What Stripe data does Well pull into Pennylane?

Stripe streams charges, refunds, payouts, customers, disputes, and subscription events to Well over its MCP server. After Well resolves the counterparty and assigns a confidence score, the matched record posts to Pennylane as supplier and customer invoices via email-in, with amount, VAT, and date pre-filled by Pennylane's OCR, with the Stripe event ID preserved on the entry for audit.

Will every Stripe record post to Pennylane automatically?

Not always. Within seconds of Stripe firing the event, 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.

How does Well prevent duplicates when posting Stripe records to Pennylane?

Stripe sends each event with a stable resource ID that Well tracks against the Pennylane ledger. Webhook replays (which Stripe can issue for delivery retries) are recognised by ID and either skipped or used to update the existing Pennylane 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 a Stripe 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 Stripe record. Nothing silently drops.

What happens if I disconnect Stripe or Pennylane?

Disconnecting Stripe stops the flow at the source. Well asks the Stripe MCP server to revoke the access token; Stripe returns confirmation and stops streaming events the moment it is acknowledged. Anything you already reviewed and posted in Pennylane is Pennylane'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 Stripe and Pennylane?

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

Stripe to Pennylane

Available

Native · Stripe

Native · Pennylane

Connect Stripe to Pennylane with Well

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.

Connect both toolsView all integrations

Stripe

Source

The Stripe integration connects your payment infrastructure to Well via MCP, pulling charges, invoices, subscriptions, refunds, and payout data into your workspace automatically.

Pennylane

Target

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

Why this pair

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.

What Well does between Stripe and Pennylane

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

Trigger from Stripe

14 events · pick one

Well engine·recipe·When a Stripe charge succeeds

Source

from payment · live webhook

Pixel Foundry

via Stripe

Charge

When a Stripe charge succeeds

ch_1q5nk · 22 Apr 2026€1,284.00

Extract

6 fields read from Stripe

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 supplier and customer invoices

Create a supplier invoice in Pennylane

auto-posted

posted

TypeSupplier invoice
VendorPixel Foundry
Amount€1,284.00
LedgerVE · 2026
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

Reconcile Stripe multi-currency charges to Pennylane entries.

01Featured

Kill the Stripe CSV

Replace manual exports with a live sync that runs while you sleep.

Drafts that stay clean

Revenue, fees, refunds, and taxes arrive in Pennylane as pre-filled drafts on day one, ready for your accountant to confirm.

One-click payout match

Reconcile every Stripe payout to its bank line without a spreadsheet in sight.

Auditable from charge to book

Give your accountant a continuous trail from the customer charge to the Pennylane entry.

19 signals and actions across Stripe and Pennylane

When a Stripe customer is created
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.
Trigger·Company
When the processing fee on a Stripe charge is recorded
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.
Trigger·Transaction
When a Stripe charge fails
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.
Trigger·Transaction
When a Stripe dispute is opened
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.
Trigger·Transaction
When a payment intent settles
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.
Trigger·Transaction
When a Stripe payout is created
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.
Trigger·Transaction
When a Stripe subscription starts
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.
Trigger·Invoice
When a Stripe subscription cycle renews
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.
Trigger·Invoice
When a Stripe customer is updated
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.
Trigger·Company

Reference

Field mapping for Stripe → Pennylane

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

Transaction fields

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

Invoice fields

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

Company fields

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

Connect Stripe and Pennylane in three steps.

1
Connect Stripe
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.
- AuthOAuth 2.0
2
Map your accounts
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.
- 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

55 agent skills run on Stripe and Pennylane.

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

Runway

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

Runway Stress Test

See how long your cash lasts if a customer pays late, leaves, or you hire.

Cash position

Know how much cash you hold right now, with the accounts counted and the ones left out both stated.

Cost structure

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

Money leak finder

Find the double charges and price rises in your bank debits, each with the dates and amounts your bank shows.

Chase late invoices

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

Secure Payroll

Know if payroll is safe, and which vendor bills to push if it is not.

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.

Burn rate

Know what you spend in an average month over a window you can see, with the months that carried no spend counted.

Recurring revenue

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

Cash forecast

See the settled month-end cash series and where the line goes from the last complete month.

Cash flow bridge

See how the month moved from opening cash to closing cash, with whatever does not reconcile named as its own step.

Missing supplier invoices

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

Assign missing invoices

Put a name on every settled expense that still has no invoice.

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.

Accounting review

Work through your open accounting items by category.

Categorize your suppliers

Close the category gaps behind your spend before you close a month.

Board pack

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

Optimize Supplier Prices

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

Subscription spend

See what each scheduled supplier costs a month and a year, how it moved, and where your workspaces can save.

Subscription actions

Act on a subscription you name or pick by number from a list: cancel, renegotiate or contest a double debit.

Personal spending

See what you spent on one category, such as groceries, this month and how that compares to a usual month.

SaaS billing

See who cancelled, which payments failed and what was refunded, read live from Stripe, Paddle or Lago.

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.

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.

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

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.

Invoice fetching agents

See exactly which agents would run, before any of them does.

Convert currencies

Turn mixed currencies into one number you can actually audit.

Payables aging

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

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.

Call and claim

Claim a refund or a compensation with the evidence in hand, and know what to say when you call.

Money back

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

Employer cost

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.

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.

Import a statement

Drop a statement you already have, and get its transactions as records.

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.

Connect your bank

Get the bank feed in, and confirm it is really live.

Tax id chase

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

Browse all skills

How Stripe and Pennylane stay secure with Well

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. Anything Well holds between Stripe and Pennylane is encrypted at rest and handled in line with GDPR.

MCP server authEncrypted at restGDPR compliant

Scopes Well requestsmcp.stripe.com

Read Stripe records
Scoped to charges, refunds, payouts, customers, and related records. No access to anything else in your Stripe 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 Stripe records
Not granted. Stripe 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 Stripe’s admin panel.

Frequently asked questions about Stripe and Pennylane on Well

01What Stripe data does Well pull into Pennylane?: Stripe streams charges, refunds, payouts, customers, disputes, and subscription events to Well over its MCP server. After Well resolves the counterparty and assigns a confidence score, the matched record posts to Pennylane as supplier and customer invoices via email-in, with amount, VAT, and date pre-filled by Pennylane's OCR, with the Stripe event ID preserved on the entry for audit.
02Will every Stripe record post to Pennylane automatically?: Not always. Within seconds of Stripe firing the event, 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.
03How does Well prevent duplicates when posting Stripe records to Pennylane?: Stripe sends each event with a stable resource ID that Well tracks against the Pennylane ledger. Webhook replays (which Stripe can issue for delivery retries) are recognised by ID and either skipped or used to update the existing Pennylane entry. Distinct records that look similar are caught by Well before posting, with the candidates surfaced in the review queue when confidence is ambiguous.
04What happens if a Stripe 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 Stripe record. Nothing silently drops.
05What happens if I disconnect Stripe or Pennylane?: Disconnecting Stripe stops the flow at the source. Well asks the Stripe MCP server to revoke the access token; Stripe returns confirmation and stops streaming events the moment it is acknowledged. Anything you already reviewed and posted in Pennylane is Pennylane'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 Stripe and Pennylane?: Stripe'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 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 in transit under TLS 1.3. Anything Well holds between Stripe and Pennylane is encrypted at rest and handled in line with GDPR.