What Gmail data does Well pull into Pennylane?

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 Pennylane as supplier and customer invoices via email-in, with amount, VAT, and date pre-filled by Pennylane's OCR, with the original email message ID stored on every record for audit.

Will every Gmail record post to Pennylane automatically?

Not always. Within seconds of Gmail firing the event, Well scores the record on field completeness, counterparty strength, and policy fit. Above the 85% default auto-link threshold Well forwards the reconciled document to your Pennylane email-in address and Pennylane drafts the record from it for you to confirm. Between 55% and 85% the record waits in the review queue with the alternative matches ranked. Below the 55% default review threshold the record is refused and the candidate list kept so you can pin the right entry by hand.

Does Well handle multi-currency records between Gmail and Pennylane?

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

How does Well prevent duplicates when posting Gmail records to Pennylane?

Every Gmail message has a stable message ID, and Well stores it the moment the attachment is parsed. If the same email is reprocessed (label change, mailbox migration, or a manual rerun), Well recognises the message ID and skips the duplicate, or updates the linked Pennylane entry if a downstream field changed. Forwarded copies of the same invoice are caught by counterparty-plus-amount matching before they reach Pennylane.

What happens if I disconnect Gmail or Pennylane?

Disconnecting Gmail stops the flow at the source. Well calls the Gmail OAuth revoke endpoint; the refresh token is invalidated and any in-flight access token is rejected on the next call. Anything you already reviewed and posted in Pennylane is Pennylane's own record and is untouched; Well never held a write credential to it. Records held for review in Well remain in the queue so you can finish them by hand. Reconnecting later resumes from the last successful sync, not from scratch.

How does Well authenticate with Gmail and Pennylane?

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 Pennylane email-in address once it clears the matching threshold; Pennylane creates the draft record from it and you confirm and post it. Well holds no write credential to Pennylane. Tokens are encrypted in transit under TLS 1.3. Anything Well holds between Gmail and Pennylane is encrypted at rest and handled in line with GDPR.

Gmail to Pennylane

AvailableNative · GmailNative · Pennylane

Connect Gmail to Pennylane with Well

Gmail attachments are parsed inside Well for vendor, amount, VAT, and due date, then the documents arrive at Pennylane as drafts with the original message ID attached.

Connect both toolsView all integrations

Active in production

On this connection

11workspaces

Live in production since February 2026.

36% also use Google Drive

Most common third connector on this pair

Bank, FX & payment-processing fees · Business & productivity software · Operations / GTM / other contractors

Most-matched vendor categories

9,644

Matches analyzed to date across these workspaces

6,331

Records synced to date across these workspaces

6,049

Invoices processed to date across these workspaces

99%

Auto-post-ready across Well, to date

Adoption figures for this connection · updated 2026-07-07. Auto-post-ready % is a platform-wide rate across all of Well, to date (confidence ≥ 0.85). Numbers anonymised; no customer identifying data.

Gmail

Source

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

Pennylane

Target

The Pennylane integration creates a bidirectional bridge between Well and your accounting workspace.

Why this pair

Gmail and Pennylane are both unavoidable in the day-to-day of a French SMB ops team, but neither speaks the other's language.

Suppliers email PDF invoices; Pennylane wants structured supplier invoices with VAT codes and ledger accounts already mapped. Well reads each Gmail attachment, extracts vendor, totals, VAT, and line items, matches the supplier against the Pennylane contact graph, and drafts the supplier invoice with the PDF kept on the record.

What Well does between Gmail and Pennylane

One-way: Gmail into Well into Pennylane
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

EDF Entreprises

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

VendorEDF Entreprises
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 entityEDF Entreprises
Tax idFR03552081317
Domainedf.com
Ledger account6061 · Utilities

Confidence97%

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

Post

post as supplier and customer invoices

Create a supplier invoice in Pennylane

auto-posted

posted

TypeSupplier invoice
VendorEDF Entreprises
Amount€1,284.00
Ledger6061 · Utilities
Source docattached
Confidence97%

audit linkto Pennylane

Action in Pennylane

1 compatible with this trigger

Create a supplier invoice in Pennylane

What Well does with Gmail invoices on the way to Pennylane.

01Featured

Stop forwarding and typing

End the routine of forwarding invoices and retyping them into Pennylane.

Capture everything, the day it arrives

Every SaaS, travel, and supplier invoice lands in Pennylane the moment it hits your inbox.

