Pair PayPal disbursements with Bill.com bills; failed transfers surface inside Well so the next manual schedule reflects the real state.
The PayPal integration connects your payment account to Well via MCP, importing transactions, fees, settlements, and refund data.
The Bill.
A PayPal transaction lands as an amount and a counterparty, with little to tell a real supplier from a one-off or a duplicate.
Well reads the invoices, transactions, and companies behind your PayPal activity, resolves each counterparty to a company record, and forwards the matched document to your Bill. com email-in address. The bill that arrives for approval already carries a resolved vendor and its context, so your team is not keying the same supplier twice or approving a payment to a name it cannot place. Well reads from PayPal and forwards the matched document; approval stays in Bill. com with your team.
Well matches the counterparty on a PayPal transaction to a company record and forwards the document to your Bill.com email-in address, so approvers see a resolved supplier rather than a bare name.
Two PayPal payees that share one web domain resolve to the same company inside Well before the document is forwarded, so Bill.com does not accumulate near-duplicate vendors for one business.
Each forwarded document keeps the PayPal invoice and transaction detail Well read, giving the approver the amount and history behind the bill without leaving Bill.com to look it up.
The PayPal record Well resolved stays linked to the document forwarded to your Bill.com email-in address, so the audit trail traces each bill back to the transaction it came from.
Pulls from PayPal transaction events. Captures completed PayPal payments with buyer, amount, and order id.
Pulls from PayPal transaction events. Recognises a first-time buyer from the capture and prepares a customer record.
Pulls from PayPal transaction events. Surfaces denied captures with the denial reason for follow-up.
Pulls from PayPal transaction events. Flags the contested transaction and preserves the dispute trail.
Pulls from PayPal transaction events. Tracks settlement batches with the covered captures and processing fees.
Pulls from PayPal transaction events. Detects pending captures and waits for the resolution before posting.
Pulls from PayPal transaction events. Pulls the merchant fee out of the capture so net revenue is correct.
Pulls from PayPal transaction events. Pulls the FX rate and conversion fee from the capture.
Pulls from PayPal transaction events. Picks up the moment a buyer finishes checkout, before the bank settlement.
4 fields flow from PayPal into Bill.com.
| PayPal field | Label | Bill.com field | Label | |
|---|---|---|---|---|
| capture.amount.currency_code | Currency | currency | Currency | |
| capture.create_time | Capture date | process_date | Process date | |
| capture.id | Capture id | payment_id | Payment id | |
| capture.seller_receivable.fee | PayPal fee | amount | Amount |
3 fields flow from PayPal into Bill.com.
| PayPal field | Label | Bill.com field | Label | |
|---|---|---|---|---|
| invoice.detail.invoice_number | Invoice number | invoice_number | Invoice number | |
| invoice.detail.invoice_date | Issue date | invoice_date | Invoice date | |
| invoice.amount.currency_code | Currency | currency | Currency |
Click Connect with PayPal; the PayPal MCP server registers a Well client automatically. PayPal's MCP server registers a read-scoped Well client through DCR; no credential paste, no shared secret.
Well discovers PayPal's completed payments, refunds, disputes, holds, and currency-conversion events and the the Bill.com inbox awaiting approval. Each payout is paired to its scheduled vendor payment by date and total; failed transfers reverse the linked payment automatically so the schedule self-corrects.
In Bill.com, open Settings > Developer > API keys and create a key paired with your developer ID. Paste the key into Well; Bill.com's discovery endpoints are reached over TLS 1.3 and the secret is never echoed in the UI.
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
Know how many months of cash you have at your current burn, with both sides of the division shown.
See how long your cash lasts if a customer pays late, leaves, or you hire.
Know how much cash you hold right now, with the accounts counted and the ones left out both stated.
See a company's or household's spend by category, supplier and trend; not for savings: use Subscription spend.
Find the double charges and price rises in your bank debits, each with the dates and amounts your bank shows.
Get a prioritized list of who to chase for payment, with their contact info and a message already drafted.
