Mirror Pennylane invoices into FreshBooks

About Pennylane and Freshbooks

Pennylane

Source

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

Freshbooks

Target

The FreshBooks connection delivers extracted documents into FreshBooks through its email-in address.

1. 1

   Connect Pennylane

   Click Connect with Pennylane; Well's OAuth proxy handles Pennylane authorisation through Dynamic Client Registration. Pennylane's MCP server registers a read-scoped Well client through DCR; no credential paste, no shared secret.

   • AuthOAuth 2.0
2. 2

   Map your accounts

   Well discovers Pennylane's supplier and customer invoices, contacts, and VAT detail read over Pennylane's MCP server and the the FreshBooks expense or bill queue. Match candidates are scored on counterparty, amount, date, and reference; above 85% confidence the link posts automatically, below it the candidate set queues for sign-off.

   • Auto-post above85% confidence
   • Overridemanual anytime
3. 3

   Connect Freshbooks

   Click Connect with FreshBooks; FreshBooks asks for the account to authorise and returns a refresh token and authorise read-only discovery of your existing records so Well can match against them when forwarding documents. Access tokens are exchanged and refreshed automatically before they expire, and the grant is revocable from your FreshBooks.

   • AuthConnect
   • First syncup to an hour

01How often does Pennylane data sync to Freshbooks?

Pennylane pushes events to Well over its MCP server, so most records land within seconds of the underlying action. Each event is matched immediately and reaches Freshbooks within a confidence window: above 85% it posts, 55-85% queues for review, below 55% is refused.

02How does Well match Pennylane records to entries in Freshbooks?

Well scores every candidate match between Pennylane records and existing Freshbooks entries on counterparty name, amount, date proximity, currency, and reference. Above 85% the record links to the historical entry and Freshbooks updates; between 55% and 85% the candidates are queued for sign-off; below 55% the record stays open with the candidate list available.

03Does Well handle multi-currency records between Pennylane and Freshbooks?

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

04Can I customise which Pennylane fields are sent to Freshbooks?

The default mapping covers every Pennylane field your Freshbooks chart of accounts accepts (counterparty, amount, currency, reference, tax). From the integration settings page you can override mappings field-by-field, attach computed values from your connected data (GL code, project tag, tax bucket), or ignore fields Freshbooks does not need. Custom mappings are versioned and apply only to records reconciled after the change, so anything you have already reviewed and posted in Freshbooks is left exactly as it stands.

05What happens if a Pennylane record fails to post to Freshbooks?

When a record fails to post to Freshbooks (validation rule, missing field, transient 5xx), Well retries automatically with backoff. Auth failures short-circuit the retry loop and notify the workspace owner; schema rejections are kept on the integration status page with a one-click retry-after-fix action pointing back at the original Pennylane record. Nothing silently drops.

06How does Well authenticate with Pennylane and Freshbooks?

Pennylane's MCP server handles authorisation directly; Well receives an access token through Dynamic Client Registration and never sees raw user credentials. For the delivery side, Well forwards the reconciled document to your Freshbooks email-in address once it clears the matching threshold; Freshbooks creates the draft record from it and you confirm and post it. Well holds no write credential to Freshbooks. Tokens are encrypted at rest and in transit under TLS 1.3. Pennylane hosts in the EU and Freshbooks hosts outside the EU; Well processes records per the storage region configured for your workspace.