Well Intelligence

Well Intelligence: The AI Finance Assistant for SMBs

In the world of entrepreneurship, many founders spend their weekends wrestling with invoices, payment records, and confusing spreadsheets. This hidden cost, known as the Founders Tax, takes time away from innovation and family. Well Intelligence aims to change that by offering an AI-driven solution designed to liberate founders from financial chaos. It acts as a smart financial co-pilot, helping you regain clear insight into your financial data and control over your time.

Well Intelligence is a generative finance engine launched by the Canadian startup Well on October 30, 2025. Unlike other customizable dashboards, it directly pulls raw documents from over 120 everyday tools, including Gmail, WhatsApp, Stripe, Shopify, and bank statements. Using a multi-modal large model, it cleanses, reconciles, and categorizes the data, answering questions like How much runway do I have left? and By what percentage point has the burn rate changed this quarter year-over-year? It also generates accounting-compliant vouchers and board-ready charts that can be pushed with one click to QuickBooks, Xero, or an auditors Google Drive.

Well Intelligence positions itself as the central data warehouse companies under 50 people have never had, giving founders big-company-level financial intelligence without needing to hire an IT team.

Benefits

• Automatic Capture:Uses OCR + LLM to identify and capture data from emails, chats, portals, PDFs, scans, and mobile photos with an accuracy rate of 99.2%.
• Smart Q &A:Allows you to ask questions in natural language and receive numbers, curves, attribution analysis, and labeled data sources.
• Instant Reconciliation:Performs three-way comparisons between Stripe receipts, bank deposits, and invoicing records, highlighting discrepancies and generating adjustment journal entries with a click.
• Contextual Charts:Offers one-click deployment of templates for fundraising scenarios, Unit Economics, SaaS Quick Ratio, and more. These charts are recognized by over 40 VCs as due diligence standard packages.
• Audit Trail:Every journal entry is accompanied by a document snapshot, modification log, and hash value, complying with SOC-2 and the electronic voucher requirements of Schedule 9 of the Hong KongCompanies Ordinance.
• Collaboration Permissions:Provides three-tier permissions for founders, financial advisors, and external accountants, supporting Slack/Feishu bot subscription for critical metric anomaly alerts.

Use Cases

Well Intelligence is ideal for tech and e-commerce companies with 150 employees and an ARR under $20 million, particularly those in the Pre-seed to Series A fundraising stages. It is especially useful for:* SaaS teams whose founders still personally handle bank statements.* DTC brands that outsource finance to a part-time CPA but dont want to pay by the hour for every query.* Mobile app companies planning to start due diligence within 612 months and need clean data packages available anytime.

Pricing

Currently, Well Intelligence offers an Early Access Price: the Pro Plan, originally $20/month, is available for free until January 1, 2026. During this trial period, you can pull unlimited documents, have the AI automatically fill thousands of fields, and generate formal invoices with zero manual work. If usage exceeds the standard later, on-demand top-ups are supported without forced plan upgrades.

Vibes

Well Intelligence has been well-received by early adopters who appreciate its ability to streamline financial operations and provide clear insights into their financial data. The tools accuracy and ease of use have been particularly praised, making it a valuable asset for small teams.

Additional Information

Well Intelligence is designed to complement your existing financial team rather than replace them. It wont replace your accountant, but it will stop them from asking you for the fifth bank statement. By automating financial tasks, Well Intelligence helps you focus on what truly mattersgrowing your business and spending time with loved ones.