Well

Well App AI - Contribute Building Operators that Conquer the International Invoice Infrastructure

You don't have to waste time retrieving invoices. AI can.

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Table of Contents

• Overview
• Features & Benefits
• Use Cases
• How It Works
• Installation
• MCP Integration
• Contributing
• License
• Acknowledgments
• Roadmap
• FAQ

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Overview

Well is the Chrome extension that becomes every founder's best friend when accounting season hits.

It automates supplier invoice retrieval and pipes the data directly into your accounting tools, ERP, or dashboards — with zero effort.

Built for founders, solo operators, and lean teams, Well replaces hours of repetitive clicking, dragging, chasing, and copy-pasting. What used to eat up days across tax seasons now takes one click.

At its core, Well is a Chrome extension that automates browser workflows on your behalf — boosting productivity when batch-retrieving invoices. You can also use it on the go: as you browse, Well catches invoices for you.

Features include:

• WhatsApp and email ingestion
• Google Drive and Slack integrations
• AI-generated workflow blueprints
• Self-healing automations that adapt to changes
• Multi-format export support (JSON, CSV, XML, UBL, QuickBooks, Xero)
• Built-in validation for invoice data integrity
• Extensible plugin system for custom formats
• Compatibility with e-invoicing standards including Factur-X and UBL 2.1

We believe invoice exchange should follow a universal protocol: instant, standardized, and automated. You shouldn't have to think about it. With Well, you won't.

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Features & Benefits

• 100,000+ web portals covered
  From the most-used SaaS, utilities, and e-commerce platforms to long-tail portals you thought no one could automate.

• Omnichannel capture
  Collect invoices from Gmail, WhatsApp, PDFs, and more — in real time.

• Works with your stack
  Seamlessly connects to your accounting tools, ERP, CRM, and spreadsheets — no extra setup.

• Self-healing workflows
  Well adapts on the fly when supplier interfaces change.

• Privacy-first by design
  No passwords stored. Fully compliant with GDPR and CCPA.

• Export Formats Well supports exporting invoice data to multiple formats:

  Format	Description	Best For
  JSON	Standard JSON format	APIs, Web Apps
  CSV	Comma-separated values	Spreadsheets, Data Analysis
  XML	Standard XML format	Enterprise Systems
  UBL	Universal Business Language 2.1	International e-Invoicing
  QuickBooks	IIF format	QuickBooks Desktop
  Xero	Xero-compatible CSV	Xero Accounting

• Data Validation

  • Automatic validation of required fields
  • Type checking for amounts and dates
  • Extensible validation rules
  • Clear error messages for data issues

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Use Cases

• Founder on the move
  One click, zero effort — Well retrieves invoices from emails, browsers, or WhatsApp.

• Operator prepping for month-end
  Pull 50+ invoices from 15+ portals in under 5 minutes — no mental load.

• Finance lead applying the 5S mindset
  Enforce structure at the source: sort, shine, sustain — and automate.

• Manager tracking team budgets
  Monitor vendor spend in real time, catch budget drift, and uncover savings.

• Accountant building a clean audit trail
  Substantiate expenses for tax time with complete, standardized records.

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How It Works

Basic Usage

from exporters import get_exporter

# Get an exporter instance
exporter = get_exporter('json')  # or 'csv', 'xml', 'ubl', 'quickbooks', 'xero'

# Export data
data = {
    'invoice_number': 'INV-1234',
    'date': '2025-07-29',
    'amount': 199.99,
    'customer': 'Acme Corp',
    # ... other fields
}

exporter.export(data, 'invoice.json')

Required Fields

All invoices must include these required fields:

• invoice_number (str): Unique identifier for the invoice
• date (str): Invoice date in YYYY-MM-DD format
• amount (float): Total invoice amount (must be positive)
• customer (str): Name of the customer

1. Browse our provider gallery
   Visit wellapp.ai/providers to explore thousands of supported portals.

2. Launch the Chrome extension
   Install and pin the extension. One click to launch invoice retrieval.

3. Auto-detect invoices as you browse
   Well's AI suggests retrieval when it sees a paid invoice.

4. Batch-retrieve during tax season
   Run large-scale retrievals in a few clicks.

5. Generate new blueprints with AI
   Use Contributor Mode to teach Well new workflows without code.

6. Let it self-heal
   When a portal changes, Well adapts — no manual fixes needed.

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Installation

1. Install from the Chrome Web Store.
2. Pin the extension to your toolbar.
3. Log in to start syncing with your accounting tools.

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MCP Integration

Connect your AI assistant to Well using the Model Context Protocol (MCP).

Query your invoices, companies, and contacts directly from Claude, Cursor, Windsurf, or ChatGPT.

Claude Code plugin (one-click)

The fastest way to use Well in Claude Code — bundles the MCP and finance skills (build a compte de résultat, balance sheet, reconcile transactions), no API key:

/plugin marketplace add WellApp-ai/Well
/plugin install well@well

Then run /mcp, select well, and Authenticate (browser sign-in). Run each command on its own line.

Quick Start (any MCP client)

https://api.wellapp.ai/v1/mcp

Add this URL to your MCP client and authenticate with your Well account. In Claude Desktop / web: Settings → Connectors → Add custom connector. In Codex: add it to ~/.codex/config.toml via mcp-remote.

Documentation

• MCP Overview
• Quickstart Guide
• Client Setup - Claude, Cursor, Windsurf, VS Code
• Tools Reference
• Troubleshooting

Available Tools

Tool	Description
well_get_schema	Discover available roots and fields
well_query_records	Query invoices, companies, people, transactions, the accounting ledger, …
well_get_entity	Fetch a single record by id
well_add_contact_channel	Add an email/phone to a company or person
well_remove_contact_channel	Remove a contact channel
well_update_invoice	Update fields on an invoice
well_delete_invoice	Delete an invoice

For full documentation, visit docs.wellapp.ai/mcp

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Extending Well

Adding New Export Formats

1. Create a new Python file in the exporters directory
2. Create a class that inherits from BaseExporter
3. Implement the _export method
4. Add the @ExporterFactory.register() decorator

Example:

from .base_exporter import BaseExporter
from .exporter_factory import ExporterFactory

@ExporterFactory.register("myformat")
class MyFormatExporter(BaseExporter):
    """Exports invoice data to MyFormat."""
    
    def _export(self, data: dict, output_path: str) -> None:
        with open(output_path, 'w') as f:
            f.write(f"MyFormat: {data['invoice_number']}")

Contributing

We welcome contributions from the community. To propose a fix, feature, or improvement:

• Open a pull request
• Submit an issue
• Or contribute a new blueprint via Contributor Mode

Please review our CONTRIBUTING.md and Code of Conduct.

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License

Distributed under the MIT License. See LICENSE for more information.

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Acknowledgments

Thanks to all contributors and early users who helped shape Well. Special thanks to the open source libraries and protocols that made this possible.

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Roadmap

• Launch public beta
• Expand support to 200K+ portals
• Add mobile retrieval assistant
• Enable Zapier and Make integrations
• Build a contributor leaderboard

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FAQ

Q: Is my data safe with Well?
A: Yes. We store no passwords, follow strict encryption standards, and comply with GDPR and CCPA.

Q: Can I use Well outside Chrome?
A: Currently, Well is available as a Chrome extension. Other browsers may be supported in the future.

Q: How do I add a new portal?
A: Use Contributor Mode to guide the AI through your workflow. A blueprint is generated instantly.