Categorise uncategorised transactions for your review
Every morning, WebRun opens Xero, finds every transaction in the bank feed that still needs an account code, suggests a category for each based on the vendor name and description, logs the suggestions to a review sheet, and pings you in Slack so you can approve them in one session.
- No credit card
- Under $0.01 per run
- Cancel anytime
How can I automatically categorise uncategorised transactions in Xero for review?
Every morning, WebRun opens Xero, finds every transaction in the bank feed that still needs an account code, suggests a category based on the vendor name and description, logs the suggestions to a Google Sheets review sheet, and pings you in Slack so you can approve them in one session.
- Uncategorised transactions cleared daily - no month-end backlog
- Every suggestion reviewed and approved by a human before posting
- Consistent chart-of-accounts coding without manual effort
Built for bookkeepers · small business owners · accountants · finance managers
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
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WebRun signs in and gets to work
Opens
go.xero.comin a real browser with your saved login - no setup, no API keys. -
1
Xero - find uncategorised transactions
xero.com How to Automate Xero
WebRun opens Xero to find uncategorised transactions. - Open the Xero Bank Reconciliation screen and filter to items with no account code
- For each transaction, read the payee name, description, and amount
- Suggest an account code based on the vendor's past transactions and the description keywords
Done when Every uncategorised transaction has a suggested account code ready for review.
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2
Google Sheets - log suggestions for review
google.com How to Automate Google Sheets
WebRun opens Google Sheets to log suggestions for review. - Open the Transaction Review sheet
- Log each transaction: date, payee, amount, suggested code, and reason for suggestion
- Leave an Approve / Override column blank for you to fill in
Done when All suggestions are logged and the sheet is ready for your review.
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3
Slack - prompt your daily approval session
slack.com How to Automate Slack
WebRun opens Slack to prompt your daily approval session. - Post the count of transactions awaiting categorisation
- Link directly to the review sheet so you can action them in one click
Done when You have been prompted to complete today's categorisation review.
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
Will it apply the codes in Xero without my approval?
No. WebRun only suggests and logs. You approve or override each category in the review sheet, and apply them to Xero yourself.
How accurate are the suggestions?
Very accurate for repeat vendors - it learns from their past account codes. For brand-new vendors it makes its best guess and flags those for closer review.
What if I override a suggestion?
Note your preferred code in the Override column. WebRun learns from your corrections and improves suggestions for that vendor in future runs.
Related templates
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