Automated Bradesco Incoming Payment Log
When a payment lands, WebRun opens Bradesco, reads the account statement for credits it has not seen before, captures the payer name, amount, date and the transfer or Pix reference, texts the bookkeeper through Twilio, and logs the run in your Microsoft Teams finance channel.
How do I log incoming bank payments against the customer who sent them?
WebRun watches your Bradesco account and, whenever a payment lands, reads the statement for new credits and captures the payer name, amount, date and reference. It texts your bookkeeper through Twilio and logs each one in Microsoft Teams, so customers are marked paid the same day they pay.
- Customers are marked paid the same day the money arrives
- Every credit carries its payer name, amount and reference
- Unidentified credits are flagged instead of guessed at
Built for bookkeepers · small business owners · finance teams · Brazilian SMEs
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
www.bradesco.com.brin a real browser with your saved login - no setup, no API keys. -
1
Bradesco - read new incoming credits
bradesco.com.br
WebRun opens Bradesco to read new incoming credits. - Open Bradesco and go to the account statement
- List the credits posted since the last run, including Pix payments and transfers
- Capture the payer name, the amount, the date and the reference on each one
- Note the closing balance, and skip any credit already logged
Done when Every new incoming credit is captured with its payer and amount.
-
2
Twilio - text the bookkeeper
twilio.com
WebRun opens Twilio to text the bookkeeper. - Text the bookkeeper the payer name and amount of each new credit
- Keep it to one short message per run, not one per line
- Send only to your own team numbers. WebRun never texts the payer
Done when The bookkeeper has been told what arrived.
-
3
Microsoft Teams - log the payments
microsoft.com
WebRun opens Microsoft Teams to log the payments. - Post each credit to the finance channel with payer, amount, date and reference
- Flag any credit whose payer name does not match a known customer so someone can identify it
- Show the running total received today
Done when Every incoming payment is logged in the finance channel.
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 move money or pay anything?
No. WebRun only reads the statement. It never initiates a transfer, a Pix payment, or any other transaction, and the banking session stays read-only.
Does it text the customer who paid?
No. The Twilio message goes only to the internal numbers you list, such as your bookkeeper. WebRun never contacts the payer.
What if the payer name does not match a customer?
That credit is flagged as unmatched in the Teams log with its full reference, so someone can identify it rather than have it silently filed to the wrong account.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.