What Gmail data does Well pull into Bill.com?

Well watches Gmail for attachments matching the configured invoice and receipt filters, extracts invoice and receipt PDFs from email attachments, plus the sender, subject, and date headers, and forwards the structured output to Bill.com as bills via email-in inbox, with vendor, invoice number, amount, and due date populated by Bill.com's IVA OCR, with the original email message ID stored on every record for audit.

How often does Gmail data sync to Bill.com?

Gmail pushes events to Well in real time via webhooks, so most records land within a minute of the underlying action. Each event is matched immediately and reaches Bill.com within a confidence window: above 85% it posts, 55-85% queues for review, below 55% is refused.

How does Well match Gmail records to entries in Bill.com?

Well parses each Gmail attachment into a structured invoice, then probes your Bill.com ledger for an open bill or vendor with the same amount, due date, and supplier name. The probe ranks candidates by counterparty proximity, date window, and total match; above 85% it links the parsed PDF to the existing Bill.com entry, otherwise the parsed invoice queues for sign-off with the candidates surfaced.

What happens to historical Gmail data when I first connect to Bill.com?

Gmail exposes the last full year through its API on a connected account. The window Well actually pulls is configurable from the integration settings page; each record is matched against your existing Bill.com ledger, and re-running the backfill is safe because Well tracks the Gmail record IDs and updates existing Bill.com entries instead of duplicating them.

Does Well handle multi-currency records between Gmail and Bill.com?

Gmail carries the original transaction currency on every record and Bill.com natively ledgers in multiple currencies. Well preserves the original amount, applies your Bill.com chart-of-accounts conversion rules at posting time, and both the source and converted amounts ride on the document Well forwards to Bill.com, so the Bill.com entry you post keeps both sides of the trade.

How does Well authenticate with Gmail and Bill.com?

Gmail runs a manual OAuth 2.0 flow that you approve inside Gmail; Well receives a refresh token scoped to the resources it needs to read. For the delivery side, Well forwards the reconciled document to your Bill.com email-in address once it clears the matching threshold; Bill.com creates the draft record from it and you confirm and post it. Well holds no write credential to Bill.com. Tokens are encrypted in transit under TLS 1.3. Anything Well holds between Gmail and Bill.com is encrypted at rest and handled in line with GDPR.

Gmail to Bill.com

AvailableNative · GmailNative · Bill.com

Connect Gmail to Bill.com with Well

Gmail attachments become Bill.com bills with a one-step path from inbox to your scheduling step; credit-note matching happens inside Well before delivery.

Connect both toolsView all integrations

Gmail

Source

The Gmail integration turns your inbox into an automated invoice capture flow.

Bill.com

Target

The Bill.

Why this pair

Suppliers email invoices as PDF attachments; Bill.com structures bills for approval workflows and scheduled payment.

Connecting Gmail to Bill. com through Well reads each emailed invoice, extracts the vendor and amount, drafts a Bill. com bill with the PDF attached, and routes the bill into the configured approval workflow. Gmail pushes new message events to Well via Pub/Sub; Bill. com creates the bill from the forwarded PDF and enters it into your approval workflow at that cadence.

What Well does between Gmail and Bill.com

One-way: Gmail into Well into Bill.com
Sync mode: Real-time webhooks
Events arrive within a minute

Trigger from Gmail

5 events · pick one

Well engine·recipe·When an invoice PDF arrives as an attachment

Source

from email · live webhook

Air France

via Gmail

Invoice

When an invoice PDF arrives as an attachment

INV-2026-04-100 · 22 Apr 2026€1,284.00

Extract

6 fields read from Gmail

6 fields read

VendorAir France
Invoice numberINV-2026-04-100
Issue date22 Apr 2026
Total€1,284.00
Tax€256.80

Enrich

against your historical record graph

5 fields added

Legal entityAir France
Tax idFR45420495178
Domainairfrance.com
Ledger account6251 · Travel

Confidence97%

<55% refused55–85% review≥85% auto-posts

Post

schedule as bills

Create a bill in Bill.com inbox

auto-posted

posted

TypeBill
VendorAir France
Amount€1,284.00
Ledger6251 · Travel
Source docattached
Confidence97%

audit linkto Bill.com

Action in Bill.com

1 compatible with this trigger

Create a bill in Bill.com inbox

What Well does with Gmail invoices on the way to Bill.com.

01Featured

Capture an invoice from email

Well reads the invoice PDF from a Gmail attachment and forwards it to Bill.com's email-in address with the sender and date attached, so the bill arrives ready for approval.

Keep the email trail

The sender, subject, and date from Gmail ride along on the document sent to Bill.com, so each bill traces back to the message that delivered it.

