What Dropbox data does Well pull into Pennylane?

Well watches Dropbox for attachments matching the configured invoice and receipt filters, extracts supplier-invoice and document files read from a watched folder via Apideck file-storage, 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 Dropbox record post to Pennylane automatically?

Not always. At the next fifteen-minute polling window, 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 Dropbox and Pennylane?

Dropbox 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 Dropbox records to Pennylane?

Every Dropbox 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 a Dropbox record fails to post to Pennylane?

When a record fails to post to Pennylane (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 Dropbox record. Nothing silently drops.

How does Well authenticate with Dropbox and Pennylane?

Dropbox runs a manual OAuth 2.0 flow that you approve inside Dropbox; 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 at rest and in transit under TLS 1.3. Pennylane hosts in the EU and Dropbox hosts outside the EU; Well processes records per the storage region configured for your workspace.

Dropbox to Pennylane

AvailableNative · DropboxNative · Pennylane

Connect Dropbox to Pennylane with Well

Capture invoice and document files from Dropbox and forward the extracted PDFs to Pennylane with the supplier already resolved inside Well.

Connect both toolsView all integrations

Dropbox

Source

The Dropbox connection lets Well write processed documents into your Dropbox folder.

Pennylane

Target

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

What is unique

A Dropbox folder full of supplier PDFs is where a French SMB's month-end usually stalls: someone has to open each one and type it into Pennylane.

Connecting Dropbox to Pennylane through Well turns that folder into a feed. Well reads new files from the watched Dropbox folder through Apideck's file-storage API, parses each into a structured invoice with VAT and totals, probes Pennylane for an existing bill or vendor with the same amount and supplier so nothing is duplicated, and forwards the matched document to Pennylane's supplier or customer email-in. Pennylane's OCR creates the invoice with VAT, date, and amount pre-filled; your accountant validates in one click instead of transcribing.

What Well does between Dropbox and Pennylane

One-way: Dropbox into Well into Pennylane
Sync mode: Polling every 15 minutes
Up to 4 syncs/hour

Trigger from Dropbox

2 events · pick one

Well engine·recipe·When an invoice file lands in the watched Dropbox folder

Source

from upload · 15-min poll

Figma Inc.

via Dropbox

Invoice

When an invoice file lands in the watched Dropbox folder

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

Extract

6 fields read from Dropbox

6 fields read

VendorFigma Inc.
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 entityFigma Inc.
Tax idEU826145320
Domainfigma.com
Ledger account6064 · SaaS

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
VendorFigma Inc.
Amount€1,284.00
Ledger6064 · SaaS
Source docattached
Confidence97%

audit linkto Pennylane

Action in Pennylane

2 compatible with this trigger

Create a supplier invoice in PennylaneResolve a Pennylane supplier from the document

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

01Featured

Capture supplier invoices from email

Well watches Dropbox for attachments matching invoice patterns, extracts amount, VAT, supplier, and due date in Well, then forwards the PDF to Pennylane's email-in inbox. The original message ID stays on the document so the audit trail traces from Pennylane back to the email that delivered the invoice.

Deduplicate forwarded receipts

Forwarded copies of the same receipt are caught by counterparty-plus-amount matching inside Well before delivery. If two team members forward the same supplier invoice from Dropbox on the same day, Well keeps the first copy as canonical and tags the second as a duplicate so Pennylane only receives one document.

Route personal-card vs supplier receipts

Receipts arriving in Dropbox from employee personal cards are kept on the expense-reimbursement path inside Well, while supplier invoices route to the supplier-bill path. The category is decided from the sender domain plus the invoice format, so the right document type lands at Pennylane rather than a mixed pile.

Catch missing attachments before delivery

If an Dropbox invoice references a credit memo or a delivery note that did not arrive, Well flags the missing attachment inside its own queue and holds delivery until you forward the supporting document. Documents reaching Pennylane always carry their supporting paperwork.