Know if payroll is safe, and which vendor bills to push if it is not.
Rank your most valuable customers by lifetime value, over a year you name or their whole life.
See how much of your revenue rides on a few customers, and what a late or lost one does to your cash.
Everything you know about one company, in one view.
Find what payment settled an invoice, or catch every payment that never got one.
Find the bills with no paperwork attached, before an auditor does.
Know which invoices are missing a legal line before your customer or the tax office does.
Know what you spend in an average month over a window you can see, with the months that carried no spend counted.
See the monthly run-rate of live subscriptions, or an invoice average when no typed subscriptions are present.
See the settled month-end cash series and where the line goes from the last complete month.
See how the month moved from opening cash to closing cash, with whatever does not reconcile named as its own step.
See which suppliers owe you paperwork, in each of your files, for a month, a quarter or this week.
Put a name on every settled expense that still has no invoice.
Walk the whole month-end sweep in one prompt.
Drive the month-end close from open to sent to your accounting tool.
Work through your open accounting items by category.
Close the category gaps behind your spend before you close a month.
The board numbers in one pass, each with its scope and its window stated.
See what you paid a supplier, how its price moved, and get the negotiation email drafted.
See what each scheduled supplier costs a month and a year, how it moved, and where your workspaces can save.
Act on a subscription you name or pick by number from a list: cancel, renegotiate or contest a double debit.
See what you spent on one category, such as groceries, this month and how that compares to a usual month.
See what in a month has not reached the ledger, and which pile each item sits in.
Compare your bank with your books, list the gaps, and re-run what missed rows.
Answers better with these connected
See which customers still owe you money: the unpaid and overdue invoices, how late each is, and the total.
See what you owe and when, ordered by due date with a running total.
See how much of your cash and receivables sit outside your reporting currency.
See exactly which agents would run, before any of them does.
Turn mixed currencies into one number you can actually audit.
See what you owe your suppliers, and how long each bill has been past due.
The measures you name, arranged on one board that stores the question rather than the answer.
See how much each customer billed in a period, ranked by revenue, with the part you could not place named.
See what each supplier invoiced you over a year, ranked, with unplaced invoices counted.
Claim a refund or a compensation with the evidence in hand, and know what to say when you call.
See the VAT position your data suggests for a quarter, and which invoices to fix first.
Find money owed back to you: refunds, credit notes, VAT credits, double debits, then unpaid customer invoices.
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.
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
Connects and checks them
See what is connected, what is syncing, and what is missing.
Connect your AI apps and your tools, then see your business as one context graph.
Get the bank feed in, and confirm it is really live.
The companies you deal with that carry no tax identifier, listed before year end.
Well connects to PayPal through its MCP server, which issues short-lived access tokens via Dynamic Client Registration. Well never holds a long-lived PayPal secret; the server refreshes its own tokens on each session. Anything Well holds between PayPal and Bill.com is encrypted at rest and handled in line with GDPR.
Read PayPal records
Scoped to completed payments, refunds, disputes, holds, and related records. No access to anything else in your PayPal account.
Deliver documents to your Bill.com inbox
Well forwards the extracted document to your Bill.com email-in address; Bill.com reads bills via email-in inbox, with vendor, invoice number, amount, and related records from it and you review and post. No write credential to Bill.com is requested.
Modify or delete PayPal records
Not granted. PayPal is read-only on Well's side; the source of truth never moves.
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.
Link both tools to Well so each PayPal bill arrives at Bill.com with its vendor already resolved.
Other ways to connect PayPal or Bill.com through Well.
PayPal
See the PayPal connector
Bill.com
See the Bill.com connector
PayPal → Pennylane
Match PayPal sales and fees inside Well, then forward matche…
PayPal → Xero
Match PayPal sales, refunds, and disputes inside Well with t…
Square → Bill.com
Reconcile Square supplier-side activity inside Well, forward…
Melio
See the Melio connector
Razorpay
See the Razorpay connector
Square
See the Square connector
