What Razorpay data does Well pull into Freshbooks?

Razorpay streams captured payments, refunds, settlements, disputes, subscription cycles, and paid invoices to Well over its MCP server. After Well resolves the counterparty and assigns a confidence score, the matched record posts to Freshbooks as expenses (or bills on the Select plan) via email-in, with merchant, total, and tax populated, with the Razorpay event ID preserved on the entry for audit.

How often does Razorpay data sync to Freshbooks?

Razorpay 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.

How does Well match Razorpay records to entries in Freshbooks?

Every Razorpay charge is scored against your open Freshbooks sales invoices and existing customer records on customer name, amount, currency, and reference. Above 85% the charge collapses onto the right invoice and the reconciled record is delivered to Freshbooks for review, with the matched customer and payment pre-filled so you confirm and post it. Between 55% and 85% the candidate list is queued for review with the alternative customers ranked.

How does Well prevent duplicates when posting Razorpay records to Freshbooks?

Razorpay sends each event with a stable resource ID that Well tracks against the Freshbooks ledger. Webhook replays (which Razorpay can issue for delivery retries) are recognised by ID and either skipped or used to update the existing Freshbooks entry. Distinct records that look similar are caught by Well before posting, with the candidates surfaced in the review queue when confidence is ambiguous.

What happens if I disconnect Razorpay or Freshbooks?

Disconnecting Razorpay stops the flow at the source. Well asks the Razorpay MCP server to revoke the access token; Razorpay returns confirmation and stops streaming events the moment it is acknowledged. Anything you already reviewed and posted in Freshbooks is Freshbooks's own record and is untouched; Well never held a write credential to it. Records held for review in Well remain in the queue so you can finish them by hand. Reconnecting later resumes from the last successful sync, not from scratch.

How does Well authenticate with Razorpay and Freshbooks?

Razorpay'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 in transit under TLS 1.3. Anything Well holds between Razorpay and Freshbooks is encrypted at rest and handled in line with GDPR.

Razorpay to Freshbooks

Available

Native · Razorpay

Native · Freshbooks

Connect Razorpay to FreshBooks with Well

Razorpay settles in batches; Well decomposes each payout into its component charges and forwards a clean per-customer document to Freshbooks's inbox, with VAT and fee context attached.

Connect both toolsView all integrations

Razorpay

Source

The Razorpay integration imports payment data from India's leading payment gateway into Well.

Freshbooks

Target

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

Why this pair

Razorpay processes payments primarily for Indian merchants and runs in INR with state-specific GST treatment; FreshBooks captures books in a SMB-friendly view across currencies.

Connecting Razorpay to FreshBooks through Well matches each Razorpay payment inside its own ledger and forwards the matched document as a FreshBooks customer invoice with GST broken out per state, the FX-converted amount stamped on the value date, and the settlement reconciled against the payout. Razorpay's MCP server pushes settlement events to Well; FreshBooks creates the expense (or bill on the Select plan) from the PDF Well forwards, with GST context attached on the document.

What Well does between Razorpay and Freshbooks

One-way: Razorpay into Well into Freshbooks
Sync mode: Real-time MCP push
Events arrive in seconds

Trigger from Razorpay

8 events · pick one

Well engine·recipe·When a Razorpay payment is captured

Source

from payment · live webhook

Pixel Foundry

via Razorpay

Payment

When a Razorpay payment is captured

ch_1q5nk · 22 Apr 2026€1,284.00

Extract

6 fields read from Razorpay

6 fields read

CustomerPixel Foundry
Charge date22 Apr 2026
Charge amount€1,284.00
CurrencyEUR
Processing fee€37.24

Enrich

against your historical record graph

4 fields added

Customer recordPixel Foundry
Domainpixelfoundry.studio
Tax idFR98765432101
Sales journalVE · 2026

Confidence97%

<55% refused55–85% review≥85% auto-posts

Post

post as expenses and bills

Create an expense in FreshBooks

auto-posted

posted

TypeExpense
VendorPixel Foundry
Amount€1,284.00
LedgerVE · 2026
Source docattached
Confidence97%

audit linkto Freshbooks

Action in Freshbooks

2 compatible with this trigger

Create an expense in FreshBooksCreate a bill in FreshBooks (Select plan)

Reconcile Razorpay multi-currency charges to Freshbooks entries.

01Featured

Match a payment to the invoice it settled

Well reads payments and invoices from Razorpay, matches each payment to the invoice it settled, and forwards the reconciled document to Freshbooks's email-in address.

