Automated Business Central AR and AP Scorecard
Every Friday, WebRun opens Business Central, pulls the week's sales orders, purchase orders, and outstanding AR and AP balances, and posts a scorecard to Telegram for the finance lead. Anything materially overdue triggers a drafted Twilio text to the AR or AP owner as a same day nudge, left for them to send.
How do I get a weekly AR and AP scorecard from Business Central?
WebRun pulls your Business Central sales orders, purchase orders, and outstanding AR and AP balances every Friday and posts a scorecard to Telegram for the finance lead. Any balance that is materially overdue gets a drafted Twilio text nudge for its owner, left for them to review and send rather than firing off automatically.
- Sales, purchases, and balances land in Telegram every Friday without a Business Central login
- Materially overdue balances get a drafted nudge the same week they slip
- Trends are visible week over week instead of buried in reports
Built for Finance teams · controllers · mid market businesses · AR and AP staff
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
businesscentral.dynamics.comin a real browser with your saved login - no setup, no API keys. -
1
Microsoft Dynamics 365 Business Central - pull sales, purchases, and balances
businesscentral.dynamics.com
WebRun opens Microsoft Dynamics 365 Business Central to pull sales, purchases, and balances. - Open Business Central and pull the week's sales orders and purchase orders
- Read the outstanding AR and AP balances
- Flag any balance that is materially overdue
Done when The week's sales, purchases, and balances have been captured.
-
2
Telegram - post the weekly scorecard
telegram.org
WebRun opens Telegram to post the weekly scorecard. - Post the sales, purchase, and AR and AP totals to Telegram
- Compare each to last week so the trend is visible
- Call out any newly overdue balance
Done when The finance lead has this week's scorecard in Telegram.
-
3
Twilio - draft a nudge for overdue balances
twilio.com
WebRun opens Twilio to draft a nudge for overdue balances. - Draft a text nudge for any materially overdue AR or AP balance
- Address it to the balance owner with the amount and days overdue
- Leave it in Twilio for them to review and send
Done when A drafted nudge exists for every materially overdue balance.
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 anyone automatically?
No. The overdue balance nudge is drafted in Twilio and left for the AR or AP owner to review and send, never sent on its own.
What counts as materially overdue?
You set the amount and days threshold, so only balances that actually matter to your business trigger a drafted nudge.
Does it post orders or change balances?
No. WebRun only reads sales orders, purchase orders, and balances from Business Central. It never creates or modifies a record.
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