On Pennylane
13workspaces
Live on Pennylane in production since February 2026.
Integrations · AccountingConnect Pennylane to Well
Well forwards extracted invoice PDFs to your Pennylane purchases or collections inbox; Pennylane creates the invoice with vendor, date, amount, and VAT pre-filled. Pennylane's supplier directory and chart of accounts sync back to Well for accurate categorisation.
Active in production
Production adoption for the Pennylane connector
85% also use Gmail
Most common tool connected alongside Pennylane.
Bank, FX & payment-processing fees · Business & productivity software · Operations / GTM / other contractors
Most-matched categories for Pennylane records.
6,049
Invoices processed to date across Pennylane workspaces.
99%
Auto-post-ready across Well, to date.
Adoption figures for Pennylane · 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.
What flows between Well and Pennylane
Well writes reconciled draft bill, supplier, attachment back to Pennylane after they clear your review queue, with the source-record link preserved. Use Pennylane as the destination for entries enriched across your other connected tools.
| From Pennylane | In Well | Relation | |
|---|---|---|---|
| Journal entry | Ledger record | Syncs as | |
| Ledger account | Category | Maps to | |
| Supplier | Vendor | Resolves to | |
| Invoice | Receivable | Becomes |
- Sync mode
- MCP hybrid
- Refresh
- live + reconciliation reads
- Direction
- Pennylane ⇄ Well
12 triggers and actions in Pennylane.
When a Pennylane customer invoice is read
Pulls Pennylane customer invoices with line items, customer, totals, and VAT.
Trigger·InvoiceWhen a Pennylane supplier invoice is read
Pulls Pennylane supplier invoices with the supplier, amount, due date, and VAT.
Trigger·InvoiceWhen a Pennylane customer is read
Pulls Pennylane company customers with name, registration number, and billing detail.
Trigger·CompanyWhen a Pennylane transaction is read
Captures the bank transactions Pennylane holds with amount, date, and counterparty.
Trigger·TransactionWhen a Pennylane bank account is read
Pulls the bank accounts linked in Pennylane with currency and holder detail.
Trigger·AccountWhen a Pennylane credit note is read
Captures Pennylane credit notes with the linked invoice, totals, and VAT so refunds reconcile correctly.
Trigger·InvoiceWhen a Pennylane payment is read
Reads the payment recorded against a Pennylane invoice with method and amount.
Trigger·Payment methodCreate a supplier invoice in Pennylane
Well forwards the extracted PDF to Pennylane's supplier inbox; Pennylane creates the supplier invoice with amount, VAT, and date pre-filled.
Action·InvoiceCreate a customer invoice in Pennylane
Well forwards the document to Pennylane's collections address; Pennylane creates the customer invoice with the same OCR pre-fill.
Action·Invoice
What Well does with your Pennylane connection
Connect
Connect Pennylane over OAuth (MCP DCR via Well): Well registers a client through Pennylane's OAuth Dynamic Client Registration and you approve on Pennylane's side, so the password never reaches Well; Well holds only a scoped token it can refresh.
Sync
Well brings journal entry, ledger account, and supplier in from Pennylane through live reads, backed by a periodic reconciliation pass. The first sync backfills history in the background and the connection stays live after.
Enrich
Well resolves each Pennylane entity into ledger record, category, and vendor, assigns categories, and links every record to an audit trail across the rest of your connected tools.
Available
Your data from Pennylane lands as ledger record, category, and vendor you can search, chart, and automate, and approved records flow back to Pennylane once they clear your review queue.
Questions Pennylane unlocks
Ask in plain language. Well answers from your connected Pennylane connection, resolved against the rest of your stack.
Ask Well
Ask anything about your Pennylane connection
Summarise this month
What needs attention?
Find unmatched records
Ask about your Pennylane connection…
38 agent skills run on Pennylane.
Each one answers a question from live Pennylane data. The required ones return nothing until a source like it is connected.
Needs a source like Pennylane
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 which suppliers you pay on a schedule, what each costs a month, and how that spend moved.
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.
VAT radar
See the net VAT your posted ledger shows for a quarter and which invoices to fix first.
Answers better with Pennylane
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 home 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.
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 Pennylane when it is there
Connects and checks Pennylane
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.
Connect Pennylane in three steps
- 01
Connect Pennylane over its MCP server
Pick Pennylane in Well's Connections panel and authorise the hosted Pennylane MCP server through OAuth Dynamic Client Registration. Well registers itself and you approve read access on Pennylane's screen, with no key to copy. To deliver documents, add Pennylane's inbound email addresses as the output target.
- ReadPennylane MCP (OAuth DCR)
- DeliverEmail-in (supplier + collections)
- Journal postingRoadmap, not shipped
- 02
Map your entities
Well reads invoices, journal entries, ledger accounts, transactions, and the companies and people behind them through the MCP server, mapping each into your workspace so accounting data is queryable next to the rest of your tools.
- Mappingpreconfigured by Well
- 03
Use the data
Outbound, Well forwards extracted invoice PDFs to Pennylane's supplier and collections inboxes, where Pennylane's OCR creates the invoice with vendor, amount, and VAT pre-filled. Direct journal posting over the API is roadmap; Pennylane stays the system of record for entries.
