Context graph for business records
Well turns connected tools, documents, and transactions into linked entities so data can be explored in context instead of scattered across systems.
Well
ClaimWell connects business tools, documents, and data into one context graph for teams and AI agents, with capture, OCR, reconciliation, and query.
Business data in one context graph
Well is a business data platform that connects tools, documents, emails, and transactions into one context graph. It is designed to make business information legible, traceable to its source, and accessible from the places people and agents already work, including MCP clients.
Well’s core job is to ingest information from many sources, structure it into clean records, and keep it linked and current. The product emphasizes a single source of truth for business context, with workflows for capture, reconciliation, categorization, enrichment, and analysis.
Core capabilities
Multiple intake methods
Data can enter through native integrations, Chrome extension capture, email forwarding, file upload, or the REST API, which makes it easier to cover both supported and unsupported sources.
OCR extraction for documents
Invoices, receipts, statements, and spreadsheets can be read on arrival so fields, amounts, and counterparties are captured as structured data.
Reconciliation and categorization
The platform supports agent-driven reconciliation and categorization so financial records can be matched back to their sources and kept organized.
MCP access for AI tools
Well can expose the workspace graph to MCP clients, letting tools like Claude, Cursor, and Codex answer questions from real business context.
Large connector ecosystem
The integrations page lists 120+ connectors and 11,000+ banks across accounting, CRM, payments, storage, messaging, development, and other categories.
Practical ways teams use Well
Finance close and transaction cleanup
Finance teams can bring in bank, accounting, and payment data, then reconcile and categorize it while keeping each record tied back to its source.
Invoice and receipt intake
Users can forward documents, upload files, or clip pages and let Well extract the relevant fields instead of typing them manually.
Ask business questions from AI tools
Founders and operators can ask about runway, spend, or overdue invoices in a chat or MCP client and get answers grounded in workspace data.
Unified view across many SaaS tools
Teams with a broad stack can connect the tools they already use and keep operational records flowing into one shared graph.
Capturing data from unsupported tools
When a source does not have a native connector, the Chrome extension, email intake, or API can still bring its data into Well.
Pros and Cons
Pros
- Combines native connectors, OCR, email intake, and API capture in one product.
- Keeps data linked to source records inside a shared context graph.
- Supports both human workflows and MCP-based agent workflows.
- Covers a wide set of business systems, including banks and common SaaS tools.
- Lets users start with a free trial rather than requiring an immediate commitment.
Cons
- The product is strongest for teams that need structured business data, so it may be more than a simple point solution.
- Some workflow depth depends on which sources you connect and what your plan allows.
- The public pages do not fully detail every connector or advanced reconciliation rule.
FAQ
How does Well capture data from different sources?
It supports native connectors, Chrome extension capture, email forwarding, file uploads, and the REST API.
Can AI tools query Well directly?
Yes. The site says Well works with MCP clients such as Claude, Cursor, Codex, and other compatible tools.
What document types does Well extract?
The source explicitly mentions invoices, receipts, statements, and spreadsheets, which are read and structured with OCR.
Is there a trial or free way to start?
Yes. The pricing page says you can start free with a 15-day trial.
What plans are listed?
The pricing page shows Starter and Pro plans.
Quick Facts
- Category
- Business data platform
- Primary workflows
- Capture, reconciliation, categorization, and AI-assisted querying
- Interfaces
- Web app, Chrome extension, email intake, REST API, MCP
- Supported data
- Business tools, documents, banks, transactions
- Source domain
- wellapp.ai
- Plans
- Starter and Pro, with a 15-day trial option