8 signals and actions across Dropbox and Pennylane

When an invoice file lands in the watched Dropbox folder
Reads the new PDF from the watched Dropbox folder and parses it into a structured invoice with supplier, amount, date, and tax. Forwarded to Pennylane's email-in with amount, VAT, and date pre-filled by Pennylane's OCR.
Trigger·Invoice
When a document file lands in the watched Dropbox folder
Picks up a new receipt or supporting document from the watched folder and stores it as a Well document for matching. Forwarded to Pennylane's email-in with amount, VAT, and date pre-filled by Pennylane's OCR.
Trigger·Document
When a supplier is detected on a parsed Dropbox file
Extracts the supplier named on a parsed file and matches it against your existing companies. Forwarded to Pennylane's email-in with amount, VAT, and date pre-filled by Pennylane's OCR.
Trigger·Company
Create 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·Invoice
Resolve a Pennylane supplier from the document
Pennylane's OCR resolves the supplier name from the PDF. You confirm or correct the match on first sight.
Action·Company
Resolve a Pennylane customer from the invoice
Pennylane reads the customer name off the outbound invoice for collections. You confirm on first sight.
Action·Company
Create 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
Attach the source document to the Pennylane record
The PDF Well forwards is stored as the source attachment on whichever invoice Pennylane creates from it.
Action·Document

Reference

Field mapping for Dropbox → Pennylane

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

Invoice fields

7 fields flow from Dropbox into Pennylane.

Dropbox field	Label		Pennylane field	Label
parsed.total_amount	Total amount	→	amount	Total amount
parsed.currency	Currency	→	currency	Currency
parsed.invoice_date.issue_date	Invoice date	→	date	Invoice date
parsed.due_date	Due date	→	deadline	Due date
parsed.invoice_number	Invoice number	→	label	Reference
parsed.tax_total.tax	Tax total	→	vat_amount	VAT
file.id	File id	→	external_reference	Source id

Company fields

3 fields flow from Dropbox into Pennylane.

Dropbox field	Label		Pennylane field	Label
parsed.supplier_name	Supplier name	→	name	Customer name
parsed.supplier_tax_id	Supplier tax id	→	vat_number	VAT number
parsed.vendor_domain	Domain	→	website	Website

Connect Dropbox and Pennylane in three steps.

1
Connect Dropbox
Click Connect with Dropbox; you authorise the folder Well watches through Apideck's file-storage connection and authorise read access to supplier-invoice and document files read from a watched folder via Apideck file-storage. Access tokens are exchanged and refreshed automatically before they expire, and the grant is revocable from your Dropbox.
- AuthConnect
2
Map your accounts
Well discovers the Dropbox attachments matching your invoice pattern (supplier-invoice and document files read from a watched folder via Apideck file-storage) 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

How Dropbox and Pennylane stay secure with Well

Well calls Dropbox with an OAuth 2.0 token scoped to read-only access. Dropbox's consent screen lists the scopes before you approve; access tokens are exchanged and refreshed automatically before they expire. Well processes records per the storage region configured for your workspace; only fields strictly required by the write surface are ferried across regions.

OAuth 2.0EU residency optionGDPR-aligned

Scopes Well requests

Read Dropbox records
Scoped to supplier-invoice and document files read from a watched folder via Apideck file-storage. No access to anything else in your Dropbox 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 Dropbox records
Not granted. Dropbox is read-only on Well's side; the source of truth never moves.
refused
Read other workspaces' data
Encryption keys are per-workspace; another tenant's records are inaccessible by design.
refused

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

Frequently asked questions about Dropbox and Pennylane on Well

01What Dropbox data does Well pull into Pennylane?: Well watches Dropbox for attachments matching the configured invoice and receipt filters, extracts supplier-invoice and document files read from a watched folder via Apideck file-storage, 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 Dropbox record post to Pennylane automatically?: Not always. At the next fifteen-minute polling window, 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 Dropbox and Pennylane?: Dropbox 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 Dropbox records to Pennylane?: Every Dropbox 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 a Dropbox record fails to post to Pennylane?: When a record fails to post to Pennylane (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 Dropbox record. Nothing silently drops.
06How does Well authenticate with Dropbox and Pennylane?: Dropbox runs a manual OAuth 2.0 flow that you approve inside Dropbox; 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 at rest and in transit under TLS 1.3. Pennylane hosts in the EU and Dropbox hosts outside the EU; Well processes records per the storage region configured for your workspace.