Automated Sage Intacct Close Checklist
Every week, WebRun opens Sage Intacct, checks each entity's month end close checklist for what is still open, adds a calendar reminder for the close deadline if items remain, and drafts a WhatsApp message to the subsidiary controller listing what is still outstanding, left for the parent company controller to send.
How do I keep multiple Sage Intacct entities on close schedule?
WebRun checks every Sage Intacct entity's month end close checklist each week and adds a Google Calendar reminder for the close deadline wherever items remain open. It drafts a WhatsApp message to the subsidiary controller listing exactly what is outstanding, leaving it for the parent controller to review and send.
- Every entity's open close items are visible in one weekly check
- Close deadlines get a calendar reminder before they are missed
- Subsidiary controllers get a specific, ready to send list of what is outstanding
Built for Controllers · mid market finance teams · multi entity businesses · accounting 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
www.intacct.com/ia/acct/login.phtmlin a real browser with your saved login - no setup, no API keys. -
1
Sage Intacct - check each entity's close checklist
- Open Sage Intacct and review each entity's month end close checklist
- Note which line items are still open for each entity
- Flag any entity at risk of missing the close deadline
Done when Every entity's close checklist has been checked for open items.
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2
Google Calendar - add the close deadline reminder
calendar.google.com
WebRun opens Google Calendar to add the close deadline reminder. - Add a calendar reminder for the close deadline for any entity with open items
- Include the entity name and what remains open
- Skip entities that are already fully closed
Done when A deadline reminder exists for every entity still open.
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3
WhatsApp - draft an outstanding items message
whatsapp.com
WebRun opens WhatsApp to draft an outstanding items message. - Draft a message to the subsidiary controller listing what is outstanding
- Reference the specific checklist items still open
- Leave it in WhatsApp for the parent controller to review and send
Done when A drafted message exists for every entity with outstanding close items.
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 close the books for an entity?
No. WebRun only reads the checklist and reports what is open. Completing and closing an entity stays a task inside Sage Intacct.
Will it message the subsidiary controller without me?
No. The WhatsApp message is drafted and left for the parent controller to review and send, never sent automatically.
Does it cover every entity or just one?
Every entity configured in your Sage Intacct account gets checked, so a multi entity close gets one consolidated view.
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