Catch Fortnox bank reconciliation gaps early
Every morning, WebRun opens Fortnox, checks the day's bookkeeping entries against the bank feed for anything unmatched, creates a Trello card for each unresolved item so the bookkeeper can work through them, and drafts a WhatsApp note to the business owner only when a mismatch looks like a duplicate or missing payment, left for them to send.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I catch Fortnox bank reconciliation gaps before they add up?
WebRun checks Fortnox bookkeeping entries against the bank feed every morning and creates a Trello card for anything unmatched, so the bookkeeper has one board to work through. When a mismatch looks like a duplicate or missing payment, it drafts a WhatsApp note to the owner, left for them to review and send.
- Reconciliation gaps get a Trello card the same morning they appear
- Likely duplicate payments get a drafted note instead of being discovered later
- The bookkeeper works from one board instead of rechecking Fortnox daily
Built for Swedish small businesses · bookkeepers · accountants · office managers
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
apps.fortnox.sein a real browser with your saved login - no setup, no API keys. -
1
Fortnox - check entries against the bank feed
fortnox.se
WebRun opens Fortnox to check entries against the bank feed. - Open Fortnox and pull the day's bookkeeping entries
- Compare them against the connected bank feed
- Flag anything unmatched, including likely duplicate payments
Done when Every entry and bank feed transaction has been checked against the other.
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2
Trello - log each unresolved item
trello.com How to Automate Trello
WebRun opens Trello to log each unresolved item. - Create a Trello card for each unresolved mismatch
- Include the amount and likely cause in the card
- Move cards to done once the bookkeeper resolves them
Done when The Trello board reflects every open reconciliation gap.
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3
WhatsApp - draft a duplicate payment note
whatsapp.com How to Automate WhatsApp
WebRun opens WhatsApp to draft a duplicate payment note. - Draft a note to the business owner for any likely duplicate or missing payment
- Reference the two transactions that appear to conflict
- Leave it in WhatsApp for them to review and send
Done when A drafted note exists for every likely duplicate or missing payment.
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 reconcile the entries itself?
No. WebRun only matches what it can and logs what it cannot to Trello. Confirming a match stays a decision inside Fortnox.
Will it message the owner without approval?
No. The duplicate payment note is drafted in WhatsApp and left for review, never sent automatically.
What counts as a likely duplicate?
Two transactions of the same or very close amount within a short window, which usually indicates a payment recorded twice.
Related templates
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