Well is an open source AI service that automates the retrieval and organization of invoices and receipts from email inboxes, reducing the manual document collection burden on accountants and finance teams.
The Problem
Collecting invoices and receipts for accounting is tedious and error-prone. Documents arrive in different email inboxes, some as PDFs, some as images, some buried in email threads. Manual collection misses documents, slows month-end close, and consumes hours that bookkeepers and accountants should spend on higher-value work. Commercial document capture services like Veryfi and Dext solve this but charge per document or per seat, and they process your financial data on their own servers.
How Well Solves It
Well connects to your email inbox, identifies invoice and receipt attachments automatically, extracts key fields (vendor, date, amount, line items) using AI, and organizes the output for your accounting workflow. The entire pipeline runs on your own infrastructure. No financial document data touches a third-party processing service.
Key Features
- Automatic invoice and receipt identification and extraction from email inboxes
- AI-powered field extraction: vendor, amount, date, and line items without manual data entry
- Self-hosted: financial document data processed on your own server, not a vendor cloud
- Open source codebase: auditable and customizable for specific invoice formats or workflows
- Designed to integrate as a preprocessing step into existing accounting tools
Who It's For
Well is best for freelancers, small business owners, and finance teams that process a high volume of invoices and receipts and want to automate document collection without sharing financial data with a managed SaaS provider.
Compared to Veryfi
Unlike Veryfi, which processes documents on a managed cloud and charges per document or per seat, Well is self-hosted and open source: financial documents are processed entirely on your own infrastructure with no third-party data access.
