Look Up Payment ↔ Invoice Matches with Well

Purpose

Use Well's MCP tools to answer two related but distinct reconciliation questions: (A) for a specific invoice, payment, transaction, vendor, or amount the user names, find its matched counterpart and report the match's confidence and status; and (B) list every transaction or invoice that has no reconciliation match at all, surfacing a compliance/reconciliation gap. Both come from Well's synced invoice_transactions join data, not from asking the user to manually cross-reference statements.

When to use this skill

Use this skill when the user asks things like:

• "What happened with this payment?" / "Find the invoice for this transaction."
• "Why is this payment unmatched?" / "What invoice does this payment belong to?"
• "Show me unreconciled payments." / "Which payments have no invoice?" / "Catch payments with no invoice."
• "Find the details behind this invoice/payment."

When not to use this skill

Do not use this skill when: