Automated CONTPAQi Financial Statement Summary
After each month closes in CONTPAQi, WebRun pulls the balance sheet and income statement, summarizes revenue, expenses, and margin against the prior month, emails the owner a plain language summary through Outlook, and logs every month's numbers to a shared sheet for year over year tracking.
How do I get a plain language summary after my books close each month?
After each month closes in CONTPAQi, WebRun pulls the balance sheet and income statement and compares revenue, expenses, and margin against the prior month. It emails the owner a plain language summary through Outlook and logs the month's numbers to a shared sheet, so the business's financial picture is clear without waiting on a manual writeup.
- The owner gets a plain language summary the day after close, not a raw statement
- Revenue, expenses, and margin are compared to last month automatically
- Every month's numbers land in one running log for year over year tracking
Built for small business owners · CONTPAQi bookkeepers · finance leads · accountants reporting to owners
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
sistema.contpaqi.com/LoginContpaqi/Loginin a real browser with your saved login - no setup, no API keys. -
1
CONTPAQi - pull the closed month's statements
contpaqi.com
WebRun opens CONTPAQi to pull the closed month's statements. - Open CONTPAQi and confirm the month has been closed
- Pull the balance sheet and income statement for the period
- Compare revenue, expenses, and margin against the prior month
Done when The closed month's statements and their comparison to last month are captured.
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2
Outlook - email the owner a plain language summary
microsoft.com
WebRun opens Outlook to email the owner a plain language summary. - Email the owner a plain language summary of revenue, expenses, and margin for the month
- Call out the biggest changes versus last month and what drove them
- Send the summary as an internal report to the owner
Done when The owner has this month's financial summary in their inbox.
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3
Google Sheets - log the month's numbers
google.com
WebRun opens Google Sheets to log the month's numbers. - Log the month's revenue, expenses, margin, and key balance sheet figures to the financial history sheet
- Keep one row per month so trends are visible year over year
Done when The financial history sheet has a new row for the closed month.
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
Does it replace my accountant's financial statements?
No. WebRun summarizes the statements CONTPAQi already produces in plain language for the owner. The official balance sheet and income statement still come from your accountant and CONTPAQi.
What does the summary actually compare?
This month's revenue, expenses, and margin against last month's, so the owner sees what changed and by how much, not just a flat set of numbers.
Is any of this sent outside the business?
No. The summary goes to the owner's own Outlook inbox and a private sheet. Nothing is shared externally or filed anywhere.
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