Automated inDinero Bookkeeping Request Tracking
WebRun checks inDinero for bookkeeping items still waiting on documents or answers from the client, creates a Trello card for each so the account manager can chase it, and posts a heads up in Microsoft Teams.
How do I track overdue client document requests in inDinero?
WebRun reviews open bookkeeping requests in inDinero every Monday, the ones still waiting on a client document or answer, and creates a Trello card per item assigned to the account manager. It posts a Teams summary flagging anything open over 14 days, so stalled requests get chased instead of forgotten.
- No open client request sits untracked past a week
- Account managers get an assigned card instead of a buried email
- Requests open more than 14 days get flagged automatically
Built for outsourced accounting teams · bookkeepers · startup finance · account 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
indinero.comin a real browser with your saved login - no setup, no API keys. -
1
inDinero - find open document requests
indinero.com
WebRun opens inDinero to find open document requests. - Open the client's inDinero workspace
- List bookkeeping items still waiting on a document, receipt, or answer from the client
- Note how many days each request has been open
Done when Every open request has been listed with its age.
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2
Trello - create a Trello card per item
trello.com
WebRun opens Trello to create a Trello card per item. - Create a card for each open request on the client follow up board
- Include the client name, what's needed, and days open
- Assign the card to the account manager on file
Done when Every open request has its own assigned Trello card.
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3
Microsoft Teams - post a heads up in Teams
microsoft.com
WebRun opens Microsoft Teams to post a heads up in Teams. - Post a short heads up naming how many requests are open across all clients
- Flag any request open more than 14 days
- Link to the Trello board for detail
Done when The team channel has this week's open request count.
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 contact the client directly?
No. It only creates internal Trello cards and a Teams post for your account managers. Chasing the client is still a human conversation.
What counts as an open request?
Any bookkeeping item in inDinero still waiting on a document, receipt, or answer from the client, read from the live status each run.
Will it create duplicate cards?
No. It checks the follow up board first and only creates a new card for requests that don't already have one.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.