Give your board the month's numbers before they ask
On the first of each month, WebRun opens Merlin Software, pulls the prior month's maintenance fee billing, collections, delinquency rate, and reserve fund balance, compiles the figures into a Notion board report, and posts a Slack digest to the management channel so the team has the numbers before the board even asks.
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How do I generate a monthly board financial report for a timeshare resort?
On the first of each month, WebRun opens Merlin Software and pulls the prior month's maintenance fee billing, collections, delinquency rate, and reserve fund balance. It compiles the figures into a Notion board report and posts a Slack digest with the headline numbers to the management channel, so the team has a clear financial picture ready before the board meeting.
- Management has the prior month's numbers before the first workday of the month
- Delinquency rate and reserve balance are tracked side by side every month
- The board report is ready before anyone has to ask for it
Built for resort management companies · vacation ownership boards · timeshare finance teams
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
easymerlin.comin a real browser with your saved login - no setup, no API keys. -
1
Merlin Software - pull prior month financial figures
easymerlin.com How to Automate Merlin Software
WebRun opens Merlin Software to pull prior month financial figures. - Open Merlin Software and navigate to the billing and reserve reports
- Pull total maintenance fees billed, collected, and still outstanding for the prior month
- Capture the delinquency rate and the current reserve fund balance
Done when All prior month billing, collections, delinquency, and reserve figures are captured.
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2
Notion - compile the board report
notion.so How to Automate Notion
WebRun opens Notion to compile the board report. - Open the board financial report page in Notion
- Populate billed, collected, outstanding, and delinquency rate for the prior month
- Record the reserve fund balance and note the change from last month
Done when The Notion board report page is fully populated with prior month figures.
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3
Slack - post the financial digest
slack.com How to Automate Slack
WebRun opens Slack to post the financial digest. - Post a Slack digest to the management channel with the headline figures: collections, delinquency rate, and reserve balance
- Note any figure that moved sharply from last month
- Link to the full Notion board report for drill down
Done when Management has the monthly financial digest in Slack with a link to the full report.
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 the Slack digest go straight to board members?
No. It posts to your internal management channel only. Management decides what goes into the actual board packet or presentation from there.
Which figures does it pull from Merlin Software?
Maintenance fees billed, collected, and outstanding, the delinquency rate, and the reserve fund balance. You can add other line items at setup.
What if the prior month's books are not fully closed yet?
WebRun notes the figures as preliminary in the digest. You can rerun the report once the books close for a final version.
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