Clear your Bench uncategorized transactions
Every morning, WebRun opens Bench, checks which transactions from the connected bank feed are still uncategorized, writes them to a Google Sheet so nothing slips through, and logs a running note in Notion for the bookkeeping team on anything that looks unusual.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I clear the Bench uncategorized transaction backlog?
WebRun checks your Bench connected bank feed every morning for transactions still uncategorized and writes them to a Google Sheet, so nothing slips through unnoticed. Anything that looks unusually large or out of pattern also gets a Notion note for the bookkeeping team, without WebRun making the categorization call itself.
- Uncategorized transactions are visible in one sheet instead of scattered in Bench
- Unusual transactions get flagged in Notion the same morning they appear
- The bookkeeping team starts the day with a ready list, not a search
Built for Small business owners · bookkeepers · startup founders · Bench clients
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
bench.co/loginin a real browser with your saved login - no setup, no API keys. -
1
Bench - check uncategorized transactions
bench.co
WebRun opens Bench to check uncategorized transactions. - Open Bench and pull transactions from the connected bank feed
- Filter to anything still uncategorized
- Flag any transaction that looks unusually large or out of pattern
Done when Every uncategorized transaction has been identified for the day.
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2
Google Sheets - list what still needs categorizing
google.com How to Automate Google Sheets
WebRun opens Google Sheets to list what still needs categorizing. - Write the uncategorized transactions to a Google Sheet
- Include the date, amount, and account for each
- Remove any transaction categorized since the last run
Done when The sheet reflects only what genuinely still needs categorizing.
-
3
Notion - log anything unusual
notion.so How to Automate Notion
WebRun opens Notion to log anything unusual. - Add a note in Notion for any transaction that looks unusual
- Describe why it stood out, size, frequency, or a new payee
- Leave it for the bookkeeping team to review
Done when The bookkeeping team has a Notion note for anything worth a second look.
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
Does it categorize the transactions itself?
No. WebRun only lists what is still uncategorized. Bench's bookkeepers or your team make the actual categorization call.
What makes a transaction unusual?
An amount well above your normal pattern, a new payee, or unexpected frequency, any of these gets a Notion note for a closer look.
Does it change anything inside Bench?
No. It only reads bank feed data. Categorizing a transaction or adjusting a rule stays inside Bench.
Related templates
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