Templates
Workflow templates.
Deploy with one click.
Pick a ready-made automation and turn it on — each one handles a real job your team does every week, right inside the tools you already use. Customize anything.
Bookkeeping
Weekly Aged-Receivables Summary
WebRun pulls your full aged-receivables report, groups balances by how long they have been outstanding, and delivers a prioritised collection list so you know exactly where to focus.
Bookkeeping
Categorise Bank Transactions Automatically
WebRun reviews every uncategorised transaction in Xero, suggests the right account code based on vendor and description, and presents them for your one-click approval — no more end-of-month categorisation backlogs.
Bookkeeping
Reconcile Your Bank Feed Weekly
WebRun matches every bank transaction to a Xero entry, flags the ones that don't match, and gives you a clean reconciliation report — so your books are never weeks behind.
Bookkeeping
Match Receipts to Card Charges
WebRun reads the receipts your team submits in Expensify, matches each one to the corresponding card charge in Ramp or your bank feed, and flags any charge that is still missing a receipt.
Bookkeeping
Route Vendor Bills for Approval
When a new vendor bill arrives in Bill.com, WebRun checks it against your approved vendor list, extracts the key details, and routes it to the right approver via Slack — so nothing is paid without the right eyes on it.
Bookkeeping
Run Your Month-End Close Checklist
At the end of every month, WebRun works through your close checklist — verifying reconciliations, flagging open items, and checking that every task is ticked — so your books close on time and nothing is missed.
Don't see your workflow?
Show WebRun any process once and we'll turn it into an agent that runs it on schedule.