- 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 at rest and in transit under TLS 1.3. Pennylane hosts in the EU and Stripe hosts outside the EU; Well processes records per the storage region configured for your workspace.