Automated BMO Subscription Review
On the first run of each month, WebRun signs in to BMO, reads the last 90 days of account and card activity, groups the charges that repeat with the same merchant and amount, and posts a keep-or-cancel review list to Slack with a copy in Microsoft Teams for whoever owns the budget.
How do I find recurring subscription charges on my BMO account?
WebRun reviews your BMO accounts monthly, reads the last 90 days of transactions, and groups every charge that repeats with the same merchant and amount. It posts a keep-or-cancel list to Slack and Microsoft Teams, flagging new and increased charges, so forgotten subscriptions get a decision instead of renewing quietly.
- Forgotten subscriptions surface once a month instead of once a year
- New and increased charges are flagged the month they appear
- Read only in the bank, so nothing is ever moved or cancelled by the run
Built for small business owners · finance managers · bookkeepers · operations teams
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
www.bmo.comin a real browser with your saved login - no setup, no API keys. -
1
BMO - read 90 days of activity
- Sign in to BMO online banking and open the accounts you track
- Pull the last 90 days of transactions for each account and card
- Group charges that repeat with the same merchant and a similar amount, and note the cadence and the most recent date
Done when Every repeating merchant charge from the last 90 days is grouped with its cadence and amount.
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2
Slack - post the review list
slack.com
WebRun opens Slack to post the review list. - Post the recurring charge list to your finance channel, biggest annual cost first
- Show each merchant, the amount, how often it hits, and the total over 90 days
- Flag any merchant that appeared for the first time this month and any charge that went up
Done when The finance channel has this month's keep-or-cancel list.
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3
Microsoft Teams - copy the budget owner
microsoft.com
WebRun opens Microsoft Teams to copy the budget owner. - Post the same list to the Microsoft Teams channel the budget owner watches
- Lead with the new and increased charges, since those are the ones worth a decision
- Leave cancelling to a person: WebRun never contacts a merchant or closes a subscription
Done when The budget owner has the same list in Teams.
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 cancel a subscription for me?
No. WebRun only reads BMO activity and posts an internal review list. Cancelling, disputing, or contacting a merchant is always a human decision made outside the run, and no payment is ever moved or stopped by WebRun.
Does it move money or change my BMO account?
No. The run is read only inside BMO. WebRun opens your statements and transaction history, copies what it sees, and writes nothing back to the bank.
How does it tell a subscription from a normal purchase?
It groups charges by merchant and amount across 90 days and keeps the ones that repeat on a regular cadence. One off purchases fall out, and a merchant appearing for the first time gets flagged as new.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.