Resolve the customer behind a payment

Well matches the company on a Razorpay payment against your prior history and carries the resolved customer onto the document forwarded to Freshbooks.

Surface payments with no matching invoice

A Razorpay payment that finds no invoice is held in Well's queue with its customer and amount, so nothing reaches Freshbooks without a match behind it.

Keep the payment attached

The Razorpay payment Well matched stays linked to the document sent to Freshbooks, so each record traces back to the settlement behind it.

12 signals and actions across Razorpay and Freshbooks

When a Razorpay order is fully paid
Detects when an order is fully captured and links the underlying payments to the order reference.
Trigger·Transaction
When a Razorpay refund is processed
Detects refunds against captured payments and links back to the order.
Trigger·Transaction
When a Razorpay payout is processed
Detects payout batches as Razorpay processes them toward your bank.
Trigger·Transaction
When a Razorpay payment fails
Captures failed payment attempts with the error code so you can chase the customer or retry.
Trigger·Transaction
When a Razorpay payment is captured
Captures successful Razorpay payments with currency, fees, and order linkage.
Trigger·Transaction
When a Razorpay invoice is paid
Pulls the paid invoice with its line items, customer, and applied tax.
Trigger·Invoice
When a Razorpay subscription cycle renews
Detects renewal cycles and links the new invoice to the recurring contract.
Trigger·Invoice
When a Razorpay dispute is created
Captures chargebacks with the contested payment and merchant response window.
Trigger·Transaction
Create an expense in FreshBooks
Well forwards the receipt PDF to your FreshBooks email-in address; FreshBooks creates an expense with merchant, total, and tax populated.
Action·Transaction

Reference

Field mapping for Razorpay → Freshbooks

11 fields across 3 record types, open to see the full table.

Transaction fields

4 fields flow from Razorpay into Freshbooks.

Razorpay field	Label		Freshbooks field	Label
payment.amount	Captured amount	→	amount	Amount
payment.currency	Currency	→	currency_code	Currency
payment.created_at	Capture date	→	date	Transaction date
payment.id	Charge id	→	external_id	External id

Invoice fields

4 fields flow from Razorpay into Freshbooks.

Razorpay field	Label		Freshbooks field	Label
invoice.number	Invoice number	→	invoice_number	Invoice number
invoice.date	Issue date	→	create_date	Issue date
invoice.currency	Currency	→	currency_code	Currency
invoice.customer_id	Customer	→	external_id	External id

Company fields

3 fields flow from Razorpay into Freshbooks.

Razorpay field	Label		Freshbooks field	Label
customer.name	Customer name	→	organization	Client name
customer.email	Email	→	email	Email
customer.id	Customer id	→	client_id	Client id

Connect Razorpay and Freshbooks in three steps.

1
Connect Razorpay
Click Connect with Razorpay; Razorpay's MCP server handles authorisation. Razorpay's MCP server registers a read-scoped Well client through DCR; no credential paste, no shared secret.
- AuthOAuth 2.0
2
Map your accounts
Well discovers Razorpay's captured payments, refunds, settlements, disputes, subscription cycles, and paid invoices and the the FreshBooks expense or bill queue. 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.
- Auto-post above85% confidence
- Overridemanual anytime
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

35 agent skills run on Razorpay and Freshbooks.

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

Chase late invoices

Get a prioritized list of who to chase for payment, with their contact info and a message already drafted.

Rank clients by LTV

Rank your most valuable customers by lifetime value, over a year you name or their whole life.

Customer Dependency

See how much of your revenue rides on a few customers, and what a late or lost one does to your cash.

Company profile

Everything you know about one company, in one view.

Payment and invoice lookup

Find what payment settled an invoice, or catch every payment that never got one.

Missing receipts

Find the bills with no paperwork attached, before an auditor does.

Invoice Compliance

Know which invoices are missing a legal line before your customer or the tax office does.

Recurring revenue

See the monthly run-rate of live subscriptions, or an invoice average when no typed subscriptions are present.

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.

VAT radar

See the VAT position your data suggests for a quarter, and which invoices to fix first.

Accounting reports

Read your profit and loss or balance sheet from QuickBooks, Xero or Pennylane.

Answers better with these connected

Runway

Know how many months of cash you have at your current burn, with both sides of the division shown.

Cost structure

See a company's or household's spend by category, supplier and trend; not for savings: use Subscription spend.

