Kill the Stripe CSV
Replace manual exports with a live sync that runs while you sleep.
Every Stripe charge collapses onto the right customer match inside Well; the resulting documents arrive at Pennylane as drafts with vendor, amount, and date pre-filled by Pennylane's own OCR.
The Stripe integration connects your payment infrastructure to Well via MCP, pulling charges, invoices, subscriptions, refunds, and payout data into your workspace automatically.
The Pennylane integration creates a bidirectional bridge between Well and your accounting workspace.
Stripe and Pennylane disagree about almost everything.
Stripe thinks in charges and payouts; Pennylane thinks in customer and supplier invoices with VAT lines. Connecting them through Well bridges that vocabulary gap. Every Stripe charge is matched inside Well to a customer record, every payout is decomposed into its component charges with fees and tax split onto the right context, and each matched document is forwarded to Pennylane's email-in address so Pennylane creates the invoice with amount, VAT, and date pre-filled by its OCR.
Replace manual exports with a live sync that runs while you sleep.
Revenue, fees, refunds, and taxes arrive in Pennylane as pre-filled drafts on day one, ready for your accountant to confirm.
Reconcile every Stripe payout to its bank line without a spreadsheet in sight.
Give your accountant a continuous trail from the customer charge to the Pennylane entry.
Pulls from the Stripe events feed. Pulls new customer records with name, email, and tax id where set. Forwarded to Pennylane's email-in with amount, VAT, and date pre-filled by Pennylane's OCR.
Pulls from the Stripe events feed. Pulls the fee from the charge's balance transaction so net revenue is correct. Forwarded to Pennylane's email-in with amount, VAT, and date pre-filled by Pennylane's OCR.
Pulls from the Stripe events feed. Captures failed charges so you can chase the customer or retry. Forwarded to Pennylane's email-in with amount, VAT, and date pre-filled by Pennylane's OCR.
Pulls from the Stripe events feed. Captures the dispute with the contested charge and dispute reason. Forwarded to Pennylane's email-in with amount, VAT, and date pre-filled by Pennylane's OCR.
Pulls from the Stripe events feed. Detects successful payment intents and links the captured charge to the intent. Forwarded to Pennylane's email-in with amount, VAT, and date pre-filled by Pennylane's OCR.
Pulls from the Stripe events feed. Triggers on every payout batch with the underlying charges and fees. Forwarded to Pennylane's email-in with amount, VAT, and date pre-filled by Pennylane's OCR.
Pulls from the Stripe events feed. Tracks new subscription records with cadence, amount, and customer. Forwarded to Pennylane's email-in with amount, VAT, and date pre-filled by Pennylane's OCR.
Pulls from the Stripe events feed. Detects renewal cycles and links the new invoice to the recurring contract. Forwarded to Pennylane's email-in with amount, VAT, and date pre-filled by Pennylane's OCR.
Pulls from the Stripe events feed. Detects changes to customer name, billing address, or tax id. Forwarded to Pennylane's email-in with amount, VAT, and date pre-filled by Pennylane's OCR.
5 fields flow from Stripe into Pennylane.
| Stripe field | Label | Pennylane field | Label | |
|---|---|---|---|---|
| charge.amount | Charge amount | amount | Amount | |
| charge.currency | Currency | currency | Currency | |
| charge.created | Charge date | date | Execution date | |
| charge.description | Description | label | Label | |
| charge.id | Charge id | external_reference | Source id |
7 fields flow from Stripe into Pennylane.
| Stripe field | Label | Pennylane field | Label | |
|---|---|---|---|---|
| invoice.currency | Currency | currency | Currency | |
| invoice.number | Invoice number | label | Reference | |
| invoice.issue_date | Issue date | date | Invoice date | |
| invoice.due_date | Due date | deadline | Due date | |
| invoice.tax | Tax total | vat_amount | VAT | |
| invoice.subtotal | Subtotal | pre_tax_amount | Subtotal | |
| invoice.customer | Customer reference | external_reference | Source id |
3 fields flow from Stripe into Pennylane.
| Stripe field | Label | Pennylane field | Label | |
|---|---|---|---|---|
| customer.name | Customer name | name | Customer name | |
| customer.tax_id | Tax id | vat_number | VAT number | |
| customer.metadata.domain | Domain | website | Website |
Click Connect with Stripe; Stripe's MCP server handles authorisation. Stripe's MCP server registers a read-scoped Well client through DCR; no credential paste, no shared secret.
Well discovers Stripe's charges, refunds, payouts, customers, disputes, and subscription events and the the Pennylane Purchases tab and the customer-invoice collections list. Match candidates are scored on counterparty name, amount, currency, and reference; you approve any that need a human eye and Well saves the rule for the next batch.
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.
Well connects to Stripe through its MCP server, which issues short-lived access tokens via Dynamic Client Registration. Well never holds a long-lived Stripe secret; the server refreshes its own tokens on each session. Well processes records per the storage region configured for your workspace; only fields strictly required by the write surface are ferried across regions.
Read Stripe records
Scoped to charges, refunds, payouts, customers, and related records. No access to anything else in your Stripe account.
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.
Modify or delete Stripe records
Not granted. Stripe is read-only on Well's side; the source of truth never moves.
Read other workspaces' data
Encryption keys are per-workspace; another tenant's records are inaccessible by design.
Connect both sides and see your first Stripe payout reconciled in minutes.
Other ways to connect Stripe or Pennylane through Well.

Stripe
See the Stripe connector

Pennylane
See the Pennylane connector


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Gmail → Pennylane
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Bill.com
See the Bill.com connector

Melio
See the Melio connector

Freshbooks
See the Freshbooks connector