Kick off a new nonprofit fund accounting setup in Aplos
When a new nonprofit client is signed, WebRun opens Aplos, creates the organization, sets up the fund structure with restricted and unrestricted funds, configures the initial chart of accounts, creates the first budget period, logs the setup status in a Google Sheet, and posts a kickoff checklist to your Slack channel so onboarding is consistent every time.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I automate the setup of a new nonprofit client in Aplos fund accounting?
When a new nonprofit client is signed, WebRun opens Aplos, sets up the fund structure with restricted and unrestricted funds, configures a standard nonprofit chart of accounts, and creates the first budget period. A setup log is added to Google Sheets and a kickoff checklist is posted to Slack so every client onboarding is consistent and fully tracked.
- New client Aplos setup completed in minutes with a consistent fund structure every time
- Onboarding checklist delivered to Slack so nothing is forgotten
- Every client's setup status logged in Google Sheets for easy tracking
Built for nonprofit accounting firms · fractional CFO services for nonprofits · church accounting consultants · fund accounting service providers
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
app.aplos.comin a real browser with your saved login - no setup, no API keys. -
1
Aplos - configure fund structure and chart of accounts
aplos.com How to Automate Aplos
WebRun opens Aplos to configure fund structure and chart of accounts. - Open Aplos and create or navigate to the new organization account
- Set up the fund structure with at least one unrestricted fund and any restricted funds specified in the onboarding form
- Configure the chart of accounts with standard nonprofit account categories: assets, liabilities, net assets, revenue, and expenses
- Create the first budget period aligned with the organization's fiscal year
- Confirm the bank account connection or note that it is pending
Done when The Aplos account has funds, a chart of accounts, and a budget period created and ready for the client's first transactions.
-
2
Google Sheets - log onboarding setup status
google.com How to Automate Google Sheets
WebRun opens Google Sheets to log onboarding setup status. - Open the client onboarding Google Sheet
- Add a row for the new client with organization name, Aplos account status, setup date, and pending items
- Mark completed setup steps in green and note any items requiring client input
- Save the sheet with the current date
Done when The onboarding sheet has a complete row for the new client with setup status and any open items.
-
3
Slack - deliver kickoff checklist to the team
slack.com How to Automate Slack
WebRun opens Slack to deliver kickoff checklist to the team. - Post a kickoff checklist to the onboarding Slack channel listing the completed setup steps
- Flag any items still pending such as bank connection, payroll integration, or donor import
- Tag the assigned account manager
Done when Team receives a Slack kickoff checklist with completed and pending items for the new client.
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 import existing donation or transaction history automatically?
Not automatically. WebRun sets up the fund structure and chart of accounts. Importing historical transactions is flagged as a pending item in the checklist for your team to complete with the client.
What if each new client needs a different fund structure?
Include the required fund names in the client onboarding form. WebRun reads the specified funds and creates each one in Aplos so the structure matches the client's needs from day one.
Does it create the Aplos account or work inside an existing one?
It navigates into an existing Aplos organization account. If a new Aplos account needs to be provisioned, that step is flagged in the checklist for your team to complete first.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.