Automated Escheat Liability Digest
Every Monday, WebRun opens Simple Escheat, totals the unclaimed-property liability by state and property type, cross-checks it against the related liability balances in QuickBooks, and sends the controller a Telegram digest showing the total exposure, upcoming filings, and any drift between the two systems.
How do I send the controller a weekly escheat liability digest automatically?
Every Monday, WebRun opens Simple Escheat, totals the unclaimed-property liability by state and property type, and ties it to the backing balances in QuickBooks, flagging any drift. It sends the controller a Telegram digest showing total exposure, what is due before the next deadlines, and any mismatch, so leadership always knows where escheat stands.
- The controller sees total escheat exposure and upcoming filings every Monday
- Liability is tied to QuickBooks, so ledger and records stay aligned
- Drift between systems is flagged early, before it hits a filing
Built for controllers · CFOs · corporate accounting · compliance 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
simpleescheat.comin a real browser with your saved login - no setup, no API keys. -
1
Simple Escheat - total liability by state and type
simpleescheat.com
WebRun opens Simple Escheat to total the unclaimed-property liability by state and type. - Open Simple Escheat and total the open unclaimed-property liability
- Break the total down by owner state and by property type
- Note how much is coming due before the next few filing deadlines
Done when The current escheat liability is totaled by state, by property type, and by upcoming deadline.
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2
QuickBooks - tie to the ledger balances
- Open QuickBooks and read the liability balances that back the unclaimed property, such as uncleared checks and aged credits
- Compare those balances to the Simple Escheat totals for the same categories
- Flag any material drift between the ledger and the escheat records
Done when The escheat totals are tied to the QuickBooks balances with any drift flagged.
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3
Telegram - digest to the controller
telegram.org
WebRun sends the controller a Telegram digest of the escheat liability. - Send the controller a Telegram digest with the total escheat exposure and the split by state
- Show what is due before the next deadlines and any drift found against QuickBooks
- Keep it to a short, scannable summary the controller can read in under a minute
Done when The controller has this week's escheat liability digest in Telegram.
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
Is it safe to send this digest automatically?
Yes. The digest is an internal summary sent only to the controller on Telegram. It never contacts an owner or files anything with a state, so there is nothing irreversible to approve.
How does it tie the liability to the ledger?
It totals the open liability in Simple Escheat by state and property type, then compares it to the backing balances in QuickBooks, and flags any material drift so the two systems can be reconciled.
What if the numbers do not match between systems?
It flags the drift in the digest rather than changing anything, so the controller can investigate whether a check cleared, a credit was resolved, or a record needs updating.
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