## Tasks Helio Systems, enriched from real business data. No manual entry. - Verify enriched firmographics - Confirm the primary contact - Link the bank accounts - Review payment terms ## CRM built on financial truth Your contacts, companies, and deals — enriched with real invoice data, payment history, and revenue attribution. No manual entry. ## Your CRM knows names. It doesn't know who actually pays. CRMs miss financial relationships. Contact data decays the moment it's entered. Revenue attribution is a guess — built on manual input that nobody maintains. ## A CRM that fills itself with financial truth ### Enriched company profiles Firmographics, tax IDs — auto-filled. - Company details are populated from invoices, bank data, and public registries — no manual data entry. - Tax IDs, addresses, and legal names stay current because they come from real financial documents. ### Financial relationship view Invoices, transactions, and payments per company. - Every invoice, payment, and transaction linked to a company — visible in one timeline. - See outstanding amounts, payment terms, and historical spend without leaving the profile. ### AI-powered insights Top clients by actual revenue. Payment pattern analysis. - AI ranks your clients by real revenue — not deal stages or pipeline guesses. - Payment behavior patterns surface automatically: who pays fast, who pays late, who's slowing down. ## Quarterly review prep: 30 minutes to 2 An account manager opens the enriched profile, sees business data instantly, and AI flags what matters — before the meeting starts. Use case — Quarterly business review prep 1. Opens enriched company profile for Acme Corp 9:00 AM 2. Shows 12-month revenue: €84,200 across 23 invoices 9:01 AM 3. Flags: average payment speed slowed from 14 to 28 days 9:01 AM 4. Walks into QBR with full financial context 9:02 AM ## Every company profile tells a financial story Firmographic data, linked invoices with status, revenue totals, and AI insights — all in one view. ### Acme Corp SaaS · Paris, France · VAT FR12345678901 Active client 23 Invoices €84,200 12-month revenue 14 days Avg. payment speed Recent invoices - #4521 €3,200 Mar 15 - Paid - #4488 €1,800 Feb 28 - Paid - #4612 €5,400 Apr 01 - Pending - #4650 €2,100 Apr 10 - Overdue ## Skills that answer questions about clients Who owes you, who is worth most, what they last paid. Add a skill, ask, and see the record behind it. ## Frequently asked questions **How is this different from HubSpot?** HubSpot is a marketing and sales CRM — it tracks deals, emails, and pipeline stages. Well is a financial CRM — it enriches company profiles with real invoice data, payment history, and revenue from your actual business tools. No manual entry, no stale data. **Can I import existing CRM data?** Yes. You can import contacts and companies from CSV or connect directly to your existing CRM. Well will then layer business data on top — enriching every record with invoice history, payment behavior, and revenue attribution. **What data gets enriched automatically?** Company firmographics (legal name, address, tax ID, industry), financial relationships (invoices, payments, transactions), and AI-generated insights (revenue ranking, payment speed trends, risk signals). All sourced from your connected business tools and public registries. **Does it replace my CRM?** It can, or it can complement it. Well works as a standalone financial CRM or as a financial enrichment layer on top of your existing CRM. Many teams use Well alongside HubSpot or Pipedrive for the business data those tools lack. **What tax jurisdictions are supported?** Well supports 15+ tax jurisdictions across the EU, UK, and US. Tax IDs, VAT numbers, and compliance data are automatically validated and linked to company profiles. **Can I see payment history for a specific company?** Yes. Every company profile includes a full financial timeline — every invoice, payment, and transaction linked to that company, with status indicators, amounts, and dates. AI also highlights trends like slowing payment speed. **Is it GDPR compliant?** Yes. Well only enriches from business registries and your own connected business tools. No personal data is scraped without a legal basis. All data is stored in your workspace with full audit trails and data processing agreements available. ## Financial relationships, finally visible 100+ Connectors 15+ Tax jurisdictions 85%+ Auto-enrichment rate ## See your financial relationships No setup fee. No CSV imports. Connect your tools and watch your CRM fill itself with financial truth.