Weekly P&L Snapshot, Automated
Every Monday, WebRun opens your Xero Profit & Loss report, reads revenue and expense totals for the prior week, compares them to the week before and the same week last year, logs the figures to your tracking sheet, and posts a plain-English summary with key variances to Slack.
How can I automatically get a weekly profit and loss snapshot from Xero?
Every Monday, WebRun opens Xero, reads revenue and expense totals for the prior week, compares them to the week before and the same week last year, logs the figures to your Google Sheets tracking sheet, and posts a plain-English P&L summary with key variances to Slack.
- Weekly P&L in plain English before Monday starts
- Year-over-year and week-over-week variance spotted automatically
- No manual spreadsheet work to produce the report
Built for business owners · CFOs · finance managers · accountants
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
go.xero.comin a real browser with your saved login - no setup, no API keys. -
1
Xero - pull last week's P&L data
xero.com
WebRun opens Xero to pull last week's P&L data. - Open Xero Reports and run the Profit & Loss for the prior week
- Capture total revenue, cost of goods sold, gross profit, operating expenses, and net profit
- Run the same report for the week prior and the same week last year to get comparison figures
Done when This week's P&L figures and both comparison periods are captured.
-
2
Google Sheets - log and compare figures
google.com
WebRun opens Google Sheets to log and compare figures. - Open the Weekly P&L tracking sheet
- Append a new row with the week ending date and all captured figures
- Calculate the week-on-week and year-on-year variance for revenue and net profit
Done when The week's row is added to the sheet with variance calculations filled in.
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3
Slack - post the weekly snapshot
slack.com
WebRun opens Slack to post the weekly snapshot. - Post a short P&L summary: revenue, gross profit, net profit, and the key variances
- Highlight any line item that moved more than 10% from the prior week
Done when The weekly P&L snapshot is posted in Slack for your Monday morning review.
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 make any changes in Xero?
No - it only reads your Xero reports. Nothing in your ledger is touched.
What if my Xero data is not fully reconciled yet?
It reads whatever is in Xero at run time. If you reconcile later in the week, the logged figures will reflect the state at Monday morning - a useful audit trail as-is.
Can I change the variance threshold?
Yes. Tell WebRun the percentage or dollar amount that should trigger a highlight and it will adjust the report.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.