Chase unpaid valuation engagement fees before they go to collections
Every Monday, WebRun opens QuickBooks to find overdue invoices for valuation clients, matches each to the BizEquity engagement record, drafts a polite payment reminder email per client in Gmail for advisor review, and posts the outstanding balance list to Slack.
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How do I automatically chase unpaid business valuation fees and draft payment reminder emails?
Every Monday, WebRun opens QuickBooks to find overdue valuation invoices, matches each to the BizEquity engagement to note whether the report has been delivered, drafts a polite payment reminder per client in Gmail for advisor approval, and posts the ranked outstanding fee list to Slack.
- Overdue valuation fees are flagged every Monday before they age further
- Payment reminder drafts are ready for advisor review in minutes
- Billing team sees a prioritized list sorted by days outstanding and balance
Built for valuation advisory firms · accounting firms · exit planning consultants · financial planning practices
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.quickbooks.intuit.comin a real browser with your saved login - no setup, no API keys. -
1
QuickBooks - find overdue valuation invoices
- Open QuickBooks and filter invoices to Overdue
- Limit to invoices tagged under the valuation services line of business
- Capture the client name, invoice amount, due date, and days overdue
Done when Every overdue valuation invoice is listed with its amount and days outstanding.
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2
BizEquity - match invoices to active engagements
bizequity.com How to Automate BizEquity
WebRun opens BizEquity to match invoices to active engagements. - For each overdue invoice, look up the matching client in BizEquity
- Note the engagement stage to understand whether the valuation has been delivered or is still in progress
- Flag any client where the invoice is overdue but the report has already been delivered
Done when Each overdue invoice is matched to a BizEquity engagement with the delivery status noted.
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3
Gmail - draft payment reminder emails
gmail.com How to Automate Gmail
WebRun opens Gmail to draft payment reminder emails. - Draft a polite, professional payment reminder for each overdue client
- Reference the invoice number and the amount outstanding
- For invoices under a threshold set by the advisor, prepare to send. For larger balances, leave the draft for advisor review
- Leave all drafts unsent in the advisor's Drafts folder for approval before sending
Done when One payment reminder draft per overdue client is in Gmail Drafts. No email is sent without advisor approval.
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4
Slack - post outstanding fee list
slack.com How to Automate Slack
WebRun opens Slack to post outstanding fee list. - Post the weekly outstanding fee list to the admin or billing channel
- Sort by days overdue, largest balance first
- Note which clients have a report already delivered versus those still in progress
Done when The team has this week's outstanding fee list in Slack.
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 send payment reminders to clients automatically?
No. Every payment reminder is drafted in Gmail and left for the advisor or billing team to review and approve before sending. No client email goes out on its own.
What if a client has already paid but QuickBooks has not updated yet?
It reads the live invoice status in QuickBooks on each Monday run, so any payments received and recorded before the run are excluded automatically.
Can it handle partial payments?
Yes. It reads the outstanding balance for each invoice in QuickBooks, so partial payments reduce the amount shown in the draft and in the Slack summary.
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