Automated BCC Software Postage Savings Reports
Every Monday, WebRun opens BCC Software, pulls the presort results for every job completed that week, calculates the postage saved against the single-piece rate for each, reconciles the actual postage spend recorded in QuickBooks, logs the full breakdown to a Google Sheet, and posts your account managers a Slack summary they can share with each client.
How do I show clients how much presort postage they saved each week?
Every Monday, WebRun opens BCC Software and pulls the presort results for every job completed that week, calculating the postage saved against the single-piece rate. It reconciles the figure against the actual postage charged in QuickBooks, logs the full breakdown to Google Sheets, and posts your account managers a client-ready Slack summary to share.
- Clients see their exact postage savings every week, not just at contract renewal
- Savings figures are reconciled against actual QuickBooks postage spend before sharing
- A running per-client savings total builds automatically in Google Sheets
Built for lettershops · mailing houses · account managers · direct mail sales teams
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.bccsoftware.comin a real browser with your saved login - no setup, no API keys. -
1
BCC Software - pull each job's presort results
bccsoftware.com
WebRun opens BCC Software to pull each job's presort results. - Open BCC Software and pull the presort results for every job completed this week
- Capture the postage class achieved and the piece count for each
- Calculate the postage saved against the single-piece rate for the same piece count
Done when Every completed job has a confirmed postage class and calculated savings.
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2
QuickBooks - reconcile actual postage spend
- Open QuickBooks and pull the actual postage charged for each job
- Compare it against the calculated savings to confirm the numbers reconcile
- Flag any job where the two do not match for a manual check
Done when Every job's calculated savings is reconciled against the actual postage charged.
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3
Google Sheets - log the savings breakdown
google.com
WebRun opens Google Sheets to log the savings breakdown. - Open the savings tracker and add a row per job with piece count, postage class, and dollars saved
- Keep a running per-client total so trends are visible over time
Done when This week's savings breakdown is logged alongside each client's running total.
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4
Slack - post the client-ready summary
slack.com
WebRun opens Slack to post the client-ready summary. - Post your account managers a client-ready summary of this week's savings by job
- Include the per-client running total from Google Sheets
- Note that the summary is ready to share with clients as is
Done when Account managers have this week's client-ready savings 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 send the savings report straight to clients?
No. WebRun posts the client-ready summary to your account managers in Slack. A person decides how and when to share it with each client, so nothing reaches a client on its own.
How is the savings figure calculated?
It compares the postage class each job actually achieved through presort against the single-piece rate for the same piece count, using the rates you confirm at setup.
Why check QuickBooks as well as BCC Software?
To make sure the calculated savings match what was actually charged for postage. Any job where the two disagree gets flagged for a manual check instead of going out in the summary unverified.
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