Well Intelligence

Product Introduction

1. Well Intelligence is an AI-native business intelligence platform that automatically aggregates financial data from multiple sources, transforms it into structured records, and provides tools for analysis, reconciliation, and decision-making. It eliminates manual data processing by integrating with accounting software, cloud services, and financial platforms to deliver real-time insights.
2. The core value lies in enabling users to interact with financial data using natural language queries, generate investor-ready reports in minutes, and make data-driven decisions without requiring technical expertise like SQL or spreadsheet modeling.

Main Features

1. Natural Language Queries: Users can ask financial questions in plain English, such as “Show the evolution of my burn rate,” and receive instant visualizations or answers without writing code. The AI interprets context, entity relationships, and time-based patterns to provide accurate responses.
2. Custom Report Generation: The platform supports drag-and-drop report builders and pre-built templates for revenue growth, cash runway, or retention stability. Vibe generation automates formatting, while real-time data syncing ensures reports reflect the latest financial metrics.
3. Real-Time Data Enrichment: Well Intelligence automatically extracts and standardizes data from invoices, contracts, and transactional documents across 50+ formats. It enriches raw data with contextual metadata (e.g., VAT numbers, vendor details) to ensure consistency and auditability.

Problems Solved

1. Manual Financial Data Management: The platform addresses inefficiencies in manually aggregating and reconciling data from disconnected tools like AWS, Slack, and Dropbox, which often leads to errors or outdated insights.
2. Cross-Team Collaboration Challenges: It serves founders needing quick cash flow insights, finance teams requiring audit-ready reports, and operators seeking daily operational metrics—all within a unified interface.
3. Slow Decision-Making: Typical scenarios include tracking monthly burn rate trends, identifying cost allocation shifts (e.g., a 5.2% spending increase on AWS), and generating investor reports with granular unit economics in minutes.

Unique Advantages

1. AI-Native Architecture: Unlike traditional BI tools, Well Intelligence uses machine learning to auto-tag financial entities, predict trends, and adapt to industry-specific terminology, reducing setup time.
2. Modular Data Pipelines: Users design custom extraction workflows (e.g., parsing Slack invoices or OpenAI billing data) with granular control over data validation, enrichment rules, and export formats.
3. Pre-Built Financial Context: The platform pre-maps common metrics like MRR, gross margins, and runway calculations, allowing users to bypass complex spreadsheet logic and focus on strategic analysis.

Frequently Asked Questions (FAQ)

1. How does Well Intelligence ensure data accuracy? The platform validates data at ingestion using predefined rules (e.g., cross-checking invoice totals against bank transactions) and flags discrepancies for review, ensuring reliable outputs.
2. Can I integrate Well Intelligence with my existing ERP or CRM? Yes, it connects natively to 100+ tools, including Slack, AWS, and Notion, via APIs or file uploads, with automated syncing every 15 minutes.
3. Is coding required to build dashboards or reports? No—users create dashboards using natural language or a visual editor, with AI handling backend data modeling and SQL generation.
4. How secure is my financial data? All data is encrypted in transit and at rest, with role-based access controls, SOC 2 compliance, and optional on-premises deployment for sensitive information.
5. What formats are supported for report exports? Reports can be exported as PDFs, Excel files, or embedded directly into tools like Notion or Confluence via shareable URLs with permission settings.