Receivables aging

See which customers still owe you money: the unpaid and overdue invoices, how late each is, and the total.

Bills due

See what you owe and when, ordered by due date with a running total.

FX exposure

See how much of your cash and receivables sit outside your reporting currency.

Missing supplier invoices

See which suppliers owe you paperwork, in each of your files, for a month, a quarter or this week.

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.

Payables aging

See what you owe your suppliers, and how long each bill has been past due.

Board pack

The board numbers in one pass, each with its scope and its window stated.

Compose a board

The measures you name, arranged on one board that stores the question rather than the answer.

Revenue by customer

See how much each customer billed in a period, ranked by revenue, with the part you could not place named.

Supplier spend register

See what each supplier invoiced you over a year, ranked, with unplaced invoices counted.

Unposted and blocked

See what in a month has not reached the ledger, and which pile each item sits in.

Check bank and books

Compare your bank with your books, list the gaps, and re-run what missed rows.

Money back

Find money owed back to you: refunds, credit notes, VAT credits, double debits, then unpaid customer invoices.

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 them when they are there

Invoice design

Pick how an invoice prints, from the designs and records you already have.

Chart of accounts

Read the accounts your workspace posts to, number by number.

Optimize Supplier Prices

See what you paid a supplier, how its price moved, and get the negotiation email drafted.

Connects and checks them

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.

Tax id chase

The companies you deal with that carry no tax identifier, listed before year end.

Browse all skills

How Razorpay and Freshbooks stay secure with Well

Well connects to Razorpay through its MCP server, which issues short-lived access tokens via Dynamic Client Registration. Well never holds a long-lived Razorpay secret; the server refreshes its own tokens on each session. Anything Well holds between Razorpay and Freshbooks is encrypted at rest and handled in line with GDPR.

MCP server authEncrypted at restGDPR compliant

Scopes Well requestsmcp.razorpay.com/mcp

Read Razorpay records
Scoped to captured payments, refunds, settlements, disputes, and related records. No access to anything else in your Razorpay account.
granted
Deliver documents to your Freshbooks inbox
Well forwards the extracted document to your Freshbooks email-in address; Freshbooks reads expenses (or bills on the Select plan) via email-in, with merchant, total, and tax populated from it and you review and post. No write credential to Freshbooks is requested.
granted
Modify or delete Razorpay records
Not granted. Razorpay is read-only on Well's side; the source of truth never moves.
refused
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.
refused

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

Frequently asked questions about Razorpay and Freshbooks on Well

01What Razorpay data does Well pull into Freshbooks?: Razorpay streams captured payments, refunds, settlements, disputes, subscription cycles, and paid invoices to Well over its MCP server. After Well resolves the counterparty and assigns a confidence score, the matched record posts to Freshbooks as expenses (or bills on the Select plan) via email-in, with merchant, total, and tax populated, with the Razorpay event ID preserved on the entry for audit.
02How often does Razorpay data sync to Freshbooks?: Razorpay 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.
03How does Well match Razorpay records to entries in Freshbooks?: Every Razorpay charge is scored against your open Freshbooks sales invoices and existing customer records on customer name, amount, currency, and reference. Above 85% the charge collapses onto the right invoice and the reconciled record is delivered to Freshbooks for review, with the matched customer and payment pre-filled so you confirm and post it. Between 55% and 85% the candidate list is queued for review with the alternative customers ranked.
04How does Well prevent duplicates when posting Razorpay records to Freshbooks?: Razorpay sends each event with a stable resource ID that Well tracks against the Freshbooks ledger. Webhook replays (which Razorpay can issue for delivery retries) are recognised by ID and either skipped or used to update the existing Freshbooks entry. Distinct records that look similar are caught by Well before posting, with the candidates surfaced in the review queue when confidence is ambiguous.
05What happens if I disconnect Razorpay or Freshbooks?: Disconnecting Razorpay stops the flow at the source. Well asks the Razorpay MCP server to revoke the access token; Razorpay returns confirmation and stops streaming events the moment it is acknowledged. Anything you already reviewed and posted in Freshbooks is Freshbooks's own record and is untouched; Well never held a write credential to it. Records held for review in Well remain in the queue so you can finish them by hand. Reconnecting later resumes from the last successful sync, not from scratch.
06How does Well authenticate with Razorpay and Freshbooks?: Razorpay'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 in transit under TLS 1.3. Anything Well holds between Razorpay and Freshbooks is encrypted at rest and handled in line with GDPR.