settings | Link |
Frequently asked questions
Does Well replace my accountant or my ledger?
No. Well feeds your ledger, it does not replace it. Keep Xero or Pennylane as your system of record. Well is the reconcile, collect-missing-documents, and close-acceleration layer on top.
What about card spend with no invoice?
When a charge arrives without a document, Well's Chrome extension collects the missing supplier invoice.
Can a closed period be reopened?
A locked period is terminal by design. Validation assigns a gapless legal sequence.
Is my business data secure?
Bank connections use read-only OAuth through regulated aggregators. Data is encrypted at rest and in transit.