Automated Pennylane VAT Filing Prep
Every Monday, WebRun opens Pennylane, lists the supplier invoices, sales invoices, and transactions still missing or unmatched for the open accounting period, texts you how many days are left before the VAT declaration is due, and drafts a chase email for every gap.
How do I check my books are complete before the VAT return is due?
WebRun opens Pennylane every Monday, checks which supplier invoices, sales invoices, and transactions are still missing or unmatched for the open accounting period, texts you through Twilio how many days are left before the VAT declaration is due, and drafts a Gmail chase email for each gap, so your accountant is never blocked at the last minute.
- Missing period documents surface weeks before the filing date, not the night before
- Chase emails are written for you and wait in Drafts for one click
- Your accountant starts the declaration with a complete period
Built for finance leads · small business owners · accounting firms · bookkeepers
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
app.pennylane.comin a real browser with your saved login - no setup, no API keys. -
1
Pennylane - find missing period documents
pennylane.com
WebRun opens Pennylane to find missing period documents. - Open Pennylane and select the open accounting period
- List supplier invoices and sales invoices that have no document attached
- Note transactions still waiting to be matched to a document
- Record the counterparty, the amount, and the date on each gap
Done when Every missing or unmatched document in the open period is listed with its counterparty and amount.
-
2
Twilio - text the filing countdown
twilio.com
WebRun opens Twilio to text the filing countdown. - Count the open gaps and the days left before the VAT declaration is due
- Send a short SMS to your own saved finance number with the count and the deadline
- Text only the internal numbers on your list. No supplier or customer is ever texted
Done when You have a text with the gap count and the days left before filing.
-
3
Gmail - draft the chase emails
gmail.com
WebRun opens Gmail to draft the chase emails. - Draft a short, polite request to each supplier or client for the missing document
- Attach the reference, the date, and the amount so they can find it fast
- Leave every message in Drafts. You read them and press send
Done when A chase email sits in Drafts for each missing document, none of them sent.
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 my suppliers without me?
No. Every chase email is left unsent in Gmail Drafts for you to read and send. WebRun writes the request, you decide whether it goes out.
Does it file the VAT declaration?
No. WebRun only reports what is still missing from the open period in Pennylane. Preparing and submitting the declaration stays with you and your accountant.
What if a document arrives mid-week?
It reads the live state of the period in Pennylane on every run, so anything attached or matched since last Monday drops off the list on its own.
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Put this on autopilot.
Turn it on in minutes - or have our team set it up for you.