Consistent VAT across vendors

The same extraction logic runs across formats and languages, so VAT lines stop drifting.

PDFs attached for audit

Every Pennylane supplier invoice keeps its source PDF, ready for compliance and review.

11 signals and actions across Gmail and Pennylane

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. Forwarded to Pennylane's email-in with amount, VAT, and date pre-filled by Pennylane's OCR.
Trigger·Invoice
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. Forwarded to Pennylane's email-in with amount, VAT, and date pre-filled by Pennylane's OCR.
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. Forwarded to Pennylane's email-in with amount, VAT, and date pre-filled by Pennylane's OCR.
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. Forwarded to Pennylane's email-in with amount, VAT, and date pre-filled by Pennylane's OCR.
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. Forwarded to Pennylane's email-in with amount, VAT, and date pre-filled by Pennylane's OCR.
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. Forwarded to Pennylane's email-in with amount, VAT, and date pre-filled by Pennylane's OCR.
Trigger·Document
Create a customer invoice in Pennylane
Driven by emailed invoices, receipts, and notifications. Well forwards the document to Pennylane's collections address; Pennylane creates the customer invoice with the same OCR pre-fill.
Action·Invoice
Create a supplier invoice in Pennylane
Driven by emailed invoices, receipts, and notifications. Well forwards the extracted PDF to Pennylane's supplier inbox; Pennylane creates the supplier invoice with amount, VAT, and date pre-filled.
Action·Invoice
Resolve a Pennylane supplier from the document
Driven by emailed invoices, receipts, and notifications. Pennylane's OCR resolves the supplier name from the PDF. You confirm or correct the match on first sight.
Action·Company

Reference

Field mapping for Gmail → Pennylane

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

Invoice fields

7 fields flow from Gmail into Pennylane.

Gmail field	Label		Pennylane field	Label
extracted.invoice_number	Invoice number	→	label	Reference
extracted.issue_date	Issue date	→	date	Invoice date
extracted.due_date	Due date	→	deadline	Due date
extracted.total	Total	→	amount	Total amount
extracted.subtotal	Subtotal	→	pre_tax_amount	Subtotal
extracted.tax	Tax	→	vat_amount	VAT
extracted.currency	Currency	→	currency	Currency

Company fields

3 fields flow from Gmail into Pennylane.

Gmail field	Label		Pennylane field	Label
extracted.vendor_name	Vendor name	→	name	Customer name
extracted.vendor_domain	Vendor domain	→	website	Website
extracted.vendor_tax_id	Vendor tax id	→	vat_number	VAT number

Connect Gmail and Pennylane 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 Pennylane Purchases tab and the customer-invoice collections list. 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 Pennylane
Click Connect with Pennylane; Well's OAuth proxy handles Pennylane authorisation through Dynamic Client Registration. Pennylane's MCP server registers a write-scoped Well client through DCR; no credential paste, no shared secret.
- AuthOAuth 2.0
- First syncup to an hour

44 agent skills run on Gmail and Pennylane.

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 how many months of cash you have at your current burn, with both sides of the division shown.

Cash position

Know how much cash you hold right now, with the accounts counted and the ones left out both stated.

Cost structure

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

Payment and invoice lookup

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

Burn rate

Know what you spend in an average month over a window you can see, with the months that carried no spend counted.

Cash forecast

See the settled month-end cash series and where the line goes from the last complete month.

Cash flow bridge

See how the month moved from opening cash to closing cash, with whatever does not reconcile named as its own step.

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 from open to sent to your accounting tool.

Categorize your suppliers

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

Board pack

The board numbers in one pass, each with its scope and its window stated.

Subscription spend

See what each scheduled supplier costs a month and a year, how it moved, and where your workspaces can save.

Subscription actions

Cancel a subscription, ask for a better price or contest a double debit, with your bank's facts in the email.

Prefill Form 1120

Get page 1 of your 1120 back as a PDF with your own book figures already in the boxes, and a list of every box left for your preparer.

Prefill Form 1099-NEC

Get one 1099-NEC per contractor back as a PDF with your own posted figures already in box 1, and the list of payees you cannot file for yet.

Unposted and blocked

See what in a month has not reached the ledger, and which pile each item sits in.

Check bank and books

Check that your bank and your books match, and re-run what missed rows.

VAT radar

See the net VAT your posted ledger shows for a quarter and which invoices to fix first.

