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Automated FreeAgent Weekly Tax Scorecard

Every Monday morning, WebRun opens FreeAgent, reads the total outstanding invoices, the current Self Assessment tax estimate, and profit for the month, posts a scorecard to Slack, and pings Telegram only when a tax payment deadline falls within the next 7 days.

Runs on WebRun · Strict Lockdown policy
Every Monday at 8:00 AM WebRunorchestrates each step
1 FreeAgent pull invoices, tax estimate, and profit
2 Slack post the weekly scorecard
3 Telegram alert on close tax deadlines
In short

How do I keep a weekly eye on my FreeAgent numbers and tax deadlines?

WebRun opens FreeAgent every Monday morning, reads your outstanding invoices, current Self Assessment tax estimate, and profit for the month, and posts the three numbers to Slack as a weekly scorecard. If a tax payment falls within 7 days, it also pings Telegram so the deadline never sneaks up on you.

  • Outstanding invoices and profit land in Slack every Monday without opening FreeAgent
  • Tax deadlines get flagged a full week out instead of the night before
  • One scorecard replaces three separate checks in FreeAgent

Built for Freelancers · contractors · small business owners · sole traders

Step by step

What does WebRun do on every run?

The exact actions WebRun takes, in order - in plain language, so you can adjust anything.

  1. WebRun signs in and gets to work

    Opens login.freeagent.com in a real browser with your saved login - no setup, no API keys.

  2. 1
    FreeAgent - pull invoices, tax estimate, and profit
    freeagent.com
    WebRun in FreeAgent: pull invoices, tax estimate, and profit
    WebRun opens FreeAgent to pull invoices, tax estimate, and profit.
    • Open FreeAgent and total the outstanding invoices
    • Read the current Self Assessment tax estimate
    • Read profit and loss for the month to date

    Done when Invoices, tax estimate, and profit are all captured for the week.

  3. 2
    Slack - post the weekly scorecard
    slack.com
    WebRun in Slack: post the weekly scorecard
    WebRun opens Slack to post the weekly scorecard.
    • Post the three numbers to your Slack channel every Monday
    • Compare each to last week so the trend is visible
    • Keep the message short enough to read in a few seconds

    Done when This week's scorecard is posted in Slack.

  4. 3
    Telegram - alert on close tax deadlines
    telegram.org
    WebRun in Telegram: alert on close tax deadlines
    WebRun opens Telegram to alert on close tax deadlines.
    • Check the next Self Assessment payment date
    • Send a Telegram alert only when it falls within 7 days
    • Include the amount due alongside the date

    Done when A close tax deadline never arrives without warning.

Run settings

How is each run configured?

Starting pageWhere Chrome opens at the start of each run
login.freeagent.com
ScheduleRuns automatically on this cadence
Every Monday at 8:00 AM
DeliveryHow each run's result reaches you
Weekly scorecard · Slack
OutputWhat each run produces - Outstanding invoice total, tax estimate, and profit for the week, with a deadline alert when relevant.
Text
Setup & safety

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.

Your credentials stay in your own private environment - WebRun never stores your passwords.
Strict Lockdown

Every action is checked against this policy before it runs.

Domains ALLOWLIST
Typed input ALLOW
Shell command BLOCK
File uploads BLOCK
Runs in a contained environment More on policies
Good to know

Questions, answered

Does it file my tax return?

No. It only reads the Self Assessment estimate FreeAgent already calculates and reports it to you. Filing stays a decision you make yourself.

What if I have no invoices outstanding?

The scorecard still posts every Monday, it will just show zero outstanding so you know the number was actually checked.

How far ahead does the deadline alert look?

It flags any Self Assessment payment due within 7 days, so you get more than one warning before the date arrives.

Put this on autopilot.

Turn it on in minutes - or have our team set it up for you.