Watch your chargeback exposure as F&I contracts get cancelled
Every Monday, WebRun opens MenuMetric, reads contracts cancelled or paid off early, calculates the F&I income being clawed back, compares it against the chargeback reserve posted in QuickBooks, and sends the finance director a Telegram alert whenever chargebacks are running ahead of the reserve set aside.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I track F&I chargeback exposure against my reserve?
WebRun opens MenuMetric every Monday, reads contracts cancelled or paid off early, and calculates the F&I income being clawed back. It compares that exposure against the chargeback reserve posted in QuickBooks and sends the finance director a Telegram alert when chargebacks outrun the reserve, so a shortfall is caught before it dents the month.
- A reserve shortfall is caught the week it develops, not at month end close
- The director sees exposure against reserve in one Telegram alert with no report pulling
- Chargeback patterns by product and manager surface so the source can be addressed
Built for finance directors · dealership controllers · F&I directors · dealer principals
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
app.menumetric.comin a real browser with your saved login - no setup, no API keys. -
1
MenuMetric - read cancelled and paid off contracts
menumetric.com How to Automate MenuMetric
WebRun opens MenuMetric to read cancelled and paid off contracts. - Open MenuMetric and list contracts cancelled, unwound, or paid off early in the period
- For each, capture the product, provider, original F&I income, and the unearned portion
- Calculate the chargeback amount being clawed back from the dealership
- Total the chargebacks by product and by F&I manager
Done when Every cancelled or early payoff contract has a chargeback amount calculated.
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2
QuickBooks - compare against the reserve posted
- Open QuickBooks and read the chargeback reserve balance and recent chargeback postings
- Match posted chargebacks to the cancelled contracts from MenuMetric
- Note chargebacks that have hit but were not yet reserved for
- Compare total chargeback exposure this period against the reserve held
Done when Chargeback exposure is compared against the reserve balance held in QuickBooks.
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3
Telegram - alert when exposure outruns reserve
telegram.org How to Automate Telegram
WebRun opens Telegram to alert when exposure outruns reserve. - Send the finance director a Telegram alert with total chargebacks this period and the reserve balance
- Highlight whether exposure is inside or over the reserve set aside
- List the largest chargebacks by product and manager so the pattern is clear
Done when The finance director has a Telegram alert on chargeback exposure against reserve.
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 move money or adjust the reserve in QuickBooks?
No. WebRun only reads the reserve and chargeback postings to build the alert. It never posts a journal entry, adjusts the reserve, or moves money. Your controller makes any change.
How does it decide chargeback exposure is too high?
It totals the income clawed back on cancelled and early payoff contracts from MenuMetric and compares it against the reserve balance in QuickBooks, alerting when exposure runs over reserve.
Where do the chargeback amounts come from?
From the cancelled, unwound, and early payoff contracts in MenuMetric each week, using each contract's unearned F&I income, so the exposure reflects real clawbacks.
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