Automated Ledger Treasury Balance Logging
Every Monday, WebRun signs into your Ledger account, reads the balance and the assets held on each company wallet, records the week's movement against last week's figure, texts the total to your finance number through Twilio, and drafts the treasury note in Gmail for review.
How do I keep a weekly record of my company wallet balances?
Every Monday, WebRun signs into your Ledger account, reads the balance and assets held on each company wallet, and builds a dated snapshot. It drafts the treasury note in Gmail and texts the total to your finance number through Twilio. WebRun only reads balances and never moves funds.
- A dated balance snapshot exists every Monday without anyone remembering
- Every movement since last week has an explanation beside it
- WebRun reads balances only and never moves funds
Built for finance teams · crypto treasury managers · startup CFOs · 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
www.ledger.comin a real browser with your saved login - no setup, no API keys. -
1
Ledger - read each wallet balance
ledger.com
WebRun opens Ledger to read each wallet balance. - Sign into your Ledger account and open the accounts your company treasury uses
- Read the balance shown for each account and the assets held in it
- Record the date and time of the reading so the snapshot is dated, not approximate
- Compare each balance against last week's recorded figure and note the change
- List the transactions since the last snapshot so any movement has an explanation beside it
- Read only. WebRun never sends, swaps, converts, or withdraws anything, and never approves a transaction on a device
Done when Every company wallet has a dated balance, its assets, and the week's movement recorded.
-
2
Twilio - text finance the weekly total
twilio.com
WebRun opens Twilio to text finance the weekly total. - Send a short SMS from Twilio to your own finance number with the dated total across wallets
- Note the largest movement since last week in one line
- Only your own registered numbers are texted. A message to any number outside that list is queued for your approval instead of sent
Done when Finance has this week's dated total by SMS.
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3
Gmail - draft the treasury note
gmail.com
WebRun opens Gmail to draft the treasury note. - Draft the weekly treasury note in Gmail with a row per wallet: date, assets, balance, and change
- Include the transactions that explain each movement
- Leave the email in Drafts. WebRun never sends the treasury note on its own
Done when This week's treasury note sits in Drafts, ready for finance to review and send.
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
Can it move funds or approve a transaction?
No. WebRun only reads balances and transaction history. It never sends, swaps, converts, or withdraws anything, and it never approves a transaction on a hardware device. Every movement of funds stays a human action.
Does it give investment advice?
No. It records what each wallet holds on a given date and nothing more. WebRun is not a financial adviser and offers no opinion on what to buy, sell, or hold.
Who sees the treasury note?
Only you, until you send it. The SMS goes to your own registered finance number and the full note waits in your Gmail drafts for you to review and forward.
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