Automated Khatabook Expense Categorization
Throughout the day, WebRun watches Khatabook for new expense entries, reads the note attached to each one, assigns a category such as rent, stock purchase, utilities, or staff wages, and stages the categorized entry as a draft in Tally, left unposted until your accountant reviews it.
How do I categorize my Khatabook business expenses automatically?
WebRun watches Khatabook throughout the day for new expense entries, reads the note and amount on each one, and assigns a category such as rent, stock, or utilities. It stages every categorized expense as a draft entry in Tally, left unposted until your accountant reviews it, so your books stay organized without anyone re-typing entries by hand.
- Expenses are sorted into categories the moment they are logged
- Your accountant reviews a ready draft instead of raw, uncategorized entries
- Nothing posts to your books until it has been confirmed
Built for kirana store owners · small retailers · wholesale traders · shop accountants
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
khatabook.comin a real browser with your saved login - no setup, no API keys. -
1
Khatabook - read new expense entries
khatabook.com
WebRun opens Khatabook to read new expense entries. - Watch for new expense entries as they are recorded during the day
- Read the note, amount, and any attached bill photo for each one
- Match the entry against your usual category list, such as rent, stock, or utilities
Done when Every new expense entry has been read and matched to a category.
-
2
Tally - stage the categorized entry
tallysolutions.com
WebRun opens Tally to stage the categorized entry. - Stage each categorized expense as a draft entry under the right ledger head
- Group entries by category so the day's spending is easy to scan
- Leave every entry unposted until your accountant reviews and confirms it
Done when Every categorized expense is waiting as a draft entry in Tally.
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 post expenses directly into my Tally books?
No. Every categorized expense is staged as a draft entry and left unposted until your accountant reviews and confirms it in Tally.
What if an expense doesn't match a known category?
It is staged under an uncategorized ledger head instead of guessing, so your accountant can assign it correctly rather than finding it miscategorized later.
Can I change the category list it uses?
Yes. Give WebRun your usual category names, such as rent, stock, or utilities, and it will match new expenses against that exact list.
Related templates
Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.