Accounting reports

Read your profit and loss or balance sheet straight from QuickBooks or Xero.

Answers better with these connected

Receivables aging

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

Bills due

See what you owe and when, ordered by due date with a running total.

Rank clients by LTV

Find out what each customer is worth over its whole life, ranked from the most valuable down.

FX exposure

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

Company profile

Everything you know about one company, in one view.

Missing receipts

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

Recurring revenue

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

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.

Payables aging

See what you owe your suppliers, and how long each bill has been past due.

Compose a board

The measures you name, arranged on one board that stores the question rather than the answer.

Revenue by customer

See which customers your revenue came from in a period, ranked, with the part you could not place named.

Supplier spend register

See what you paid each supplier over a year, ranked, with the invoices that could not be placed counted beside the total.

Call and claim

Claim a refund or a compensation with the evidence in hand, and know what to say when you call.

Money back

Find the supplier refunds, VAT credits and expense notes still owed to you, with the evidence for each.

Employer cost

Read a month of payslips, or each of several months, and state, per person, gross pay plus the employee deductions and the employer charges the payslip printed, then list the payroll related bills paid from the bank that no payslip carries.

Check contractor status

For each supplier that looks like a freelancer, read the purchase invoices, the payment rail and any contract Well holds, and state the facts a requalification question turns on, next to the papers your country expects you to keep.

Uses them when they are there

Chart of accounts

Read the accounts your workspace posts to, number by number.

Import a statement

Drop a statement you already have, and get its transactions as records.

Connects and checks them

Check your connections

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

Build your context graph

Connect your AI apps and your tools, then see your business as one context graph.

Connect your bank

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

Tax id chase

The companies you deal with that carry no tax identifier, listed before year end.

Browse all skills

How Gmail and Pennylane 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 Pennylane 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 Pennylane inbox
Well forwards the extracted document to your Pennylane email-in address; Pennylane reads supplier and customer invoices via email-in, with amount, VAT, and date pre-filled by Pennylane's OCR from it and you review and post. No write credential to Pennylane 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 Pennylane on Well

01What Gmail data does Well pull into Pennylane?: 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 Pennylane as supplier and customer invoices via email-in, with amount, VAT, and date pre-filled by Pennylane's OCR, with the original email message ID stored on every record for audit.
02Will every Gmail record post to Pennylane automatically?: Not always. Within seconds of Gmail firing the event, Well scores the record on field completeness, counterparty strength, and policy fit. Above the 85% default auto-link threshold Well forwards the reconciled document to your Pennylane email-in address and Pennylane drafts the record from it for you to confirm. Between 55% and 85% the record waits in the review queue with the alternative matches ranked. Below the 55% default review threshold the record is refused and the candidate list kept so you can pin the right entry by hand.
03Does Well handle multi-currency records between Gmail and Pennylane?: Gmail carries the original transaction currency on every record and Pennylane natively ledgers in multiple currencies. Well preserves the original amount, applies your Pennylane chart-of-accounts conversion rules at posting time, and both the source and converted amounts ride on the document Well forwards to Pennylane, so the Pennylane entry you post keeps both sides of the trade.
04How does Well prevent duplicates when posting Gmail records to Pennylane?: Every Gmail message has a stable message ID, and Well stores it the moment the attachment is parsed. If the same email is reprocessed (label change, mailbox migration, or a manual rerun), Well recognises the message ID and skips the duplicate, or updates the linked Pennylane entry if a downstream field changed. Forwarded copies of the same invoice are caught by counterparty-plus-amount matching before they reach Pennylane.
05What happens if I disconnect Gmail or Pennylane?: Disconnecting Gmail stops the flow at the source. Well calls the Gmail OAuth revoke endpoint; the refresh token is invalidated and any in-flight access token is rejected on the next call. Anything you already reviewed and posted in Pennylane is Pennylane's own record and is untouched; Well never held a write credential to it. Records held for review in Well remain in the queue so you can finish them by hand. Reconnecting later resumes from the last successful sync, not from scratch.
06How does Well authenticate with Gmail and Pennylane?: 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 Pennylane email-in address once it clears the matching threshold; Pennylane creates the draft record from it and you confirm and post it. Well holds no write credential to Pennylane. Tokens are encrypted in transit under TLS 1.3. Anything Well holds between Gmail and Pennylane is encrypted at rest and handled in line with GDPR.