Skip the manual re-key

The details Well reads from the attachment reach Bill.com on the forwarded document, so your team is not re-typing figures from the inbox.

One document, not many copies

When the same invoice is forwarded twice in Gmail, Well keeps one before sending to Bill.com, so approvals do not stack duplicates.

10 signals and actions across Gmail and Bill.com

When an invoice PDF arrives as an attachment
Pulls from your Gmail inbox. Picks up emails matching has:attachment filename:pdf and runs the document through extraction.
Trigger·Invoice
When an email with a bill attachment is processed by Well
Pulls from your Gmail inbox. Well's AI extracts the bill from the attached PDF and matches the vendor against your existing records.
Trigger·Invoice
When an email arrives from a sender domain already in your vendor list
Pulls from your Gmail inbox. The vendor is matched against your existing company records.
Trigger·Invoice
When an email arrives from a sender domain not yet in your vendor list
Pulls from your Gmail inbox. Well prepares a new vendor record from the email and document headers for your confirmation.
Trigger·Invoice
When an email attachment is processed by Well
Pulls from your Gmail inbox. Receipts, invoices, statements: any PDF attachment is read and captured into your records.
Trigger·Document
When an email with an invoice attachment is received
Pulls from your Gmail inbox. Well picks up any received email with a PDF attachment; forwarded headers are recovered automatically.
Trigger·Invoice
Route the bill through Bill.com's multi-step approval policy
Driven by emailed invoices, receipts, and notifications. The created bill enters your Bill.com approval policy and is routed to the assigned approver roles in sequence; each approver reviews the coding and signs off before the bill is cleared for AP. Well never approves the bill, picks a funding account, or releases payment.
Action·Invoice
Create a bill in Bill.com inbox
Driven by emailed invoices, receipts, and notifications. Well forwards the PDF to your Bill.com inbox; Bill.com's IVA reads the vendor, invoice number, amount, and due date into a new bill and drops it straight into your AP approval policy.
Action·Invoice
Attach the source PDF to the Bill.com bill
Driven by emailed invoices, receipts, and notifications. The forwarded PDF is the bill record itself in Bill.com's inbox.
Action·Document

Reference

Field mapping for Gmail → Bill.com

9 fields across 2 record types, open to see the full table.

Invoice fields

6 fields flow from Gmail into Bill.com.

Gmail field	Label		Bill.com field	Label
extracted.invoice_number	Invoice number	→	invoice_number	Invoice number
extracted.issue_date	Issue date	→	invoice_date	Invoice date
extracted.due_date	Due date	→	due_date	Due date
extracted.total	Total	→	amount	Amount
extracted.subtotal	Subtotal	→	subtotal	Subtotal
extracted.currency	Currency	→	currency	Currency

Company fields

3 fields flow from Gmail into Bill.com.

Gmail field	Label		Bill.com field	Label
extracted.vendor_name	Vendor name	→	vendor_name	Vendor name
extracted.vendor_tax_id	Vendor tax id	→	tax_id	Tax id
email.from	Sender email	→	email	Email

Connect Gmail and Bill.com in three steps.

1
Connect Gmail
Click Connect with Google; Google asks which mailbox to scope and returns a refresh token and authorise read access to invoice and receipt PDFs from email attachments, plus the sender, subject, and date headers. Access tokens are exchanged and refreshed automatically before they expire, and the grant is revocable from your Google Workspace.
- AuthConnect
2
Map your accounts
Well discovers the Gmail attachments matching your invoice pattern (invoice and receipt PDFs from email attachments, plus the sender, subject, and date headers) and the the Bill.com inbox awaiting approval. Tune the parsing prompt once on the first ten records; Well saves the mapping and applies it to every subsequent attachment above 85% confidence.
- Auto-post above85% confidence
- Overridemanual anytime
3
Connect Bill.com
In Bill.com, open Settings > Developer > API keys and create a key paired with your developer ID. Paste the key into Well; Bill.com's discovery endpoints are reached over TLS 1.3 and the secret is never echoed in the UI.
- AuthConnect
- First sync~10 min

24 agent skills run on Gmail and Bill.com.

Each one answers a question from the data this pair brings in. The required ones return nothing until a source like it is connected.

Needs a source like these

Runway

Know exactly how many months and days of cash you have left.

Cash position

Know exactly how much cash you have, and which accounts it came from.

Cost structure

See where your company's money actually goes, no spreadsheets required.

Receivables aging

See who owes you money, and how long they've been sitting on it.

Bills due

See exactly what's coming due, in what order, and how much cash it adds up to.

Rank clients by LTV

Find out who your best customers really are, ranked by what they've actually paid.

Company profile

Everything you know about one company, in one view.

