Chase missing Brex receipts before the books close
Every morning, WebRun opens Brex, lists the card transactions still missing a receipt or a memo, drafts a short text to each cardholder in Twilio and leaves it queued for you to release, then books a catch-up block in Google Calendar whenever the unreceipted pile crosses your threshold.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I chase missing corporate card receipts automatically?
WebRun checks Brex every morning for card transactions still missing a receipt or memo, grouped by cardholder with amounts and ages. It drafts one reminder text per person in Twilio for you to release, and books a catch-up block in Google Calendar when the backlog crosses your threshold, so month-end close is not a scramble.
- Receipts get chased daily instead of in a month-end panic
- Each cardholder gets one grouped reminder, not one per transaction
- You know the size and age of the unreceipted pile every morning
Built for finance teams · controllers · bookkeepers · startup operations
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
dashboard.brex.comin a real browser with your saved login - no setup, no API keys. -
1
Brex - find transactions missing receipts
brex.com
WebRun opens Brex to find transactions missing receipts. - Open Brex and filter card transactions to those missing a receipt or a memo
- Capture the cardholder, merchant, amount, and date for each
- Group the outstanding items by cardholder and total them
- Note how old the oldest missing receipt is
- Read only. Never recategorize, approve, or dismiss a transaction
Done when Every unreceipted transaction is grouped by cardholder with its age and amount.
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2
Twilio - queue a reminder per cardholder
twilio.com How to Automate Twilio
WebRun opens Twilio to queue a reminder per cardholder. - Draft one short, friendly text per cardholder listing their outstanding items
- Keep the merchant, amount, and date in the message so they can find the receipt fast
- Leave every message queued in Twilio for you to review and release. Nothing sends unattended
- Skip anyone reminded in the last three days so nobody gets a daily nag
Done when A grouped reminder is drafted and queued for each cardholder with items outstanding.
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3
Google Calendar - block time to clear the backlog
calendar.google.com How to Automate Google Calendar
WebRun opens Google Calendar to block time to clear the backlog. - Check whether the unreceipted count is above the threshold you set
- Add a receipt catch-up block to your own calendar in Google Calendar when it is
- Put the cardholder totals and the oldest item in the event description
- Keep the event private to you. Never invite the cardholders to it
Done when A catch-up block sits on your calendar whenever the backlog is over threshold.
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 text my team without me?
No. Every reminder is drafted and left queued in Twilio for you to review and release. WebRun never sends a message on its own and never contacts a merchant or vendor.
Does it change anything in Brex?
No. WebRun reads transactions only. It never recategorizes spend, approves an expense, dismisses a receipt requirement, or moves money, so your ledger stays exactly as your team left it.
How often does one person get chased?
At most once every three days. WebRun groups all of a cardholder's outstanding items into one message and skips anyone already reminded inside that window.
Related templates
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