Get a full revenue picture on the first of every month
On the first of every month, WebRun opens Cerbo, pulls last month's visit volume by visit type and total dispensary sales, checks QuickBooks for revenue actually collected and any outstanding patient balances, and compiles a monthly report in Google Sheets that lines this month up against last month so trends are obvious at a glance.
- No credit card
- Under $0.01 per run
- Cancel anytime
How do I see my practice's monthly revenue and dispensary sales in one place?
WebRun pulls last month's visit volume and dispensary sales from Cerbo, checks QuickBooks for revenue collected and outstanding balances, and compiles it into one monthly report in Google Sheets on the first of every month. Each figure is compared against the prior month, so a revenue swing or a growing balance is obvious without pulling two separate reports.
- Any figure that swings more than 10 percent is flagged the first of the month
- Revenue and dispensary trends are visible without pulling two separate reports
- A growing outstanding balance shows up monthly, not at tax time
Built for functional medicine practice owners · integrative medicine clinics · practice managers · clinic bookkeepers
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
cerbo.comin a real browser with your saved login - no setup, no API keys. -
1
Cerbo - pull visit volume and dispensary sales
cerbo.com How to Automate Cerbo
WebRun opens Cerbo to pull visit volume and dispensary sales. - Open Cerbo and pull last month's total visits broken out by visit type
- Pull total dispensary sales for the month
- Note any new patients added during the month
Done when Last month's visit volume and dispensary sales have been captured from Cerbo.
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2
QuickBooks - pull revenue and outstanding balances
- Pull total revenue collected for the month from QuickBooks
- Pull total outstanding patient balances as of month end
- Match dispensary sales from Cerbo against recorded revenue to confirm they reconcile
Done when QuickBooks revenue and outstanding balances have been captured and reconciled against Cerbo.
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3
Google Sheets - compile the monthly comparison report
google.com How to Automate Google Sheets
WebRun opens Google Sheets to compile the monthly comparison report. - Add a new row to the running monthly report with visits, dispensary sales, revenue, and outstanding balances
- Calculate the change versus last month for each figure
- Highlight any figure that moved by more than 10 percent
Done when The monthly report is updated with this month's figures compared to last month.
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 this replace our accountant or bookkeeper?
No. It compiles what's already recorded in Cerbo and QuickBooks into one comparable monthly view. Your bookkeeper or accountant still handles reconciliation, taxes, and anything that needs a professional judgment call.
What counts as dispensary sales versus visit revenue?
Dispensary sales are supplement and product sales pulled from Cerbo's dispensary records. Visit revenue is pulled separately from QuickBooks based on recorded payments, so the report can show each side on its own line.
How far back does the comparison go?
Each month's report compares against the immediately prior month by default. Because every month is added to the same running sheet, you can also scroll back to see any earlier month at a glance.
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