Automated Deskera Profit and Loss Digest
On the first business day of each month, WebRun opens Deskera, runs last month's Profit and Loss report, saves a copy to Google Drive, and posts a Slack summary of revenue, expenses, and margin against the month before.
How can I get a monthly profit and loss summary from Deskera?
WebRun runs your Deskera Profit and Loss report on the first business day of each month, capturing revenue, expenses, and net margin against the prior month. It saves a copy to Google Drive and posts a Slack summary, so your monthly financial story is ready to read before anyone asks for it.
- Revenue, expenses, and margin land in Slack the first business day of every month
- Every month's P&L is archived to Drive automatically for side by side comparison
- Expense categories that spike over 20 percent get flagged without a manual review
Built for SMB owners · finance managers · bookkeepers · fractional CFOs
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
app.deskera.comin a real browser with your saved login - no setup, no API keys. -
1
Deskera - run last month's P&L report
deskera.com
WebRun opens Deskera to run last month's P&L report. - Open Deskera Accounting and run the Profit and Loss report for last month
- Capture total revenue, total expenses, and net margin
- Compare each figure to the prior month
Done when Last month's P&L is pulled with a comparison to the month before.
-
2
Google Drive - save the report
drive.google.com
WebRun opens Google Drive to save the report. - Save the Profit and Loss report to your Financials folder, named by month
- Keep the file alongside prior months for easy comparison
Done when This month's P&L report is saved to Drive.
-
3
Slack - post the summary
slack.com
WebRun opens Slack to post the summary. - Post revenue, expenses, and net margin with the change from last month
- Flag any expense category that grew more than 20 percent
Done when You have this month's P&L summary in Slack.
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 change any numbers in Deskera?
No. WebRun only reads and reports the Profit and Loss report. Every figure comes straight from Deskera Accounting.
How far back does the comparison go?
Each summary compares last month to the month before it, so you can see momentum without opening two reports yourself.
Where can I find older reports?
Every month's Profit and Loss report is saved to the same Google Drive folder, named by month, so past reports stay easy to find.
Related templates
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