Connect Bill.com to Well

Forward extracted bill PDFs to your Bill.com inbox and its Intelligent Virtual Assistant opens a bill with the vendor, invoice number, amount, and due date already filled in. Each forwarded bill stays linked to its vendor and purchase order in your workspace.

What Well writes to Bill.com

Well writes reconciled bill, vendor, attachment to Bill.com after they clear your review queue, with the source-record link preserved. Use Bill.com as the destination for entries enriched across your other connected tools.

4 actions in Bill.com.

• Create a bill in Bill.com inbox

Well forwards the PDF to your Bill.com inbox; Bill.com's IVA reads the vendor, invoice number, amount, and due date into a new bill and drops it straight into your AP approval policy.

• Attach the source PDF to the Bill.com bill

The forwarded PDF is the bill record itself in Bill.com's inbox.

• Resolve a Bill.com vendor from the bill

Bill.com's IVA OCR resolves the vendor name from the document. You complete the vendor setup (banking, tax) separately.

• Route the bill through Bill.com's multi-step approval policy

The created bill enters your Bill.com approval policy and is routed to the assigned approver roles in sequence; each approver reviews the coding and signs off before the bill is cleared for AP. Well never approves the bill, picks a funding account, or releases payment.

What Well does with your Bill.com connection

Connect

Connect Bill.com over OAuth 2.0: you approve on Bill.com's authorize screen, so the password never reaches Well; Well holds only a scoped token it can refresh.

Sync

Bill.com is a delivery target, not a source, so Well pulls nothing in. Once a record clears review, Well's pipeline can create a bill in Bill.com inbox.

Enrich

Before delivery Well reconciles and enriches each document, resolving the bill, attachment, and vendor so what reaches Bill.com arrives matched and carries its full audit trail.

Available

Well forwards each reconciled document to your Bill.com email-in address; Bill.com drafts the record from it and you review and post. Well holds no write credential to Bill.com.

Questions Bill.com unlocks

Ask in plain language. Well answers from your connected Bill.com connection, resolved against the rest of your stack.

Connect Bill.com in three steps

1. Point Well at your Bill.com inbox
   Find your Bill.com inbox email address in Bill.com (the address its Intelligent Virtual Assistant reads documents from) and add it as the Bill.com delivery target in Well's Connections panel.

2. Map your entities
   Once the address is set, every document Well captures and extracts is forwarded as a PDF to the Bill.com inbox.

3. Use the data
   From there your team approves and pays the bill inside Bill.com as usual, while Well keeps the same bill linked to its vendor and purchase order for querying in your workspace.

How Bill.com stays secure with Well

Bill.com receives documents through its inbox email address, so Well's only credential is the delivery target you configure, not an OAuth token into Bill.com's API. Well forwards extracted PDFs to that inbox and Bill.com's Intelligent Virtual Assistant opens the bill; Well cannot read Bill.com's ledger or alter a posted bill.

Frequently asked questions about Bill.com and Well

How does Well get an invoice into Bill.com?
Well takes a document you have already captured and extracted, then forwards the PDF to your Bill.com inbox email address.

Does Well post the bill straight into Bill.com over an API?
No. Delivery runs entirely through Bill.com's email-in inbox, which is the surface Bill.com exposes for document capture.

What does a forwarded bill look like by the time it reaches an approver?
The approver opens a Bill.com bill that already carries the vendor, invoice number, amount, and due date the IVA pulled from the PDF Well sent, with the source document attached to the record.

Can Well match the Bill.com bill back to a vendor or purchase order?
Inside your workspace, yes. Well keeps the extracted bill linked to the matching vendor record and any open purchase order it can resolve.

What happens to the Bill.com connection if I disconnect it?
Open the Bill.com connection in Well and remove it, and Well stops forwarding documents to your Bill.com inbox immediately.