Collect each new bank statement into your own records
Every Monday, WebRun signs in to Bank of America, checks each account and credit card for statements published since the last run, saves every new one into the folder you nominate under your own naming convention, sends you the archive log on WhatsApp, and texts you when a statement has not appeared when it should have.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I collect my bank statements automatically each month?
Every Monday WebRun signs in to Bank of America, checks each account and card for statements published since the last run, and files every new one under your naming convention. It sends the archive log on WhatsApp and texts you through Twilio when a statement has not appeared, so nothing is missing at close.
- Statements are in the right folder at close instead of fetched at year end
- Every file is named by account and period, so the archive sorts itself
- A statement that never published is flagged by text within days
Built for bookkeepers · small business owners · accountants · finance administrators
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
www.bankofamerica.comin a real browser with your saved login - no setup, no API keys. -
1
Bank of America - file the new statements
bankofamerica.com
WebRun opens Bank of America to file the new statements. - Sign in to Bank of America and open the documents area for each account and credit card you track
- Find the statements published since the last run and skip anything already filed
- Save each new statement into the folder you nominate, named with the account and the statement period so it sorts correctly
Done when Every newly published statement is filed and named, with nothing duplicated.
-
2
WhatsApp - send the archive log
whatsapp.com How to Automate WhatsApp
WebRun opens WhatsApp to send the archive log. - Send yourself the log of statements filed this week, by account and period
- Note which accounts are complete for the year to date and which have a gap
- Keep it internal. WebRun never moves money and never shares an account number
Done when You have this week's archive log in WhatsApp.
-
3
Twilio - text you about a missing statement
twilio.com How to Automate Twilio
WebRun opens Twilio to text you about a missing statement. - Text you when a statement has not appeared several days after its usual publish date
- Name the account and the period that is missing
- Send only to your own number. WebRun never contacts the bank on your behalf
Done when A late or missing statement has been flagged to you.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Every action is checked against this policy before it runs.
Questions, answered
Can it move money or pay anything?
No. WebRun only reads the documents area of your accounts. It never transfers funds, pays a bill, or changes a payee, and any such action would need you to do it yourself.
Where do the statements go?
Into the folder you nominate, named with the account and the statement period. Nothing is emailed out, uploaded, or shared with anyone else.
What if a statement was already filed?
It is skipped. WebRun matches on the account and period each run, so re-running never produces a second copy of the same statement.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.