Automated Lab Account AR Digest
Every Monday, WebRun opens QuickBooks, finds eyecare account invoices past their due date, checks each account's recent order volume in Ocuco Innovations, drafts a polite reminder email for each, and posts your finance team a Slack digest ranked by balance and days overdue.
How do I automatically track past-due account balances for my optical lab?
WebRun opens QuickBooks every Monday, finds past-due account invoices, and checks each account's recent order volume in Ocuco Innovations. It drafts a polite reminder per account, left unsent for finance, and posts a Slack AR digest ranked by balance and days overdue, so your team chases the biggest risks first without any reminder sending itself.
- The biggest overdue balances are chased first every Monday, not whenever someone remembers
- Finance sees total dollars outstanding in Slack in seconds
- High-volume accounts with a growing balance surface before the risk gets large
Built for optical lab finance teams · wholesale lens labs · lab controllers · AR specialists
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
quickbooks.intuit.comin a real browser with your saved login - no setup, no API keys. -
1
QuickBooks - find past-due account invoices
- Open QuickBooks and filter account invoices to past due
- Capture the account, invoice number, balance, and days overdue for each
- Draft a short, polite reminder email per account with the outstanding invoices, and leave it unsent for finance to review
- Skip invoices already reminded this week
Done when Every past-due invoice is listed and a reminder is drafted, unsent, per account.
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2
Ocuco Innovations - check recent order volume
ocuco.com
WebRun opens Ocuco Innovations to check recent order volume. - Open Ocuco Innovations and check each past-due account's recent order volume
- Note accounts that are still ordering heavily while overdue so finance can weigh the relationship
- Flag any high-volume account whose balance is growing week over week
Done when Each overdue account is tagged with its recent order volume and balance trend.
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3
Slack - post a ranked AR digest
slack.com
WebRun opens Slack to post a ranked AR digest. - Post an AR digest to the finance channel ranked by balance and days overdue
- Put the largest and oldest balances first, with each account's recent order volume shown
- Note total dollars outstanding and which reminders are drafted and waiting to send
Done when Finance has a ranked Slack AR digest with total outstanding and drafted reminders noted.
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
Will it email overdue accounts without me?
No. WebRun drafts every reminder in QuickBooks and leaves it unsent. Your finance team reviews each one before sending, so no account is chased without a human check.
How does it prioritize which accounts to chase first?
It ranks the Slack digest by balance and days overdue, putting the largest and oldest balances at the top, and shows each account's recent order volume so finance can weigh the ongoing relationship.
What about accounts that already paid?
It reads the live invoice status in QuickBooks each Monday, so any account that has paid or is no longer past due is dropped from the digest automatically.
Related templates
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