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For small business owners, freelancers & bookkeepers

Get a daily bank reconciliation digest

Every morning, WebRun checks Kashoo for bank transactions that haven't been reconciled, logs each one to Airtable, and emails you a short summary so nothing sits unreconciled for long.

  • No credit card
  • Under $0.01 per run
  • Cancel anytime
14,115 templates Safe automation No code
Every day at 7:00 AM WebRun
1 Kashoo check bank transactions against Kashoo records
2 Gmail email you the summary
3 Airtable log unreconciled items to Airtable
Run a sample
In short

How do I keep on top of unreconciled Kashoo bank transactions?

WebRun checks Kashoo's bank feed every morning against its recorded transactions and flags anything still unreconciled. It emails you a short summary with the oldest items first and logs every unreconciled transaction to Airtable with a running age count, so nothing quietly sits unmatched for weeks.

  • Unreconciled transactions get caught the next morning, not at month end
  • The oldest open items are always named first
  • A running Airtable log shows exactly how long each has been open

Built for small business owners · freelancers · bookkeepers · solo accountants

Step by step

What does WebRun do on every run?

The exact actions WebRun takes, in order - in plain language, so you can adjust anything.

  1. WebRun signs in and gets to work

    Opens app.kashoo.com/signin in a real browser with your saved login - no setup, no API keys.

  2. 1
    Kashoo - check bank transactions against Kashoo records
    kashoo.com
    WebRun in Kashoo: check bank transactions against Kashoo records
    WebRun opens Kashoo to check bank transactions against Kashoo records.
    • Open Kashoo and check the connected bank feed for new transactions
    • Compare each one against Kashoo's recorded income and expenses
    • Flag any transaction still unreconciled

    Done when Every new bank transaction is marked reconciled or unreconciled.

  3. 2
    Gmail - email you the summary
    gmail.com How to Automate Gmail
    WebRun in Gmail: email you the summary
    WebRun opens Gmail to email you the summary.
    • Send yourself a short summary of how many transactions are unreconciled and their total
    • List the oldest 3 by date
    • Send only to your own inbox

    Done when Your inbox has this morning's reconciliation summary.

  4. 3
    Airtable - log unreconciled items to Airtable
    airtable.com How to Automate Airtable
    WebRun in Airtable: log unreconciled items to Airtable
    WebRun opens Airtable to log unreconciled items to Airtable.
    • Log each unreconciled transaction with its date, amount, and description
    • Update the status of anything reconciled since the last run
    • Keep a running count of days each item has stayed open

    Done when The Airtable log matches Kashoo's current unreconciled list.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
app.kashoo.com/signin
ScheduleRuns automatically on this cadence
Every day at 7:00 AM
DeliveryHow each run's result reaches you
Reconciliation digest · Email
OutputWhat each run produces - A daily email summary of unreconciled bank transactions and an Airtable log tracking how long each has been open.
Email digest + tracker
Setup & safety

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.

Your credentials stay in your own private environment - WebRun never stores your passwords.
Strict Lockdown

Every action is checked against this policy before it runs.

Domains ALLOWLIST
Typed input ALLOW
Shell command BLOCK
File uploads BLOCK
Runs in a contained environment More on policies
Good to know

Questions, answered

Does it reconcile the transactions for me?

No. It only identifies what's unreconciled and reports it. Matching and reconciling each transaction is still done inside Kashoo.

Who receives the summary email?

Only your own inbox. It's an internal digest, not something sent to a customer or vendor.

How does it track how long something's been open?

The Airtable log keeps each unreconciled transaction's first seen date, so you can see at a glance what's been sitting the longest.

Put this on autopilot.

Turn it on in minutes - or have our team set it up for you.