Automated CIBC Statement Collection
Every Monday, WebRun signs in to CIBC, checks each account and credit card for statements published since the last run, files every new one in your Notion archive under the right account and period, and sends you a short Telegram note listing what arrived and what is still missing.
How do I collect my bank statements automatically each month?
WebRun signs in to CIBC every Monday, checks each account and credit card for statements published since the last run, and files every new one in your Notion archive under its account and period. It then sends a Telegram note listing what arrived and what is still missing, so month end never starts with a document hunt.
- Every statement is filed the week it publishes
- Missing periods are visible instead of discovered at year end
- Month end starts with the paperwork already in one place
Built for bookkeepers · small business owners · accountants · finance admins
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.cibc.comin a real browser with your saved login - no setup, no API keys. -
1
CIBC - collect new statements
- Sign in to CIBC and open the statements area for each account and credit card you track
- Identify the statements published since the last run and note the account, the period, and the closing balance
- Leave already collected periods alone so nothing is fetched twice
Done when Every newly published statement has been identified with its account and period.
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2
Notion - file them by account and period
notion.so
WebRun opens Notion to file them by account and period. - Add a row to your statement archive for each new statement with the account, period, closing balance, and collection date
- Attach the statement to its row and file it under the matching account page
- Mark any period that is still missing so the gap is visible
Done when Every new statement is filed in Notion under its account and period.
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3
Telegram - tell you what arrived
telegram.org
WebRun opens Telegram to tell you what arrived. - Send a short note listing the statements collected this week by account and period
- Name any account whose statement is overdue against its usual publication date
- Link to the Notion archive page for the bookkeeper
Done when You know what was filed and what is still outstanding.
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 a bill?
No. WebRun only reads your statements area and files documents. It never transfers funds, pays a bill, or changes an account setting. Read access is all this run needs.
Who can see the filed statements?
Only the people you already share the Notion archive with. WebRun files each statement into your private workspace and emails nothing to anyone, including your bookkeeper.
What if a statement has not been published yet?
The account is listed as outstanding in the weekly note rather than skipped quietly, and WebRun picks the statement up on the first run after it appears.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.