Automatic Engagement Billing Reconciliation
Every Monday, WebRun pulls each matter's logged hours from QuickBooks Online, checks progress against the planned analytic tests in CaseWare IDEA, and posts your team a Slack alert for any engagement burning budget faster than its analysis is progressing.
How do I catch a forensic accounting engagement running over budget before the invoice does?
Every Monday, WebRun pulls each matter's logged hours from QuickBooks Online, checks how many of the planned CaseWare IDEA tests are actually complete, and compares the two. It posts your team a Slack alert for any engagement where hours used are outpacing analysis progress, so a budget conversation happens before the engagement runs well over.
- Budget overruns get flagged mid-engagement, not discovered at final invoice
- Hours used and analysis progress sit side by side so scope creep is visible early
- The check is entirely internal, nothing about billing reaches a client automatically
Built for forensic accounting firms · fraud examiners · practice managers · engagement partners
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
qbo.intuit.comin a real browser with your saved login - no setup, no API keys. -
1
QuickBooks Online - pull logged hours per matter
- Open QuickBooks Online and pull this week's logged time entries by matter
- Total hours logged against each matter's approved budget
- Note which matters have crossed 75 percent of budget
Done when Every active matter has this week's logged hours and percent of budget used.
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2
CaseWare IDEA - check analysis progress
caseware.com
WebRun checks CaseWare IDEA for how far each matter's planned analysis has progressed. - Open each matter flagged near budget and check how many of the planned tests are complete
- Compare hours consumed against percent of planned analysis finished
- Flag any matter burning budget faster than its analysis is progressing
Done when Every matter near budget has an analysis progress figure attached.
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3
Slack - alert on budget overruns
slack.com
WebRun posts this week's engagement budget health check to Slack. - Post the team a list of matters near or over budget
- Show hours used, percent of budget, and percent of analysis complete side by side
- Flag the matters where hours are outpacing progress first
Done when The team has this week's budget health check 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 anyone's logged time or the budget?
No. WebRun only reads logged hours from QuickBooks Online and test progress from CaseWare IDEA. It never edits a time entry or a budget figure.
What counts as burning budget faster than progress?
A matter where the percent of hours used is running well ahead of the percent of planned CaseWare IDEA tests completed, a sign the engagement may need a scope conversation before it goes further over.
Does this send anything to the client?
No. This is an internal budget check posted only to your team's Slack channel. Nothing about hours or budget status goes to a client automatically.
Related templates
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