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Manage your business via messaging, centralizing information in a structured graph that connects all your work tools with AI assistants.
What is Well?
Well is an AI-powered business management solution that centralizes company operations through messaging interfaces and data automation. Its primary function is to capture information from multiple sources and transform it into a structured, accessible knowledge graph. This tool is designed for founders, finance leads, and teams who need a unified view of their business without relying on manual data entry.
Well operates using the Model Context Protocol (MCP), a technology that connects AI agents with the company's real-world context. The platform integrates with over 120 connectors and 11,000 banking institutions, including tools like Stripe, QuickBooks, Pennylane, and Notion. By linking these accounts, the app automatically reads and organizes invoices, bank transactions, and contacts, allowing users to interact with all their information from their desktop or mobile devices.
Among its most notable functional capabilities are:
- Intelligent Data Capture: It processes conversations in apps like Slack, WhatsApp, or iMessage along with attached documents, converting them into clean, linked records without manual intervention.
- Modular and Customizable Dashboard: It allows users to set up a visual panel with modules to monitor critical metrics like cash balance, monthly revenue, and the status of overdue invoices.
- Grounding for AI Agents: It exposes company data through a single endpoint compatible with Claude, ChatGPT, and Cursor, ensuring that AI responses are based on real, up-to-date business data.
- Workflow Synchronization: It automates bookkeeping, payroll management, and tax tracking tasks by maintaining traceability across various productivity and financial tools.
The value of Well lies in its ability to provide immediate answers about the financial and operational health of a business using natural language. By acting as a unified context layer, it facilitates data-driven decision-making, allowing users to quickly check aspects like burn rate or identify vendors missing tax information. It is a key tool for optimizing financial planning and analysis (FP&A) and reducing administrative burdens through AI assistants integrated into the daily workflow, eliminating the need to jump between multiple apps to get a clear answer on the company's status.
Well features and use cases
How to use Well
Well FAQ
What is Well, and how does it simplify my daily business management?
Well automatically captures information from your conversations and work tools, organizing it into a structured, easy-to-search data graph.
Can I connect Well to my bank account or payment platforms?
Yes, the platform integrates with over 11,000 banks and financial services—including Stripe, PayPal, and Qonto—to centralize all your transactions.
How does Well integrate with AI tools like Claude or Cursor?
Well acts as a hub that provides your AI agents with real-time business context, ensuring they respond with total accuracy.
What security measures does Well use to protect my information?
The platform is GDPR-compliant and holds SOC 2 Type I certification to ensure the privacy of all your business records.
Can I send data to Well directly from Slack or WhatsApp?
Yes, you can use your favorite messaging apps to capture data on the go, and it will be automatically archived in your workspace.
What are the differences between Well’s pricing plans?
Plans vary based on monthly token volume and the number of workspaces, with options ranging from personal use to managing multiple companies.
Do I need technical skills to set up integrations in Well?
No, the tool is designed to connect your apps with a single click and start structuring your information automatically.
Well pricing and plans
Free Version (Private Beta)
Price: 0 €
Early access via private beta.
No credit card required to get started.
Starter
Price: 9 € per month
3 million tokens per month limit.
1 personal workspace.
1 personal "brain."
Sync notes and context from meeting transcripts, CRM notes, and productivity tools.
Unlimited MCP connectors.
Business
Price: 29 € per month
10 million tokens per month limit.
1 personal workspace and 1 company workspace.
Ability to invite collaborators and external users.
1 personal brain and 1 company brain.
Sync notes and context.
Unlimited MCP connectors.
Features for accounting, FP&A, payroll, invoicing, CRM, and taxes.
Scale
Price: 69 € per month
25 million tokens per month limit.
1 personal workspace and 5 company workspaces.
Ability to invite collaborators and external users.
1 personal brain and 5 company brains.
Sync notes and context.
Unlimited MCP connectors.
High-priority white-glove support.
Well Screenshots
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