- First syncstarts as soon as connect completes
The MCP handshake finishes in about a minute. Existing accounting data reads on connect; forwarded invoices reach Pennylane's inbox as they clear extraction. Pennylane developer docs.
How Pennylane stays secure with Well
Pennylane reads through Well's hosted MCP server using OAuth Dynamic Client Registration, so Well holds no static Pennylane key, and documents go out through Pennylane's inbound email addresses. The MCP grant is read-only over your invoices, entries, and ledger; the email-in path creates invoices through Pennylane's OCR. Posting journal entries directly over the API is a roadmap item, so the token Well holds reads but does not book.
OAuth (MCP DCR via Well)Encrypted at restGDPR compliant
Read the full privacy and security policyScopes Well requestsapi.wellapp.ai/v1/mcps/pennylane/mcp
- granted
Read Pennylane records
Resources the Pennylane MCP server exposes, scoped by your OAuth approval.
- granted
Resolve journal entry, ledger account, supplier, and invoice across your stack
Match identifiers in Pennylane against the same entities your other connected tools expose, so each record carries cross-tool context.
- granted
Deliver documents to your Pennylane inbox
Well forwards approved documents to your Pennylane email-in address; Pennylane drafts the record and you post it. No write credential to Pennylane is requested.
- refused
Store Pennylane passwords or session cookies
Authentication runs through OAuth (MCP DCR via Well) tokens we never see.
Disconnect any time from Well settings or Pennylane’s admin panel.
Frequently asked questions about Pennylane and Well
What does the Pennylane connection do in each direction?
Two things. Reading in, Well pulls Pennylane invoices, journal entries, ledger accounts, transactions, and the companies and people behind them through Well's hosted Pennylane MCP server, so your accounting data is queryable alongside the rest of your stack. Sending out, Well forwards extracted invoice PDFs to Pennylane's inbound email addresses, where Pennylane's OCR creates the invoice with vendor, amount, VAT, and date pre-filled.
Does Well write accounting entries into Pennylane over an API?
Not today. Well reads your existing journal entries and ledger structure over the MCP server, and it delivers invoice PDFs to Pennylane's email-in addresses, but writing an accounting entry directly through Pennylane's API is on the roadmap rather than shipped. So Well can read the ledger and feed invoices in, while recording entries stays with Pennylane and your accountant.
How does the email-in invoice path actually work?
Well forwards each extracted invoice PDF to one of Pennylane's two inbound addresses: the supplier inbox for purchases, where Pennylane's OCR creates a supplier invoice, and the collections address for customer invoices. The source document stays attached to whatever Pennylane creates. Your accountant reviews a populated invoice instead of keying it in from scratch.
What can I ask Well about my Pennylane data?
Because Well reads invoices, journal entries, ledger accounts, and transactions over the MCP server, you can query your accounting state in conversation: which invoices lack a matching entry, the VAT position for a period, the suppliers paid most this year. The ledger structure Pennylane holds comes across so categories and accounts line up; Pennylane stays the system of record for posted entries.
How current is the Pennylane data Well reads?
Well reads Pennylane over the MCP connection in the background and updates the workspace as records change on the Pennylane side, with the first connect bringing in your existing invoices, accounts, and entries. Forwarded invoice PDFs reach Pennylane's inbox shortly after Well extracts them. Querying works on what has already synced while the rest catches up.
What happens to the Pennylane connection if I disconnect?
Disconnecting Pennylane in Well drops the MCP read token, so Well stops reading your invoices, entries, and ledger, and it stops forwarding documents to Pennylane's inboxes. There is nothing Well wrote to the ledger to unwind, since Well only reads it. The accounting records Well mirrored stay queryable in your workspace, and everything in Pennylane stays in Pennylane.
Connect Pennylane with
Ready-to-ship workflows that pair Pennylane with another tool through Well.
Stripe
Match every Stripe charge and payout inside Well, then forwa…
Gmail
Capture invoices from Gmail, extract line items with AI, and…
Mercury
Reconcile Mercury USD transactions inside Well, then forward…
PayPal
Match PayPal sales and fees inside Well, then forward matche…
Square
Reconcile Square sales, refunds, and customer activity insid…
Ramp
Reconcile Ramp card transactions and bills inside Well with…
Razorpay
Reconcile Razorpay sales and refunds inside Well with FX and…
Xero
Pull Pennylane invoices and contacts into Well, reconcile ag…
Pairs well with Pennylane
Popular pairs
More in Accounting
Evoliz
Connect Evoliz to Well to sync accounting data and ledger records.
Freshbooks
Connect Freshbooks to Well to sync accounting data and ledger records.
Kolecto
Connect Kolecto to Well to sync accounting data and ledger records.
QuickBooks
Connect QuickBooks to Well to sync accounting data and ledger records.
Popular cross-category
Stripe
Connect Stripe to Well to sync payments and transaction data.
Gmail
Connect Gmail to Well to collect and process invoices from your inbox.
Google Drive
Connect Google Drive to Well to import and export documents and invoices from your cloud storage.
Notion
Connect Notion to Well to sync tasks, projects, and team workflows.
Ready to connect Pennylane?
Connect once. Every journal entry, ledger account, supplier from Pennylane becomes searchable, queryable, and ready for your agents and tables. Disconnect any time.