Reconcile agency premium payments and flag any mismatches daily
Every morning, WebRun opens EZLynx to collect premiums due, opens QuickBooks to collect payments received, compares the two to find mismatches, short payments, or missing remittances, and posts a clear reconciliation digest to your bookkeeper via Slack.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I automatically reconcile agency premium payments between EZLynx and QuickBooks?
WebRun compares premiums due in EZLynx against payments recorded in QuickBooks every afternoon, flags any mismatches, short payments, or missing remittances, and posts a clear reconciliation digest to your bookkeeper in Slack. No entries are created or changed in either system: the workflow is entirely read-only.
- Mismatched or missing premium payments are flagged the same day they occur
- Bookkeepers get a clear reconciliation digest without manually comparing EZLynx and QuickBooks
- No transactions are created or modified in either system: fully read-only and safe
Built for independent insurance agencies · agency bookkeepers · agency finance staff · office 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
app.ezlynx.comin a real browser with your saved login - no setup, no API keys. -
1
EZLynx - collect premiums due from active policies
ezlynx.com How to Automate EZLynx
WebRun opens EZLynx to collect premiums due from active policies. - Open EZLynx and retrieve the list of premiums due or posted for the current period
- Capture the policy number, client name, amount due, and expected payment date for each
Done when All premiums due for the current period are collected from EZLynx.
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2
QuickBooks - match against payments received
- Open QuickBooks and retrieve all premium payments received or recorded today
- Match each payment against the corresponding EZLynx policy by policy number or client name
- Flag any premiums with no matching payment, short payments, or duplicate entries
Done when Every premium due is matched to a QuickBooks payment or flagged as a mismatch.
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3
Slack - post reconciliation digest with flagged mismatches
slack.com How to Automate Slack
WebRun opens Slack to post reconciliation digest with flagged mismatches. - Post a daily reconciliation digest to the bookkeeper or finance Slack channel
- List matched payments, flagged mismatches, and short payments clearly
- Include the total collected versus total due for the period
Done when The bookkeeper has today's reconciliation digest and mismatch list in Slack.
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 record transactions or adjust entries in QuickBooks automatically?
No. WebRun is read-only in QuickBooks during the reconciliation run. It reads existing entries to compare against EZLynx, but never creates, edits, or deletes any QuickBooks transaction.
What counts as a mismatch?
A mismatch is any premium where the payment recorded in QuickBooks does not match the amount due in EZLynx, or where no payment is found for a policy with a balance due that day.
Can it reconcile at the carrier remittance level, not just per client?
The default matches at the client and policy level using EZLynx and QuickBooks data. Carrier-level remittance reconciliation can be added as a configuration option when you set up the workflow.
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