Clear the Visma transactions nothing is matched to
Every morning, WebRun opens Visma eAccounting, goes through the bank transactions that are still unmatched or unposted, records each one with its date, amount, and counterparty in an Airtable reconciliation log, and posts the day's queue to your Microsoft Teams finance channel with the oldest items first.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I keep on top of unmatched bank transactions in my accounts?
WebRun reviews your Visma eAccounting bank reconciliation every morning. It lists the transactions with no matching invoice or receipt, logs each one with its amount, counterparty, and age in Airtable, and posts the day's queue to your Microsoft Teams finance channel with the oldest items first.
- Unmatched lines are dealt with daily instead of piling up before month end
- The finance channel sees the total value sitting unreconciled every morning
- Airtable shows which counterparties keep arriving without paperwork
Built for bookkeepers · small business owners · accounting firms · finance managers
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
eaccounting.visma.netin a real browser with your saved login - no setup, no API keys. -
1
Visma eAccounting - find unmatched bank lines
visma.net
WebRun opens Visma eAccounting to find unmatched bank lines. - Open Visma eAccounting and go to the bank reconciliation view
- List transactions that have no matched invoice, receipt, or journal entry
- Capture the date, amount, direction, and counterparty text for each line
- Note how many days each line has been sitting unmatched
Done when Every unmatched bank line is listed with its age and amount.
-
2
Airtable - log the reconciliation queue
airtable.com How to Automate Airtable
WebRun opens Airtable to log the reconciliation queue. - Open the reconciliation log base in Airtable
- Add a row for each new unmatched line with date, amount, counterparty, and days outstanding
- Mark rows resolved for lines that have since been matched in Visma
- Group by counterparty so repeat offenders such as a card provider stand out
Done when The Airtable log matches the live unmatched list in Visma.
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3
Microsoft Teams - post the daily queue
microsoft.com How to Automate Microsoft Teams
WebRun opens Microsoft Teams to post the daily queue. - Post the day's reconciliation queue to the finance channel in Microsoft Teams
- Put the oldest and largest unmatched lines at the top
- Show the total value sitting unmatched and how it moved since yesterday
- Flag anything unmatched for more than 30 days as needing a decision
Done when The finance channel has today's reconciliation queue.
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 match or post anything in my books?
No. WebRun only reads the bank reconciliation view in Visma eAccounting. It never matches a transaction, posts a journal, edits an invoice, or approves a payment, so your ledger only changes when a person does it.
Does it contact suppliers or customers about missing paperwork?
No. The output is internal only: an Airtable log and a Microsoft Teams post to your own finance channel. If you want a supplier chased, WebRun can draft the message and leave it for you to send.
How does it decide what counts as old?
You set the ageing bands, for example flag anything unmatched beyond 7 days and escalate past 30. WebRun sorts the queue oldest first and marks the ones over your escalation limit.
Related templates
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