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Automated Bookkeeper360 Weekly KPI Scorecard

Every Monday, WebRun opens Bookkeeper360, pulls last week's key financial KPIs, revenue, expenses, and cash position, adds a calendar reminder for the next books review call, and drafts a WhatsApp message to the client summarizing the KPIs, left for the bookkeeper to send.

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Runs on WebRun · Strict Lockdown policy
Every Monday at 8:00 AM WebRunorchestrates each step
1 Bookkeeper360 pull last week's KPIs
2 Google Calendar schedule the next review call
3 WhatsApp draft the client summary
In short

How do I send clients a weekly Bookkeeper360 KPI scorecard?

WebRun pulls your client's key Bookkeeper360 KPIs, revenue, expenses, and cash position, every Monday and drafts a WhatsApp summary highlighting the biggest week over week change, left for the bookkeeper to review and send. It also schedules a Google Calendar reminder for the next books review call.

  • Clients get a weekly KPI summary drafted and ready every Monday
  • Review calls get scheduled automatically instead of being forgotten
  • Revenue, expenses, and cash position are tracked week over week without extra work

Built for Outsourced bookkeepers · small business owners · accounting firms · virtual CFOs

Step by step

What does WebRun do on every run?

The exact actions WebRun takes, in order - in plain language, so you can adjust anything.

  1. WebRun signs in and gets to work

    Opens bookkeeper360.com in a real browser with your saved login - no setup, no API keys.

  2. 1
    Bookkeeper360 - pull last week's KPIs
    bookkeeper360.com
    WebRun in Bookkeeper360: pull last week's KPIs
    WebRun opens Bookkeeper360 to pull last week's KPIs.
    • Open Bookkeeper360 and pull last week's revenue and expense totals
    • Read the current cash position
    • Note the week over week change for each KPI

    Done when Last week's key KPIs have been captured.

  3. 2
    Google Calendar - schedule the next review call
    calendar.google.com
    WebRun in Google Calendar: schedule the next review call
    WebRun opens Google Calendar to schedule the next review call.
    • Add a calendar reminder for the next books review call
    • Include the KPIs to cover in the event description
    • Skip scheduling if a call is already on the calendar

    Done when A review call reminder exists for the coming week.

  4. 3
    WhatsApp - draft the client summary
    whatsapp.com
    WebRun in WhatsApp: draft the client summary
    WebRun opens WhatsApp to draft the client summary.
    • Draft a WhatsApp message summarizing the week's KPIs for the client
    • Highlight the biggest week over week change
    • Leave it in WhatsApp for the bookkeeper to review and send

    Done when A drafted KPI summary exists for the client every Monday.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
bookkeeper360.com
ScheduleRuns automatically on this cadence
Every Monday at 8:00 AM
DeliveryHow each run's result reaches you
Weekly KPI summary · Google Calendar
OutputWhat each run produces - Weekly revenue, expenses, and cash position, with week over week change.
Text
Setup & safety

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.

Your credentials stay in your own private environment - WebRun never stores your passwords.
Strict Lockdown

Every action is checked against this policy before it runs.

Domains ALLOWLIST
Typed input ALLOW
Shell command BLOCK
File uploads BLOCK
Runs in a contained environment More on policies
Good to know

Questions, answered

Will it message the client without the bookkeeper's review?

No. The KPI summary is drafted in WhatsApp and left for the bookkeeper to review and send, never sent automatically.

Does it change any bookkeeping entries?

No. WebRun only reads the KPIs Bookkeeper360 has already calculated. It never adjusts a transaction or category.

What if the client already has a call scheduled?

It checks the calendar first and skips adding a duplicate reminder if a review call already exists.

Keep going

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