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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Our Mission - To assist small businesses in attaining financial independence through well-defined objectives. Purpose SME Clutch is dedicated to equipping small business proprietors with essential financial knowledge and an uncomplicated framework for establishing, monitoring, and being responsible for their financial objectives, ultimately leading to success and economic liberty. The Problem A staggering 60% of sole traders, self-employed individuals, or small business owners lack financial literacy, face time constraints, and struggle to seek help. Our Solution 1. Facilitate the process of setting goals, developing habits, monitoring performance, and fostering accountability. 2. Present intricate financial information in a simplified manner using our innovative tile and grid layout. 3. Ensure seamless sharing of goals and outcomes with accountants and advisors. 4. Incorporate integration capabilities with popular accounting software platforms like QuickBooks and Xero. 5. Provide support through a structured, easily digestible course on financial fundamentals, along with in-app assistance. 6. Offer an affordable solution priced at just £10 GBP. 7. By addressing these challenges, we aim to foster a community of financially empowered small business owners who can thrive in today's competitive landscape.

Description

Well simplifies and enhances your financial operations workflow by capturing, organizing, and enriching data from various scattered sources. The platform enables you to collect invoices, receipts, payslips, statements, and other unstructured documents through email, cloud storage, and browser portals, transforming them into clean, searchable records. It improves the quality of data by filling in missing fields, identifying duplicates or inconsistencies, and minimizing the risk of errors by as much as 99%. Featuring a built-in “financial vault,” Well consolidates your payment, bookkeeping, and ERP systems, allowing you to pose natural-language questions and receive immediate, relevant charts and insights. Moreover, you can quickly create workflows and pipelines to initiate actions based on document events within minutes. The platform also allows exports in various formats such as JSON, CSV, XML, and UBL, and offers easy integration with your current tools, requiring minimal setup to get started. Additionally, Well's user-friendly interface ensures that even those without technical expertise can effectively manage their financial data.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

No images available

Screenshots View All

Integrations

QuickBooks Online Yes 
Xero Yes 
Amazon No 
Databricks No 
Deezer No 
Figma No 
GitHub No 
Gmail No 
Google Chrome No 
HubSpot CRM No 
Klaviyo No 
Mailchimp No 
Microsoft 365 No 
PayPal No 
Pennylane No 
Sage 100 No 
Sellsy No 
Stripe No 
XML No 
Zendesk No 

Integrations

QuickBooks Online Yes 
Xero Yes 
Amazon Yes 
Databricks Yes 
Deezer Yes 
Figma Yes 
GitHub Yes 
Gmail Yes 
Google Chrome Yes 
HubSpot CRM Yes 
Klaviyo Yes 
Mailchimp Yes 
Microsoft 365 Yes 
PayPal Yes 
Pennylane Yes 
Sage 100 Yes 
Sellsy Yes 
Stripe Yes 
XML Yes 
Zendesk Yes 

Pricing Details

£10GBP/month
Free Trial Yes 
Free Version No 

Pricing Details

Free
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Store Performance Limited

Founded

2018

Website

www.smeclutch.com/sme-clutch

Vendor Details

Company Name

Well

Country

United States

Website

wellapp.ai/

Product Features

Financial Management

Budgeting & Forecasting No 
Cash Management No 
Consolidation / Roll-Up No 
Currency Management No 
Financial Reporting No 
Investment Management No 
Project Management No 
Revenue Recognition No 
Risk Management No 
Tax Management No 

Product Features

Financial Management

Budgeting & Forecasting No 
Cash Management No 
Consolidation / Roll-Up No 
Currency Management No 
Financial Reporting No 
Investment Management No 
Project Management No 
Revenue Recognition No 
Risk Management No 
Tax Management No 

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