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Well: /solutions/bookkeeping/

wellapp.ai

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  1. Well

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    Well: “Well is the business context layer that captures your data, enriches it, and closes your books, so you can ask your business anything and get an answer or a chart.”

    • Who can close a period?

      “A signed-in human who is an owner or admin of the workspace. The close endpoint refuses API keys and service principals, the close commit is never exposed as a model or MCP tool, and the MCP close-flow tools deliberately have no commit. Automation can suggest that a period is ready. It cannot close it.”

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    • Can a closed period be reopened?

      “No. There is no reopen path: a correction is a new adjustment entry in an open period. Any posting aimed at a closed period halts, and the halt is recorded with its reason.”

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    • What does Well check before it locks?

      “The close runs its gates in order and stops at the first failure. The named ones: source coverage is clean, no draft remains, every entry balances to the cent, every entry has at least one active line, and FX is finalized on every line.”

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