Payment and invoice lookup

Find what payment settled an invoice, or catch every payment that never got one.

Missing receipts

Find the bills with no paperwork attached, before an auditor does.

Draft invoice

Turn a sentence into a real invoice in Well, PDF attached, no template hunting.

Burn rate

Know what you actually spend each month, averaged over real months.

Recurring revenue

Know what you can count on earning each month, averaged over real months.

Cash forecast

See where your cash lands if nothing new comes in.

Cash movement

See the bridge from last month's balance to this one.

Missing supplier invoices

See which suppliers owe you paperwork, before your accountant asks.

Assign missing invoices

Put a name on every settled expense that still has no invoice.

Missing invoice sweep

Walk the whole month-end sweep in one prompt.

Close the books

Drive the month-end close to the point of approval.

Categorize your suppliers

Close the category gaps behind your spend before you close a month.

Answers better with these connected

FX exposure

See how much of your cash and receivables sit outside your home currency.

Invoice fetching agents

See exactly which agents would run, before any of them does.

Convert currencies

Turn mixed currencies into one number you can actually audit.

Connects and checks them

Check your connections

See what is connected, what is syncing, and what is missing.

Connect your bank

Get the bank feed in, and confirm it is really live.

Browse all skills

How Gmail and Bill.com stay secure with Well

Well calls Gmail with an OAuth 2.0 token scoped to read-only access. Gmail's consent screen lists the scopes before you approve; access tokens are exchanged and refreshed automatically before they expire. Anything Well holds between Gmail and Bill.com is encrypted at rest and handled in line with GDPR.

OAuth 2.0Encrypted at restGDPR compliant

Scopes Well requests

Read Gmail records
Scoped to invoice and receipt PDFs from email attachments, plus the sender, subject, and date headers. No access to anything else in your Gmail account.
granted
Deliver documents to your Bill.com inbox
Well forwards the extracted document to your Bill.com email-in address; Bill.com reads bills via email-in inbox, with vendor, invoice number, amount, and related records from it and you review and post. No write credential to Bill.com is requested.
granted
Modify or delete Gmail records
Not granted. Gmail is read-only on Well's side; the source of truth never moves.
refused
Read other workspaces' data
Not granted. A session resolves only to the workspaces your account belongs to, and Well checks that membership before it returns any record.
refused

Disconnect any time from Well settings or Gmail’s admin panel.

Frequently asked questions about Gmail and Bill.com on Well

01What Gmail data does Well pull into Bill.com?: Well watches Gmail for attachments matching the configured invoice and receipt filters, extracts invoice and receipt PDFs from email attachments, plus the sender, subject, and date headers, and forwards the structured output to Bill.com as bills via email-in inbox, with vendor, invoice number, amount, and due date populated by Bill.com's IVA OCR, with the original email message ID stored on every record for audit.
02How often does Gmail data sync to Bill.com?: Gmail pushes events to Well in real time via webhooks, so most records land within a minute of the underlying action. Each event is matched immediately and reaches Bill.com within a confidence window: above 85% it posts, 55-85% queues for review, below 55% is refused.
03How does Well match Gmail records to entries in Bill.com?: Well parses each Gmail attachment into a structured invoice, then probes your Bill.com ledger for an open bill or vendor with the same amount, due date, and supplier name. The probe ranks candidates by counterparty proximity, date window, and total match; above 85% it links the parsed PDF to the existing Bill.com entry, otherwise the parsed invoice queues for sign-off with the candidates surfaced.
04What happens to historical Gmail data when I first connect to Bill.com?: Gmail exposes the last full year through its API on a connected account. The window Well actually pulls is configurable from the integration settings page; each record is matched against your existing Bill.com ledger, and re-running the backfill is safe because Well tracks the Gmail record IDs and updates existing Bill.com entries instead of duplicating them.
05Does Well handle multi-currency records between Gmail and Bill.com?: Gmail carries the original transaction currency on every record and Bill.com natively ledgers in multiple currencies. Well preserves the original amount, applies your Bill.com chart-of-accounts conversion rules at posting time, and both the source and converted amounts ride on the document Well forwards to Bill.com, so the Bill.com entry you post keeps both sides of the trade.
06How does Well authenticate with Gmail and Bill.com?: Gmail runs a manual OAuth 2.0 flow that you approve inside Gmail; Well receives a refresh token scoped to the resources it needs to read. For the delivery side, Well forwards the reconciled document to your Bill.com email-in address once it clears the matching threshold; Bill.com creates the draft record from it and you confirm and post it. Well holds no write credential to Bill.com. Tokens are encrypted in transit under TLS 1.3. Anything Well holds between Gmail and Bill.com is encrypted at rest and handled in line with GDPR.