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What is Well?

Well streamlines and optimizes your financial operations by effectively capturing, organizing, and enriching data from diverse and scattered sources. This platform allows for the collection of invoices, receipts, payslips, statements, and other unstructured documents via email, cloud storage, and web portals, converting them into organized, searchable records. It enhances data quality by rectifying missing fields, detecting duplicates or inconsistencies, and reducing the risk of errors by up to 99%. With its integrated “financial vault,” Well brings together your payment, bookkeeping, and ERP systems, enabling you to ask natural-language questions and receive prompt, relevant visualizations and insights. Additionally, users can swiftly create workflows and pipelines to trigger actions based on document events in a matter of minutes. The platform supports exports in multiple formats, including JSON, CSV, XML, and UBL, and integrates seamlessly with existing tools, necessitating minimal setup for initiation. Furthermore, Well's intuitive interface ensures that even those lacking technical skills can proficiently handle their financial information with ease and confidence. This capability not only enhances operational efficiency but also empowers users to make informed decisions based on reliable data.

What is Keeper Tax?

Discover the tax deductions you may have missed with Keeper Tax, a service tailored for individuals earning 1099 income that helps you easily identify possible write-offs from your spending. Clients often see an impressive average annual savings of $6,428! We start by reviewing your past purchases to find deductions. Throughout the year, Keeper Tax consistently monitors your spending, so you never overlook a potential write-off. When tax season comes, you have the option to file your taxes using our platform or simply export your savings for other filing methods. The process is streamlined, requiring you to respond only to occasional text messages! A dedicated human bookkeeper will regularly examine your transactions to ensure accuracy. You will receive a maximum of one text per day with simple queries—there's no need for complex apps, categorization, or dealing with receipts. It really is that easy: just send a text! With Keeper Tax, you can enhance your savings during tax time. All the tax deductions you gather are seamlessly incorporated into our filing service, allowing most users to file directly through us, while others can choose to download a spreadsheet for different filing approaches. Ultimately, Keeper Tax simplifies financial management, making it more accessible and efficient for everyone involved. By streamlining the process, we aim to alleviate the stress often associated with tax season.

Media

Media

Integrations Supported

Box
Calendly
ChatGPT
DATEV
Databricks Data Intelligence Platform
Google Drive
Google Sheets
JSON
Klaviyo
Loom
Mailchimp
Microsoft Excel
Microsoft Outlook
OpenAI
PayPal
Pennylane
QuickBooks Online
SAP Cloud Platform
Salesforce
WhatsApp

Integrations Supported

Box
Calendly
ChatGPT
DATEV
Databricks Data Intelligence Platform
Google Drive
Google Sheets
JSON
Klaviyo
Loom
Mailchimp
Microsoft Excel
Microsoft Outlook
OpenAI
PayPal
Pennylane
QuickBooks Online
SAP Cloud Platform
Salesforce
WhatsApp

API Availability

Has API

API Availability

Has API

Pricing Information

Free
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Well

Company Location

United States

Company Website

wellapp.ai/

Company Facts

Organization Name

Keeper Tax

Date Founded

2018

Company Location

United States

Company Website

www.keepertax.com

Categories and Features

Financial Management

Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Investment Management
Project Management
Revenue Recognition
Risk Management
Tax Management

Categories and Features

Financial Management

Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Investment Management
Project Management
Revenue Recognition
Risk Management
Tax Management

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