Automated Bench Monthly Financial Summaries
Every Monday, WebRun opens Bench, checks whether a new month of bookkeeping has been completed, reads the income statement and balance sheet headlines, and posts a plain-language summary to Slack and to your Microsoft Teams finance channel with the month over month movements that matter.
How do I get my Bench monthly financials summarised for the team?
WebRun checks Bench every Monday for a newly completed month of bookkeeping. When one lands, it reads the income statement and balance sheet headlines, then posts a plain-language summary with month over month movements to your Slack leadership channel and your Microsoft Teams finance channel, so the numbers reach people without a chase.
- Closed months reach leadership the same week they are published
- Month over month movements are called out without a spreadsheet
- Finance keeps a clean archive of every closed month in Teams
Built for startup founders · small business owners · finance managers · agency operators
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
bench.co/loginin a real browser with your saved login - no setup, no API keys. -
1
Bench - check for a newly closed month
bench.co
WebRun opens Bench to check for a newly closed month. - Open Bench and check whether a new month has been marked complete since the last run
- Read the income statement headlines: revenue, total expenses, and net income for that month
- Read the balance sheet headlines: cash, receivables, payables
- Compare each figure against the previous month and note the largest expense category movements
Done when The newly completed month has its headline figures captured with month over month movements.
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2
Slack - post the headline numbers
slack.com
WebRun opens Slack to post the headline numbers. - Post a short summary to your leadership channel naming the month that just closed
- Give revenue, expenses, net income, and cash, each with the change against the prior month
- Call out the two expense categories that moved most, up or down
- Stay silent when no new month has been completed since the last run
Done when The leadership channel has the closed month's headline numbers, or nothing was posted because no month closed.
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3
Microsoft Teams - file the summary for finance
microsoft.com
WebRun opens Microsoft Teams to file the summary for finance. - Post the same summary to your finance channel in Microsoft Teams
- Add the balance sheet detail that leadership does not need but finance does
- List any question worth asking your bookkeeper, such as an unusually large category
- Keep one post per closed month so the channel reads as a clean archive
Done when The finance channel holds a filed summary for the closed month.
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
Can it change my books or message my bookkeeper?
No. WebRun reads finished statements in Bench and posts internally to Slack and Microsoft Teams. It never categorizes a transaction, edits a record, or sends a message to your bookkeeper on its own.
What happens in weeks where no month has closed?
Nothing is posted. WebRun checks quietly each Monday and only speaks up when Bench has completed a new month, so the channels stay clean.
Who can see the numbers it posts?
Only the Slack and Microsoft Teams channels you choose at setup. Point the leadership summary at a private channel and the finance detail at your finance channel, and nothing goes anywhere else.
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