Draft every customer's statement of account for you
On the 1st of every month, WebRun opens Alegra, builds a statement of account for every customer with an open balance, drafts an email with the statement attached in Gmail, drafts a short WhatsApp heads-up for each customer, and leaves both unsent for your team to review and send.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I send customers their Alegra statement of account?
On the 1st of every month, WebRun opens Alegra and builds a statement of account for every customer with an open balance. It drafts the statement email in Gmail and a short WhatsApp heads-up for each customer, leaves both unsent for your team, so nothing reaches a customer until someone reviews and sends it.
- Every customer gets an accurate, up to date balance statement
- Statements are drafted and ready, so nothing sends without review
- No more manual exports to answer what a customer still owes
Built for small business owners · accounts receivable teams · Alegra bookkeepers · service businesses
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.alegra.comin a real browser with your saved login - no setup, no API keys. -
1
Alegra - build each customer's statement
alegra.com How to Automate Alegra
WebRun opens Alegra to build each customer's statement. - Open Alegra and list every customer with an open balance
- Pull every invoice and payment that makes up each balance
- Build a statement of account with running balance for each customer
Done when A statement of account exists in Alegra for every customer with a balance.
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2
Gmail - draft the statement email
gmail.com How to Automate Gmail
WebRun opens Gmail to draft the statement email. - Draft an email to each customer with their statement attached
- Summarize the total owed and the oldest open invoice in the message
- Save every message as a draft and leave it unsent for your team to review
Done when A statement email draft sits ready in Gmail for every customer with a balance.
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3
WhatsApp - draft the heads up
whatsapp.com How to Automate WhatsApp
WebRun opens WhatsApp to draft the heads up. - Draft a short heads-up letting the customer know their statement is on its way by email
- Keep the tone brief and friendly
- Save every message as a draft and leave it unsent for your team to review and send
Done when A ready-to-review WhatsApp heads-up exists for every customer that got a statement.
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 statements go out to customers without my approval?
No. WebRun only drafts the email and the WhatsApp heads-up and leaves both unsent, so nothing reaches a customer until your team reviews and sends them.
What is included on each statement?
Every invoice and payment that makes up the customer's current balance, with a running total, pulled straight from Alegra so it matches your books exactly.
Does every customer get a statement, even a zero balance?
No. Only customers with an open balance are included, so nobody with a clean account receives an unnecessary statement.
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