BizEquity Automated Financial Data Entry From Email
When a client emails financial figures, WebRun reads the email, extracts revenue, earnings, and asset values, enters them into the matching BizEquity engagement, logs the update in Google Sheets, and pings the advisor in Slack that the data is ready to review.
How can I automatically enter client financial data from emails into BizEquity?
WebRun monitors Gmail for inbound client financial emails, extracts revenue, earnings, and asset figures, enters them into the matching BizEquity engagement, logs the update in Google Sheets, and pings the advisor in Slack to review the data before any valuation is run.
- Financial data is in BizEquity within minutes of a client email arriving
- Advisors review data online instead of copy-pasting from email
- Every data entry event is logged with the source email date
Built for business valuation advisors · accounting firms · financial planners · CPA firms
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
mail.google.comin a real browser with your saved login - no setup, no API keys. -
1
Gmail - detect and read incoming financial data email
gmail.com
WebRun opens Gmail to detect and read incoming financial data email. - Detect incoming emails tagged or filtered as client financial submissions
- Read the email body and any inline figures for revenue, EBITDA, total assets, and liabilities
- Identify the client and engagement from the sender address and subject line
Done when The financial figures and the matching client engagement are identified from the email.
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2
BizEquity - enter extracted figures into engagement
bizequity.com
WebRun opens BizEquity to enter extracted figures into engagement. - Open the matching client engagement in BizEquity
- Navigate to the financial data intake section
- Enter the extracted revenue, earnings, and asset figures into the correct fields
- Save the entry but do not submit the valuation run until the advisor has reviewed the data
Done when The financial figures are entered into BizEquity and saved, pending advisor review.
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3
Google Sheets - log data entry event
google.com
WebRun opens Google Sheets to log data entry event. - Open the data-entry log sheet
- Add a row recording the client, the email date, the fields updated, and the values entered
- Flag the row as Pending Review
Done when The data entry event is logged in the Google Sheets tracker.
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4
Slack - alert advisor to review and confirm
slack.com
WebRun opens Slack to alert advisor to review and confirm. - Post a message to the advisor's Slack channel noting which client's data has been entered
- Include a direct link to the BizEquity engagement for the advisor to review and approve the figures
- Ask the advisor to confirm or correct the data before running the valuation
Done when The advisor has been alerted in Slack with a link to review the entered data.
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 run a valuation automatically after entering the data?
No. WebRun enters the figures and saves them, then alerts the advisor to review. The valuation run is not triggered until the advisor confirms the data is correct.
What if the email contains figures for multiple years?
WebRun reads the year labels in the email and maps each figure to the correct fiscal year field in BizEquity, logging each year's entries separately.
How does it match an email to the right client engagement?
It matches on the sender's email address and the client name in the subject line. If no match is found, it flags the email in Slack for the advisor to route manually.
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