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 at rest and in transit under TLS 1.3. Razorpay and Freshbooks together cover multiple regions; Well's storage region is configured per workspace.

Razorpay to Freshbooks

AvailableNative · RazorpayNative · 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 payouts to the bank deposit

Razorpay payouts are reconciled against the bank deposit they generate by amount, date, and currency, then the matched deposit document is forwarded to Freshbooks with the underlying charge breakdown attached, ready for your team to post. The fee line is split out automatically so the Freshbooks P&L sees gross revenue and processor fees as separate accounts.

Bring multi-currency charges into one ledger

Each Razorpay charge keeps its original transaction currency on the matched document. Well stamps the FX rate at the timestamp of the event and attaches both the source and converted amounts to the document forwarded to Freshbooks, so the draft your team confirms stands up to audit.

Surface subscription renewals as recurring invoices

Recurring Razorpay charges from a subscription cycle are recognised as renewals and posted to Freshbooks against the customer's open recurring invoice, not as a fresh sales line. The cycle start and end dates ride along on the entry so revenue recognition reports show the right service period.

Surface jurisdiction for tax-code routing

Razorpay charges carry the customer billing country in their metadata; Well stamps the jurisdiction (EU / US / AU / etc.) on the document forwarded to Freshbooks, with reverse-charge context on cross-border charges so your team can apply the right tax code in Freshbooks in one click.

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

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. Well's storage region is configured per workspace regardless of where Razorpay and Freshbooks host theirs.

MCP server authStorage region per workspaceGDPR-aligned

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
Encryption keys are per-workspace; another tenant's records are inaccessible by design.
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 at rest and in transit under TLS 1.3. Razorpay and Freshbooks together cover multiple regions; Well's storage region is configured per workspace.