Automated Billy Monthly Export
On the last day of every month, WebRun opens Billy, exports the month's invoices and expenses as a report saved to Google Drive for the accountant, and posts a Slack note to the owner confirming the export is ready with the totals.
How do I export my Billy books every month for my accountant?
WebRun exports Billy's invoices and expenses to Google Drive on the last day of every month, saving a dated report for the accountant with invoiced, collected, and expense totals. It posts a Slack note confirming the export is ready, so month end closes with a saved record instead of a manual pull.
- The accountant gets a saved monthly export without asking for one
- Month end totals are confirmed in Slack the same day the month closes
- Open invoices at month end are flagged instead of carried forward unnoticed
Built for Danish freelancers · small business owners · accountants · sole proprietors
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
billy.dkin a real browser with your saved login - no setup, no API keys. -
1
Billy - pull the month's invoices and expenses
billy.dk
WebRun opens Billy to pull the month's invoices and expenses. - Open Billy and pull invoices and expenses for the month
- Total invoiced amount, collected amount, and expenses
- Note any invoice still open at month end
Done when The full month of invoices and expenses has been captured.
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2
Google Drive - save the monthly export
drive.google.com
WebRun opens Google Drive to save the monthly export. - Save the month's report to a Google Drive folder for the accountant
- Include totals for invoiced, collected, and expenses
- Keep each month in its own dated file
Done when This month's export is saved and organized in Google Drive.
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3
Slack - confirm the export is ready
slack.com
WebRun opens Slack to confirm the export is ready. - Post a note to Slack confirming the export is saved
- Include the month's key totals in the message
- Link to the file in Google Drive
Done when The owner has confirmation the monthly export is ready.
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 it file anything with tax authorities?
No. WebRun only exports and saves the month's numbers. Any VAT or tax filing stays a task for you or your accountant.
Can the accountant access the file directly?
Yes. It saves to a Google Drive folder you can share with your accountant, so they always have the latest month on hand.
What if an invoice is still open at month end?
It is included in the export and clearly marked as open, so nothing outstanding gets lost between months.
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